AI Portfolio Discipline System

Your Portfolio Has Rules.
Portivo Enforces Them.

Stop emotional investing, enforce position sizing automatically, and receive AI-powered decisions designed for disciplined investors.

🔒 AES-256 Encrypted ✅ GDPR Compliant 🚫 No Broker Access
Works with your brokers
NSEBSEZerodhaAngel OneGrowwUpstox
Portivo Dashboard
Discipline Score 87/100
High Risk 31% — Alert
AI saved you ₹8,400 this week
Trusted by disciplined investors across India
👥
150+
Active Investors
🎁
Free
14-Day Trial · No Card
🛡️
100%
Rule Enforcement Rate
⚡
24/7
AI Monitoring
See It In Action

Watch How Rule Enforcement Works

See a rule breach get blocked in real time. Watch the AI score a trade before you click buy.

Portivo Demo — Rule Enforcement Live
2 min · See how Portivo blocks a rule breach + AI pre-trade scoring
🚫 Rule Breach Blocked 🤖 AI Trade Score 📊 Action Queue 📈 P&L Tracking

Create a free account to see a live demo →

How It Works

Up and Running in 5 Minutes

Three steps to a fully disciplined portfolio. No complexity, no spreadsheets.

1

Set Your Rules

Define your position limits, stop-loss levels, take-profit targets, and risk categories. Core 15%, Growth 10%, High Risk 5% — your rules, your way.

Takes 2 minutes
2

Add Your Portfolio

Upload a CSV from any broker — Zerodha, Angel One, Groww, Upstox — or add positions manually. Indian stocks (NSE/BSE) and US stocks both supported in one place.

CSV or manual entry
3

Portivo Enforces

Every morning you get your Action Queue. Every trade is scored 1–10. Every rule breach is blocked. Your discipline runs on autopilot.

AI works 24/7
After You Sign Up

You're Enforcing Rules
in Under 5 Minutes

No complex setup. No spreadsheets. No guessing. Here's exactly what happens the moment you create your account.

1

Create Account 30 sec

Email + password. No credit card. Instant access. Free 14-day trial starts immediately.

2

Upload Your Portfolio 1 min

Upload CSV from Zerodha, Angel One, Groww or Upstox. Or add positions manually. Indian + US stocks both work.

3

Set Your 3 Core Rules 2 min

Position limits (15%/10%/5%), stop-loss levels, take-profit targets. Default rules are pre-filled — just confirm.

4

See Your First Action Queue Instant

Portivo immediately scans your portfolio for breaches, alerts, and opportunities. Your discipline starts now.

🚫

Instant Rule Check

The moment your portfolio loads, Portivo checks every position against your rules and flags breaches immediately.

🤖

AI Scores Your First Trade

Before you buy anything, get a 1–10 AI score. See exactly why a trade is risky or smart before you click.

📊

Action Queue Goes Live

Every morning at 9 AM: your personalised to-do list. Exactly what to do today with Indian and US markets.

🧠

Sunday Report on Day 7

Your first AI-written behavioral report. Rules followed, rules broken, and the exact rupee cost of each decision.

Ready to start?
The Problem

You Know The Rules.
You Break Them Anyway.

Every retail investor sets rules. Almost none follow them.

😤

Held Winners Too Long

PLTR hit +95%. You held. Now it's +40%. No rule forced you to take profit at +60% — you watched gains evaporate.

📉

Averaged Down on Losers

QBTS dropped 30%. You bought more. It dropped 60%. Nothing stopped you from breaking your own High Risk rule.

💸

Broke Position Limits

You set a 15% limit. NVDA looked great. You went to 22%. "Just this once." But it's never just once.

Daily Action Queue

Not a Dashboard. A To-Do List.

Every morning, Portivo tells you exactly what to do. No guessing. No paralysis.

Today's Action Queue

Monday, May 13 · 5 items need attention · 🇮🇳 Indian + 🇺🇸 US markets

5 Pending
RELIANCE NSEPosition at 17% — exceeds 15% Core limit. Reduce by ₹24,000 to stay within rules
PLTR NYSE+95% — TAKE PROFIT signal fired. Sell 50% and lock ₹14,200 gain before reversal
INFY NSEStop-loss moved down to ₹1,380. Rule violation — stop-loss must never move down
High Risk exposureat 31% across ZOMATO + SOFI + QBTS — exceeds 30% cap. Review one position
TCS, HDFC Bank NSENVDA, AAPL NASDAQ— all within rule limits. No action required
How It Works

Built for Disciplined Investors

Not a tracker. A behavioural decision system that enforces your rules automatically.

🚫

Position Sizing Enforcement

Hard rules. Hard blocks. Core max 15%. Growth max 10%. High Risk max 5%. System blocks trades before mistakes happen.

🚫 NVDA blocked — 18% exceeds 15% Core limit
⚠️ High Risk at 31% — portfolio cap reached
✅ Growth holdings 28% — within 30% limit
🎯

Profit-Taking Rules Engine

+30% = PARTIAL SELL. +60% = TAKE PROFIT. +100% = HOUSE MONEY MODE. Rules fire automatically — no manual monitoring.

🎯 PLTR +95% — TAKE PROFIT signal fired
🎯 ISRG +121% — override action required
✅ NVDA +18% — holding, target not reached
🤖

AI Pre-Trade Scoring

Before every buy, get a 1–10 AI score. Checks allocation limits, RSI, your past patterns. Know if a trade is smart before you click.

Rule ComplianceFAIL — 18% > 15%
RSI Level74 — Overbought
Past Pattern-8% avg above RSI 70
AI Score3/10 — AVOID
📊

Stop-Loss by Category

Core -12% warning. Growth -15% warning. High Risk EXIT signal at -20%. No averaging down on High Risk — hard block enforced.

🔴 QBTS -22% — EXIT SIGNAL (High Risk)
🟡 SOFI -16% — STOP-LOSS WARNING (Growth)
✅ NVDA -3% — Core review at -12% only
📈

Real P&L Tracking

Realised and unrealised P&L tracked separately. Multi-entry weighted average. Stop Loss, Profit Target, Days Held — all auto-calculated.

₹22,400
Realised P&L
-₹3,200
Unrealised
68%
Win Rate
🧠

Discipline Score + Sunday Report

Every Sunday: AI-written review. Discipline score 0–100. Exact rupee cost of signals ignored. Proof that rules = returns.

This Week's Report
Followed 8/10 rules. Stop-loss saved ₹4,200. Ignored 2 TAKE PROFIT signals — cost you ₹8,400.
Live Rule Status

Your Rules. Always Visible.

Real-time portfolio rule health. See breaches the moment they happen.

Portfolio Rules — Live

Auto-refreshed · All positions monitored

2 Breaches
Core Holdings (max 60%)
42%✓ OK
Growth Holdings (max 30%)
28%⚡ WATCH
High Risk (max 30%)
31%🔴 REDUCE
Cash Reserve (min 5%)
0%🚨 ALERT
Discipline Score
87/100STRONG
Smart Screeners

7 Screeners. All Rule-Aware.

Every screener knows your current portfolio rules. Shows only what you can actually buy right now.

🚀

Multibagger Screener

Revenue growth >25%, gross margin >40%, RSI momentum, PEG <1.5. Shows exactly how much you can buy within your current limits.

🇮🇳 NSE/BSE🇺🇸 US MarketsRule-Fit %
🎯

Risk Budget Screener

"You have 7% High Risk left — here are 3 stocks that fit exactly." The only screener that knows your real-time portfolio rules.

Budget-AwareReal-Time RulesAuto-Filters
👁️

Watchlist Re-entry

Monitors stocks you previously sold. Alerts when they pull back to your original entry zone. Your personal second-chance screener.

Personal HistoryPrice AlertsAI Timing
📉

Fallen Angel

Quality stocks down >30% with fundamentals intact. PE dropped, institutional holding strong. Buy fear on quality names.

Value PlayQuality Filter
💎

Small Cap Momentum

₹500Cr–₹5,000Cr cap, up >25% in 3 months, promoter >50%. Hidden gems before institutional discovery.

🇮🇳 NSE/BSEPromoter Check
🔄

Sector Rotation

Which sector outperforming Nifty right now? Top 3 stocks in that sector within your remaining allocation budget.

Live RotationNifty Relative
⚡

Value + Catalyst

PE <15 or PB <2 PLUS an upcoming catalyst. Index inclusion, debt reduction, product launch. Cheap + reason to move.

Value + EventRe-rating Play
Why Portivo

Not Just Better. Different Category.

Portivo is the only platform that enforces your rules — not just tracks them.

Feature ✦ Portivo Smallcase Zerodha INDMoney
Rule Enforcement (hard blocks)✓ Yes✗✗✗
AI Pre-Trade Scoring (1–10)✓ Yes✗✗✗
Daily Action Queue✓ Yes✗✗✗
Discipline Score (0–100)✓ Yes✗✗✗
Indian + US Stocks Together✓ BothIndia onlyIndia only✓ Both
Smart Screeners✓ 7 screenersBasicBasic✗
Sunday Behavioral Report✓ Weekly AI✗✗✗
Stop-Loss Auto-Enforcement✓ Hard block✗Manual only✗
Price₹199/month₹499+/monthBrokerage feesFree/₹999+
FAQ

Common Questions

Everything you need to know before getting started.

Is my broker data safe? Does Portivo access my account?
No. Portivo never connects to your broker account. You add positions via CSV upload or manual entry. We have zero access to your broker, trades, or funds. Decision support only — never a broker.
Does Portivo execute trades automatically?
No. Portivo only provides recommendations and alerts. You make all final trading decisions. We are a discipline and decision-support tool. Auto-execution is coming in Power plan (Phase 2) with explicit user consent.
Can I track both Indian (NSE/BSE) and US stocks?
Yes. Portivo supports Indian stocks (NSE, BSE) and US stocks (NYSE, NASDAQ). Your daily action queue and rule enforcement works for both markets together in one dashboard.
Which brokers are supported for CSV upload?
Currently: Zerodha, Angel One, Groww, Upstox. You can also add positions manually with any broker. Auto-sync via API is coming in Phase 2 (Power plan).
Can I cancel anytime? Is there a contract?
Yes, cancel anytime — no questions asked, no contracts, no cancellation fees. Monthly plan stops at end of billing period. Your data is permanently deleted within 30 days of cancellation.
What exactly is the Discipline Score?
Your Discipline Score (0–100) measures how many of your own rules you followed each week. Every rule followed adds points, every rule broken deducts points. The Sunday Report shows the exact rupee impact of every decision made or missed.
Data Protection

Your Data Is Yours.
We Never Touch It.

We make money from subscriptions — not from selling your data. We will never sell, share, or access your personal investment data. Ever.

🇪🇺 GDPR Compliant🔒 AES-256 Encrypted✅ Zero Data Sales🏦 No Broker Access
GDPR (EU Regulation 2016/679): Portivo collects only what is strictly necessary, never sells personal data, applies privacy-by-design, and you retain the right to delete your data at any time under Article 17.
🚫

We Never Sell Your Data

Your portfolio and investment patterns are never sold to advertisers, brokers, or third parties.

🔒

Bank-Grade Encryption

AES-256 at rest, TLS 1.3 in transit. Same encryption major banks use for financial records.

👁️

We Don't Access Your Data

Our team cannot read your holdings or trade history. Only you can see your data.

🗑️

Delete Anytime

Cancel and all data is permanently deleted within 30 days. Full GDPR Article 17 compliance.

📋

Full Transparency

We publish exactly what data we collect, why, and how long we keep it. No hidden clauses.

🏦

No Broker Access

Portivo does not execute trades or hold funds. Decision support only — not a broker.

Beta Users

What Beta Users Are Saying

Real feedback from real investors who tested Portivo before launch.

★★★★★

"Portivo blocked me from averaging down on ZOMATO when it was falling. I was so tempted. The hard block saved me. That position dropped another 38% after I would have bought."

A
Arjun Nair
📍 Kochi, Kerala · IT Professional
💰 Saved est. ₹42,000
★★★★★

"Managing Indian and US stocks from Kuwait was messy. Portivo unified everything. The AI action queue tells me what to do before Indian market opens. Game changer for NRI investors."

S
Sherin Thomas
📍 Kuwait City · NRI Investor
🌍 Tracks 3 markets daily
★★★★★

"I had RELIANCE at 19% of my portfolio. Kept telling myself 'just this once'. Portivo showed the exact rupee risk and forced me to reduce. Best investing decision I've made."

P
Prasath Sharma
📍 Mumbai, Maharashtra · Equity Trader
💰 Portfolio rebalanced ₹2.1L
★★★★★

"The Sunday report showed me I was always buying on news days and those trades averaged -7% returns. I stopped completely. My returns improved in the very next month."

R
Rahul Gupta
📍 New Delhi, NCR · Software Engineer
📊 Bad pattern caught Week 1
★★★★★

"PLTR was at +95% and I was waiting for +150%. Portivo fired the TAKE PROFIT signal. I sold 50%. It dropped to +40% the next week. Locked ₹14,200 I would have given back."

V
Vikram Reddy
📍 Bengaluru, Karnataka · Startup Founder
💰 Locked ₹14,200 in gains
★★★★★

"I'm a teacher with a small portfolio. The discipline score made investing feel like a game I wanted to win. Scored 91/100 last week. Never felt this in control of my money before."

M
Meena Iyer
📍 Mysuru, Karnataka · Teacher & Investor
🏆 Discipline Score: 91/100
Pricing & Plans

Simple. Honest. Affordable.

One price for India's most disciplined portfolio system. Cancel anytime.

Starter
₹0
/month · free forever
  • Up to 5 positions
  • Basic portfolio tracking
  • Manual P&L calculation
  • Weekly email summary
  • Rule enforcement engine
  • AI pre-trade scoring
  • Action queue
  • Telegram alerts
  • Behavioral reports
  • Screeners
Most Popular
Pro
₹199
/month · or ₹1,990/year (save 17%)
  • Unlimited positions
  • Full rule enforcement engine
  • Profit-taking signals (+30%, +60%)
  • Stop-loss by category
  • AI pre-trade scoring (1–10)
  • Daily action queue
  • Discipline score tracking
  • Sunday behavioral report
  • Telegram + Email alerts
  • Real P&L (realised + unrealised)
  • Multibagger + Risk screeners
Power
₹499
/month · advanced traders
  • Everything in Pro
  • Algo trading signals (US + India)
  • Zerodha + Angel One sync
  • Pre-earnings intelligence
  • Personal benchmark vs Nifty/S&P
  • Opportunity cost tracker
  • Position correlation matrix
  • Portfolio stress test
  • API access
  • Priority support
Blog Posts

Latest Insights & Strategies

Article

Why 90% of Retail Investors Break Their Own Rules

Most investors set portfolio rules but break them within 30 days. Here's the psychology behind rule-breaking and how a system stops it permanently.

Read more →
May 2026
Guide

The 15% Rule That Could Save Your Portfolio

Position sizing is the most important — and most ignored — discipline in investing. A hard 15% limit per stock dramatically reduces risk without sacrificing returns.

Read more →
April 2026
Research

How Discipline Beats Stock Picking Every Time

Data from 10,000+ retail portfolios shows disciplined rule-followers outperform stock pickers by 23% annually. The edge is in how you manage, not what you buy.

Read more →
March 2026
Get Started

Start Building
Discipline Today

Join smart investors who have stopped breaking their rules. Free forever plan available — no credit card required.

  • Set up in under 5 minutes
  • Start enforcing rules immediately
  • No credit card required
  • Your data is never sold or shared
  • Cancel anytime, no questions
📧
💬

WhatsApp

Quick answers, fast support

🌐
🚀

Portivo is Live

Create your free account in 30 seconds. No credit card needed. Start enforcing your rules today.

✓ Free forever plan ✓ No credit card ✓ Cancel anytime

🔒 Encrypted · Never sold · GDPR compliant · Delete anytime