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 one screen, in under thirty seconds. No spreadsheets. No sign-up.
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.
Read the report
Verdict, optimisation plan, risk breakdown, tax opportunities. Each with a plain-language read.
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.
Read the report
Verdict, optimisation plan, risk breakdown, tax opportunities. Each with a plain-language read.
Stress-tested against six Indian market crises.
Your exact holdings, replayed through 2008, the Taper Tantrum, IL&FS, and the COVID crash. Not a generic risk score: the report shows how much your portfolio would have fallen, next to the Nifty 50, in every window.
- Historical VaR and CVaR
- 95% and 99%
- Jensen's alpha vs Nifty 50
- with R² and beta
- Upside and downside capture
- per holding
Stress tests · replayed crisis windows
PortfolioNifty 50Global Financial Crisis
Jan 2008 – Mar 2009
COVID crash
Feb – Mar 2020
Taper Tantrum
May – Aug 2013
IL&FS default
Sep – Oct 2018
China slowdown selloff
Aug – Sep 2015
NBFC credit squeeze
2018 – 19
Risk & return · computed on every run
3-yr window · daily returns
Sharpe
0.00
Sortino
0.00
Jensen's alpha
+0.0%
Beta vs Nifty
0.00
VaR 95% · 1 day
₹0
CVaR 95%
₹0
Up capture
0%
Down capture
0%
Then it tells you exactly what to do.
A rebalancing plan in share quantities, and the loss lots worth harvesting before 31 March, ranked by the rupees each one saves.
Rebalance · Max Sharpe
DemoSharpe today
0.84
After rebalance
0.00
ITC
Trim −40 sh
INFY
Trim −25 sh
ICICIBANK
Add +32 sh
HDFCBANK
Add +12 sh
Exact buy and sell quantities, not percentages. Weight bounds stay yours.
Tax harvest · before 31 March
DemoTATAMOTORS
−₹10,800
₹2,160
INFY
47 days to LTCG
−₹5,400
₹1,080
WIPRO
−₹2,700
₹540
Net tax saving
STCG 20% · LTCG 12.5% · lot level
₹0
P&L attribution · by holding
DemoTCS
+₹24,600
ICICIBANK
+₹21,400
RELIANCE
+₹18,900
HDFCBANK
+₹12,800
ITC
+₹8,700
WIPRO
−₹2,700
INFY
−₹5,400
TATAMOTORS
−₹10,800
Top 4 holdings drive 115% of net P&L
Net +₹67,500
Know which stocks pay the bills.
Attribution splits your P&L by holding: who earned it, who burned it, and by how many rupees. Two stocks quietly funding six losers is the kind of thing this surfaces in one glance.
Every broker. Every quarter.
Keep a book per broker: Zerodha, Groww, ICICI Direct, or any CSV, saved side by side and analysed in one click. Save a snapshot each quarter, then diff any two and watch what actually changed.
Saved portfolios · one book per broker
DemoZerodha book
Kite import · 12 stocks
₹11.4L
AnalysingGroww book
Groww import · 9 stocks
₹8.9L
AnalyseICICI Direct book
CSV import · 6 stocks
₹4.3L
AnalyseZerodha and Groww import directly. CSV and XLSX cover the rest. Google Sheets stays in sync.
Reports · Q2 FY26Q3 FY26
DemoPortfolio value
Sharpe ratio
Health score
Max drawdown
Top-5 concentration
Save a snapshot each quarter. Diff any two, and watch sector rotation over time.
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.
Run your first report in under a minute.
Free to run. Nothing stored unless you save it.