Master the Markets with Kalpi

1. 1

   Create your free account

   Create a free account to get started. The research pages and the free tools cost nothing to use, so you can look around before you pay for anything.

2. 2

   Look at what you already own

   Open the Portfolio Analyser, connect your broker read-only or upload your CAS, and see your health score, overlap and risk. It shows what to improve before you build anything new.

3. 3

   Build a strategy from plain rules

   In the Strategy Builder, describe your idea to Kalpi AI, write the rules yourself or start from a template. Choose the stocks to pick from, how to rank them, how many to hold and when to rebalance.

4. 4

   Backtest it before you invest

   Run the strategy over past years and compare it with a benchmark index. Check the drawdowns and the returns, then change a rule and run it again. A backtest shows how the rules behaved in the past; it does not promise future returns.

5. 5

   Invest through your own broker

   When you are happy with the rules, connect your broker and place the orders there. Your shares and cash stay in your own broker account, and the strategy you built is saved so you can come back to it.

Want the detail on a tool? The product guides cover each one, and the videos below show them being used.