Move beyond stock picking
The operating system for investing
PortfolioOS turns an investment idea into a diversified, explainable, trackable, tax-aware portfolio across the brokers you already use. Invest through structured portfolios — and manage their whole lifecycle.
Not a stock-tips app. Not a black-box robo-advisor.
Consolidated value
₹12,45,000
Time-weighted
+16.1%
Money-weighted
+14.2%
Benchmark
+13.0%
Illustrative mock data across three connected brokers.
Why PortfolioOS
Five capabilities that turn a recommendation into a managed lifecycle.
Curated portfolios
Structured, versioned strategies from professional managers — constituents, weights and the reasoning behind both.
One-click broker execution
Place the whole basket through the broker you already use. Your securities never leave your own account.
Transparent after-cost performance
Returns net of brokerage, statutory charges, slippage and tax — with backtest and live periods labeled apart.
Tax-aware rebalancing
Per-lot tax impact before you confirm, and priority ordering so you fix what matters without churning everything.
Cross-broker visibility
One honest consolidated view across every connected broker, including the holdings you bought elsewhere.
How it works
Four steps, and the fourth one never ends.
- 1
Discover
Browse portfolios ranked by quality-adjusted score, filtered against your goal, horizon and loss capacity.
- 2
Invest
Review the holdings, costs and suitability flags, then execute through your own broker with explicit consent.
- 3
Track
See time-weighted and money-weighted returns side by side, plus the behaviour gap between them.
- 4
Rebalance
Approve changes by priority, with proceeds, settlement, per-lot tax and residual concentration shown first.
Our edge
Three things nobody owns today — cross-broker accounting, tax-aware cashability, and explainability as a product surface.
Explainability
Every change carries a rationale, a source and an estimated impact. Ask the co-pilot and get the same answer in plain language.
Cross-account aggregation
Portfolio accounting that spans brokers — the consolidated position nobody else will give you honestly.
Governed AI co-pilot
It explains, compares and previews. It never recommends a security, never places a trade and never hides its context.
Conflict register + quality-adjusted discovery
Paid placement is labeled and excluded from ranking. Discovery weights drawdown, consistency and disclosure — not top-line return.
Not a stock app. Not a robo. A portfolio OS.
Three different products that are routinely confused with each other.
Stock app
- Individual tips and tickers
- You assemble the portfolio
- Performance shown gross
Robo-advisor
- Algorithm decides for you
- Custody moves to the platform
- Limited explanation of changes
PortfolioOS
- Structured portfolios, you approve
- Securities stay in your broker account
- After-cost, per-lot, explained
Your securities stay in your own broker account
PortfolioOS never takes custody and never places a trade you have not approved. Costs, conflicts and the reasoning behind every change are published on the surface where the decision happens.