Stop relying on market noise and surface-level research. Get investment clarity with continuous AI-powered investment scenarios and stock analysis.

Upfolio is your AI-powered Investment Intelligence Companion—designed to decode the Indian stock market with data-driven clarity beyond guesswork.

Upfolio creates a high-fidelity digital twin of your investment approach, continuously processing thousands of data points to surface data-driven insights and possibilities.

It’s an intelligence platform for your investment research and analysis - helping you decide with clarity, not emotion and guesswork.

#Why Upfolio?

Built for serious Indian investors who demand AI-powered intelligence, backed by quant models, without high costs.

1. Explore how your money behaves over time

Define and understand your financial goals in seconds, as Upfolio’s AI continuously simulates your investment approach based on your inputs. Every scenario is backed by thousands of data signals across fundamentals, momentum, sentiment, valuation and market movements. Gain professional-level clarity without fragmented research.

2. 24/7 Surveillance & Analysis
Markets keep changing. Upfolio keeps adapting. Our Active Intelligence Engine continuously analyzes stocks and market shifts in real time to model scenarios, giving you institutional-grade visibility.

3. Talk to "Wealthiee" – Your AI-powered investment assistant

Go beyond surface-level analytics. Have a conversation with your AI research brain to uncover deeper insights for any stock or investment scenario.

Ask any questions such as:
"Explain my investment scenario?"
"Analyze revenue and profitability trends of any stock"
"How is my goal impacted based on current scenario."

4. Deep AI-powered Stock Insights

Skip hours of manual research across balance sheets, cash flow, and performance data. Deep-dive into any NSE stock with AI-powered stock analysis using 100+ quantitative signals across technicals, fundamentals, valuation, and sentiment — presented in a clear Stock scan view.

5. You Are the Commander (Non-Custodial)

Upfolio provides the Intelligence; you hold the execution controls. We do not hold your funds or execute transactions. Upfolio acts as your intelligence layer for decision-making, helping you operate with clarity and structure.

#Who can benefit?

The Growth Hunter: Indian investors who want to navigate inflation and market shifts using AI-powered stock research and analysis.

The Data-Driven Pro: Indian Share Market Investors who value logic over hype and rely on data-driven investment insights.

The Modern SIP Investor: Working professionals who want deep investment clarity without spending hours on research.

Smart NRI Investors: Investors who want to invest in India with quant-backed intelligence, not market tips or speculation.

Frequently Asked Questions (FAQs)

Q1. Do you hold my money?
No. Upfolio is a pure investment intelligence platform. You maintain full control and custody of your funds at your preferred broker/bank. All execution decisions are yours.

Q2. What is an AI digital twin?
The digital twin is a dynamic model of your investment approach. It uses AI-driven quantitative modeling to simulate illustrative scenarios based on your inputs and changing market conditions.

Q3. Do you offer a free trial?
Yes. First goal-based scenario is free. Ongoing intelligence requires a subscription. AI credits for stock analysis and chat are pay-as-you-go and depend on usage.

Q4. Can I delete my Upfolio account?
Yes, you can delete your account in-app or email at support@upfolio.ai for any support.

Disclaimer: Upfolio.ai is an AI-powered investment intelligence tech platform for research, insights, and data analytics. Upfolio does not execute trades, guarantee any returns, or share any investment advice. Past performance and historical data are not indicative of future returns. We encourage you to consult a registered investment advisor before making any investment decisions.

Upfolio Labs Private Limited

Additional Information