Portfolio intelligence · For investors & RIAs

Institutional-grade portfolio analytics without the institutional price.

One workspace for portfolios, dividends, risk, and tax. Precise valuation, wash-sale-aware harvesting, and an AI analyst grounded in your real holdings.

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Free · No card required · Sensitive data encrypted · TLS · Optional 2FA

INDYXQUANT · Dashboard Sample portfolio · Illustrative numbers

AAPLApple MSFTMicrosoft NVDANVIDIA VTITotal Market ETF SCHDDividend ETF SPYS&P 500 ETF QQQNasdaq-100 ETF JNJJohnson & Johnson XOMExxon Mobil JPMJPMorgan Chase AAPLApple MSFTMicrosoft NVDANVIDIA VTITotal Market ETF SCHDDividend ETF SPYS&P 500 ETF QQQNasdaq-100 ETF JNJJohnson & Johnson XOMExxon Mobil JPMJPMorgan Chase

Good afternoonHere's your portfolio at a glance.

Portfolio Value$482,730.19▲ 0.42% today

YTD Return+11.8%vs benchmark

Income (TTM)$8,2141.7% yield

Sharpe1.31vol 11.2%

Portfolio Verdict · HEALTHY: 5-factor dividend safety · wash-sale check · drawdown within tolerance

INDYXQUANT · Dashboard · 15 hubs Sample portfolio · Illustrative numbers, not live data

What it does

Every tool a self-directed investor needs.

Built for people who want professional-grade analytics without learning a Bloomberg terminal. Everything wired together, everything fast.

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Multi-portfolio

Unlimited portfolios. Aggregate or per-account view. Live prices from Financial Modeling Prep, with Yahoo Finance as the fallback.

savings

Tax-loss harvesting

Find harvestable losses, dodge wash-sale violations, get replacement-ETF suggestions, including crypto losses with no wash-sale wait.

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payments

Dividend intelligence

5-factor safety scoring per holding, DRIP modeling, payment calendar, growth forecasts. Income investing done right.

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Risk lab

Monte Carlo across 4 statistical models, 5 historical crises plus 3 hypothetical shocks, factor attribution. Know your worst case before it happens.

psychology

AI assistant

Ask in plain English: "Which positions should I harvest for taxes?" The AI sees your real portfolio and answers contextually.

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Charts & technicals

Professional charting with 53 indicators, 72 drawing tools and multi-pane layouts. Live prices in market hours.

Built for

One platform. Four kinds of investors.

Self-directed

Own your money

Professional-grade tools without paying for a Bloomberg terminal.

Analytics · Screeners · Alerts

Income

Dividend investors

Safety scores, DRIP forecasts, ex-date alerts, and growth tracking in one calendar.

Safety scoring · Calendar · DRIP

Active

Active traders

Live quotes, options chains, technicals, screeners, alerts. All a Cmd+K away.

Options · Technicals · Terminal

Advisory

Wealth advisors

Serve every client from one workspace with an audit trail of client actions.

Multi-client · Reports · AUM billing

Free for everyone

Every feature. No price tag.

INDYXQUANT is free. Every feature, no credit card.

Create your free account

No card required · try the free Tax X-Ray →

Frequently asked

Honest answers.

Yes. INDYXQUANT is free. Every feature, no credit card. Click "Get started free," sign up, and you have full access.

Quotes, fundamentals and dividends come from Financial Modeling Prep. When it has no quote for a symbol, Yahoo Finance is the fallback. Economic data comes from FRED. US prices are live in market hours; India quotes are delayed.

No. It is a sample portfolio with illustrative numbers, and it is labeled that way. Your account shows only the holdings you import, valued from market data.

Sessions use JWTs in httpOnly cookies and all traffic is encrypted with TLS. Sensitive fields (account numbers, client contact details, 2FA secrets) are encrypted with AES-256 in the database, and every portfolio query is scoped to your account. Two-factor authentication is optional and built in. See Security for the full list.

Yes, by file. Import a CSV, Excel or OFX/QFX file: Schwab, Fidelity, TD Ameritrade, Vanguard and Robinhood exports are recognised, plus a generic column format and IBKR Flex XML. You can also connect Alpaca or Coinbase with your own API keys. For India: Zerodha, Groww, Upstox, ICICI Direct, HDFC Securities, Kotak and Angel One holdings files, and Dhan sync with an access token. Automatic account linking is not available yet.

No. Guided tours cover the main pages, and step-by-step guides walk through common tasks. The Tutorials section has in-depth walkthroughs. Pick your experience level during onboarding: beginners get glossary hints, advanced users get compact tables.