Portfolio Analytics · Live prices

Professional portfolio analytics,
without the professional price.

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.

Free
INDYXQUANT is free. Every feature, no credit card.
Full access for everyone.
lock TLS 1.2/1.3
shield Optional 2FA
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task_alt Per-user data scoping
Product tour

See the platform in action.

Recorded in INDYXQUANT with a sample portfolio at live market prices.

15
Hubs
95
Tools
53
Chart indicators
20 yr
Year backtest preset
4
Monte Carlo models
The Platform

A complete research & decision stack, end to end.

15 hubs. Live market data. AI. Tax tools. Advisor workflow. One integrated platform: no browser-tab chaos.

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Fundamental analysis

Income statement · balance sheet · cash flow · working capital · debt profile · interest coverage · cash conversion cycle. Quarterly and annual, with sector-aware thresholds.

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Valuation suite

DCF · P/E · P/B · P/S · EV multiples · Margin of Safety · Guidance tracker. Scenario builder with editable CAPM, growth blending, and weighted consensus.

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Peer intelligence

Peer comparison, rankings, and benchmarking across valuation, growth, profitability and balance-sheet metrics. Percentile scorecards, strength/weakness analysis, sector-normalized context.

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Dividend intelligence

5-factor safety scoring, dividend-streak tiers (Kings, Aristocrats, Achievers), growth forecasting, ex-date calendar, DRIP calculator, payout-ratio dashboard. Complete income workflow.

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Risk & simulation

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.

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AI assistant & reports

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.

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Tax optimization

Tax-lot optimizer, wash-sale-aware loss harvesting, multi-year orchestrator, tax opportunities surface, year-end planner, Form 8949 / Schedule D exports.

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Trading & execution

Charts with 53 indicators and 72 drawing tools · stock screeners · paper trading · price & technical alerts · options flow.

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Live markets

Live US quotes from Financial Modeling Prep with a Yahoo Finance fallback; India quotes delayed · breadth · movers · sector rotation · economic calendar.

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Advisor workflow

Multi-client management · suitability questionnaires · white-label reports · billing & invoicing · compliance checklist · model portfolios. Built for RIAs and family offices.

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Insider & institutional

Form 4 insider trades · 13F institutional holdings · whale tracker · short interest · analyst ratings & price targets · earnings surprises · guidance tracker.

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Financial Twin & planning

Life-simulation engine: retirement projections, major events, tax scenarios. Goals, income projections, rebalancer, portfolio optimizer, real-estate & crypto tracking.

Onboarding

From sign-up to institutional insight: in four steps.

No installation. No training required.

01: Account

Create your account

Free. No credit card required.

02: Import

Connect or import

CSV, Excel or OFX file, manual entry, or Alpaca and Coinbase API keys.

03: Analyse

AI does the first pass

Risk, dividend safety, tax-loss, rebalancing, built from your holdings.

04: Decide

Make better decisions

Stress tests, forecasts, alerts, exports, always one click away.

Built for

The investors who actually manage capital.

Tooling built for the work, not a demo reel. Built for four roles.

Individual · DIY

Self-directed investors

Valuation, dividends, tax-loss harvesting, backtesting, Financial Twin retirement planning, without paying a platform fee per module.

Advisors · RIAs

Independent advisors

Multi-client CRM, suitability scoring, white-label PDFs, billing & invoicing, model-portfolio engine, compliance checklist. Client-ready reporting on every page.

Family offices

Family offices

Multi-account aggregation, tax-lot optimization, concentration-risk warnings, 13F institutional tracking, insider-trade surveillance, real estate + crypto in one view.

Quant-curious

Research-minded investors

Backtests up to 20 years, 4-model Monte Carlo, factor attribution, correlation matrices, alpha optimizer, options flow.

Free for everyone

One platform. Everything included.

INDYXQUANT is free. Every feature, no credit card.

Free No credit card · Full access
INDYXQUANT

The complete portfolio intelligence platform

Analytics, data, AI: in one integrated workspace.

Create your free account arrow_forward
  • checkUnlimited portfolios & holdings
  • check15 hubs, 95 tools
  • checkLive US prices · India quotes delayed
  • checkAI analyst (Claude Opus 5.5, OpenAI and Gemini fallbacks)
  • checkValuation suite (DCF, multiples, MoS)
  • checkFundamentals, quarterly + annual
  • checkPeer comparison & benchmarking
  • check5-factor dividend safety + streak tiers
  • checkMonte Carlo: 4 return models
  • checkBacktesting up to a 20-year preset
  • checkStress tests: 5 crises + 3 shocks
  • checkTax-loss harvesting + orchestrator
  • checkForm 8949 / Schedule D exports
  • checkTechnical analysis · 53 indicators
  • checkInsider + 13F institutional flows
  • checkAnalyst ratings + guidance tracker
  • checkFinancial Twin life simulation
  • checkAdvisor workflow + white-label reports
  • checkPDF, Excel and CSV exports
  • checkOptional 2FA · TLS · Sensitive fields encrypted
FAQ

Common questions.

If 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.

Portfolios Dividends Risk Tax Research Markets Charts Planning Advisor tools AI analyst Exports Alerts Portfolios Dividends Risk Tax Research Markets Charts Planning Advisor tools AI analyst Exports Alerts