⚠️ System in Testing Mode: PortfolioAI is currently in Beta. Features are not production-ready. We are working hard for a full release soon. Stay tuned -- This website is only use for testing not!                    ⚠️ System in Testing Mode: PortfolioAI is currently in Beta. Features are not production-ready. We are working hard for a full release soon. Stay tuned -- This website is only use for testing not!                     
AI-powered · SEBI compliant

Build portfolios
that actually
outperform.

Stockbox AI constructs institutional-grade model portfolios across 10 strategies — momentum, factor, thematic, and more — backed by 5-year backtests and SEBI benchmarks.

Create your portfolioAnalyse my holdings →
Value FactorMomentumEV & Clean EnergyDividend GrowthGARPNifty 500 TrackerDeep ValueDefence ThemeLow Volatility
Sample · Momentum Portfolio
5Y CAGR
31.4%
↑ +8.2% vs benchmark
Sharpe Ratio
1.82
↑ Excellent risk-adj.
Annual returns vs Nifty 200 Momentum 30
Max Drawdown
−16.4%
Holdings
15 stocks
Rebalancing
Quarterly
01
10 strategies, 60+ sub-types
From deep value to dual momentum. Every strategy comes with academic citations, India-specific context, and exact screening criteria.
02
Import and analyse any portfolio
Connect your Zerodha account. Stockbox AI reads every holding and delivers HOLD / TRIM / EXIT recommendations with target weights and tax analysis.
03
Compare vs MFs, ETFs, indices
See exactly how your portfolio stacks up against top mutual funds, ETFs, and all Nifty TRI indices — 1Y, 3Y, 5Y returns side by side.
106 portfolios created
Avg CAGR
18.84%
Capital tracked
₹4.94Cr
How it works
1
Pick your strategy
10 strategies, 60+ sub-types. Factor, momentum, thematic, smart beta — each with a precise methodology.
2
Set your capital
Lumpsum or SIP. Any amount from ₹50,000. Claude calculates shares and position sizes automatically.
3
AI builds it in 15s
Claude selects stocks, assigns weights, runs a 5-year backtest, and computes risk metrics — all instantly.
4
Save, track, rebalance
Monitor your portfolio. Connect Zerodha to place orders. Get monthly reports. Compare vs benchmarks.
Ready to build your portfolio?
Free to try. No broker account needed for the first portfolio.
Create your portfolio →
Regulatory Disclosure

Investments in securities are subject to market risks; past performance does not guarantee future results. StockBox Global is a technology marketplace connecting you with SEBI-registered RAs/IAs — it is not itself a registered advisor.

Full disclaimer
§01

StockBox Global is a technology-enabled marketplace that connects investors with SEBI Registered Research Analysts ("RA") and Investment Advisers ("IA"). The platform provides AI-powered tools to facilitate the presentation and analysis of research methodologies developed by the respective SEBI Registered RA/IA.

§02

The AI system available on this platform is trained only on the research methodology, investment philosophy, and approved research content of the selected SEBI Registered RA/IA. The AI does not independently create investment research, exercise independent judgment, or provide autonomous investment advice.

§03

All research reports, investment recommendations, portfolio suggestions, and related outputs are generated solely in accordance with the research framework of the respective SEBI Registered RA/IA. Responsibility, supervision, and regulatory compliance for such research remain with the concerned SEBI Registered RA/IA, as applicable under the SEBI (Research Analysts) Regulations, 2014 and/or the SEBI (Investment Advisers) Regulations, 2013, along with any amendments thereto.

§04

StockBox Global does not provide investment advice, research recommendations, portfolio management services, or execution services in its own capacity unless separately registered with SEBI for such activities. The platform acts only as a technology service provider and marketplace facilitating interaction between investors and registered intermediaries.

§05

AI-generated outputs are intended to assist users in understanding the research methodology of the selected RA/IA and should not be construed as independent investment advice. Users are advised to evaluate their financial objectives, investment horizon, and risk appetite before acting on any recommendation.

By using this platform, the user acknowledges and agrees that —

a.

AI-generated outputs are based solely on the selected SEBI Registered RA/IA's approved research framework.

b.

StockBox Global does not independently recommend, endorse, or guarantee any security, portfolio, investment strategy, or return.

c.

Investment decisions shall be taken solely at the user's own discretion and risk.

d.

The user has read and accepted all applicable terms, risk disclosures, and regulatory disclosures before using the AI services.

e.

AI-generated outputs may contain limitations and are not a substitute for professional financial advice.

© 2026 StockBox Global. All Rights Reserved. · Not a SEBI-registered investment advisor.
PortfolioAI
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Not a SEBI-registered investment advisor
Powered by Stockbox AI · Jan 2024 benchmarks