Skip to main content Skip to main content
Notifications
notifications_off

No notifications

View all notifications
Menu
Dashboard
Dashboard
Dividends
Dividends Hub
Tax
Tax Hub
Advisor
Advisor Hub
search
ESC
Type a company name or ticker symbol to explore
lock

Upgrade Required

This feature requires a higher plan.

Basic arrow_forward Premium
diamond View Plans

Unlock all features with a premium subscription

SPY----
QQQ----
DIA----
LIVE
Skip to content
Getting Started

Welcome to INDYXQUANT Pro

Platform overview — 220+ pages of professional investment tools at your fingertips

2 min read 341 words basics introduction quickstart overview

Welcome to INDYXQUANT Pro

INDYXQUANT Pro is an enterprise-grade portfolio management platform with 220+ pages of professional investment tools, real-time market data from 5 providers, 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 real-time analytics
  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 real-time P&L
  • Import holdings from CSV files
  • Record buy, sell, and dividend transactions
  • Compare portfolios side by side
  • Rebalance to target allocations

Market Intelligence

  • Live quotes from FMP, Alpha Vantage, Polygon, Finnhub, and Yahoo Finance
  • Market overview with indices, movers, and sector heatmaps
  • Economic calendar and earnings calendar
  • IPO and SPAC trackers

Deep Analysis

  • 100+ technical indicators with 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 6 scoring components
  • DRIP projections and income forecasting
  • Dividend Aristocrats and screener

Risk & Strategy

  • Stress test against 7 historical crises (350+ known drawdowns)
  • Monte Carlo with 4 statistical models
  • Backtest strategies with up to 20 years of data
  • VaR, CVaR, and risk decomposition

AI & Reports

  • Chat with AI about your portfolio (GPT-4)
  • AI-generated portfolio reports
  • PDF and Excel export on every analytics page
  • Use the top navigation bar mega menus to access all 220+ pages
  • 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
Still need help? Our team can walk you through any feature.
Contact Support