Portfolio Overview
Welcome back
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Portfolio Distribution
P&L by Holding
Recent Alerts
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Top Performers
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Holdings
Your portfolio positions
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AI Analysis
LLM-powered portfolio analytics
⚠️
Not Investment Advice. The analysis below is generated by an AI model using publicly available data. It is for informational purposes only and does not constitute a recommendation to buy or sell any security. Please consult a SEBI-registered Investment Advisor before making any financial decisions.
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.
Connect Zerodha
Sync live holdings via Kite Connect. Requires API Key and API Secret from Zerodha Developer Console.
Connect Groww
Sync live holdings via Groww Trade API. Requires API Key and Secret from Groww Trade API portal.
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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Disclaimer: MyNiveshIQ is an informational and data analytics platform only. All analysis, recommendations, and signals displayed are generated by AI models for educational and informational purposes only and do not constitute investment advice, financial advice, or a solicitation to buy or sell any security. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. Always consult a SEBI-registered Investment Advisor before making any investment decisions.