InsightfulPortfolio

Insiport is a modern portfolio tracker designed for self-directed investors. Monitor your holdings, analyze performance, and make informed decisions with powerful tools built right in. PORTFOLIO DASHBOARD • Real-time portfolio value with daily P&L tracking • Allocation breakdown with interactive donut chart • Portfolio health score and diversification analysis • Risk alerts and concentration warnings • Performance comparison against market indices (Nifty 50, Bank Nifty, Sensex) HOLDINGS MANAGEMENT • Add stocks, ETFs, mutual funds, and bonds • Track cost basis, returns, and weight per holding • Record buy/sell/dividend transactions • Multiple portfolio support with quick switching • Mini sparkline charts and sector tags on each holding LIVE MARKET DATA • Real-time NSE stock prices via WebSocket • Live market ticker with index tracking • Top gainers and losers from NSE • Custom watchlists to track stocks you're interested in INTERACTIVE CHARTS • Full candlestick and line charts for any NSE stock • Multiple timeframes: 1D, 1W, 1M, 3M, 1Y, All • Powered by Kite Connect for accurate market data STOCK RESEARCH • Instant fundamental analysis for any company • Key metrics: P/E, EPS, margins, debt ratios • Financial health scoring with color-coded ratings • Revenue breakdown and competitor comparison SMART NOTIFICATIONS • Price alerts on your favorite stocks • Portfolio updates and market news SECURITY • Face ID / Touch ID app lock • Secure authentication with encrypted storage Built for the Indian stock market. Supports NSE and BSE listed securities, mutual funds via AMFI, and manual entry for any asset class.