Read your portfolio the way a fund manager would.
Import from Zerodha, Groww, a CSV, or by hand. Optimisation, risk, rebalancing, and tax harvesting on the same screen — in under thirty seconds. No spreadsheets. No sign-up.
The same three jobs a portfolio manager does every quarter.
Solve for the allocation with the highest Sharpe.
Mean-variance optimisation across your live holdings. Pick Max Sharpe or Min Volatility, set per-stock weight bounds, and get an exact buy/sell plan.
- ›Max Sharpe, Min Volatility, custom weight bounds
- ›Sector concentration and HHI checks
- ›Exact buy/sell quantities — not percentages
Stress-test against six Indian market crises.
VaR and CVaR at 95% and 99%. Rolling Sharpe vs Nifty 50. Six replayed crisis paths: COVID, IL&FS, 2008, Taper Tantrum, March 2020, NBFC 2018.
- ›Historical VaR / CVaR at 95% and 99%
- ›Six replayed Indian-market crisis paths
- ›Jensen's alpha, upside/downside capture, R²
Rank FY-end harvest candidates by net saving.
Lot-level STCG and LTCG at current Indian rates. Surfaces positions where booking a loss before 31 March cuts liability, with a days-to-LTCG countdown.
Upload, run, read. Under thirty seconds.
Upload holdings
Import from Zerodha or Groww, drop a CSV or XLSX, or enter stocks by hand.
Engine runs
Live NSE prices, efficient frontier, six crisis paths, fifteen risk metrics. Under 30 seconds.
Read the report
Verdict, optimisation plan, risk breakdown, tax opportunities. Each with a plain-language read.
DPDP Act compliant
Compliant with India's Digital Personal Data Protection Act.
Encrypted in transit
TLS on every connection. Encrypted snapshots at rest.
Indian data residency
Stored on Indian regions, processed in Indian regions.
Common questions
- Where is my portfolio data stored?
- Guest analysis is processed in memory and discarded when you close the tab. Saved reports are encrypted at rest. No third-party trackers, no marketing emails.
- Do I need to create an account?
- No. A full analysis runs without sign-up. Create an account only if you want to save reports across devices.
- Which brokers are supported today?
- Direct import from Zerodha and Groww. Universal support for CSV and XLSX exports. Manual entry for any NSE-listed stock.
- Is Calsify a SEBI-registered investment adviser?
- No. Calsify is an analytical tool. Every output is illustrative and educational, not investment advice. Speak to a SEBI-registered adviser before acting.