Investor Hub
Your entire portfolio. One intelligent dashboard.
Sync investments from brokers and mutual fund houses automatically. Track equity, mutual funds, bonds, and more — with AI agents that review and recommend, so you invest smarter.
Your entire portfolio. One intelligent dashboard.
Sync investments from brokers and mutual fund houses automatically. Track equity, mutual funds, bonds, and more — with AI agents that review and recommend, so you invest smarter.
What's inside
From fragmented portfolios to one intelligent dashboard—Investor Hub gives you full visibility over your investments without the manual work.
Connect once and automatically sync all your investments—equities, mutual funds, bonds, ETFs, and more. No CSV uploads. No manual updates. Your portfolio stays live and accurate.
Equities, mutual funds, bonds, ETFs, gold, and more—all in one unified dashboard. Stop switching apps. See your complete wealth picture instantly.
Go beyond basic P&L. Analyze XIRR, allocation distribution, sector exposure, and historical growth trends. Make decisions based on data—not headlines.
Identify outperformers and underperformers at a glance. Understand which sectors, stocks, or funds are driving returns—and which are dragging performance.
Elysia AI reviews your allocation, flags concentration risks, and suggests smart rebalancing moves—in clear, practical language you can act on.
Thinking about buying a stock? Ask Elysia AI. Understand fundamentals, risks, sector trends, and portfolio impact before making the decision.
Your investments shouldn’t rely on instinct alone. Elysia AI reviews your portfolio like a disciplined investment committee questioning allocation bias, flagging concentration risks, and evaluating the impact of every new position before you commit capital.
WIDE COVERAGE
Equity, Mutual Funds, Bonds—and beyond
Track every asset class from one place. Whether you hold stocks, SIPs, FDs, or gold—Investor Hub consolidates your true net worth.
Equity
2000+
Mutual Funds
5000+
Bonds & FDs
500+
ETFs
200+
Gold & SGB
50+
Alternatives
100+
Plus: NPS, PPF, EPF, and international holdings; all in one consolidated view (future scoped)
Imagine your portfolio reviewed by different investing philosophies value-driven, growth-focused, risk-conscious, and long-term compounding thinkers.
TradeLyser’s AI Investor Agents simulate these perspectives to analyze your holdings, debate strengths and weaknesses, highlight hidden risks, and suggest improvements. You don’t just see numbers you hear structured reasoning.
One dashboard. Auto-synced investments. AI-powered insights. Start tracking your true net worth and invest with clarity.