Your Optimized personal investment research desk
Explore momentum, pullbacks, value and quality, top picks, and AI briefings — across the market or against your own portfolio.
Portfolio score
78 · Attractive
Momentum radar
Live market names
Market pulse
Stay oriented during the session
Capabilities
What we offer
A focused set of research tools for investors who want signal over noise.
Momentum Radar
Spot names building strength across the market — ranked for clarity, not noise.
Pullback opportunities
Find quality stocks that have cooled off — useful context when you are building positions.
Value + Quality
Screen for fundamentals and resilience so you can compare ideas side by side.
Market news board
Headlines and story flow in one place on Advisor and Enterprise — stay oriented during the session.
AI briefings
Ask questions and generate research notes with AI — you stay in control of your workspace.
Portfolio desk
Value, allocation, holdings tape, and multi-factor scores in a single workspace.
Everything on the desk
Import, analyse, and research in one workspace — designed for clarity from the first session.
Smart import
Map broker CSV or Excel exports, or add holdings manually. Switch brokers without starting over.
Desk analytics
Portfolio value, allocation, concentration, and multi-factor scores — readable at a glance.
Privacy-first
No broker lock-in. Secure workspace. Research stays yours.
AI research layer
Briefings & Q&A on your portfolio
Powered by AI
Optional AI for portfolio briefings and research Q&A — you bring your own provider API key. Screens and analytics work anytime.
- Optional AI setup with your API key
- Test your key before you save
- Skip AI and use screens anytime
How it works
Five simple stages to get started with OptFolio.
- 01
Create your account
- 02
Choose a plan
- 03
Add a portfolio
- 04
Import holdings
- 05
Explore the desk
Why OptFolio
Designed for how India invests
Markets move on IST sessions, broker formats, and local instruments. OptFolio is built around that reality — not a generic global template with India bolted on.
Built for Indian markets. Designed for investors who want clarity, not clutter.
IST-aware session
Context that respects Indian market hours so your desk feels in sync with the tape.
Rupee-native pricing
Plans priced in INR with monthly and quarterly options — see the full matrix on Pricing.
Secure by design
Private workspace with encrypted storage. You control who accesses your account.
Broker-agnostic
Import from common export formats. Change brokers without losing your workspace.
Learn as you go
In-product education so you can learn as you research.
Built with care
Clear product terms and privacy practices. Analytics and AI tools in one desk.
Ready when you are
Create your OptFolio account, choose a plan, and import your holdings. Compare Pro, Advisor, and Enterprise — monthly or quarterly.