UseMoney AI

An AI-powered portfolio analysis platform that aggregates holdings across multiple brokers to answer questions about investments. It serves Indian retail investors and financial professionals who want a unified view of their portfolio and personalized insights. The platform uses read-only OAuth connections to sync data and provides AI-driven analysis, backtesting, and tax-aware planning, differentiating itself with a focus on the Indian market and multi-broker support.

Key features

• Multi-broker portfolio aggregation
• AI chat for portfolio questions
• Portfolio roast and analysis
• Strategy backtesting
• FIRE calculator with Indian tax assumptions
• Screener with 70+ technicals
• Unified holdings dashboard
• Read-only OAuth connections