Confluence
Portfolio Intelligence

Know exactly
when to buy,
when to add,
when to exit.

Confluence Portfolio Intelligence brings institutional-grade technical analysis and AI-powered insight to individual investors — all in one beautifully simple platform.

India & Global Markets Real-time Signals AI Analysis Multi-currency

The problem every investor faces

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Data everywhere, clarity nowhere

Charts, screeners, news feeds — scattered across a dozen apps with no unified view.

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Right idea, wrong timing

Great stocks, but buying at the top and panic-selling at the bottom erodes returns.

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No signal for when to act

Most portfolio tools show you what happened. None tell you what's about to happen.

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Portfolio Tracker

Real-time P&L across India & global holdings. Multi-currency, multi-broker.

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Market Dashboard

Every holding in your portfolio, scanned for live technical signals — all at a glance.

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Smart Analysis

Deep technical read on any stock — 100+ signals across RSI, SMA, Fibonacci, Cup & Handle and more.

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AI Chat

Ask any question about a holding in plain English. Get institutional-grade answers instantly.

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Watchlist Alerts

Price and signal alerts sent to you the moment conditions are met — no need to watch the market all day.

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Profit & Loss

Realized & unrealized gains, broken down by year and by holding — know exactly what's working.

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Trade Journal

Capture your reasoning with a technical snapshot at the moment you decide — build a record you can learn from.

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Confluence Score

When RSI, SMA, Fibonacci, volume and more all agree, that's a Confluence. One clear Buy/Watch/Sell score, not a wall of indicators to interpret yourself.

"The best entry isn't when a stock looks exciting — it's when the signals confirm the reversal and volume confirms the conviction."

— The philosophy behind Confluence Portfolio Intelligence's signal engine

The Signal Engine — your edge in every market

100+ technical signals across 25 families — plus 15+ fundamental KPIs — working together, from RSI momentum to Fibonacci retracements, so you never act on guesswork.

100+ Technical Signals 25 Signal Families 15+ Fundamental KPIs

Each signal fires independently across Daily, Weekly, and Monthly timeframes. When multiple signals align on the same stock, that's your highest-conviction entry — the kind of setup institutional traders wait for.

RSI · PRS

RSI Range Shift & Momentum

Tracks RSI across Daily, Weekly & Monthly. Fires when all three timeframes align bullish (AGFS) or when RSI bounces at the critical 40/60 levels (PRS).

SMA Bounce

SMA 20 / 50 Support

Detects price bouncing off the 20- or 50-day moving average with volume confirmation — the classic institutional re-entry signal.

🔢 Fib 61.8%

Fibonacci Retracements

Identifies 38.2%, 50%, and 61.8% pullback zones (golden ratio = highest conviction) plus 127.2% and 161.8% extension targets for profit-taking.

⚡ CIP Support

Change in Polarity

Former resistance becomes support — the most reliable reversal structure in technical analysis. Fires when price retests a broken level on declining volume.

☕ Cup & Handle

Cup & Handle (O'Neil Method)

Detects multi-year base patterns on weekly candles — the same pattern behind the biggest stock market winners over the past 50 years.

Div-Bull

RSI Divergence

Catches hidden momentum shifts — when price makes a lower low but RSI makes a higher low, the smart money is quietly accumulating.

BB Squeeze

Bollinger Band Signals

Volatility squeeze, band breakouts, and band walks — flags when a big move is loading or already in progress.

Vol↑ Spike

Volume Confirmation

Every signal is volume-aware. Market-hours adjusted ratios separate institutional conviction from retail noise — the difference between a real move and a head-fake.

⚡ Maximum Conviction Entry — when signals stack

Fib 61.8%Price at golden ratio pullback
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PRS 40↑RSI bouncing at 40
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CIP Support ↓VolRetest on low volume
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SMA50 BouncePrice on key support
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🎯 Full-size entry — Buy Score +4

🎯 One Score, One Verdict

Every signal that fires adds or subtracts points — the net score is the call. No signal-reading required, no guesswork.

🟢 BUY Net score of +2 or more — enough independent signals agree to act.
🟡 WATCH A tie between bullish and bearish, or just one signal firing — not enough conviction yet.
🔴 SELL Net score of −2 or more — the bearish case has the same bar as the bullish one.

🤖 AI-Powered Analysis

Ask anything in plain English — "Is this a good time to add?" or "What's the risk here?" Get answers grounded in the stock's live technical data.

Fundamentals + Technicals — P/E, revenue growth, debt, and promoter holding surface alongside signal context for a complete picture.

Powered by Claude (Anthropic) — the same AI model used by financial analysts, distilled for the self-directed investor.

👤 Built for

  • Self-directed investors managing their own portfolio
  • Active traders who follow technical setups
  • Long-term investors who want to time entries better
  • NRIs managing India + global holdings in one place
  • Anyone who has lost money buying at the top

Built on decades of proven methodology — Dow Theory's trend structure, Steve Nison's candlestick analysis, and William O'Neil's Cup & Handle pattern. Not invented signals, just automated ones.