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Beginner Guide

How to Get Free AI Analysis of Your Zerodha or Groww Portfolio

18 May 2025 3 min read

If you trade on Zerodha Kite or Groww, you can review portfolio concentration and risk using a screenshot-based analyzer — no API keys or broker login sharing. Here is how to capture a useful holdings screenshot and what to look for in the output.

For Zerodha Kite users

Open the Zerodha Kite app (mobile or web). Go to Portfolio → Holdings. You should see your list of stocks with columns showing stock name, quantity, average price, LTP (last traded price), and P&L. Take a screenshot of this entire screen. If your portfolio does not fit in one screenshot, take two or three — most AI analyzers accept multiple images. Make sure the stock names and numbers are clearly visible and not cut off.

For Groww users

Open the Groww app. Go to Investments → Stocks. You will see your holdings listed with current value, invested value, returns, and individual stock details. Take a screenshot of the holdings screen. If you hold more than 6-7 stocks, scroll down and take additional screenshots to capture all holdings. The AI can process multiple images together for a complete analysis.

Uploading for AI analysis

  • Open a screenshot-based portfolio review tool in your browser.
  • Upload your holdings screenshot(s) from the broker app.
  • Note your current mood — useful for behaviour awareness features.
  • Optionally set time horizon if the tool asks.
  • Read the risk and concentration sections before making any trade decision.

What you get in the analysis

Typical educational output includes portfolio risk score, sector concentration warnings, behaviour notes, and holding-level commentary. Treat every output as a learning aid — verify with your own research and a SEBI-registered adviser if needed.

Tips for the best results

  • Use a clear screenshot — avoid blurry or dark images.
  • Show the full holdings page including column headers (helps AI identify which number is which).
  • If you hold stocks in multiple accounts (e.g., Zerodha + Groww), upload screenshots from both for a complete picture.
  • Treat your mood selection as self-reported context, not evidence that the AI can diagnose a trading pattern.
  • Run the analysis weekly or when you are about to make a big trading decision.

What about other brokers?

Screenshots from other brokers may also work if holdings and column labels are clear, but layouts vary and extraction can fail. This tool accepts image uploads, not a direct broker connection or an Excel workbook. If you have multiple accounts, include each relevant holdings screen and check the combined result against your statements.

Privacy and safety

The screenshot is sent to our processing service and an AI provider over HTTPS. We do not intentionally store screenshots or holdings in our own database; some score history can be saved in your browser. Crop account numbers before uploading and read the Privacy Policy for provider processing and local storage details. You do not need to share a broker password or connect your broker account.