Portfolio Overview
Welcome back
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Portfolio Distribution
P&L by Holding
Recent Alerts
0
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Top Performers
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Holdings
Your portfolio positions
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AI Analysis
LLM-powered portfolio recommendations
Our AI analyzes each holding using technical indicators, fundamentals, and market trends to generate SELL/HOLD recommendations with confidence scores.
Analysis History
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Broker Connections
Connect and manage your broker accounts
Connect Angel One
Sync live holdings. Requires API Key, Client Code, MPIN, and TOTP Secret from SmartAPI.
Zerodha, Upstox, and more
Coming soon. OAuth-based broker integrations will be added in the next release.
Connected Brokers
Telegram Notifications
Schedule automated portfolio analysis reports via Telegram
Setup & Test Connection
How to get your Chat ID:
- Open Telegram and search for our bot (loading...)
- Press Start (or send
/start) - The bot will reply with your Chat ID — copy it
- Paste it below and click Send Test Message
Create Schedule
Active Schedules
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Developer API
Integrate Portfolio Analyzer into your applications
Endpoints
34+
Auth
JWT
Docs
Swagger
SDK
TS
Quick Start
import { PortfolioApiClient } from '@portfolio-analyzer/sdk';
const client = new PortfolioApiClient({
baseURL: 'http://YOUR_HOST:8000/api/v1'
});
await client.login('user@example.com', 'password');
const summary = await client.getPortfolioSummary();
const analysis = await client.runAnalysis({ days_history: 90 });Your API Token
Use in Authorization: Bearer YOUR_TOKEN header. Expires in 30 minutes.
Profile & Account
Manage your account settings
Account Information
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Wallet & Billing
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Subscription
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