Your AI layer on top of markets and your portfolio.
Ask anything about stocks, fundamentals, technicals, or macro. Link your portfolio for personalized risk alerts and smart exposure analysis. No portals. No dashboards. Pure intelligence—delivered where you already work and communicate
Portfolio monitoring for Zerodha, AngelOne, and Grow. Other brokers coming soon!
What Arthik Does
Private. Proactive. Powerful portfolio intelligence.
Multi-Broker Portfolio Upload
Upload Excel and CSV files from brokers
AI-Powered Portfolio Analysis
Get instant answers to portfolio questions naturally
Automated Risk & Performance Metrics
Calculate volatility, drawdown, profit-loss, and analytics
Real-Time Financial Data Integration
Access live prices, financial statements, and earnings
Market News & Research
Search NSE, BSE, SEBI circulars and news
Custom Financial Calculations
Generate custom calculations for any portfolio question
How it works
Three simple steps to smarter investing.
Connect Broker
Upload xlsx or csv
Ask queries to Arthik AI in human language
For example: give me top 5 perfming stocks in my portfolio
Make Better Decisions
Act on insights delivered directly to you.
Loved by Users
Real stories from early users.
“I can upload my holdings from Zerodha and AngelOne in seconds. No more manual entry across multiple brokers.”
“Risk metrics and custom calculations help me understand my portfolio better. I can ask any question and get insights instantly.”
“Arthik understands my portfolio questions naturally. I just ask what I want to know and get instant answers.”
Frequently asked questions
- Is Arthik a broker or financial advisor?
- No. Arthik is a portfolio intelligence platform. We don't execute trades or provide investment advice—we help you analyze and understand your portfolio through AI-powered insights.
- How do I add my portfolio to Arthik?
- You can upload your holdings by uploading Excel or CSV files from your broker. Arthik supports multiple brokers including Zerodha, AngelOne, and Grow.
- How does the AI portfolio analysis work?
- Simply ask questions about your portfolio in natural language. Our AI assistant analyzes your holdings, calculates metrics, and provides instant answers. You can ask about profit/loss, risk metrics, allocations, or any custom analysis.
- What kind of portfolio questions can I ask?
- You can ask questions about profit and loss, risk metrics (volatility, drawdown), performance comparisons, sector allocations, individual stock analysis, or request custom calculations. The AI generates calculations on-demand to answer your specific questions.
- Is my financial data secure?
- Absolutely. We use bank-level encryption and secure connections. Your data stays private and is never shared with third parties.
- Can I access real-time market data?
- Yes. Arthik integrates with financial data sources to provide live prices, financial statements, earnings data, and market news from NSE, BSE, and SEBI sources.