INDYXQUANT
bolt Built for serious investors

Professional portfolio
intelligence on tap.

Multi-portfolio analytics, dividend safety scoring, tax-loss harvesting with wash-sale awareness, Monte Carlo + stress testing, and an AI assistant that sees your real holdings.

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Free Tax X-Ray needs no signup · No card required for trial · Cancel anytime
INDYXQUANT · Dashboard ● LIVE · MARKET OPEN
Portfolio Value$236,950▲ 0.81% today
YTD Return+78.4%vs SPY +65.3%
Div Income$2,7181.15% yield
Sharpe4.00vol 9.5%
Portfolio Verdict · HEALTHY — diversified across 8 sectors, low drawdown, strong risk-adjusted return
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. Real-time prices from 5 data providers with automatic fallback.

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Tax-loss harvesting

Find harvestable losses, dodge wash-sale violations, get replacement-ETF suggestions — including crypto losses with no wash-sale wait. Try the free Tax X-Ray →

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Dividend intelligence

8-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, 12 historical stress scenarios, factor attribution. Know your worst case before it happens.

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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

TradingView-grade charts, 100+ indicators, drawing tools, multi-pane layouts. Real-time WebSocket quotes.

Built for

One platform. Four kinds of investors.

01

Self-directed

You manage your own money. You want institutional-grade tools without paying $25k for a Bloomberg terminal.

02

Dividend investors

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

03

Active traders

Real-time quotes, options chains, technicals, screeners, alerts. All a Cmd+K away.

04

Wealth advisors

Multi-client view, GIPS-grade performance reports, compliance audit trail, AUM-billing ready.

Pricing

Simple. One plan. Everything included.

No feature gating, no upsells. The full platform for the duration of your trial and beyond.

INDYXQUANT

Everything, unlocked.

$40 /month
Start 30-day free trial

No card required. Or save 17% with annual billing — $400/year.

Frequently asked

Honest answers.

How does the 30-day trial work?
No card required. Click "Start free trial," sign up, and you have full access for 30 days. At the end, you decide whether to add a card. We won't auto-charge anyone.
Where does the data come from?
5 providers with automatic fallback: Financial Modeling Prep (primary), Yahoo Finance, Alpha Vantage, Finnhub, Polygon. If one goes down, the next takes over.
Is my data secure?
Yes. JWT auth, AES-256 encryption at rest and in transit, strict per-user data scoping. Two-factor authentication is built in. Your portfolio data never leaves your account.
Can I import from my brokerage?
Yes — Plaid integration covers 12,000+ institutions (Schwab, Fidelity, Vanguard, Robinhood, Coinbase, IBKR, etc.). Or import via CSV / Excel from any broker.
Do I need to know what I'm doing?
No. Onboarding is under 60 seconds. Every page has a guided tour and just-in-time tooltips. The Tutorials section has 27 in-depth walkthroughs. Pick your experience level on signup and the platform tunes itself accordingly.

Try it free for 30 days.

No card. No setup fee. Full access to everything.

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