One terminal. See, think, act.
Frontier Folios Terminal is a single workspace for Indian markets. The modules below share one data model, so the AI that answers your question reads the same holdings, filings and prices you see on screen.
See
what you own and what the market didHoldings
Your real book from up to 7 brokers, read-only: holdings, positions, funds and orders, grouped by basket. Live View on your own broker session.
Risk & Analytics
Overview, risk, factor, concentration, scenarios, hedges, optimisation and derivatives views on any subject: the whole book, a strategy or a basket.
Charts
TradingView-grade charts on NSE/BSE end-of-day data, live with your broker login, with a financials overlay from exchange filings.
Screener & Industries
Stocks, ETFs, indices and F&O with fundamental, ownership and technical fields; sector and industry pages with constituents.
Data Library
Exchange announcements, FII/DII flows, IPO calendar, corporate actions, bulk and block deals, and quarter-on-quarter ownership changes.
Options
Option chains with Greeks on indices and stocks; a Derivatives tab in analytics when the book holds F&O.
Think
ideas, evidence and testsCopilot
Ask about any company, sector or your own book. Answers cite the filing or the figure. Deep mode for hard questions.
Backtest
Describe rules in English, get an editable spec, run it on up to ten years of NSE history with Indian charges and point-in-time membership.
Studio
A scenario lab: macro factors, the companies exposed to them, and historical sensitivity ranges. You choose the names and sizes.
Act
positions, follow-through and the people beside youStrategies & Baskets
Save a backtest as a strategy, track it against its rules, hold it as a basket in paper or real money, rebalance on schedule or drift.
Alpha Hub
Your strategies, the ones you follow, and well-known investors' portfolios assembled from public shareholding filings.
Agents
Announcements watcher, Results reader, Metric alert and Drift watcher. Suggest-only; drafted orders wait for you.
Alerts
Price, F&O and corporate-action alerts, strategy and drift notices, delivered in the app and as push on your phone.
Trade ticket & hand-off
Baskets go to Zerodha Kite or FYERS where you confirm; a manual ticket for the rest. Paper trading with Indian charges.
Firm workspaces
Client books, roles for owners, managers and analysts, pooled credits and a GST invoice in the firm's name.
Privacy & security
Data in AWS Mumbai, broker keys encrypted with a dedicated key service, DPDP rights in Settings, and a Grievance Officer who answers.
Systematic investing
Backtests you can defend.
A backtest is an argument. Ours shows its assumptions: the universe as it stood on each date, the charges on each trade, the benchmark and the risk-free rate, the survivorship note where history is thin.
- Spec-first
- Copilot writes a declarative spec; a fixed engine runs it. The same rules always produce the same result, and you can read every rule.
- Point-in-time universes
- NIFTY 50, Next 50, 100, 200 from 2016; Midcap 150 and Smallcap 250 from 2018; NIFTY 500 extended from archived index lists, beta-labelled.
- Cost model
- Brokerage, STT, exchange transaction charges, GST, SEBI fees, stamp duty and a slippage assumption you can see and change.
- Metrics
- CAGR, volatility, max drawdown, Sharpe, Sortino, turnover, exposure, calendar returns, against NIFTY 50 TRI or a benchmark you pick.
- Honest limits
- Runs per month and years of history scale with your plan. A result is labelled hypothetical, and it never becomes a recommendation.
- Median path
- the plan, not the promise
- Spread
- the risk you are paid for
- Left tail
- what position size must survive
- live
Announcements watcher
Watching 14 companies
Flags board meetings, buybacks, pledges and order wins the moment NSE/BSE publish them.
- today
Results reader
Read 3 filings today
Opens the results PDF, pulls the numbers you care about and writes a two-line read with citations.
- live
Metric alert
ROCE < 12% on 1 holding
Watches a rule across your book and tells you when it breaks, with the filing it came from.
- needs you
Drift watcher
Rebalance drafted · awaiting you
Spots a basket off its targets and drafts the trades into a basket for your review. Nothing is placed.
Illustrative board. Agents suggest only; every order needs your confirmation at your broker.
AI agents
Research, strategy and execution, with a human at the end of every chain.
Copilot is the analyst you talk to. Agents are the analysts who keep working after you close the tab. Both read primary sources and cite them; neither can move money.
- Copilot: quick answers and Deep mode, with citations to filings and figures.
- Daily pre-market brief on your holdings and watchlists.
- Agent templates: Announcements watcher, Results reader, Metric alert, Drift watcher.
- Agent teams (Pro and above) covering a whole list of companies.
- Credits meter platform AI; your own OpenAI, Anthropic or Gemini key runs at 0 credits.
- Every output is labelled; nothing is a recommendation; every order needs your confirmation.
Portfolio intelligence
Your book, read like a risk manager would.
Import holdings read-only from 7 brokers. Risk & Analytics works on any subject: the whole book, one strategy, one basket, or a client's account in a firm workspace.
- Factor
- Tilts to momentum, quality, value, size and low volatility against NIFTY 500.
- Concentration
- Names, sectors and groups; what one bad day in your largest position costs.
- Scenarios
- Repo moves, crude, INR, index shocks, with historical sensitivities.
- Hedges
- Index futures or options that offset the exposures you did not mean to have.
- Optimisation
- Target weights under constraints you set; never a buy list from us.
- Commentary
- A plain-English reading of the book on demand, reused until the book changes.
- Momentum+0.72
- Quality+0.48
- Size (small)+0.31
- Value-0.22
- Low volatility-0.40
- Repo +50 bp−2.1%
- Crude +20%−3.4%
- INR −3%+0.8%
- NIFTY −10%−11.6%
- Financials31%
- IT22%
- Industrials17%
- Consumer14%
- Other16%
Execution
Your broker executes. You confirm. We prepare.
The Terminal never holds your money and never sends an order on its own. A basket becomes orders only when you hand it to your broker and approve it on their page.
Zerodha
Kite basket hand-off through the Frontier Folios Terminal publisher app, or your own Kite Connect app for holdings and live data.
FYERS
API Connect window where you review and confirm the basket.
Upstox, Angel One, Dhan, IIFL Capital, Groww
Read-only import of holdings, positions, funds and orders; a prefilled manual ticket for orders you place yourself.
Order types
Limit and Market (protected) for hand-offs; plain market and SL-M are not sent through APIs, in line with exchange rules for API orders.
Paper first
Paper trading uses Indian charges and your ledgered cash, so a strategy's cost of trading is visible before real money.
Data and residency
Where the numbers come from, and where they live.
Every figure that can be stale carries its source and as-of time in the Terminal. Here is the map.
- Prices and history
- NSE and BSE end-of-day files, corporate-action adjusted. Live quotes only through your own broker session, never pooled across users.
- Fundamentals and filings
- Exchange XBRL filings and announcements; shareholding patterns for ownership and investor portfolios. Beta-labelled where coverage is thin.
- Macro
- RBI (repo, G-sec, credit), FBIL (INR), MOSPI (CPI, IIP) for Studio sensitivities, loaded nightly.
- AI
- Anthropic's Claude for platform AI, with workspace spend limits per plan; your own key for any supported provider. We never send your identity or credentials to a model.
- Residency
- AWS Asia Pacific (Mumbai), ap-south-1: database, files, keys and logs. Backups on a fixed cycle. The database is not reachable from the internet.
See the whole terminal, with your own holdings in it.
Create a free account, connect a broker read-only, and ask Copilot the first question about your book.
Research software, not investment advice. You confirm every order at your broker.
Social investing
Alpha Hub: follow the filings, not the noise.
Public shareholding disclosures, assembled into the portfolios of well-known investors and firms. Build a basket from one, follow it with drift alerts, and rebalance when the next filing lands.
Eligible investors are chosen by filing category (resident individuals and investment firms; promoters, government and strategic corporate stakes are excluded). Portfolios show only what was disclosed, as of the filing date. Public disclosure, not advice.