Free & open source · No signup required

What do you want
to do today?

IndexFusion grows with you. Open it and get live markets instantly. Add a portfolio and unlock rotation, benchmarks, correlation, and WhatsApp alerts. Here's the whole map.

Start the 5-min setup Browse by goal

Setup journey

Four tiers, each unlocks more

Each tier builds on the last. You can stop at any tier — nothing breaks, you just unlock less. Most people finish tier 1–3 in under 10 minutes.

1
Free & instant
Just open the dashboard
0 min

No sign-up, no key. Go to index.html. These work out of the box:

  • • Crypto prices & Fear & Greed index
  • • Treasury yields (2Y through 30Y) + curve chart
  • • DXY, gold, oil (fallback sources)
  • • Polymarket prediction odds
  • • Discovery themes & semantic stock search (grounded in real data, no hallucinations)
Open dashboard →
2
+ API keys
Live equity prices & AI
~5 min

All free tier. Stored in your browser, never sent to our servers.

  • FINNHUB US quotes, news, earnings
  • GEMINI AI analysis — free from Google AI Studio
  • GROK optional paid alt for deep reasoning
See key setup →
3
Scenario search
True Semantic Stock Discovery
0 min

Ask a "what if" scenario and get real stocks — grounded in market data, not hallucinated by AI.

  • • Type any scenario: "What if oil hits $120?"
  • • AI breaks it into sector themes, retrieves real listed stocks
  • • Refine with natural language: "only small caps", "PE below 30"
  • • Live prices, PE, analyst targets for every result
  • • US + India markets, no hallucinated tickers
Open Discovery →
4
+ Twilio (optional)
WhatsApp alerts
~10 min

Price alerts and daily portfolio summaries delivered to WhatsApp. Free Twilio sandbox tier is enough.

  • • Per-stock price alerts, checked every 5 min
  • • Daily portfolio summary at open & close
  • • Market regime change notifications
  • • Earnings day reminders
Twilio walkthrough →

Browse by goal

What are you trying to do?

Each card is a real job investors come to IndexFusion for. Required setup is on the top, 3 concrete steps below, and the button takes you straight there.

Discover stocks by scenario

AI decomposes your idea into themes, then finds real stocks via vector search — zero hallucinated tickers

FREE THEMES GROK for scenarios
1Go to Discovery and type a scenario like "What if oil hits $120?"
2AI breaks it into 5–6 sector themes, then retrieves matching stocks from pre-embedded shards of real listed companies
3Refine with natural language: "only small caps", "PE below 30", "why ONGC?" — all instant, no extra LLM calls
No hallucinations. Every ticker returned is a real listed company with live price data — grounded in actual market data, not generated by AI.
Open Discovery →

Analyze a stock deeply

Verdict, conviction, buying range, web+X sentiment

FINNHUB GEMINI or GROK
1Search a ticker at top of dashboard
2Click stock → opens full detail page
3Hit Run Analysis, then ask follow-ups in chat
Open dashboard →

Track a portfolio

Shares, lots, P&L, sector split

FINNHUB SIGN-IN for sync
1On the dashboard go to Watchlist section
2Search a ticker, add as holding with shares + avg cost
3Or upload CSV from INDMoney / Zerodha Kite
See portfolio guide →

News for my stocks only

Not generic Wall Street Journal stream

WATCHLIST GROK for sentiment
1Add a few tickers to watchlist or portfolio
2Scroll to Watchlist News & Earnings panel
3Click Analyze sentiment for AI classification
Open dashboard →

Beat the index?

Time-weighted return vs S&P 500 / NIFTY

PORTFOLIO
1Add lots with buy date + buy price
2Open Portfolio Summary > Benchmark tab
3See overlay chart — your line vs the index
Open dashboard →

Am I in the leading sectors?

Rotation heatmap + portfolio overlay

PORTFOLIO FINNHUB
1Go to Rotation page from sidebar
2Toggle US / India market
3Scroll to Your portfolio vs rotation panel
Open rotation →

Are my stocks too correlated?

Pearson correlation heatmap + AI suggestions

PORTFOLIO GROK
1Portfolio Summary > Correlation tab
2Pick 30/60/90-day window & compute
3Click Analyze for AI diversification picks
Open dashboard →

Alert me on WhatsApp

Price targets + daily summaries

TWILIO SIGN-IN
1Follow the Twilio setup below
2Open any stock > tap bell icon
3Enter target price, save
Twilio walkthrough →

Journal my decisions

Tag thesis per stock / news / signal

SIGN-IN for sync
1Hover any card → click pencil (desktop)
2Long-press any card (mobile)
3Review history on Personal > Journal
Open journal →

Talk stocks with friends

Per-stock chat rooms in your circle

SIGN-IN
1Go to Personal > Circle
2Find friends by name, send invite
3Open any stock → Chat tab
Open circle →

The big unlock

Add a portfolio → unlock 10 more features

IndexFusion is useful on day one, but most of the heavy features only light up when it knows what you hold. Five minutes of setup, months of payoff.

Starting point
Your portfolio

Once you add a few tickers with shares and buy price, the following features populate automatically. No extra config.

Watchlist news
Fresh headlines filtered to your exact tickers. AI sentiment optional.
Portfolio vs rotation
Score ring + bars showing how aligned your weights are to leading sectors.
Benchmark overlay
Time-weighted P&L vs S&P 500 or NIFTY 50 as a line chart.
Correlation matrix
Pearson heatmap. Average >0.7 warning. AI diversification picks.
Sector allocation
Doughnut chart of your dollar/rupee weight per sector. US & India.
Price alerts
Per-stock bell icon. Checked every 5 min. Sent to WhatsApp via Twilio.
Morning brief
AI digest: portfolio snapshot, macro regime, news by holding.
Earnings calendar
Upcoming earnings + EPS/revenue estimates for every holding.
Pre / after-market
Extended-hours prices for every US holding, color-coded.
Share with circle
Show your tickers to friends without exposing shares or cost basis.

Three ways to add a portfolio

BEGINNER

Manual add

  1. Dashboard → Watchlist section
  2. Type ticker in search box, hit Enter
  3. Click + Add holding, enter shares & avg cost
  4. Add more lots later for DCA purchases
FASTEST

Broker CSV import

  1. Export trade history from INDMoney or Zerodha Kite
  2. Dashboard → Watchlist → Import CSV
  3. Preview parsed trades, select which to import
  4. Lots created automatically with dates & prices
ADVANCED

Multiple portfolios

  1. Use the portfolio dropdown in watchlist
  2. Create separate ones: long-term, swing, India
  3. Each has its own holdings + sector chart
  4. Switch between them with one click
US + India in one place. Market is auto-detected from ticker. If something looks wrong, edit the holding to force US or India manually. India stocks route through Yahoo Finance with .NS suffix; US stocks route through Finnhub.

Tier 2 setup

API keys

Both are free. Paste them into Personal → Settings. They stay in your browser's localStorage and never hit our servers.

FINNHUB 60 req/min free

US equity quotes

Unlocks all US stock prices, company news, earnings, company profiles.

  1. Register at finnhub.io
  2. Copy your API key from the dashboard
  3. Paste in Settings → Finnhub Key
GROK xAI usage-billed

AI stock analysis

Deep analysis, follow-up chat, news sentiment, discovery search.

  1. Get a key from console.x.ai
  2. Paste in Settings → Grok xAI Key
  3. Click Run Analysis on any stock
Privacy. Keys live in localStorage. All API calls go directly from your browser to the provider. IndexFusion has no backend that sees your keys.

Tier 4 setup

WhatsApp alerts via Twilio

Twilio is the industry-standard messaging API — you'll find the same setup in countless apps. The sandbox is free and good enough for personal alerts; upgrade to a paid WhatsApp Business sender when you need more.

Why Twilio?

Meta doesn't give WhatsApp API directly to consumers. Twilio is Meta's trusted partner. Free sandbox > personal use > upgrade if needed.

What it costs

$0 sandbox, plenty for personal alerts. Production: ~$0.005 per WhatsApp message. Twilio gives a $15 trial credit.

What you send

Price hits target. Daily portfolio summary (market open & close). Earnings reminders. Regime changes.

1

Create a free Twilio account

Head to twilio.com/try-twilio. Verify your email and phone. You'll land on the Twilio Console.

2

Join the WhatsApp sandbox

Navigate to Messaging → Try it out → Send a WhatsApp message. You'll see a sandbox phone number and a join code like join quiet-sand.

From your phone's WhatsApp, send that join code to the sandbox number. Twilio replies "Twilio Sandbox: You are all set!" — now your number is linked.

3

Grab your credentials

Back on the Twilio Console, note down these four values:

  • • Account SID — starts with AC…
  • • Auth Token — click to reveal
  • • From — the sandbox number, e.g. whatsapp:+14155238886
  • • To — your WhatsApp number, e.g. whatsapp:+91XXXXXXXXXX
4

Paste into IndexFusion Settings

Open Personal → Settings → WhatsApp Alerts. Paste all four values. The whatsapp: prefix is added automatically if you forget it.

5

Send a test message

Click Send test message. If you see "Sent!" and a message lands on your WhatsApp within seconds, you're done.

If you see a red error, expand the troubleshooting below — the error code will match one of the common cases.

6

Set a price alert

On any stock detail page, tap the bell icon next to the price. Enter a target and direction (above/below). Alerts are checked every 5 minutes during market hours.

Troubleshooting: common Twilio errors

▸ 20003 Authentication failed — SID or token wrong
Double-check you copied the full SID (starts with AC, 34 chars) and the primary Auth Token (not an API key). Re-reveal the token on the Twilio Console and paste again.
▸ 63015 / 63016 Sandbox join required — your number isn't linked
The phone you're sending TO hasn't joined the sandbox. From that phone's WhatsApp, send the join code again (join <your-code>) to the sandbox number. The sandbox session also expires after 72 hours of silence — just re-join.
▸ 21211 / 21614 Invalid "To" number — format issue
Must be E.164 format with country code: whatsapp:+919876543210. No spaces, no dashes, no leading zero. The whatsapp: prefix is auto-added if missing, but the number still needs + and country code.
▸ 63007 "From" is not a WhatsApp sender
Your From number must be a WhatsApp-enabled sender. For the sandbox that's whatsapp:+14155238886. If you're using a paid WhatsApp Business sender, paste that number instead.
Sandbox limits. 50 messages/day, templates must be approved for free-form sends. For anything production-grade, upgrade to a paid WhatsApp Business sender in the Twilio Console.

Privacy & power-user

Encryption & gestures

Optional: lock cloud data behind a password only you know, and learn the shortcuts that make daily use fast.

SIGN-IN

Portfolio encryption

AES-256-GCM encryption in-browser before cloud sync. Even the Firestore admin can't read your holdings.

  1. Settings → Portfolio Encryption → toggle on
  2. Enter & confirm a strong password
  3. Click Encrypt All Existing Data
  4. On page reload, unlock with password
Forgot password → cloud data unrecoverable. Local browser always has plaintext copy, so export a backup from Settings regularly.

Speed gestures & shortcuts

  • MOBILELong-press any card to journal it instantly.
  • DESKTOPHover a card, click the pencil icon to journal.
  • KEYBOARDPress / to focus search. Esc closes popups.
  • MOBILESwipe left-edge on sub-pages for back navigation.
  • PWAAdd to Home Screen for fullscreen app experience.
  • AUTODashboard auto-refreshes every 5 min during market hours.

Complete reference

Everything IndexFusion does

For completeness: every feature, one line each. Use the goal cards above for "how do I…" — this is the flat list.

Deep AI stock analysis
Grok searches web + X. Verdict, conviction, buying range.
Follow-up AI chat
Ask follow-ups per analysis. 3-min session window.
News sentiment AI
Bull/bear/neutral badges on headlines, cached 1h.
Semantic stock discovery
Scenario → AI themes → vector search against real listings. No hallucinated tickers. NLI refinement.
Multi-portfolio tracking
Long-term, swing, India — switchable from dropdown.
Multi-lot holdings
Per-lot cost basis, auto-weighted average.
Broker CSV import
INDMoney, Zerodha Kite — preview before committing.
Sector allocation chart
Real-time doughnut, US + India aware.
Benchmark overlay
Time-weighted returns vs S&P 500 / NIFTY 50.
Correlation heatmap
Pearson, 30/60/90-day. AI diversification picks.
US & India sector rotation
Heatmap + your-portfolio overlay with alignment score.
Live market grid
Indices, crypto, yields, gold, VIX, forex — one screen.
Signal matrix
10 macro indicators → risk-on/neutral/risk-off badge.
Polymarket odds
Live prediction markets sorted by 24h volume.
Yield curve + inversion
2Y-30Y Treasury yields, interactive Chart.js curve.
Earnings accumulator
Builds quarterly history beyond Yahoo's 4-quarter window.
Pre/after-hours prices
Color-coded extended-hours on every US ticker.
Investing circle
Invite friends, real-time notifications.
Per-stock chat rooms
One chat per ticker, persists forever.
Portfolio sharing
Show circle friends your tickers, hide cost basis.
WhatsApp price alerts
Per-stock targets, checked every 5 min.
Morning market brief
AI digest of your portfolio + macro + news.
Options regime radar
VIX-based overlay with strategy suggestions.
Journal with sentiment
Per-card notes, tagged bull/bear/neutral.
Investment philosophies
Core beliefs + rules, synced & encrypted.
AES-256 encryption
Zero-knowledge, Web Crypto API.
Theme toggle
Dark (default) & light. Flash-free.
Export / import backup
Single-file JSON dump of everything.