⚠️ 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.
62 portfolios created
Avg CAGR
18.44%
Capital tracked
₹2.26Cr
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 →
PortfolioAI
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Not a SEBI-registered investment advisor
Powered by Stockbox AI · Jan 2024 benchmarks