What do you want to do?
The guides below are short walkthroughs. Each one starts from a goal, gives commands you can copy, shows what the output looks like and ends with links to the commands reference for every option.
New to StockWise? Do the quickstart first. It takes five minutes.
Pick your path
| I want to | Read | Main commands |
|---|---|---|
| See my real returns across brokers and mutual funds | Import your trades and see true returns | import, portfolio, portfolio lots |
| Estimate my capital-gains tax and fill my ITR | File your Indian capital-gains tax | tax in, harvest, tax advance, tax export in |
| Check a stock or fund quickly | Check a stock or fund fast | quote, deep, score, events, mf |
| Put new money where I am underweight | Rebalance to target weights | portfolio target, rebalance --inflow |
| Ask Claude or Cursor about my portfolio | Use StockWise from Claude or Cursor | mcp |
| Get a message when a price or RSI level is reached | Set up alerts and the daemon | alert, notify, daemon |
| Test an idea on past data, or practise with paper money | Backtest and practise on past markets | backtest, sim replay |
| Use the numbers in a script or spreadsheet | Script it with JSON, CSV and jq | --json, --csv |
Where each guide fits
StockWise does four jobs. The guides follow them.
- One portfolio with true returns. Start with Import your trades, then Rebalance.
- Indian capital-gains tax. Read File your Indian capital-gains tax. It needs the portfolio from job 1.
- Quick lookups. Check a stock or fund fast and Set up alerts.
- AI access with local data. Use StockWise from Claude or Cursor. Script it covers the same data for your own tools.
Backtest and practise sits beside these. It uses past prices and paper money, never your portfolio.
Not here?
- Every command and option is in the commands reference. The cheatsheet lists the common ones on one page.
- Errors and empty results are covered in Troubleshooting.
- Live orders through a broker are in Brokers. They move real money, so they have no guide here.
StockWise is for education and information. It is not financial advice. See the disclaimer.