A portfolio analyst that delivers daily NSE research without hiring a trader.
Analyzes a 163-stock portfolio across fundamental, technical, and risk dimensions — NSE quotes, Screener, MoneyControl, FII/DII flows — into one formatted Slack report every weekday at 4 PM IST.
Manual portfolio research doesn't scale past 50 stocks — and Indian-equities data is fragmented across five tools.
A portfolio manager opens five tabs every morning — NSE, Screener, MoneyControl, BSE corporate actions, the broker terminal — and spends two hours assembling what should be a five-minute decision. By the time the research is done, the FII flow that mattered at 10 AM is half-priced in.
The failures are specific and expensive. A stock crosses its 200-DMA and nobody notices until it's down 15%. Three banking stocks weaken and the sector-rotation pattern only becomes obvious when someone runs the numbers on a Friday. A company does a 5:1 split and the position-sizing math breaks because no one was watching the corporate-actions feed that day.
The root cause isn't the manager. It's that the Indian-equities research toolchain was never designed to be consolidated. Each source has its own login, its own format, its own update cadence. Aggregating them by hand is a full-time job — and the minute you skip a day, the signals you miss are exactly the ones that hurt.
This agent collapses seven sources into one daily 90-second briefing with deterministic sell rules, sector rotation analysis, and risk metrics — so the decision-making keeps happening even when the analyst has a conflict.
Seven parallel data feeds. One TypeScript risk engine. One Slack report.
Seven sources get consolidated in parallel — not sequentially.
NSE quotes, Screener fundamentals, RSS news, FII/DII flows, quarterly results, corporate actions, and MF NAV all fetch in parallel. The whole ingestion layer completes in under a minute so the analyst question "what happened today?" has an answer before the market's post-close quiet has settled.
The 43-stock cycle keeps deep analysis daily, not quarterly.
For a 163-stock portfolio, 43 core holdings get the deep treatment today; the other 120 get summary metrics. Day 4 the whole portfolio has been reviewed in detail. No single day is overloaded, and nothing waits two months for a look.
Sell rules are deterministic. They apply to everything, every day.
PE > 95th percentile, position < ₹25K, momentum negative 3+ weeks, gap-down on earnings without buyback. The rules run on the whole portfolio every day, not when the manager happens to feel worried. Outputs a review list, not a decision — you still pull the trigger.
Every report is timestamped and replayable.
Each Slack report is archived in SQLite with the version hash and input snapshot. "Why did the agent flag SBIN on April 15?" is a 30-second lookup, not a re-audit. Decisions have a paper trail.
Three things change once the daily cron fires.
Covered daily via rolling cycle
Every stock reviewed in depth every four days — not quarterly, not when someone remembers, not when a stock has already dropped 15%.
From cron fire to Slack delivery
Parallel data fetch, local risk calculation, one formatted message. Replaces five manual browser tabs and thirty minutes of assembly.
Corporate actions (splits, bonus, rights)
Every BSE corporate action flagged automatically. No more position-sizing math breaking silently when a stock does a 5:1 split.
Numbers observed in Brilworks' internal reference deployment on an Indian family office portfolio. Actual figures on your stack will depend on portfolio size, sector mix, and how strict you want the sell rules.
Honest fit criteria. We'd rather say no than oversell.
✓Strong fit if
- You manage 80+ NSE/BSE stocks actively and need research daily, not weekly
- You're already using 3+ tools (NSE, Screener, MoneyControl, broker terminal) to assemble morning research
- You want documented sell rules — not "I sold because I got worried" after-the-fact explanations
- You check the portfolio during market hours and can read a structured Slack report every day
✗Not a fit if
- Your portfolio is under 50 stocks and you review it monthly (a spreadsheet is cheaper)
- You trade F&O heavily and need sub-minute volatility tracking — this is daily, not intraday
- You want the agent to trade for you; this is analyst, not trader
- You don't have systematic risk metrics today and aren't ready to define them
Book a 30-minute scoping call.
We'll walk through your portfolio structure, data sources, and risk metrics — and tell you honestly whether a daily analyst agent is the right next step.
+ 91 9313644148
sales@brilworks.com
503, Fortune Business Hub, Science City Road, Sola, Ahmedabad, Gujarat, India Pincode- 380060
