Your Intelligent Financial Companion
Bring your holdings in through the RBI-regulated Account Aggregator, then ask about them in plain language — screen the market, read what the filings say, and get a research report back.
Features
Everything You Need to Invest Smarter
Ask in Plain English
Ask about a stock, a fund or your own holdings the way you would ask a person, and get a worked answer back.
Investment Discovery
Browse strategies from FinSharpe's research desk, the day's market news and the open and upcoming IPOs.
Secure Data Import
Import your holdings through the RBI-regulated Account Aggregator framework, with read-only access.
Portfolio Analytics
See allocation, concentration and risk across everything you hold, per account or all of it together.
Chat History
Every conversation is saved and searchable. Rename the ones worth keeping and bookmark them to the top.
Adviser Strategies
Investment strategies published by FinSharpe's advisers, with the holdings behind each one.
Research Reports
Run a multi-step agent workflow and get a written report at the end, saved to your library.
Works on Any Screen
The same app on desktop and phone — pick up a conversation wherever you left it.
A Conversation About Your Money
Ask questions about markets, funds and your own holdings, and get explanations in plain language — with the data the answer was built from shown alongside it.
- Natural-language questions on stocks and funds
- Answers grounded in live Indian market data
- Sources shown with the answer
- Follow-up suggestions that keep the thread's context
Discover Your Next Investment
Screen the Indian market on the numbers that matter to you, follow the day's headlines and the IPO calendar, and read the strategies FinSharpe's advisers publish.
- Stock and mutual-fund screening
- Strategies published by FinSharpe's advisers
- Market news and the IPO calendar
- Build a custom basket to your own rules
Secure & Effortless Data Import
Connect your accounts through India's RBI-regulated Account Aggregator framework. Access is read-only: FinSharpe can see your holdings, never move them.
- RBI-regulated Account Aggregator framework
- Read-only access to holdings — no transactions
- Demat, mutual funds and bank accounts
- Disconnect any account at any time
Security
Your Data, On Your Consent
Your accounts connect through the RBI-regulated Account Aggregator. FinSharpe receives read-only data, never sees your credentials, and only for as long as you allow it.
RBI Regulated
Account Aggregator framework approved by the Reserve Bank of India
Read-Only Access
We can only view your holdings — never move money or place an order
Never Your Credentials
You approve each account on the Aggregator, and can revoke it any time
Ready to Take Control of Your Finances?
Join thousands of investors who are making smarter decisions with AI-powered financial guidance.