Investment Research & Trading

Disconnected · Enter an operator or reader API token above.

Connect to load data. Credentials stay in this page's memory.

Kite broker session

Not checked

Connect to check the broker session. Dashboard access and Kite login are separate.

An operator token is required to renew the session. Starting login pauses new trading. After returning, check the session and reconcile the actual account.

Trading controls

Mode not loaded

Readiness checks and next steps

A data refresh queues ingestion and evaluates relevant new events using your model budget. It does not resume trading or submit a live order. Research continues while the trading kill switch is on.

Changing mode never submits an order. Live submissions require either exact order confirmation or an active operator standing authorization, plus fresh deterministic risk checks. Stopping new trading does not cancel existing broker orders; inspect them below.

Mode configuration and blockers

Autonomous live trading

Enable a standing authorization once to let qualifying live proposals execute without confirming each order. The recorded account, symbol universe, capital and risk policy remain fixed. New symbols or policy changes require renewed authorization.

Connect to inspect authorization.

Authorized policy, limits and blockers

Official daily Kite login remains required. Session expiry and unexplained broker changes pause trading; resolve them and explicitly resume. Orders can correctly be HOLD or rejected. Existing orders are not cancelled by revocation. Bank transfers remain external.

Actual Zerodha account · real money

This broker snapshot is separate from the virtual portfolio. Refresh before making a decision; unavailable or stale values must not be treated as zero.

Live account observations

Live orders

Full broker account snapshot

Virtual portfolio · simulated money

These statistics describe paper trading, even when LIVE is selected. They are not your Zerodha balance or live performance.

Equity history

Portfolio snapshots

Virtual positions & allocation

Exposures and quantitative metrics
Forward evaluation against benchmark

AI portfolio proposals

Inspect the underlying evidence, counterarguments and risk decisions before approval. HOLD is a valid decision. With standing authorization active, qualifying live proposals can execute automatically after deterministic checks. Otherwise each live order needs explicit submission.

Investment theses

Risk rejections

Deterministic risk policy

Recent market events

Research and agent reports

Paper orders

Paper executions

Cash and funding assessment

Assess reserve requirements and whole-share affordability before adding money. A small budget can correctly result in no trade. The application does not transfer funds or predict a profitable time to deposit or withdraw.

Investment capital and reviewed charges

Reinvestment uses realized gains after reviewed actual charges. Unreviewed fees block new purchases. Deposits and unrealized gains do not raise the allocation ceiling.

Actual Zerodha withdrawal plan

Estimate the reserve impact using the last reconciled actual account. Settled withdrawable funds must be checked in Zerodha Console. This app does not initiate bank transfers or sell shares for a withdrawal.

Virtual withdrawal recommendation

This request uses virtual portfolio cash. Actual broker withdrawals and deposits must be handled by you in Zerodha.

Previous withdrawal requests

Ask the research assistant

Read-only explanation of available portfolio and research evidence. The assistant cannot submit orders, change limits, switch modes or transfer money. Responses can be wrong; inspect the cited records. Do not enter passwords, credentials or banking details.

Answer timestamp, evidence and limitations

Operations & model usage

AI provider readiness

Decision and frontier providers need current successful checks. Verification uses small model calls within the configured budgets; recent results are reused.

Model budget

Full readiness diagnostic

Model call audit

System alerts

Decision audit