Your AI investment manager for long-term wealth
IQ Mitra connects with your brokers, studies your holdings, detects idle cash, risk concentration and allocation drift, then builds a guarded long-term action plan with audit logs and approval gates.
No spam. We'll only email you when the Android app goes live.
- Long-term only
- Broker-synced diagnosis
- Mandate-based autonomy
- Audit log for every action
The problem
Most investors don't lose because they lack apps.
They lose because no one is watching the whole portfolio.
Idle cash sits unused
Cash piles up in broker accounts while inflation quietly chips away at it.
Loss positions get ignored
Underperformers stay in the portfolio with no plan to recover or exit.
Concentration creeps in
One sector or stock starts dominating without anyone noticing.
Global exposure is unmanaged
Crypto and international holdings drift outside any real risk plan.
Rebalancing stays manual
Decisions become emotional, delayed, and inconsistent across brokers.
How it works
From scattered brokers to one AI portfolio brain
- 1
Connect brokers
National and international broker support, starting with simulated Zerodha + Binance flows.
- 2
Sync holdings
IQ Mitra reads holdings, cash, P&L, allocation and risk exposure across accounts.
- 3
AI diagnosis
The AI detects idle cash, weak recovery paths, concentration, drift and opportunity.
- 4
Guarded action plan
Actions are scheduled inside your mandate. Risky moves ask for approval.
Autonomous AI
Autonomous mode: AI that works on a schedule, not on emotion
IQ Mitra runs daily health checks, weekly drift audits, monthly strategy reviews and event-based shock checks. It does not blindly trade. It follows your risk mandate, broker limits and approval rules.
Portfolio health, cash, risk and market check
Allocation drift and rebalance review
Strategy refresh and bucket target update
Crash, macro shock, currency move, crypto volatility or earnings impact
- No action without mandate
- No execution if confidence is low
- Crypto exposure capped
- Concentration limits enforced
- Large actions require approval
- Every decision goes to audit log
Multi-broker
One AI brain for multiple broker accounts
Designed for broker connectivity across national and international markets. Simulation flows are available now; live broker integrations roll out after API verification.
Starter
1 national broker
Pro
1 national + 1 international broker
Autonomous
2 national + 2 international brokers
AI scans & credits
Smart AI usage, matched to your plan
IQ Mitra routes simple checks to faster AI and reserves stronger reasoning models for deeper autonomous decisions. You get efficiency on routine work and depth where it matters most.
Starter
Basic testing of AI diagnosis
Pro
Active portfolio reviews
Autonomous
Scheduled checks, drift audits, strategy refreshes
A portion of monthly credits is reserved as a shock reserve — extra scans triggered automatically during major market events.
Inside the app
Designed for clarity, built for trust
Dashboard
Total portfolio value, AI diagnosis card and key health signals.
Autonomous brain
Allocation, confidence score and approval gate at a glance.
AI activity log
Every scan and recommended action recorded with timestamps.
Broker connections
National and international accounts side by side.
Buckets
Safety, growth, global and vault — your long-term framework.
Alerts
Risk and opportunity alerts triggered by mandate rules.
Plans
Pick the plan that matches how actively you invest
Pricing may change before public launch.
Pro
- 30 AI scans / month
- 1 national + 1 international broker
- AI buckets + smart alerts
- Drift audits
Autonomous
- 150 AI scans / month
- 2 national + 2 international brokers
- Autonomous mandate + guardrails
- Full audit log
Trust & safety
Built with risk controls first
Long-term focus
We don't optimize for intraday speculation. We optimize for compounding wealth.
Mandate first
No autonomous action runs outside the rules and limits you've set.
Audit every decision
Every recommendation and action is recorded with reasoning.
Approval gates
Large or higher-risk actions wait for your explicit approval.
Confidence-aware
If the AI's confidence is too low, it stands down instead of acting.
Privacy-first data
Broker data is treated with privacy-first principles and stored securely.
Disclaimer. IQ Mitra provides AI-assisted portfolio insights and allocation planning. It does not guarantee returns. Investments are subject to market risks. Users should review all recommendations before acting.
FAQ
Questions, answered
What is IQ Mitra?+
IQ Mitra is an AI-powered investment manager that connects with your brokers, studies your holdings, cash, risk and allocation, and helps you build a long-term action plan.
Is IQ Mitra a trading bot?+
No. IQ Mitra is built for long-term investors. It focuses on portfolio diagnosis, allocation planning and guarded autonomous actions — not intraday speculation.
Does IQ Mitra guarantee returns?+
No. IQ Mitra provides AI-assisted insights and allocation suggestions. Investing involves market risk and outcomes are not guaranteed.
How does autonomous mode work?+
Autonomous mode runs scheduled checks (daily, weekly, monthly and on market events) within a mandate you define. Risky or large actions require your approval, and every decision is recorded in an audit log.
Can IQ Mitra connect to multiple brokers?+
Yes. Plans support combinations of national and international brokers. Live broker integrations are rolling out after API verification; simulation is available now.
What are AI scans?+
Each AI scan is a portfolio analysis run — diagnosing cash, risk, drift and opportunity. Plans include a monthly scan budget tuned to how actively you want IQ Mitra to work.
Is my broker data safe?+
We treat broker data with privacy-first principles, store it securely and never sell or share personal data. See our Privacy Policy for full details.
When will the Android app be available?+
The Android app is launching soon. Join the waitlist to be notified the moment it goes live on Google Play.
Does IQ Mitra support Zerodha and Binance?+
Both Zerodha (national) and Binance (international) are part of our roadmap. Live integrations roll out after API verification; simulated flows are available for testing.
What is the difference between Starter, Pro and Autonomous?+
Starter is a free tier with 3 AI scans/month and a single national broker for testing. Pro adds 30 scans, an international broker and AI buckets. Autonomous unlocks 150 scans, 2 national + 2 international brokers and the full autonomous mandate with guardrails.