15 hubs and 95 tools for portfolio analysis, risk, tax and research. Live prices in market hours for US stocks (NYSE, NASDAQ, AMEX, CBOE, OTC); India quotes (NSE, BSE) are delayed. An AI analyst that reads your real holdings.
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Recorded in INDYXQUANT with a sample portfolio at live market prices.
15 hubs. Live market data. AI. Tax tools. Advisor workflow. One integrated platform: no browser-tab chaos.
Income statement · balance sheet · cash flow · working capital · debt profile · interest coverage · cash conversion cycle. Quarterly and annual, with sector-aware thresholds.
DCF · P/E · P/B · P/S · EV multiples · Margin of Safety · Guidance tracker. Scenario builder with editable CAPM, growth blending, and weighted consensus.
Peer comparison, rankings, and benchmarking across valuation, growth, profitability and balance-sheet metrics. Percentile scorecards, strength/weakness analysis, sector-normalized context.
5-factor safety scoring, dividend-streak tiers (Kings, Aristocrats, Achievers), growth forecasting, ex-date calendar, DRIP calculator, payout-ratio dashboard. Complete income workflow.
Monte Carlo (4 models: GBM, Student-t, GARCH, Regime-switching) · backtests up to a 20-year preset · stress tests (5 historical crises, 3 hypothetical shocks) · factor attribution · VaR · Sharpe.
Anthropic Claude Opus 5.5, with OpenAI and Gemini as fallbacks, or your own API key. Chat with your portfolio, AI-written research briefs, AI-flagged risks, rebalancing suggestions.
Tax-lot optimizer, wash-sale-aware loss harvesting, multi-year orchestrator, tax opportunities surface, year-end planner, Form 8949 / Schedule D exports.
Charts with 53 indicators and 72 drawing tools · stock screeners · paper trading · price & technical alerts · options flow.
Live US quotes from Financial Modeling Prep with a Yahoo Finance fallback; India quotes delayed · breadth · movers · sector rotation · economic calendar.
Multi-client management · suitability questionnaires · white-label reports · billing & invoicing · compliance checklist · model portfolios. Built for RIAs and family offices.
Form 4 insider trades · 13F institutional holdings · whale tracker · short interest · analyst ratings & price targets · earnings surprises · guidance tracker.
Life-simulation engine: retirement projections, major events, tax scenarios. Goals, income projections, rebalancer, portfolio optimizer, real-estate & crypto tracking.
No installation. No training required.
Free. No credit card required.
CSV, Excel or OFX file, manual entry, or Alpaca and Coinbase API keys.
Risk, dividend safety, tax-loss, rebalancing, built from your holdings.
Stress tests, forecasts, alerts, exports, always one click away.
Tooling built for the work, not a demo reel. Built for four roles.
Valuation, dividends, tax-loss harvesting, backtesting, Financial Twin retirement planning, without paying a platform fee per module.
Multi-client CRM, suitability scoring, white-label PDFs, billing & invoicing, model-portfolio engine, compliance checklist. Client-ready reporting on every page.
Multi-account aggregation, tax-lot optimization, concentration-risk warnings, 13F institutional tracking, insider-trade surveillance, real estate + crypto in one view.
Backtests up to 20 years, 4-model Monte Carlo, factor attribution, correlation matrices, alpha optimizer, options flow.
INDYXQUANT is free. Every feature, no credit card.
Analytics, data, AI: in one integrated workspace.
Create your free account arrow_forwardIf there's anything else we haven't covered, write us at support@indyxquant.com.
Yes. INDYXQUANT is free. Every feature, no credit card.
Every account gets the full platform: 15 hubs and 95 tools across fundamentals, valuation, dividends, peer comparison, risk, tax, trading, and research. Unlimited portfolios, the AI analyst, live US prices (India quotes delayed), backtests up to a 20-year preset, stress tests over 5 historical crises and 3 hypothetical shocks, 4-model Monte Carlo, Financial Twin life simulation, advisor workflow with white-label reports, and PDF, Excel and CSV exports.
Quotes, fundamentals, earnings, analyst ratings, insider trades and 13F holdings come from Financial Modeling Prep, with Yahoo Finance as the quote fallback and FRED for economic data. Brokerage connections (Alpaca, Coinbase, Dhan) are used to read your holdings.
Yes. The AI can call tools for your portfolio summary, risk x-ray and stress test, live quotes, DCF valuation and 13F institutional ownership, and it can write a valuation brief on demand.
Both. Individual investors get the same 15 hubs. Advisors & RIAs additionally get multi-client CRM, suitability questionnaires, white-label PDF reports, billing & invoicing, compliance checklists, model-portfolio engine, and Financial Twin for client plans. Family offices use the multi-account aggregation + tax orchestrator + concentration-risk surveillance.
Free of charge, with 4-model Monte Carlo, a wash-sale-aware tax orchestrator, Financial Twin life simulation, and a built-in advisor workflow in one place. We prioritize integration over breadth for its own sake. If you need millisecond execution or alternative-data Level 2, a Bloomberg Terminal is still the answer.
TLS in transit, AES-256 encryption of sensitive fields (account numbers, client contact details, 2FA secrets) in the database, optional 2FA, and every portfolio query scoped to your account. We never sell data. See the Security page for the full list of controls.
Yes. Analytics pages export to PDF and multi-sheet Excel, and your holdings, transactions, tax lots, and portfolio history are downloadable as CSV at any time.