See iNiveś in action
Portfolio upload to insight
From a broker export or CAS statement to a scored, explained portfolio — no spreadsheets.
- 01
Upload your portfolio
Drop a holdings export from your broker, or a CAS statement from CDSL or NSDL. Holdings, folios and transactions are parsed automatically.
- 02
Every holding gets scored
ISIN-first matching positions each holding, then the 171-node engine scores every holding across Edge, Vitals, Pulse, and Compass.
- 03
Read the portfolio insight
Concentration (HHI), fee drag and a plain-language narrative tell you what to fix first.
Equity research to confidence
Look up any listed company and see exactly how it earns its score.
- 01
Research an instrument
Search listed equities with sector, industry and peer-group context attached.
- 02
Compare against peers
Daily and quarterly Z-scores place valuation, quality and momentum against the industry.
- 03
Act with confidence
Signals decide Conviction; the raw Signal stays visible with a healthy tick or a warning.
Customize the scoring
Make the engine reflect your investing style instead of a generic default.
- 01
Pick a scoring preset
Seven presets: Conservative, Balanced, Growth, Income, Quality Compounder, Deep Value and Ultra.
- 02
Tune the weights
Shift the six Vital weights and Signal thresholds, then re-score to see the effect immediately.
- 03
Save your configuration
Pro accounts save custom configurations, so every future upload is scored your way.
What AI sees in your portfolio
Quality
Consistent profitability with strong ROE
Debt-to-equity trending upward
Monitor quarterly debt levels
Value
Trading below peer median PE
Revenue growth slowing
Consider accumulating on dips
Momentum
Price above 50-day moving average
RSI approaching overbought
Hold current position