--- title: "AI Portfolio Analysis for Indian Stocks with MCP" canonical: "https://tapetide.com/mcp/guides/ai-portfolio-analysis-india" description: "Analyse your Indian stock portfolio with Claude or ChatGPT: load holdings over MCP, check sector weights, P&L, results and ownership, with prompts to copy." updated: "2026-10-25" generated_at: "2026-10-29T05:21:54.063Z" --- # AI Portfolio Analysis for Indian Stocks: Claude and ChatGPT on Your Real Holdings AI portfolio analysis for Indian stocks works when the assistant can read two things: your actual holdings and current data for each one. Connect Claude or ChatGPT to the [Tapetide MCP server](/mcp), keep your holdings in a Tapetide research portfolio, and the assistant can report sector weights, profit and loss, concentration, results trends and ownership changes across every stock you own. This guide shows how to load holdings, a worked review session, prompts to copy and the limits. ## What the assistant can see Pasting a list of stocks into a chat gives the model names but no data. Over MCP, the assistant calls tools and quotes what they return. For portfolio work, the relevant tools are: - `get_user_portfolio`: holdings, latest available prices, profit and loss, position weights and sectors - `add_portfolio_stocks`, `update_portfolio_stock` and `remove_portfolio_stocks`: edit holdings - `get_batch_quotes`: quotes and valuation ratios for up to 20 stocks in one call - `get_financials`, `get_shareholding`, `get_promoter_pledge` and `get_earnings_call_summary`: per-holding research - `get_stock_events`: news, corporate actions and filings per company The server has 48 tools in total, over about 8,000 NSE and BSE listed companies. ## Step 1: Connect your assistant Pick your client and follow its setup page: [Claude.ai](/mcp/claude-ai), [ChatGPT](/mcp/chatgpt), [Claude Desktop](/mcp/claude-desktop) or [Claude Code](/mcp/claude-code). Sign in with the same Google account you use on Tapetide, because portfolio tools act on the connected account. ## Step 2: Load your holdings You have three options: 1. **Import a CSV.** Download a holdings statement from your broker and upload it on the [portfolio page](/portfolio). If the format is not recognised yet, the page keeps the file and lets you tell us the broker. 2. **Add by hand** on the same page. 3. **Ask the assistant.** For a short list this is quickest: ```text Add these to my Tapetide portfolio: 40 HDFCBANK at 1,520, 25 TCS at 3,410, 60 ITC at 412 and 15 LT at 3,280. Show me what you are about to add before you add it. ``` The assistant resolves each symbol with `search_stocks` and calls `add_portfolio_stocks`. Asking it to confirm first is worth the extra turn: the tool merges with existing holdings at a quantity-weighted average price, so a mistyped quantity changes your cost basis. ## Step 3: A worked portfolio review ### Overview ```text Read my Tapetide portfolio. Show each holding with quantity, average price, latest price, P&L in rupees and percent, and weight. Then give sector weights and the date of the prices used. ``` One call to `get_user_portfolio` covers this. The answer should state the price date, because prices are the latest available, not live ticks. ### Concentration check ```text Which holdings are more than 10% of the portfolio, and which sectors are more than 25%? If I wanted no stock above 10%, how many rupees would I need to trim from each? ``` This is arithmetic on the data from the previous step, so it should use no new tool calls. If the assistant calls the tool again, that is fine but uses allowance. ### Valuation across holdings ```text For every holding, show P/E, P/B, ROE and dividend yield in one table, using the latest available values. Flag any stock with P/E above 50 or ROE below 10%. ``` `get_batch_quotes` returns valuation ratios for up to 20 stocks per call, so a 15-stock portfolio costs one call here instead of fifteen. ### Results trend per holding ```text For each holding, did revenue and net profit grow year on year in the latest reported quarter? One row per stock, with the quarter named. ``` This calls `get_financials` once per stock. For a large portfolio, ask for the five biggest positions first. ### Ownership and red flags ```text For my holdings, list any where promoter holding fell more than 1 percentage point over the last 4 quarters, any with promoter pledge above 5%, and any credit rating downgrades in the last year. ``` Tools: `get_shareholding`, `get_promoter_pledge` and `get_credit_ratings`. This is the check most retail investors skip, and it is cheap to run quarterly. ### What changed this week ```text For my top 5 holdings, list news, corporate actions and filings from the last 7 days with dates. ``` Tools: `get_stock_events`. Pair it with the [corporate actions page](/corporate-actions) for record dates. ## More prompts for portfolio analysis ```text Which of my holdings are within 10% of their 52-week high, and which are more than 30% below it? Show the price date. ``` ```text Which of my holdings have an earnings call summary from the latest quarter? Give me the one-line guidance from each. ``` ```text Show the Tapetide Score for each holding with its band and data confidence, sorted lowest first. ``` ```text I sold 20 ITC today at 430. Update my portfolio and show the new quantity and average price. ``` The third prompt uses `get_tapetide_score`; the method is on the [score methodology page](/score/methodology). The last one calls `update_portfolio_stock` or `remove_portfolio_stocks`. Selling does not change your average buy price, so the assistant should keep it and only reduce the quantity; check that it did. ## A quarterly review routine The most useful AI portfolio review is a repeatable one. After each results season, run the same five steps in order: overview, concentration, valuation, results trend and ownership. Keep the answers. Next quarter, paste last quarter's summary into the chat and ask "what changed?" The assistant can then point to the holdings whose results slowed, whose promoters sold or whose weight drifted above your limit, which is where your attention belongs. In Claude Code, ask for each review as a dated markdown file so the history sits in a folder you control. In Claude.ai or ChatGPT, a project or pinned chat keeps the prompts handy. Either way, the routine matters more than any single clever prompt. ## Keep it honest A few points stop an AI portfolio review from misleading you: - **The portfolio is a record, not a broker sync.** It reflects what you loaded. After you trade, update it, or the analysis describes a portfolio you no longer hold. - **Ask for dates.** Prices, results and shareholding update on different schedules. "State the date of each figure" belongs in every portfolio prompt. - **P&L excludes dividends and charges.** The profit and loss figure is price against your average cost. It does not include dividends received, brokerage or taxes. - **Arithmetic can still slip.** Models occasionally mis-add weights. Ask for totals and check they sum to 100%. ## Limits - **Not a live trading feed.** Prices are the latest available, not tick by tick. - **Free plan:** 50 successful tool calls a day, no monthly cap. Failed calls do not count. Higher limits are on the [pricing page](/pricing). - **No trading.** Portfolio and watchlist tools edit Tapetide records only. - **TapeAi is separate.** Tapetide's own assistant at [/chat](/chat) has its own allowance and does not use your MCP calls. - **Not advice.** Tapetide is not a SEBI-registered investment adviser. Use the review to ask better questions about your holdings, not to outsource the decision. For more ready-made prompts, see [Claude and ChatGPT prompts for Indian stock analysis](/mcp/guides/ai-stock-analysis-prompts). To compare AI research apps, see [best AI stock analysis apps in India](/compare/best-ai-stock-analysis-app-india). Developers can read the [MCP client docs](https://developers.tapetide.com/agents/mcp-clients/); portfolio tools are MCP-only and have no REST route. ## Frequently asked questions ### Can ChatGPT or Claude analyse my Indian stock portfolio? Yes, if they can read your holdings and current data. With the Tapetide MCP connector, your holdings live in your Tapetide research portfolio, and the assistant reads them with get_user_portfolio, which returns quantities, latest available prices, profit and loss, position weights and sectors. It can then pull financials and ownership for each holding. ### How do I get my holdings into the AI? Three ways. Import a holdings CSV from your broker on the Tapetide portfolio page, add holdings by hand on that page, or ask the assistant to add them for you, which calls add_portfolio_stocks. Existing holdings merge using a quantity-weighted average price, so check the result before you rely on it. ### Does the AI connect to my broker or place trades? No. The portfolio tools only read and edit your Tapetide research records. There is no broker connection over MCP and nothing can place, modify or cancel an order. That also means the Tapetide portfolio does not update itself when you trade; update it after you buy or sell. ### Is AI portfolio analysis free? The Tapetide MCP free plan includes 50 successful tool calls a day, with no monthly cap. A portfolio review uses one call to read holdings and more for each stock you dig into, so a 15-stock review fits if you batch quotes with get_batch_quotes. Your Claude or ChatGPT plan is separate. ### Is it safe to share my portfolio with an AI assistant? Your holdings are sent to the AI provider as part of the conversation when the assistant reads them, so the provider's data policy applies. Tapetide stores the portfolio in your account and only the account you connected can read it. If that is a concern, use symbols and weights without quantities. ## More MCP guides - [Claude and ChatGPT Prompts for Indian Stocks](https://tapetide.com/mcp/guides/ai-stock-analysis-prompts): Copy-ready Claude and ChatGPT prompts for Indian stock analysis: fundamentals, technicals, ownership and filings, each run on real NSE and BSE data over MCP. - [Backtest Indian Stocks with AI and Python](https://tapetide.com/mcp/guides/backtest-indian-stocks-ai): Backtest NSE stocks with an AI coding agent and Python: adjusted prices, point-in-time fundamentals and survivorship checks over MCP and the Tapetide API. - [Option Chain Analysis with AI: Nifty, Bank Nifty](https://tapetide.com/mcp/guides/option-chain-analysis-ai): Analyse Nifty and Bank Nifty option chains with Claude or ChatGPT: open interest, PCR, max pain, IV rank and skew from end-of-day data, with prompts to copy. - [Claude for Stock Analysis in India: MCP Setup](https://tapetide.com/mcp/guides/claude-indian-stock-research): Use Claude for stock analysis in India: add the Tapetide MCP connector to Claude.ai, Desktop or Code for NSE and BSE data. Setup, a worked session, prompts. - [What Is an MCP Server for Stocks? India Guide](https://tapetide.com/mcp/guides/indian-stock-market-mcp-server): What an MCP server for stocks is and how it works in India: how Claude or ChatGPT calls tools for NSE and BSE data, a worked example and what to check. - [NSE & BSE MCP Server: Tools and Example Prompts](https://tapetide.com/mcp/guides/nse-mcp-server): Every tool the Tapetide NSE and BSE MCP server gives Claude, ChatGPT and Cursor, grouped by data type, with example prompts to copy and the limits to know. - [ChatGPT for Indian Stocks with Real NSE Data](https://tapetide.com/mcp/guides/chatgpt-indian-stock-market): Connect ChatGPT to real NSE and BSE stock market data through a custom MCP app. Step-by-step setup, example prompts, limits and what ChatGPT cannot do. - [Cursor and VS Code MCP for Indian Stock Data](https://tapetide.com/mcp/guides/cursor-vscode-indian-stock-data): Add Tapetide MCP to Cursor, VS Code, Codex or Claude Code for Indian stock data. Config blocks, auth options, rate limits and three developer workflows. - [FII and DII Data, Inside Your AI Assistant](https://tapetide.com/mcp/guides/fii-dii-data-ai-assistant): Understand FII and DII data, what net buy and sell figures mean, and how to ask your AI assistant for daily flows, monthly trends and sector-wise FPI data. - [MCP vs API for Indian Stock Market Data](https://tapetide.com/mcp/guides/mcp-vs-api-indian-stock-data): MCP vs REST API for Indian stock data: how each works, who should use which, auth, rate limits, freshness, and agent tasks that only work with MCP. - [Stock Screener MCP: Screen NSE Stocks with AI](https://tapetide.com/mcp/guides/stock-screener-mcp): Use the Tapetide stock screener MCP to screen NSE and BSE stocks with AI on fundamental ratios, technical filters and preset screens, in plain English. Connect your AI to Indian stock market data: https://tapetide.com/mcp