Quickstart: five minutes

This page takes you from nothing to a quote, a portfolio with XIRR and a tax estimate. It assumes you have not installed StockWise yet. Each step says how long it takes.

1. Install and check (1 minute)

curl -fsSL https://raw.githubusercontent.com/iamsaquib8/stockwise/main/install.sh | sh
stockwise init      # pick a market, import holdings, optional AI assistant
stockwise doctor

The installer works on macOS, Linux and Termux. For Windows, Docker, Nix, .deb, .rpm or cargo, see Install.

stockwise doctor checks your setup and prints the folder where StockWise keeps your data. If it reports a problem, see Troubleshooting.

To try the commands below without touching your real data, point StockWise at a temporary folder first:

export STOCKWISE_HOME=$(mktemp -d)

Close the terminal, or run unset STOCKWISE_HOME, to go back to your real data.

2. Look up a stock (30 seconds)

stockwise quote RELIANCE TCS     # Indian stocks are the default
stockwise quote AAPL NVDA -m us  # add -m us for US stocks
stockwise TCS                    # no command needed: a one-screen overview

Each stock prints a short block: price, change, day range, 52-week range, volume, market cap and P/E. Data comes from Yahoo Finance, so quotes can be delayed. A bare ticker such as TCS means TCS.NS on the NSE.

3. Build a portfolio (2 minutes)

You can type a purchase, or import a file from your broker.

stockwise portfolio add TCS 10 3500 --date 2023-04-12   # 10 shares at ₹3,500
stockwise portfolio add INFY 20 1300 --date 2023-06-05
stockwise portfolio                                      # holdings, P&L and XIRR

Every purchase is a lot with its own date, so the holding period and the XIRR are exact. To load real trades, use the guide Import your trades and see true returns. It covers Zerodha, Groww, Upstox, INDmoney and mutual-fund CAS files.

4. Get a tax estimate (30 seconds)

stockwise portfolio sell TCS 4 3900   # record a sale; the oldest lots go first
stockwise tax in                      # LTCG and STCG for this financial year

tax in shows realised gains from your sales, and what you would owe if you sold everything today. It is an estimate. The guide File your Indian capital-gains tax explains how to read it and how to export the rows for your ITR.

5. Connect an AI assistant (1 minute, optional)

claude mcp add stockwise -- stockwise mcp

This adds StockWise to Claude Code. Claude Desktop and Cursor need a small JSON entry instead; see Use StockWise from Claude or Cursor. The server only reads. It cannot place orders.

Next steps

Pick a goal on What do you want to do?.
Keep the cheatsheet open for the commands people use most.
Look up an option in the commands reference.

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