Tools
- FII DII Data based on activity on NSE, BSE
- Market Monitor | Tijori Finance
- Stock Screener and fundamental analysis tool for Indian stocks - Screener
- Stock Market Research & Investor Analysis Tools - TIKR | TIKR.com
- AI Chat for Financial Analyst - FinChat.io is powered by ChatGPT. Using AI, FinChat generates answers to questions about public companies and investors. To generate accurate answers, FinChat provides reasoning, sources and data.
- India and global trading economic calendar - Zerodha markets
- Annual report of the company
- Industry related data
- Access to news
- MS Excel
- Investment Frequency Calculator
- Free ETF Screener - Search and Analyze ETFs
- https://valueinvesting.io/
- MTF Analytics · NSE & BSE Margin Trading Facility data
Monitoring
- Indian MFs
- International MFs
- Indian ETFs
- International ETFs
- Direct Stocks
- Multiple zerodha account
- Sector, Instrument
- Crypto
Metrics
Tools
- GitHub - georgezouq/awesome-ai-in-finance: 🔬 A curated list of awesome LLMs & deep learning strategies & tools in financial market. · GitHub ⭐ 6.5k
- GitHub - AI4Finance-Foundation/FinGPT: FinGPT: Open-Source Financial Large Language Models! Revolutionize 🔥 We release the trained model on HuggingFace. · GitHub ⭐ 21k
- MProfit
- Simply Wall St (Best for International ETFs & Stocks)
- TickerTape (Best for Indian ETFs & MFs)
- Kuvera
- INDmoney
- TickerTape
- Hey r/IndiaInvestments, how do you track you finances(bank accounts, investments)? : r/IndiaInvestments
- GitHub - serversideup/financial-freedom: 🔥🔥🔥 An open source alternative to Mint, YNAB, and more. Stay on budget and build wealth without sacrificing your privacy. ⭐ 2.9k[]
- Portfolio Visualizer
- markets.sh
- PortfolioPilot: Your Personal AI Financial Advisor
- Portfolio Performance
- GitHub - engineerinvestor/Portfolio-Analysis: Open-source portfolio analysis tools for DIY investors and finance enthusiasts. ⭐ 46
- GitHub - teddy8193/portfolio-analysis-tool: Virualizing efficient frontier for portfolio analysis ⭐ 0
- Google sheet for Portfolio tracking : r/IndiaInvestments
- Build Your Own Stock Portfolio Tracker On Google Sheets
- The best stock tracker templates for Google Sheets
- Stock Portfolio Tracking Spreadsheet - Google Sheets
- Finshots Money Financial Planning Calculator - https://docs.google.com/spreadsheets/d/13LUIThaOS_QLXAtQz4gxEA7v5UaZQsp3/edit#gid=262879150
- GitHub - rotki/rotki: A portfolio tracking, analytics, accounting and management application that protects your privacy · GitHub ⭐ 4.0k
- Investbrain » Open source AI-powered investment portfolio tracker
- TradeTally - Free Trading Journal and Investment Tracker
- Best self-hosted portfolio management tool for investments?
- GitHub - ghostfolio/ghostfolio: Open Source Wealth Management Software. Angular + NestJS + Prisma + Nx + TypeScript 🤍 · GitHub ⭐ 9.3k
- GitHub - wealthfolio/wealthfolio: A beautiful, private, local-first personal finance tracker. Investments, net worth, spending, and simulations. · GitHub ⭐ 8.8k
- GitHub - ananthakumaran/paisa: Paisa – Personal Finance Manager. https://paisa.fyi demo: https://demo.paisa.fyi · GitHub ⭐ 3.2k
- Finviz - Stock Screener
- fin.naviran.in
AI Tools
- GitHub - TauricResearch/TradingAgents: TradingAgents: Multi-Agents LLM Financial Trading Framework · GitHub ⭐ 103k
- GitHub - Fincept-Corporation/FinceptTerminal: FinceptTerminal is a modern finance application offering advanced market analytics, investment research, and economic data tools, designed for interactive exploration and data-driven decision-making in a user-friendly environment. · GitHub ⭐ 31k
- GitHub - tradermonty/claude-trading-skills: Claude Code skills for equity investors and traders — market analysis, technical charting, economic calendars, screeners, and trading strategy development. · GitHub ⭐ 2.8k
- Getting Started | Claude Trading Skills
- Example prompt - Find stocks with EPS growth > 25% and price above SMA200
- GitHub - ajeeshworkspace/indian-trading-skills: Claude Skills for Indian equity investors and traders — NSE/BSE stocks, F&O derivatives, institutional flows, and market breadth analysis · GitHub ⭐ 71
- Example Prompt - Analyze Reliance Industries stock fundamentals
- https://www.reddit.com/r/claudeskills/comments/1rsis62/claude_skills_for_indian_stock_trading_supports/
- GitHub - samyakjain0606/awesome-stock-skills: A curated collection of Claude Code skills for Indian stock market research — concall transcripts, equity analysis, and more. · GitHub ⭐ 25
- Connect your Zerodha account to AI assistants with Kite MCP – Z-Connect by Zerodha
- Links
- https://www.reddit.com/r/ValueInvesting/comments/1tp8emx/i_built_an_ai_workflow_for_fundamental_analysis/
- https://www.reddit.com/r/algotrading/comments/1l82has/ive_built_an_automated_research_agent_for_stock/
- https://www.reddit.com/r/IndianStockMarket/comments/1i0m9f4/just_gave_a_try_creating_my_own_prompt_for_stock/
Personal Finance Tools
- Andromoney
- axio
- Cashews
- Bluecoins
- what's is the best / simplest budget tracker/ expenses tracker apps? : r/androidapps
AndroMoney
Expense
├─ Essentials (small, frequent, unavoidable)
│ ├─ Food
│ ├─ Utilities
│ ├─ Transportation
│ ├─ School
| ├─ Rent
| ├─ Staff (household help)
├─ Living (recurring/periodic household costs)
│ ├─ Medical
│ ├─ Clothing/Beauty
│ ├─ Furniture/Appliances
│ ├─ Business Expenses ← ADD (proven recurring)
│ ├─ Taxes ← ADD (proven recurring)
│ └─ Others (true catch-all only — see habit below)
├─ Entertainment: Party · Travel · Others
└─ Social: Gifts · Family · Others
Income: Salary · Repayment · Interest · Cashback · Gift · Profit · Dividend · Others
Transfer: General Transfer
Always fill the Note field for others categories
Foreign Investment Brokers
- IBKR
- Vested
- IndMoney
- DriveWealth - Empowering investing for all
- NSE IFSC
- ETF - Schwab
- Zerodha: Indirectly via Smallcase or partners.
- Upstox & Groww: Partnered with Vested Finance.
- ICICI Direct & Kotak Securities: Through global investment accounts.
- Interactive Brokers: Low fees, direct U.S. market access.
- Vested Finance: Designed for Indian investors.
- TD Ameritrade & Charles Schwab: Trusted U.S. brokers with international accounts.
Things to keep in mind
- TCS of 20% on amount > 7 lakh per year (New 10 lakh per year)
Transfers
- ACH: It’s usually free and works well for regular transfers.
- Wire Transfer: Quick but may cost more. It is best to send a lot of money at once.
Zerodha
- 0 Brokerage charges - 0.10
- Big savings with zero brokerage – Z-Connect by Zerodha
- For intraday ETF trades, the charge is 0.03% or ₹20 per executed order, whichever is lower.
- DP Charges: A depository participant (DP) charge of ₹13 + 18% GST per executed order is applied when selling ETFs.
- Account Maintenance Charge (AMC): Explanation and slabs of charges
- Above 10,00,000 Holding value - Quarterly charges - 75 + 18% GST
- Zerodha brokerage charges, fees & taxes on trading and investing
Links
- How I have used AI to become consistently profitable. Full guide + prompts below
- Can YOU Trade in US MARKETS? DOs and DONT'S for INDIANS!
- Best App for US Stocks in India | Best 6 App to Invest in US Stocks From...
- Why I use Interactive Brokers from India and not Vested or INDMoney
- COMPLETE GUIDE to US Stock Market Investing! | Ankur Warikoo Hindi
- Buying US stocks? Know these SECRETS first | Money-Minded Mandeep
- How to Invest in US Stocks from India & Why? | INDMoney vs Vested | Comp...
- BEST time to INVEST in US Stock but how Should we invest in foreign stocks?
- Should You Use The NSE IFSC’s New Route To Invest In U.S. Stocks? | The ...
- 3 Direct Ways To Invest In U.S. Stocks From India
- What are some good online brokers for investing in US stocks from India? - Quora
- Investing in the US, INDMoney vs IBKR : r/personalfinanceindia
- 6 Key Weekly Market Metrics You Should Track | The Long & The Short - YouTube