Stockly - AI Portfolio Assistant

Your portfolio. Understood. Bring your Groww and Zerodha investments into one clear view. See what you own, understand what's driving your returns, and ask questions grounded in your actual holdings — right in Chrome's side panel. ONE PORTFOLIO, ACROSS BOTH BROKERS Connect Groww, Zerodha, or both. See your stocks, mutual funds, and ETFs together, with total value, returns, allocation, and a breakdown by broker. Search your holdings, filter by asset or broker, and sort to find what matters. SYNC WITHOUT THE EXTRA STEPS Open Stockly from any tab and sign in with your broker when needed. Stockly finds your holdings for you; you don't need to know which page to open. Refresh on demand or let automatic sync keep your saved snapshot up to date. If a session expires, Stockly helps you sign in again and keeps your last snapshot available. ASK ABOUT WHAT YOU ACTUALLY OWN “Which holdings make up most of my portfolio?” “Explain my diversification in plain language.” “What changed across my investments?” Use optional AI chat to explore your holdings and get understandable explanations. Enable market-data tools and optional Exa research for prices, company information, and market news. Review the underlying figures and sources alongside the answer. YOUR AI, YOUR CHOICE Bring an API key from OpenAI, Anthropic, Google, or Sarvam. Connect multiple providers, choose which supported models appear, and switch models in the chat. AI and research use your own provider accounts; their charges and usage limits apply. The portfolio dashboard works without an AI key. MORE CLARITY, LESS CLUTTER • Portfolio meters for profitable holdings, risk, and diversification. • Read-only watchlists alongside your investments. • Beginner explanations and goal projections with adjustable assumptions. • Privacy mode to hide financial values on screen. • An optional weekly AI summary notification. HOW YOUR DATA IS USED Stockly reads holdings and watchlists from your signed-in broker sessions and saves portfolio snapshots in your browser. It uses broker session authentication to refresh data; you never enter your broker password into Stockly. It cannot place trades or move money. When you use AI, your selected provider receives your messages and the portfolio details enabled for that feature. Optional research sends queries to Exa, and market lookups send symbols or fund identifiers to data services. API keys are stored encrypted on your device. Stockly does not run a portfolio server or sell your data. Privacy mode hides values on screen; it does not prevent requested AI data sharing. GET STARTED 1. Install Stockly and open it from Chrome's extensions menu. 2. Connect Groww, Zerodha, or both. Sign in on the broker's own website if prompted. 3. Explore your portfolio. To use AI, add your own provider API key in settings. Requires Chrome 120 or later. Values reflect the latest available sync, not a real-time market feed. AI answers can be incorrect. Risk scores are simplified indicators, and projections are illustrations, not forecasts. Stockly provides information and analysis, not personalised financial advice. Stockly is an independent extension and is not affiliated with Groww or Zerodha.