US and India, one terminal

The work a strategist does. Proven on your mandate first.

State the mandate. Every strategy engine proves itself against its benchmark before anything funds it. The winner runs forward on live prices with a desk of AI analysts on it, a bull and a bear arguing every name, and a grade on the book from Sarathi. Every trade waits for you.

Research tooling, not investment advice. Backtests are simulations; nothing here is a recommendation.

Sarathi — Your Strategist on the demo book
“Demo Paper Portfolio”, 30 holdings, AI & Healthcare Growth mandate, in USD
Graded 2026-09-23
A91 / 100
Health score, graded by the platform
  • Alignment with the model21.4 pts

    25 of 29 scored holdings are in the top half of the universe

  • Risk fit21.4 pts

    vol 14.2%, balanced band 5%-20%

  • Unjudged weight21.4 pts

    EA: not scored, 7.6% of the book unjudged

  • Concentration16.1 pts

    top-5 = 38%, HHI 0.048

  • Sector driftnot applicable

    Mandate has no sector policy to drift from.

  • Cash drag10.7 pts

    0.0%, at policy

What it would change

Nothing. The book sits inside its mandate today, so no trade is proposed. When one is, it arrives with the reason and waits for you.

The platform’s own review, retrieved on 23 Sept 2026, 08:46 UTC. Sign in and the same desk grades your book.

Strategy Lab

Every engine on one mandate. Ranked, not sold.

Two demo mandates, one on each market, swept under every engine over the same history. The lab exists to say which engines beat the index on that mandate and which did not, before a rupee or a dollar moves. What it found is below, as it is stored.

S&P 500 · balanced · long only
Demo mandate “Low-Vol Defensive”, 25 names, swept 2026-09-22. 4 of 12 beat S&P 500.
Best on Sharpe: Sector RotationS&P 500The other 11
EngineRankCAGRSharpeMax DDvs index
Sector Rotation119.3%1.08-11.8%beat
Trend Regime215.1%0.93-12.0%beat
Engine 3315.1%0.92-13.0%beat
Engine 4415.1%0.92-13.0%beat
Engine 5513.4%0.85-13.0%lagged
Engine 6611.8%0.84-12.9%lagged
Engine 7711.0%0.76-13.9%lagged
Engine 8810.3%0.71-15.0%lagged
Engine 9910.3%0.71-15.0%lagged
Engine 10108.6%0.65-11.1%lagged
Engine 11116.2%0.63-11.7%lagged
Engine 12123.0%0.35-11.7%lagged
Nifty 500 · balanced · long only
Demo mandate “India Nifty 500 Momentum”, 25 names, swept 2026-09-22. 12 of 12 beat Nifty 50.
Best on Sharpe: India Volume ReversalNifty 50The other 11
EngineRankCAGRSharpeMax DDvs index
India Volume Reversal116.2%1.43-9.0%beat
52‑Week High215.0%1.42-7.9%beat
Engine 3311.7%1.33-9.9%beat
Engine 4416.0%1.29-9.9%beat
Engine 5514.3%1.25-10.1%beat
Engine 6614.3%1.25-10.1%beat
Engine 7713.8%1.25-9.9%beat
Engine 8813.4%1.22-10.4%beat
Engine 9913.4%1.14-12.1%beat
Engine 101014.6%1.11-13.0%beat
Engine 111114.6%1.11-13.0%beat
Engine 121212.7%1.05-16.1%beat

Every curve and figure above is a stored run, retrieved from the platform on 23 Sept 2026, 08:46 UTC. Engines whose curves coincide on a mandate are shown as the lab stores them.

  1. 01

    Define

    A mandate is a statement of what a book should be: universe, sectors, risk profile, how many names, cash reserve, stop-loss. Draft it yourself or describe it in plain words and let the AI draft it.

  2. 02

    Prove

    Every engine runs it over history, benchmark-relative, and the lab ranks them on risk-adjusted return. Nothing funds a book on a hunch.

  3. 03

    Run

    The winner runs forward as a paper book on live prices. Rebalances arrive on your schedule with turnover, sector drift and a written reason per name. You accept or reject.

  4. 04

    Watch

    A desk of analysts, a bull and a bear on each holding, the Telegram buzz on your names, and a Sarathi grade on the whole book, every session.

What it holds

Four surfaces, one terminal.

Portfolio

From a mandate to a book that runs.

Mandates

Universe, sectors, risk profile, position count and cash reserve, with a composition panel showing what you can actually buy.

Strategy Lab

One mandate under every engine at once, ranked on risk-adjusted return, curves stored.

Strategy Builder

Backtest your own stock list, save it, run it as a book.

Portfolios

Cash or funded paper books on live prices, in USD or INR, with rebalances proposed and explained on a schedule you set.

Sarathi — Your Strategist

A grade on your book, what it would change and why, and a written letter you can act on.

Broker link

Read a Zerodha or SnapTrade account beside your paper books. Nothing is placed for you.

Research

The evidence under every decision.

Security analysis

A 24-factor read per name, its ownership (13F, fund holdings, mutual-fund schemes, promoter pledge and SAST), filings and a decision snapshot.

Scenario analysis

What-if from revenue through margin to EPS and multiple.

Earnings, both markets

Who reports next, our forward EPS beside the street's, call sentiment, an AI read of the 8-K, and post-earnings drift.

Ripple

An event in one company and the names it reaches, with the business linkage, not just the correlation.

Diversification study

Monte Carlo across size and sector: how many names actually diversify.

Model portfolio and backtest

The strategy's target book and its stored, benchmark-relative history.

Markets

The session, as it happens.

Pulse

The session that just closed: movers, breadth, earnings, news, and what wants a decision from you.

Cockpit

Your book and the day's exceptions on one screen.

Live Monitor

The realtime engine and its signals during market hours.

News

Market news mapped to tickers and scored, for the US and India.

Buzz

What Telegram channels are saying, by ticker, with each call judged at the close and each channel graded.

Universes

S&P 500 to S&P 600, Dow 30, Nifty 50 to the total market, and sector slices of both.

AI layer

Grounded in what the platform computed.

Bull vs bear

Opposing cases argued per security, then judged, so the weak side of a thesis is visible.

Analyst desk

Agents on regime, macro, risk, concentration and news, all writing from one fact pack.

Portfolio co-pilot

Ask about exposure, risk or a holding; the answer is computed from your positions.

Page chat

Every screen answers questions about what it is showing, from the numbers on it.

Underneath

The sources, loaded and reconciled, not linked out to.

12
strategy engines
45
investible universes
42
benchmarks, index and sector
2
markets, marked in their own currency
SEC EDGAR

10-K, 10-Q and 8-K filings, XBRL facts, earnings releases, Forms 3/4/5, 13F, 13D/G and N-PORT fund holdings

NSE and BSE

Bhavcopy prices, corporate filings, Reg-31 shareholding, pledge and SAST disclosures, mutual-fund scheme portfolios

Market data

Daily bars for both markets, corporate-action adjusted, index membership, with a data-quality verdict per security

Macro, news and buzz

FRED macro panel, news mapped to tickers and scored, and Telegram channels read and graded on their calls

Counts as the platform reported them on 23 Sept 2026, 08:46 UTC.

Start with a mandate.

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