StockWise
A command-line tool for investors in Indian (NSE/BSE) and US markets. It tracks your portfolio with exact lots and XIRR, works out Indian capital-gains tax and advance tax, looks up stocks, mutual funds and options, and lets an AI assistant read your portfolio through an MCP server. Your data stays in local files. One binary, no account, no API key.
Install
# macOS / Linux / Termux on Android
curl -fsSL https://raw.githubusercontent.com/iamsaquib8/stockwise/main/install.sh | sh
# Debian/Ubuntu, Fedora/RHEL: .deb and .rpm from the latest release
sudo dnf install https://github.com/iamsaquib8/stockwise/releases/latest/download/stockwise-x86_64.rpm
# With Rust (1.97+)
cargo binstall stockwise # prebuilt binary
cargo install --locked stockwise # build from source
Windows: scoop install https://github.com/iamsaquib8/stockwise/releases/latest/download/stockwise.json
or the .zip from the
latest release.
Docker: docker run --rm ghcr.io/iamsaquib8/stockwise quote RELIANCE.
Nix and the .deb/.rpm details are on the Install page, which also lists
what is not published yet (PyPI, Homebrew, winget, AUR).
Then run stockwise doctor to check your setup. If a command fails, see
Troubleshooting.
Quickstart
The five-minute quickstart goes from install to a quote, a portfolio with XIRR and a tax estimate. It works on throwaway data, so you can try it safely.
Pick your path
| I want to | Read |
|---|---|
| See my real returns across brokers and mutual funds | Import your trades and see true returns |
| Estimate my capital-gains tax and fill my ITR | File your Indian capital-gains tax |
| Check a stock or fund quickly | Check a stock or fund fast |
| Put new money where I am underweight | Rebalance to target weights |
| Ask Claude or Cursor about my portfolio | Use StockWise from Claude or Cursor |
| Get a message when a price or RSI level is reached | Set up alerts and the daemon |
| Test an idea on past data, or practise with paper money | Backtest and practise on past markets |
| Use the numbers in a script or spreadsheet | Script it with JSON, CSV and jq |
Each guide is a short walkthrough with commands to copy, the output to expect and links to the reference. What do you want to do? lists them with the commands each one uses.
The commands at a glance
stockwise quote RELIANCE TCS # Indian stocks are the default
stockwise TCS # no command needed: a one-screen overview
stockwise quote AAPL NVDA -m us # US stocks
stockwise import kite tradebook.xlsx # CSV or .xlsx; yearly tradebooks merge
stockwise portfolio xray # your real exposure across stocks, funds and ETFs
stockwise tax in # LTCG/STCG per lot, with set-off rules
stockwise harvest # losses and gains to book before 31 March
stockwise tax advance --paid 2025-06-14:3000 # instalments and Sec. 234C interest
stockwise mf sip 122639 5000 -p 5y # what a ₹5,000/month SIP became
stockwise backtest INFY -s macd # a strategy after STT and brokerage
stockwise mcp # read-only tools for AI assistants
Reference
When you know what you want and need an option or a field name:
- Cheatsheet: the commands people use most, on one page.
- Commands: every command and option, with the JSON each one prints.
- Markets: India, US, global exchanges, crypto, FX, commodities.
- Data providers: where each number comes from.
- AI: the MCP server for Claude, Cursor and other assistants, and
stockwise ask. - Backtesting and Simulator: strategies, costs, replays and scores.
- Bots and alerts and Brokers: alerts, the paper-trading daemon, importing holdings, and optional live orders behind a preview.
- Troubleshooting: Yahoo or NSE not answering,
Not enough price data, import skips, where your data is. - How StockWise compares with other tools.
StockWise is open source under the MIT licence: github.com/iamsaquib8/stockwise. It is for education and information, not financial advice — see the disclaimer.