Analyze investments.
Plan with clarity.
Track your portfolio, understand risk, and plan with confidence. Start free with sample data.
Informational tools only. You remain in full control.
Tax Liability Estimate
$2,340
LTCG • 10 holdings
Risk Score
62
ModerateProjected Income
$1,820/yr
Analyze your portfolio with clarity
Investing subscriptions help you understand risk, tax, and income. Use confidence labels (EXACT/ESTIMATED) to gauge data quality.
Reduce taxes
Calculate capital gains tax across 6 countries before selling.
Understand risk
See your portfolio's volatility, concentration, and crash exposure.
Position sizing and risk-reward analysis
Portfolio Lab — Trade Planning
Available after portfolio setup. Run scenarios to analyze outcomes before execution.
Explore by country
Localized tax rules, stock lists, and analysis tools.
Simple, transparent pricing
Start free with sample data. Upgrade to unlock advanced analytics and planning tools.
Available on Web (PWA) and Mobile.
Free Preview
Explore TradingKite with a sample portfolio before committing. No credit card required.
- Add a few holdings manually
- See your portfolio in a unified dashboard
- Read-only scenario previews
- Confidence labels on all data
Basic Tracker
Track all your holdings in one place. See your true net worth across accounts.
- Unified portfolio across all brokers
- Accurate net worth view
- Price and dividend alerts
- Basic CSV export
- LTCG/STCG calculation support
- Dividend tracking
Risk Protector
Understand your downside. Stress-test against historical crashes. Trade with confidence.
"For investors who would rather prevent a 40% loss than chase a 10% gain."
- See your worst-case drawdown
- Stress-test against 10 years of crashes
- Preview impact before you trade
- Position sizing to avoid overexposure
- Risk drift alerts when portfolio shifts
- F&O P&L visibility
- Exposure mapping
- Position sizing guidance
Tax Saver
Organized reports your accountant can use. Save time, reduce stress.
- Accountant-ready structured exports
- Priority email support
- Advanced export formats
- NRI cross-border support (US–India)
- CA-ready structured exports
- Multi-jurisdiction summaries
Fair use policy: Archived (sold/closed) holdings are unlimited. Only active holdings count toward plan limits to ensure system reliability and fair access for all users.
Tax features provide structured exports for professional review. Final filings should be verified by a qualified tax professional.
What's included: All plans include portfolio tracking, risk analysis, tax estimation, and confidence labels (EXACT/ESTIMATED). Planning add-on unlocks position sizing, risk–reward analysis, and impact previews. Bundle saves you money on both.
Important: We are not a broker
TradingKite provides informational analytics only. We do not execute trades, hold securities, or provide investment advice. All estimates are based on user inputs and historical data. Market conditions and tax laws change — always verify before acting.
