Overview
Total Invested
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0 holdings
Current Value
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Click Load Live Prices
Unrealized P&L
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Today's Change
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From last close
Holdings
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Across all brokers
Holdings
Symbol Broker Qty Avg Price Invested CMP Current Value P&L P&L % Actions
Top Gainers
Top Losers
Most Active
Upload Holdings
Upload your portfolio file from each broker. Supports CSV, XLS/XLSX, and PDF formats.
G
Groww
No data uploaded
📁
Drop file or click to browse
CSV, XLS, XLSX, PDF
I
INDmoney
No data uploaded
📁
Drop file or click to browse
CSV, XLS, XLSX, PDF
D
Dhan
No data uploaded
📁
Drop file or click to browse
CSV, XLS, XLSX, PDF
U
Univest
No data uploaded
📁
Drop file or click to browse
CSV, XLS, XLSX, PDF
A
Upstox
No data uploaded
📁
Drop file or click to browse
CSV, XLS, XLSX, PDF
Combined Portfolio Summary
Total Holdings
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Total Invested
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Brokers with Data
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Last Updated
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Portfolio Health
Bulk Stock Analysis
Optimize
Stock Signal
Enhanced Signal
Portfolio Health Check
🩺
No analysis yet
Click "Run Analysis" to get an AI-powered portfolio health check.
Stock Research
🔬
Enter a symbol to research
Get real-time AI research with fundamentals, news, and analyst targets.
Market Pulse
📈
Analyzing market...
Real-time sentiment powered by Perplexity Sonar Pro.
Sector Overview
AI Sector Scan
Sector Analysis
Sector Performance (FMP)
Portfolio Sector Allocation
🏭
Click "Analyze Portfolio"
AI will map your holdings to sectors.
Filter Screener
AI Screener
Stock Screener
🔍
Set filters and run
📋
Enter a symbol
View profile, financials, ratios, peers and analyst grades.
Market News
AI Stock News Analysis Sonar Pro + Claude

Get in-depth AI-analyzed news for any stock with impact assessment, sentiment, and action recommendations.

Live News Feed
0 articles
Log Trade
Trade History
P&L
Log Manual Trade
Charts
1W
1M
3M
6M
1Y
3Y
5Y
ALL
Price Chart
52-Week Highs
52-Week Lows
Watchlist
My Watchlist
Price Alerts
Active Alerts
Settings
General
Portfolio Snapshot

Save a snapshot of your current portfolio for historical tracking.

About

AFFINCO FINANCE is an AI-powered Indian stock portfolio dashboard. Upload holdings from multiple brokers, analyze with Claude and Perplexity AI, and track market intelligence — all in one place.

AI: Claude Sonnet 4.6 + Perplexity Sonar Pro Market Data: Financial Modeling Prep Developed by Aliakbar Fakhri
Connection
Holdings
Positions
Funds
Orders
Option Chain
Place Order
Dhan API Connection
🔌
Connection not checked
Click "Check Connection" to verify your Dhan API token.
How to get a Live Token
  1. Visit web.dhan.co and log in to your account
  2. Go to My Profile → API Access
  3. Generate a new access token (valid for 1 day)
  4. Update the DHAN_ACCESS_TOKEN in your .env file
  5. Restart the API server and click "Check Connection"
News Sentiment Dashboard
Portfolio-Wide Sentiment
🌡️
Click "Portfolio Sentiment" to analyze
AI will scan news for all holdings and compute an aggregate sentiment.
Stock Sentiment Search
📊
Enter a stock symbol
Get AI-powered sentiment analysis combining news from multiple sources.
Indian Business News
Global Market News
AI Morning Briefing
Comprehensive market overview powered by AI
🌅
Generate your AI Morning Briefing
Get a comprehensive market overview — global markets, Nifty/Sensex outlook, FII/DII flows, sector rotations, and top opportunities.
Portfolio Risk Monitor
AI-powered risk assessment for your portfolio
🛡️
Click "Analyze Risk" to begin
AI will assess concentration risk, volatility, drawdown estimates, and provide risk reduction recommendations.
Short Selling Intelligence
AI-identified short candidates based on technical and fundamental analysis
Risk Warning: Short selling involves significant risk including unlimited loss potential. This information is for educational purposes only. Always do your own research and consult a financial advisor before short selling.
📉
Find short selling candidates
AI will identify potential short candidates based on overvaluation, weak fundamentals, and bearish technical signals.
Technical Analysis
📈
Enter a symbol to load technicals
View RSI, SMA, EMA, Bollinger Bands, and ADX indicators with AI interpretation.
Weekly Trading Signals
AI-powered buy & sell signals for Indian markets (NSE/BSE)
⚡
Ready to Generate Trading Signals
Click “Generate Signals” to get AI-powered weekly buy/sell recommendations for Indian stocks, powered by real-time market data and news.