AI-powered stock portfolio analyser for Indian investors — upload your Zerodha export, get instant insights, live news, and smart buy/hold/sell recommendations.
Finly is a lightweight, self-hosted web application that turns your Zerodha holdings export into an intelligent dashboard. In just a few clicks you can:
- 📂 Upload your Zerodha stocks CSV
- 📊 View live stock details for every holding
- 📰 Read the latest news for each ticker
- 🤖 Get AI-generated buy / hold / sell recommendations
No more juggling between browser tabs, news sites, and your broker dashboard — Finly brings everything into one clean interface.
| Upload your portfolio | AI analysis & recommendations |
|---|---|
 |
 |
- Python 3.10 or higher
- A Zerodha account (to export your holdings as CSV)
# 1. Clone the repository
git clone https://github.com/sparkigniter/finly.git
cd finly
# 2. Install Python dependencies
pip install -r requirements.txt
# 3. Install frontend dependencies
cd app/frontend && npm installYou'll need two terminals — one for the backend, one for the frontend.
Terminal 1 — Backend (API server)
# From the project root
python3 -m app.backend.apisTerminal 2 — Frontend (Dev server)
cd app/frontend
npm run devThen open your browser at the URL shown by the frontend dev server (usually http://localhost:5173).
- Log in to Zerodha Kite
- Go to Portfolio → Holdings
- Click Download (CSV export)
- Upload the downloaded file to Finly
| Layer | Technology |
|---|---|
| Backend | Python |
| Frontend | JavaScript, CSS, HTML |
| Data | Zerodha CSV export |
| AI recommendations | LLM-powered analysis |
The project is actively under development. Planned features include:
- Support for multiple brokers (Groww, Angel One, Upstox)
- Historical performance charts per holding
- Portfolio-level P&L summary
- Email / push alerts for significant stock moves
- Watchlist management
- Mobile-friendly responsive UI
Contributions are welcome! Feel free to open an issue or submit a pull request for bug fixes, new features, or improvements.
- Fork the repo
- Create your branch:
git checkout -b feature/my-feature - Commit your changes:
git commit -m 'Add my feature' - Push:
git push origin feature/my-feature - Open a Pull Request
Finly is a personal finance tool built for informational purposes only. The AI-generated recommendations are not financial advice. Always do your own research before making investment decisions.
This project is licensed under the MIT License — see the LICENSE file for details.
Built with ❤️ for Indian retail investors • github.com/sparkigniter/finly