⚠️
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💪 Wealth Journey
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⚡ Income Engine
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📊 Asset Allocation
💧 Liquidity Profile
📋 All Assets — Detail View
📋 Asset Manager
Track all non-equity assets · Feeds into Net Worth & Health Score
🥇
Precious Metals
Gold, Silver, Jewellery
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Real Estate
Property, Land, Plot
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PPF / EPF / NPS
Retirement savings
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Cash / Savings
Bank accounts, wallet
📊 Sector Allocation
🏆 Performance Leaderboard
US Holdings — Detailed View
Recent Trades
🎯 F&O Realized P&L
📊 Equity Realized P&L
🎯 F&O Monthly P&L Breakdown
📊 Equity Stock-wise Realized P&L
📡 Upstox Data FeedNot connected
📋 Daily F&O Action Plan
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💰 Account Limits & Delivery Capital
📦 FNO Positions — Expiry-Wise
🧪
Welcome to the Strategy Lab
Test your F&O strategies with historical prices and theoretical option chains — fully adjustable so you can explore any "what if" scenario.
●Prices: yesterday's close (from NSE historical)
●Option chain: Black-Scholes theoretical premiums
●Spot, IV, and DTE: drag the sliders to explore scenarios
Want live market data?
Connect your broker (Zerodha, Upstox, Angel One, Dhan, Fyers, ICICI Direct, Kotak Neo, Shoonya, AliceBlue) for live chains, intraday quotes, real OI, and real IV.
Your broker connection and data stay on your device. We never see or store them.
—⚪ EOD
Lot —·IVR —·VIX —
🧪 Theoretical · market defaults
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15.0%
3 days
Legs
Payoff chart
MODE
📈
Pick a template to begin
Choose a strategy from the Templates pane, or add legs manually to see the payoff chart.
Mode
Live Positions available in 14.6.9
⚪Broker: Not connected
👁️ India Watchlist
Track NSE stocks you're researching · live prices
👁️ US Watchlist
Track NASDAQ/NYSE stocks · live prices
📊 Mutual Fund Watchlist
Top 10 high-potential MFs · Auto-refreshed from market data
AI discovers stocks you DON’T own · Conviction thesis with web search · Updated on demand
🐎
Ask Stallion
Your AI wealth advisor. I know every stock, every trade, every gap in your portfolio. Ask me anything.
👁️→🐴→🏇→🐎→🏆
I help you move from conventional to commanding
🎯
F&O Risk Scan
Spot vs strike, DTE, moneyness
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Health Check
Insurance gaps, diversification audit
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Re-Buy Scanner
Attractive stocks from your history
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Income Engine
Covered calls + premium selling
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Loan Strategy
Snowball vs avalanche, refinancing
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Insurance Audit
Term, health, gap analysis
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Have insurance policies? Drop them here!
Upload any policy PDF or screenshot (LIC · ICICI Pru · HDFC Life · Star Health · any insurer). Ask Stallion will read it and auto-add it to your Insurance Manager.
🔒 Data on your device⚡ Minimal tokens🧠 AI-powered insights
White Stallion AI · Your wealth, your intelligence · Clear
⚙️ Settings
☁️
Cloud SyncGoogle Drive
🔌 Broker API Connections
Connect your broker's API for advanced features like option chains and market depth. 100% Optional — live prices, day change %, and all core features work for everyone without any broker API. No API needed to use White Stallion.
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Upstox
Live prices · Option chains · Market depth · Day change %
🔗
Dhan
Live prices · Portfolio sync · SLBM access
Coming soon
🪁
Zerodha
Kite Connect API · ₹2,000/month subscription required
Coming soon
👼
Angel One
Smart API · Live prices · Portfolio sync
Coming soon
📦 Data Management
ℹ️ About
White Stallion AI — Personal Wealth Command Centre
Version 18.4 · 10 broker parsers · 465 automated tests
📁Drop your broker CSV here or click to browse Auto-detects broker from column headers · Equity, F&O, Trade Book supported
💡 Having trouble? Common upload issues
• Make sure your CSV has column headers in the first row
• Remove any summary/total rows at the bottom of the file
• ICICI Direct: Portfolio → Download Equity Summary (CSV)
• Zerodha: Console → Holdings → Download CSV
• Groww: Stocks → Holdings → Download Statement
• File should be .csv format (not .xlsx or .pdf)
📸 Drop IBKR portfolio screenshot here The AI will extract holdings from the image. Uses AI credits from Ask Stallion.
📄 Drop IBKR Activity Statement / Portfolio CSV Export from IBKR: Reports → Activity → CSV format
Edit US holdings directly. Click + to add rows, 🗑 to remove.
Symbol
Name
Qty
Avg ($)
CMP ($)
Sector
📋 Consolidated Account Statement (CAS) — One PDF, all your holdings across all brokers. Download from: CAMS · KFintech · NSDL easi · CDSL myeasi
📋 Drop your CAS PDF here Supports CDSL, NSDL, CAMS, KFintech formats AI extracts equity + mutual fund holdings from any CAS