IX INDYXQUANT
All Portfolios

Getting Started

Welcome to INDYXQUANT

Platform overview: the hubs and tools for portfolios, markets, risk and tax

2 min read basicsintroductionquickstartoverview

Welcome to INDYXQUANT

INDYXQUANT is a portfolio analytics platform organised into hubs, each with its own tools (the Directory lists every one), live market data (Financial Modeling Prep, with Yahoo Finance as the quote fallback), and AI-powered analytics.

Quick Start (5 Minutes)

  1. Create Your Portfolio — Go to Portfolios and click "+ Create Portfolio"
  2. Add Holdings — Enter stock symbols, shares, and cost basis
  3. View Your Dashboard — Access Dashboard for your portfolio at a glance
  4. Set Price Alerts — Create alerts at Alerts for price movements
  5. Explore Analytics — Dive into Advanced Analytics for deep insights

What You Can Do

Portfolio & Holdings

  • Track unlimited portfolios with live P&L
  • Import holdings from CSV, Excel or OFX files
  • Record buy, sell, and dividend transactions
  • Compare portfolios side by side
  • Rebalance to target allocations

Market Intelligence

  • Live quotes from FMP, with Yahoo Finance as the fallback (India quotes delayed)
  • Market overview with indices, movers, and sector heatmaps
  • Economic calendar and earnings calendar
  • IPO and SPAC trackers

Deep Analysis

  • 53 technical indicators and 72 drawing tools on interactive charts
  • 13 valuation models on a single page
  • Peer comparison, rankings, and benchmarking
  • Factor investing (Fama-French 5-factor model)

Dividend Intelligence

  • Dividend calendar with 3-tier data waterfall
  • Safety scores (0-100) with 5 scoring components
  • DRIP projections and income forecasting
  • Dividend Aristocrats and screener

Risk & Strategy

  • Stress test against 5 historical crises and 3 hypothetical shocks
  • Monte Carlo with 4 statistical models
  • Backtest strategies with presets up to 20 years (or custom dates, as far back as the price history goes)
  • VaR, CVaR, and risk decomposition

AI & Reports

  • Chat with AI about your portfolio (Gemini, with OpenAI as fallback)
  • AI-generated portfolio reports
  • PDF and Excel export on every analytics page
  • Use the top navigation bar menus to reach every hub
  • Press Cmd+K (Mac) or Ctrl+K (Windows) to open the Command Palette for instant search
  • Use keyboard shortcuts (press ? from any page to see them)
  • The search bar on every page lets you find any stock instantly

Need Help?

  • Browse articles in this Help Center
  • Use the search bar above to find specific topics
  • Contact support at support@indyxquant.com