A portfolio analysis API for your app and WhatsApp, plus personalized white-labelled reports — institutional-grade research for your clients, fully under your brand.
Welcome to CalQuity Research. Ask about a stock, your portfolio, or run a screen.
16:08Trusted by India's brokers
What you get
An API that puts research inside the channels your clients already use, and a platform that delivers white-labelled reports to all of them — both fully under your name.
Technical, fundamental, portfolio and options research, plus customer support — one engine, embedded in your app or on WhatsApp.
Explore the APIPersonalised portfolio overviews and white-labelled reports, pushed to every client on WhatsApp or email.
See the reportsFor your clients
The whole point is what reaches the end investor: institutional-grade research, on their phone, about their own portfolio — under your brand, not ours.
Research lands inside your app or on WhatsApp — no new login, no new app to learn.
Personalised, plain-language answers on their holdings — not a generic market feed.
Instant research and account answers around the clock, not only when the desk is open.
Built for Indian markets and multi-language conversations, including Hindi-blended queries.
Pillar 01
One research engine, embedded where your clients already are — your app or WhatsApp. Five capabilities, one integration, every answer under your brand.
Moving averages (SMA, EMA, DMA), RSI, MACD and Bollinger Bands — surfaced on demand for any stock.
Reads earnings calls, investor presentations, quarterly and annual reports — and answers in plain English, with the source.
Clients ask portfolio questions in their own words — concentration, performance vs market, risks, insider activity, and more.
Derivatives intelligence for active traders — implied volatility, open interest, max pain, and position Greeks.
Handles unauthenticated FAQs and authenticated account queries — contract notes, P&L, ledger, holdings, margins.
TCS — RSI 39 (neutral-weak), MACD bearish. Momentum soft; support near ₹1,135.
One engine · every channel · embedded via the API
Pipe client sessions from your own auth layer, stream tokens straight to your UI, and rely on full observability for every agent handoff.
Pillar 02
Automated, personalized research delivered to every client — portfolio overviews, daily morning reports, instant result snapshots, and on-demand primers. Completely white-labelled and pushed via WhatsApp or email.
Help clients stay on top of their portfolio — performance, news, and your research, all in one place. Modular content you can configure per client segment.
5-pager to get to know any listed company quickly.
Deep dive into financials, segmental performance, QoQ / YoY trends.
Track commentary and guidance evolution over the last 4 quarters.
5-pager on every upcoming IPO with key data and risks.
Add, segment, and manage clients and report preferences in one place.
Personalize every report with your own picks and commentary before it goes out.
Open rates, who read what, and which clients need a follow-up.
Push trade notes or market updates directly from the same portal.
Intelligence layer
Live markets, company filings and calls, and your own books and research — any format goes in. CalQuity decomposes, retrieves, reasons and cites, then fans the same intelligence out through the API and the reports. Hover a deliverable to trace exactly which sources it draws on.
Your data · any format
Markets & prices
Filings & disclosures
Your brokerage
Sample outputs
We were never going to staff a desk that could message every client individually, so most of our book never really heard from research. Now the same answers our best RMs give go out under our name, on the app people already have open. It hasn’t replaced our analysts — but clients finally hear from us between trades, not just when they open the account.
Deployment
Your data stays yours. Run single-tenant, in your own VPC, and more — your data stays isolated from every other client, and nothing is used to train our models.
A dedicated, isolated instance — your data is never in a shared tenant. Your tenancy, your keys, your controls.
Deploy in your own VPC — CalQuity runs inside your perimeter, on your infrastructure.
Run on your own hardware for full data residency. Nothing is used to train our models; white-labelled end to end.
By design
Specialist capabilities, one API
Report types, ready to send
Channels: your app + WhatsApp
White-labelled — your brand
Every brokerage works differently — client segments, research coverage, and distribution. Let's explore what the API and the reports look like for your business.
AskWhat did management say about Q3 margins?
Gross margin expanded year over year, supporting the raised outlook1.
Annual Report, p.42 §MD&A — “gross margin expanded year over year, supporting the raised full-year outlook.”