Your holdings live in Zerodha, Groww, Angel One, Upstox, or CAMS statements. You want one honest view, not five partial ones.
The real question is what falls together when stress hits. YourQuant makes concentration visible in rupees, not abstract labels.
No broker login, no prediction theatre, no advice framing. Just clean portfolio intelligence grounded in deterministic data.
Crash simulation is the emotional hook. The platform is the value — crash, backtest, screen, track smart money, harvest tax, ask an AI, and talk to it on WhatsApp. All from the same portfolio.
Multi-broker · concentration · sector exposure
Aggregate Zerodha, Groww, Angel One, Upstox and CAMS holdings into one view. See concentration, sector exposure, live P&L, and technical signals on every stock you already own.
5 historical crashes · rupee-first · Nifty-benchmarked
Replay COVID-19, 2008, IL&FS, demonetisation and the 2024 FII selloff on your exact holdings. Per-stock rupee loss, Nifty gap, and explicit labels where data falls back to sector estimates.
Predefined + custom rules · honest regime analysis
Backtest predefined strategies (golden cross, 52-week breakout, RSI oversold) or build your own rule set. Every result ships with sample-size warnings, regime spread, and walk-forward notes — not just a win rate.
500 NSE stocks · breakout scores · trend gates
Nifty 500 + Midcap 150 + Smallcap 250 curated universe. Breakout scores combine 52-week proximity, moving-average structure, RSI zones, and volume — refreshed daily with live intraday pricing.
Insider trades · promoter moves · FII/DII flow
Follow insider, promoter, FII and DII activity in the stocks you own. Context-rich feed that separates routine disclosure from meaningful accumulation or distribution.
STCG · LTCG · harvest opportunities
See realised and unrealised short-term and long-term capital gains across brokers. Surfaces harvest candidates and LTCG threshold proximity without ever telling you what to trade.
Event correlations · quarterly & annual documents
Cross-reference your holdings against historical event reactions (budgets, RBI decisions, FII rotations) and searchable quarterly results + annual reports. Context, not prediction.
Portfolio-aware · deterministic inputs · educational
Ask plain-language questions and get answers grounded in pre-computed portfolio data. The AI translates numbers into English — it never invents them or slips into buy/sell advice.
Morning digest · life planning · proactive nudges
A portfolio-aware agent on WhatsApp that remembers you. Morning digests, life-decision planning (car, home, emergency fund), live-validated answers, and proactive alerts when conditions you care about actually fire.
Connect your WhatsApp number once. From then on the agent can answer portfolio questions, run planning workflows for real-life decisions, and reach out on its own when something actually matters.
Yesterday's P&L, today's triggers, and any holdings that crossed a TA threshold overnight.
“Can I afford a ₹6.5L car?” gets a grounded plan that references your cash, SIPs and goals.
For freshness-sensitive asks the agent does a web-validation pass before replying.
You set the condition. We message you when it fires — not at 9am regardless.
I'm thinking of buying a car for ₹6.5L. Can I afford it without hurting my goals?
Based on your portfolio and SIPs, here's where a ₹6.5L car lands:
Want me to compare this against deferring by 6 months and paying ₹4L down?
The product feels simple because the calculations are already done underneath. YourQuant is designed to show what the data says, label what is estimated, and avoid slipping into advice.
Crash losses, TA signals, backtest stats and structural metrics are all computed in code first. The AI layer only explains those outputs in plain language.
When valid historical prices exist, crashes are replayed on your actual holdings. Where a stock was unlisted or data is missing, sector estimates are clearly labelled.
The framing is concentration, downside and setup quality. It will not tell you what to buy, sell, or rebalance into — on the web or on WhatsApp.
Export your broker CSV and drop it in. No broker login, no credential sync, and no complicated onboarding before you see value.
YourQuant computes crash exposure, concentration, benchmark gaps, TA context, backtest stats and discovery signals — so your portfolio stops feeling like a spreadsheet mystery.
On the web dashboard or on WhatsApp, ask plain-language questions. See where the downside really sits, what is driving fragility, and what the numbers mean — in English.
The product leads with monetary impact because that is what investors actually feel.
It starts from your portfolio first, then adds market context around it.
It helps you understand exposure and structure instead of pretending to forecast the next move.
Short, direct answers on brokers supported, SEBI positioning, pricing, data handling, and how the WhatsApp agent actually works.
YourQuant parses CSV exports from Zerodha, Groww, Angel One, Upstox and CAMS mutual-fund statements. You export the holdings CSV from your broker and upload it — there is no OAuth, no credential sync, and no API key required on your side.
No. YourQuant never asks for broker credentials, OTPs or Kite Connect tokens. We only read the holdings CSV you upload. Nothing in the product can place orders, modify positions, or interact with your broker account.
No. YourQuant is an educational analysis tool, not a SEBI-registered investment adviser. Every number comes from deterministic code and every explanation is framed as observation, not recommendation. You will never see the product tell you what to buy, sell, or rebalance into.
The Crash Simulator replays five historical Indian market stress windows on your exact holdings: COVID-19 (2020), the 2008 Global Recession, the IL&FS / NBFC crisis (2018), demonetisation (2016), and the FII selloff of January 2024. Where a stock was not listed during that window, the loss is estimated from its sector peers and labelled as an estimate.
Yes. Backtest Lab ships with predefined templates (50/200 SMA golden cross, 52-week breakout, RSI oversold in uptrend, MACD crossover) and a rule builder for custom entry and exit conditions. Every backtest result includes sample-size warnings, regime spread across bull, bear and sideways markets, and walk-forward notes — no cherry-picked win rates.
After you upload your portfolio on yourquant.app and link your WhatsApp number, the agent can answer questions about your holdings, run planner workflows for major life decisions (car, home, emergency fund), send morning digests, and fire proactive alerts when your saved conditions trigger. It has access to your deterministic portfolio data and live market context — it never has access to your broker account.
YourQuant Pro is ₹179/month in India. Free gives you unlimited CSV uploads, three crash simulations, the 500-stock screener, TA signals, the Smart Money feed, live portfolio P&L and five AI coach questions. Pro adds all five crashes, custom crash scenarios (severity × archetype), Backtest Lab, deep analysis reports, live TA refresh, tax intelligence, unlimited AI coach, and the full agentic WhatsApp assistant.
CSVs are parsed in memory and stored as holdings rows in our managed Postgres database. We do not sell data, run ads, or share holdings with third parties. Crash results are keyed to a share token so public /report links work without login, and any portfolio you upload can be deleted from your profile.
Upload your holdings. See crash exposure, concentration, signals, backtests, tax ideas and your WhatsApp co-pilot in one place.
No broker login. No credit card. Educational data only.