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.

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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.

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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

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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.

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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

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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

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Documentation

Full documentation is in the wiki/ folder — readable directly on GitHub:

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

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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.

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License

MIT © 2026 — see LICENSE