India's Complete Wealth & Discipline Platform

Your Wealth Has Rules.
Portivo Enforces Them.

Track stocks, MF, FDs, EPF, gold — everything you own.
Stop emotional investing. Enforce your rules automatically.

🔒 AES-256 Encrypted ✅ GDPR Compliant 🚫 No Broker Access

Because wealth is built by discipline, not predictions.

Works with your brokers

NSEBSEZerodhaAngel OneGrowwUpstox

Net Worth ₹14.2L tracked

High Risk 31% — Alert

AI saved you ₹8,400 this week

The Problem

Every Indian Investor Faces These.

You're not alone. These are the three things killing your portfolio returns.

😵

Your Wealth Is Scattered

Stocks in Zerodha, MF in Groww, FD in HDFC, EPF in EPFO, gold somewhere. No single view. You don't know your actual net worth.

₹ Unknown Net Worth

💸

You Keep Breaking Your Own Rules

You set a 15% limit. Then FOMO hits and you go to 22%. You ignore stop-loss. You hold losers hoping for recovery. You know the rules. You break them anyway.

Avg ₹18,400 lost per year to broken rules

🎯

You Buy Without a System

No pre-trade check. No position sizing. No risk budget. You buy on tips, news, and gut feel. Then watch it go -20% while you do nothing.

73% of retail investors underperform index

The Solution

One Platform. Two Superpowers.

Start with either. Most users end up wanting both.

🏦

Portivo Wealth

Complete Wealth OS

Everything you own. One dashboard.

✓Stocks + F&O via broker OAuth
✓Mutual funds via CAMS/KFintech
✓FD, RD, PPF, NSC tracker
✓EPF + NPS balance tracking
✓Gold — physical, digital, SGBs
✓Net worth timeline (live chart)

India's getquin — built for Indian assets

🛡️

Portivo Discipline

Investment Discipline Engine

Stop breaking your own rules.

✓Hard blocks on position limit breaches
✓Stop-loss enforcement by category
✓Profit-taking signals (+30%, +60%)
✓AI pre-trade scoring (1–10)
✓Daily action queue
✓Sunday behavioral report + Telegram alerts

The only platform that BLOCKS bad trades

Already using INDmoney or Tickertape? Portivo is what they should have built — enforcement, not just tracking.

How It Works

Built for Disciplined Investors

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

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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

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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 Compliance	FAIL — 18% > 15%
RSI Level	74 — Overbought
Past Pattern	-8% avg above RSI 70
AI Score	3/10 — AVOID

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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

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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.

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

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

3 Screeners. Rule-Aware & Portfolio-Connected.

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

🎯

Risk Budget Screener

You have 7% High Risk left — here are 3 stocks that fit your rules exactly. The only screener connected to your live portfolio rules.

Budget-AwareReal-Time RulesAuto-Filters

📈

Stage 2 Breakout

Minervini trend template + EPS acceleration + VCP base. Every result: Entry, SL, T1/T2/T3, R:R ratio. Delivered to Telegram.

🇮🇳 NSE/BSEVCP PatternTelegram Alerts

👁️

Watchlist Re-entry

Stocks you watched or sold — back at your entry price. Your personal second-chance screener.

Personal HistoryPrice AlertsAI Timing

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

🚫

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.

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

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.

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.

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.

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

📧

Email Us

support@portivoai.com

💬

Quick answers, fast support

🌐

Website

portivoai.com

🚀

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

Your Wealth Has Rules.Portivo Enforces Them.