Portfolio Health
C+64/100
Diversification72
Cost81
Performance66
Risk Fit37
Raise your score4 changes+20
Backed by 
by Zerodha
Invest by Rules, Not by Tips
Analyse what you own, build rules, backtest them and invest through your own broker.
Works With Your Broker
How Kalpi Works, in Five Steps
Check what you own, then build, test and invest by rules.
- 1
Analyse and Understand
Connect your broker. Get a health score and the biggest risks first.
Health Score72/100- Banking + IT 48%High
- Laggard −18.7%High
- 2
Build
Turn the findings into rules you can read.
- UniverseNifty 200
- FilterDebt to Equity < 0.5
- RankingROE, highest first
- 3
Backtest
See returns and drawdowns against a named benchmark.
- CAGR16.4%
- Max Drawdown−23.8%
- 4
Invest
Approve the orders in your own broker account.
Approve Orders6 Orders Ready - 5
Review and Rebalance
Get a reminder when it is due, check the changes and approve them.
Rebalance Due- Stocks In2
- Stocks Out2
Investors Who Chose Rules Over Tips
20,000+ investors run their rules on Kalpi.
- ₹3.75croreSeed round from
by Zerodha - 23Press articles
Featured In
Five Tools, One Flow
Start anywhere. Each tool also works on its own.
Fair Health
Strategy Builder
Build Your Rules, Then Backtest Them
Write rules, ask Kalpi AI or use a template, then backtest them.
UniverseNifty 200
FilterDebt/Equity < 0.5
WeightingEqual, 20 stocks
RankingROE, highest first
RebalanceMonthly
BacktestRun
Strategy Marketplace
Start From a Tested Strategy
Ready strategies with every rule shown. Follow one or change it.
Multi-FactorBluechip Compounders14.8%CAGRRisk: Low
PopularQualityQuality at Core16.2%CAGRRisk: Moderate
Multi-FactorGrowth Master Class18.9%CAGRRisk: High
Stock Research
Know a Stock Inside Out
Prices, factor scores, seasonality and events for Indian stocks.
Tata Consultancy Services
₹3,912.40▼ −₹26.95 (−0.68%)
Momentum71
Quality86
Value44
Volatility38
Kalpi AI
Describe an Idea, Get Rules You Can Read
Kalpi AI writes the rules, and you decide what stays.
Quality stocks with low debt, rebalanced monthly
Kalpi AI
Here are four rules for your idea. Each one is marked, so you can check it.
- UniverseNifty 200Kalpi AI
- FilterDebt to Equity < 0.5Kalpi AI
- RankingROE, highest firstKalpi AI
- RebalanceMonthlyKalpi AI
Backtest ThisUndo
Strategies You Can Read, Then Follow or Change
Popular templates from the Strategy Marketplace.
Your Money Stays in Your Broker
Kalpi never holds your money or shares.
YouApprove every order, pause or stop.
You approve
Your BrokerYour demat and trading account.
Orders sent after you approve
KalpiRules, backtests and read-only analysis.
Read-Only Access
It sees only the holdings you connect, or a CAS you upload.
Every Result Labelled
Every backtest shows its period and benchmark.
What Investors Say About Kalpi
Summarised by Kalpi AI
4.9
From 9 reviews on kalpi.ai
Investors say Kalpi makes systematic investing practical without code.
- No Code
- Fast Backtests
- Helpful AI
Finally, a platform that understands the needs of a systematic trader in India! The UX is incredibly intuitive, and the ability to backtest complex strategies without writing a single line of code is revolutionary for me.
Param DubeyFull-time Trader and Investor I've always been interested in quant investing but lacked the coding skills. Kalpi's no-code backtester and pre-built ML strategies have opened up a new world for my personal investments. The platform is surprisingly easy to navigate.
Namrata B.Retail Investor The platform's UX is clean and efficient. I can go from idea to backtest in minutes. For a retail trader looking to implement systematic approaches, Kalpi is a fantastic, all-in-one solution.
Rishabh GuptaSystematic Retail Trader The AI agentic assistant on Kalpi is phenomenal for portfolio analysis and identifying potential opportunities. It's a powerful addition to our existing research framework, saving us valuable time.
Sneh T.Head of Sales
Kalpi's AI-driven research suite has been a game-changer for our fund. The depth of analysis and the AI agentic assistant streamline our decision-making process significantly. It's like having an extra team of quants.
Pawan MehraMD The institutional-grade tools, especially the ML-backed strategy insights, have provided us with a distinct edge. Kalpi offers a comprehensive solution that was sorely lacking in the Indian market.
Ashok D.CEO, Quant Prop Desk As someone managing a Trading Desk, the ability to conduct thorough systematic research and leverage AI/ML without a dedicated quant team is invaluable. Kalpi democratizes access to sophisticated investment tools.
Abhishek ShuklaMD, Trading Desk Kalpi's comprehensive suite, from AI-powered research to the agentic assistant, has enhanced our analytical capabilities and improved our strategy development lifecycle. It's a truly integrated platform.
Vihan SinghFounder and CEO I'm genuinely impressed with the Factor based strategy options and the ease of backtesting. It's empowering for individual investors like me who want to adopt a more data-driven approach to the markets.
Saurabh KumarIndependent Investor and Tech Enthusiast
What is Kalpi?
A rule-based investing platform for Indian stocks and mutual funds, where every decision stays yours.
Does Kalpi ever hold my money?
No. Kalpi never has custody, and nothing is traded until you say yes.
What do the plans include?
Every plan includes the Strategy Builder, Portfolio Analyser and Stock Research. See Pricing for what paid plans add.
Does Kalpi give tips or investment advice?
No tips. Kalpi gives you the tools to write, test and run your own rules, and every decision stays yours.
Can I check the portfolio I already own?
Yes. Connect a broker, upload a CAS statement or add holdings by hand in Portfolio Analyser.
Your First Strategy Is One Sentence Away
Describe a strategy and Kalpi AI builds it, ready to backtest.