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For the solo trader and investor

Your broker accounts, aggregated. Visibility, clarity, then insight.

InvexTrax provides refined visibility of your own investing and trading data: every broker account in one view, explained in plain language. Figures come from your data and are calculated by InvexTrax.

Watch the demo About InvexTrax
In active development. Read-only today: places no orders. Never gives investment advice. Not yet open to the public.
Last updated 15 Nov 2026
Dhruv Kumar’s accounts sample Zerodha Fyers
Portfolio value, last 90 days (sample)
Holdings value
Rs 18,46,300.00
12 stocks · net profit +Rs 2,31,450.00 (+14.3%)
Top 3 of 12 by value
RelianceRs 4,38,600.00
TCSRs 3,64,900.00
HDFCRs 3,12,400.00
Insight. Banking and IT together make up 52% of the value.
Calculated by InvexTrax
Sample data as of 15 Nov. Company names are examples, not recommendations. Zerodha and Fyers belong to their owners; InvexTrax is not affiliated with them.
Why you can trust the numbers

The AI talks. InvexTrax does the maths.

1

You ask in plain words

"What is up today in my holdings?" No menus, no filters to learn.

2

A read-only tool fetches the facts

Typed tools read your broker accounts live. Totals are computed by InvexTrax, so they are exact.

3

The AI explains what came back

It writes the answer grounded in those facts only, and says so when something is missing.

See it work

A real conversation, on sample data

This replay uses a synthetic account: the holdings and figures are invented, and company names are examples, not recommendations. Each answer is grounded in a read-only tool, named under the answer.

InvexTrax itself is not running on this site.

InveTrax
Dhruv
What is my cash balance?
You have Rs 3,42,500.00 available across 2 accounts: Rs 2,05,500.00 at Zerodha and Rs 1,37,000.00 at Fyers. Both are logged in today.
from get_funds · read-only
Dhruv
How much margin am I using?
Margin in use is Rs 1,18,000.00 in total: Rs 74,000.00 at Zerodha and Rs 44,000.00 at Fyers.
from get_funds · read-only
Dhruv
Show my top 3 holdings by value.
Your top 3 holdings by current value:
Reliance150 sharesRs 4,38,600.00
TCS90 sharesRs 3,64,900.00
HDFC200 sharesRs 3,12,400.00
from get_holdings · read-only
Dhruv
What is my total holdings value and net profit?
You hold 12 stocks worth Rs 18,46,300.00, with a net profit of +Rs 2,31,450.00 (+14.3%). These totals are computed by InvexTrax, not by the AI.
from get_holdings · read-only
Dhruv
Which holdings are up the most?
Your top 3 holdings by net profit:
INFY120 shares+Rs 52,300.00
ITC600 shares+Rs 41,800.00
L&T80 shares+Rs 39,600.00
from get_holdings · read-only
Dhruv
How is my day looking?
Running profit today is +Rs 14,820.00 across 3 open positions, 2 in profit and 1 in loss:
INFY50 shares+Rs 9,640.00
ITC300 shares−Rs 1,258.00
L&T30 shares+Rs 6,438.00
from get_positions · read-only
Dhruv
Do I have any open orders?
One open order: Bharti Airtel, buy 20, limit order, waiting. Three other orders today were filled and one was cancelled.
from get_orders · read-only
Dhruv
Show my top 2 Zerodha holdings.
Top 2 holdings at Zerodha by value:
Reliance150 sharesRs 4,38,600.00
HDFC200 sharesRs 3,12,400.00
from get_holdings · read-only
Dhruv
What is in my MTF holdings?
2 margin-trading holdings, M&M and SBI, Rs 4,00,000.00 at cost: Rs 1,60,000.00 is your own money, Rs 2,40,000.00 is broker-funded.
from get_holdings · read-only
Dhruv
Is my account data up to date?
Yes. Both brokers are logged in and it is outside the overnight update window (00:00 to 08:00), so these figures are current.
from list_accounts · read-only
Dhruv
Should I buy more Reliance?
I can’t give investment advice, and I can’t place orders. What I can show: you hold 150 shares of Reliance worth Rs 4,38,600.00, with a net profit of +Rs 38,200.00.
from get_holdings · read-only
Sample account · synthetic data
Built today

Your accounts, in one conversation

Works across several brokers at once (Zerodha and Fyers today). Ask in plain words and get insights across all your accounts.
* Read-only: it cannot place, change or cancel an order.

Funds and margin

Cash available per account and in total, and what is left out when an account is not logged in.

Holdings

What you own across brokers, sorted and limited as you ask: top three by value, biggest gainers, one broker.

Positions and running P&L

Open positions today, with profit and loss as the broker reports it. Filter or total them by any attribute.

Today's orders

Which orders are open, filled, rejected or cancelled, in plain language.

Margin-trading (MTF) holdings

What part of a holding is your own money and what the broker has funded, at cost.

Honest about gaps

Brokers refresh data overnight. If data may be stale or an account is missing from a total, the answer says so.

Roadmap

From reading your account to working with it

What works today is above. Below: what is being built now and what is planned, roughly in order. None of it is available yet.

Building now

Insights on your own data

Calculated analysis across all your accounts: how your cash, holdings and day's profit are spread, and what drives them. Always a calculation on your own data, never an opinion or a prediction.

Planned

Place orders

Only for your own accounts, only with your approval, and only inside risk limits you set first.

Planned

Research aid

Help with your own research: gather, organise and question what you are looking at.

Planned

Strategy builder

Describe a strategy in your words and turn it into precise, testable rules.

Planned

Backtesting

Test a strategy on past data after Indian trading costs. No strategy is trusted without evidence.

Planned

Deploy a strategy

Run a tested strategy, with your approval and your limits in force.

Planned

Journal and reflection

Keep a journal of your trades and reflect on your own decisions over time.

How it behaves

Grounded in your data

Every figure is read from your account, and totals are computed by InvexTrax. The AI never makes up a number.

No investment advice

Ask what you hold, not what to buy. It will not tell you to buy, sell or hold.

Read live, not stored

Account data is fetched when you ask and is not stored by InvexTrax.

Not open to others yet

Nothing is offered to the public until it is legally compliant (SEBI).

Security and privacy

Your accounts stay yours

InvexTrax sits on top of the broker accounts you already have. It reads, it does not act, and it says plainly what it does with your data.

Read-only today

It can read your accounts. It cannot place, change or cancel an order, and nobody can ask it to through the chat.

You sign in with your broker

Logging in happens with your broker, on your own computer. The chat never asks for your password.

Keys stay on your machine

Broker tokens and API keys stay on your own computer, outside the program's code and its project files.

Coming soon: encrypted key storage

Read live, not kept

Funds, holdings, positions and orders are fetched when you ask. InvexTrax does not keep a copy of them.

No advice, no guessing

It will not tell you what to buy or sell. Totals are computed by InvexTrax, not guessed by the AI, and data gaps are stated.

Coming soon

Orders need your approval

When order placement arrives, nothing is sent without your approval and the risk limits you set first. The AI never places an order itself.

What the AI model sees

To write an answer, your question and the figures the tools return go to the AI model provider (today Claude from Anthropic, or Gemini from Google). Broker passwords and API keys are never part of it.

This website

No sign-in, no analytics and no tracking cookies. The demo shows synthetic data only; no real account is involved. Questions or concerns? Get in touch.