Kite Portfolio Ai

kite-portfolio-ai

> Institutional-grade AI stock analysis inside Claude Code — connect your Zerodha Kite account and get AI-powered portfolio reviews, on-demand deep-dives, concall summaries, financial forensics, and interactive price charts. All self-hosted, all local.

If this is useful, a ⭐ helps others find it.

---

What it does

kite-portfolio-ai is a Claude Code skill that connects to your live Zerodha Kite account via the Kite MCP server. It runs AI analysis across three modules and renders everything in a dark-mode web app at http://localhost:7891.

Two main flows:

/kite-portfolio:full              → 5-tab portfolio report
/kite-portfolio:stock AZAD        → 13-section stock deep-dive

No cloud. No API keys. Your portfolio data stays on your machine.

---

Screenshots

4Q earnings with QoQ + YoY growth columns Interactive 2Y chart with 20/50/200 DMA overlays

Structured sector analysis with triggers + TAM 3-year P&L, cash flow, 12-ratio diagnostic + red flags

Bull/base/bear cases + price levels All source links grouped by section

---

Quick start

1. Configure Kite MCP

Add to ~/.claude/mcp.json:

{
  "mcpServers": {
    "kite": {
      "command": "npx",
      "args": ["-y", "@zerodha/kite-mcp"]
    }
  }
}

2. Install the skill

# Plugin install (recommended — auto-configures permissions)
claude plugin install github:iamurali/kite-portfolio-ai/portfolio-plugin

# Or manual install
git clone https://github.com/iamurali/kite-portfolio-ai.git
cp -r claude-skill ~/.claude/skills/kite-portfolio

3. Start the bridge server

cd portfolio-bridge && npm install && npm start

Serves the report at http://localhost:7891/report.

4. Run

/kite-portfolio:full              ← full portfolio report
/kite-portfolio:stock HDFCBANK   ← deep-dive on any stock

On first run, Claude shows a Kite login link. Click it, authorise, then say continue.

---

Commands

| Command | What you get | |---|---| | /kite-portfolio:performance | Portfolio vs Nifty 50/500/Smallcap 250 + MF benchmarks | | /kite-portfolio:stage | Weinstein stage + 0-100 fundamental score per holding | | /kite-portfolio:full | Both modules — complete 5-tab report | | /kite-portfolio:stock TICKER | 13-section deep-dive on any NSE/BSE stock |

---

Scoring (0–100)

| Dimensions | Max | |---|---| | Earnings Growth · Management · Moat · Balance Sheet | 40 | | Sector Tailwind · Competitive Position · Valuation | 30 | | Weinstein Stage (2B=30 · 2A=25 · 1=15 · 3=8 · 4=0) | 30 |

Actions: 85+ STRONG ADD · 70+ ADD · 55+ STRONG HOLD · 40+ HOLD · 30+ WATCH · 15+ TRIM · <15 EXIT

---

Documentation

Full documentation is in the [wiki/](wiki/) folder — readable directly on GitHub:

| Page | What's covered | |---|---| | [Installation](wiki/Installation.md) | MCP setup, bridge server, first run | | [Commands](wiki/Commands.md) | All commands, natural language triggers | | [Stock Analyser](wiki/Stock-Analyser.md) | 13 sections explained with screenshots | | [Portfolio Report](wiki/Portfolio-Report.md) | 5 tabs — Overview, Performance, Stage, Rebalancing | | [Scoring Rubric](wiki/Scoring-Rubric.md) | Dimension-by-dimension scoring guide | | [Weinstein Stage Framework](wiki/Weinstein-Stage-Framework.md) | Stage 1/2/3/4 definitions and classification logic | | [Architecture](wiki/Architecture.md) | Data flows, token costs, repo structure | | [Bridge Server](wiki/Bridge-Server.md) | Endpoints, cache, queue watcher | | [Data Sources](wiki/Data-Sources.md) | Trusted source whitelist, MF benchmarks | | [Plugin](wiki/Plugin.md) | Plugin install, Cursor support, permissions | | [Troubleshooting](wiki/Troubleshooting.md) | Common errors and fixes | | [Contributing](wiki/Contributing.md) | PR guide, changelog discipline |

---

Disclaimer

⚠️ For informational purposes only. Not financial advice. All investment decisions are your sole responsibility. Use at your own risk.

This tool connects to your Zerodha Kite account in read-only mode — it cannot place, modify, or cancel orders.

---

License

MIT © 2026 — see [LICENSE](LICENSE)

Source & license

This open-source MCP server is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: iamurali
• Source: iamurali/kite-portfolio-ai
• License: MIT

Install and usage instructions live in the source repository linked above.