✨ Your personal finance coach

For every account.
Every market.
Every decision.

YOUR WEALTH DESERVES THE X FACTOR

Dhan-X brings all your investments together — mutual funds, US stocks, real estate, gold — and gives you an AI coach to make sense of it all.

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🔒 AES-256 encrypted 🛡️ SOC 2 certified partners 🔑 Zero credential storage
Total net worth
$1,364,289
+12.4% YTD
US Equity
$1.6M
India MF
$487K
Real estate
$275K
ETFs
$312K
✨
AI Insight: MSFT represents 31% of your portfolio. Consider diversifying to reduce concentration risk.
✨
AI Insight: Your Dallas property yields 4.2% gross rental income — above the 3.8% US average for comparable suburbs.
✨
AI Insight: VOO and CSPX have 0.03% and 0.07% expense ratios — well-optimized. Consider consolidating similar S&P 500 exposure to reduce overlap.
One platform
One platform. Every asset.
X-ray for all your investments and decisions.

Consolidated view

Schwab, Vanguard, India MFs, real estate — all in one clean dashboard.

AI portfolio analysis

Ask Claude about your portfolio in plain English. Get insights, not spreadsheets.

Buffett-Graham scoring

Proprietary quality score on any stock. Six pillars, one clear verdict.

Security & compliance
Trusted data infrastructure
SOC 2 certified data partners
SophtronUS brokerage aggregation
CASParserIndia mutual fund data
ClerkAuthentication
AnthropicAI infrastructure
ISO 27001-aligned market data
Twelve DataReal-time stock prices and fundamentals — aligns with ISO/IEC 27001, NIST CSF, CIS Controls, and follows GDPR/PDPA.
Dhan-X MCP

Bring your wealth context
into the chat you already use.

Connect Dhan-X to a compatible AI client through the Model Context Protocol (MCP), then ask questions grounded in your own portfolio, research and planning data.

Before you begin: sign in to Dhan-X and make sure the accounts you want to discuss have been added. You will approve the AI connection separately.

OpenAIChatGPT
MCP connection

Connect Dhan-X in ChatGPT

  1. Open Apps in ChatGPT settings. Choose the option to add a custom app or connector.
  2. Paste the Dhan-X MCP URL. Enter https://app.dhan-x.com/mcp/v2 and choose Connect.
  3. Sign in and approve. Log in to Dhan-X and consent to the read-only access request.
ClaudeClaude by Anthropic
MCP connection

Connect Dhan-X in Claude

  1. Open Connectors in Claude settings. Choose to add a custom connector.
  2. Paste the Dhan-X MCP URL. Enter https://app.dhan-x.com/mcp/v2 and continue to Dhan-X sign-in.
  3. Approve read-only access. Return to Claude and ask a portfolio, research or planning question.
01

Connect your account

Sign in to Dhan-X from your AI client and explicitly approve the connection.

02

Choose the question

Ask about your holdings, allocation, watchlist, net worth or saved planning scenarios.

03

Get a grounded answer

Your assistant can use the Dhan-X tools you authorised to answer with relevant context.

⌁

Your connection stays in your control. Dhan-X MCP is read-only, requires your sign-in and consent, and can be disconnected whenever you choose.

Connect Dhan-X
What Dhan-X does
Everything in one place.
Finally.
Whether you have one account or ten, in India or across the world — Dhan-X gives you clarity, context, and a coach.
📈

Portfolio tracker

India MFs, US stocks, real estate, gold, bonds — all in one dashboard with true XIRR returns.

🧠

AI wealth coach

Ask any financial question. Get personalised insights based on your actual numbers, not generic advice.

🔍

Stock screener

Search stocks in plain English. "Show me profitable Indian banks" — and get live prices, P/E, ROE instantly.

📋

Watchlist and alerts

Track stocks you care about. Set price alerts and get notified the moment they hit your target.

🧮

Financial calculators

Rent vs buy, FI number, RE returns, budget planner — built for real decisions, not textbook examples.

💰

Budget planner

Plan your monthly income and expenses. Know exactly what you can invest and where your money goes.

Real questions. Real answers.
Your AI coach is ready
for any decision
From big life decisions to small portfolio tweaks — Dhan-X gives you the numbers and the context to decide with confidence.
"Should I buy a house now or keep renting?"
Dhan-X runs the full rent vs buy analysis with your actual rent, home price, and investment return — and tells you exactly when buying makes sense.
"Am I paying too much in mutual fund fees?"
Dhan-X shows your TER leakage — how much regular plans cost vs direct — and calculates exactly how much you'd save by switching.
"What's my actual net worth across all accounts?"
Connect your India MFs, US brokerage, and add real estate and gold. Dhan-X gives you one number — in rupees or dollars.
"How much do I need to retire?"
The FI calculator takes your monthly expenses, expected returns, and inflation — and tells you your number and how many years away you are.
"Which stocks should I be watching?"
Ask in plain English. The AI screener finds stocks matching your criteria — with live prices, fundamentals, and a 30-day chart.
"Am I spending too much this month?"
The budget planner tracks income vs expenses and shows your savings rate, guilt-free spending, and how much you can invest.
Everything included
12+ tools. One place.
Private beta members receive full Dhan-X access for their 90-day trial — no feature-by-feature add-ons.
📈India portfolio
🏢US portfolio
💹XIRR calculator
💲TER analyser
🔍Stock screener
📋Watchlist
🔔Price alerts
🏠Rent vs buy
🏛RE XIRR
☀FI calculator
💰Budget planner
🧠AI wealth coach

We'd love to hear from you

Suggestions, feedback, or just a hello — send it our way. We read every message.

Private beta
Start with 90 days
of full access.
Connect your accounts, use every Dhan-X tool, and decide whether it belongs in your financial life. No credit card required.
Private beta
Dhan-X Pro trial
90 days of full access
No credit card required
Get private beta access
Included throughout your trial:
Your complete financial picture
  • US brokerage sync
  • India mutual funds via CAS
  • Real estate & offline assets
  • Net worth in 6 currencies
Research and AI intelligence
  • AI portfolio analysis
  • Natural-language stock screener
  • MCP access for compatible AI clients
Planning and performance tools
  • XIRR across all accounts
  • TER analysis on India MFs
  • FI, real estate and budget planning
  • Watchlist, quality scores and research

We are using the private beta to shape Dhan-X’s long-term offering. You will receive plan details before your 90-day trial ends.

Start understanding your money better

Join the private beta — 90 days of full access, no credit card required.

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Dhan-X is a financial planning and analysis tool for informational and educational purposes only. It does not constitute investment advice, tax advice, or a solicitation to buy or sell any security. Please consult a qualified financial adviser before making investment decisions.