Portfolio analyzer · IND Money · waitlist

Your whole net worth.
Verified, then narrated.

AlphaDesk links your IND Money account read-only and shows your net worth, allocation, holdings and daily history, with an AI overview that narrates numbers computed in Python. It never invents a figure, and it never places an order.

  • Read-only broker access
  • Descriptive, never advisory
  • Tokens encrypted at rest
  • Delete-my-data built in

Read-only broker access

The IND Money link can only read. No order can be placed through AlphaDesk, because the capability does not exist.

Descriptive, never advisory

It narrates what is. No forecasts, and no buy or sell calls on your real holdings.

Tokens encrypted at rest

Broker tokens are Fernet-encrypted and never returned to the frontend. Prompts carry aggregates and symbols only.

Delete-my-data built in

One action revokes broker access upstream first, then cascade-deletes every row of yours.

Features

The dashboard is the product

Computed numbers first. Narrative second. Nothing rendered that was not verified.

Net-worth dashboard

Invested vs current, absolute and percent. Allocation by asset type, sector and market cap. A sortable holdings table with honest nulls: an unknown cost basis renders , never a fake -100%.

Daily history you can trust

One snapshot a day, net worth at Indian market close, all sources settled, captured ~23:45 IST after mutual-fund NAVs publish. A missed snapshot can never be backfilled, so staleness is shown, not hidden: “History paused, last captured N days ago.”

An AI overview that shows its work

Every metric is computed in Python; the agents may not invent figures, and every claim carries its number. You are 47% financials. HHI 0.31. Your largest holding is 22% of net worth (illustrative). If the LLM is down, “AI overview unavailable”, and every number still renders.

Allocation criticConcentration riskSIP healthPerformance attributionSynthesizer

See it before you sign in

A public /demo renders the full dashboard from sample data. No sign-in, no broker link, and an unmissable banner on every screen, so a screenshot can never pass for real money.

How it works

Five steps. One consent.

From waitlist to a nightly-verified net worth.

01

Join the waitlist

AlphaDesk is a public URL, gated by a waitlist. Register interest and you are approved in batches. No open sign-up at launch.

02

Sign in

A normal account sign-in. Your platform identity stays separate from your broker credential; linking comes later, and only with consent.

03

Read the consent screen unskippable by design

Before any broker redirect, one screen names exactly what will be read, why, where it is stored, and how to delete it. Not a checkbox buried in sign-up.

04

Link IND Money, read-only

A standard OAuth link that can only read. Tokens are encrypted at rest and never reach your browser; unlinking revokes access upstream, not just locally.

05

Dashboard, then nightly snapshots

Your net worth, allocation and holdings render immediately. Every night at ~23:45 IST a snapshot records net worth at market close, building the daily history and trend.

No cross-source auto-merge: holdings are grouped by instrument for display, and AlphaDesk asks before combining across sources. A silently wrong net worth is the one error a user cannot catch.

Lab · simulation

The research desk lives in the Lab

The multi-agent desk is still here, clearly labelled a simulation, and never fused with your real portfolio view.

Scanner to watchlist, on paper

A pipeline scans NSE movers, researches candidates, writes analyst reports, applies risk guardrails, then pauses. Nothing joins the watchlist until you approve it.

ScannerResearchAnalystRisk guardrails⏸ YouPaper watchlist

A simulation that says so

Every Lab view carries a “simulation, not investment advice” label. Its picks land on a paper watchlist only, they are never shown beside your real holdings, and 0 real orders are ever placed. The Lab has no way to trade.

Brokers

One source today, read-only

AlphaDesk reads holdings through IND Money, which already aggregates Indian stocks, mutual funds, deposits and US stocks in one place.

IND Money

The supported source today. A standard OAuth link with read scope only, revocable from AlphaDesk or from IND Money at any time.

Don’t have an IND Money account? indmoney.com

SOON

More brokers coming soon

Additional read-only sources are planned. Until one ships it is listed here as pending, never implied on the dashboard.

Every number verified.
See it on sample data.

Open the live demo, the full dashboard on sample data with no sign-in required, or join the waitlist to see your own net worth this way.

Sample data · read-only broker access · descriptive analytics only · not investment advice