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Wealthoak.ai

AI powered market analytics

Compounding, Automated.

Investing, reimagined. Powered by mathematics, driven by intelligence, and executed automatically.

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How it works

The machine does the thinking. You keep the control.

Sophisticated algorithms. Seamless execution. Experience an intelligent investment ecosystem designed to operate independently, with you always in command.

Risk control
60% deployed
02Risk preference Balanced

Steady participation with measured drawdowns.

Limitless Access

Intelligence That Moves With You.

From the palm of your hand to your desktop, experience the full power of Wealthoak.ai across every screen. Monitor your investments, oversee your assets, and stay connected to global markets, all through one seamless platform.

Portfolio value ₹99.6 L +895.5% since start Net profit ₹89.6 L +895.5% · 3 linked accounts Annualised return +115.1% Time-weighted, from daily P&L Max drawdown −23.4% Peak to trough Equity curve Drag across the chart to measure and zoom Last 3 years 6 Apr 2023 — 2 Apr 2026 978 days above start 114 below Start · ₹10.0 L Low −23.4% High +1006.9% Apr 2023Jan 2024Oct 2024Jul 2025Apr 2026 P&L performance Monthly profit & loss Apr 2023 – Apr 2026 Profit 31 Loss 5 ₹18.9 L ₹0 −₹19.7 L Apr ’23OctApr ’24OctApr ’25OctApr ’26 Asset allocation Across 5 asset classes ₹99.6 L Total Gold & Silver 31.4% Indian Indices 24.2% US Indices 18.6% Asian Indices 14.1% Equities 11.7% Holdings 7 open positions across 3 broker accounts View all → INSTRUMENTENGINEQTY AVG PRICELTP DAYUNREALISED P&L GO Gold MCX Atlas 2 lots 1,09,850 1,12,940 +0.62% +₹6.2 L NI Nikkei 225 OSE Falcon 2 contracts 64,110 65,324 +1.39% +₹1.4 L S& S&P 500 CME Atlas 5 contracts 7,602 7,659.4 −1.09% +₹1.2 L NI Nifty 50 NSE F&O Atlas 6 lots 22,980 23,146 +0.65% +₹74,700 SI Silver MCX Falcon 3 lots 1,49,200 1,53,880 +0.28% +₹70,200 HA Hang Seng HKEX Falcon 1 contract 24,410 24,187 +0.52% −₹32,400 BA Bank Nifty NSE F&O Falcon 4 lots 49,820 49,410 −0.41% −₹49,200 Recent orders Placed automatically on your own broker accounts today TIMEINSTRUMENTSIDE QTYPRICEBROKER ENGINESTATUS 15:28:04 Nifty 50 FUT SELL 2 lots 23,152 Zerodha Atlas Filled 15:12:41 Gold MCX BUY 1 lot 1,12,880 Angel One Atlas Filled 14:47:19 Bank Nifty FUT SELL 1 lot 49,436.5 Fyers Falcon Filled 13:05:52 Silver MCX BUY 1 lot 1,53,640 Zerodha Falcon Filled 11:31:08 Nikkei 225 BUY 1 contract 65,180 IBKR Falcon Filled 09:16:27 Nifty 50 FUT BUY 2 lots 23,071.5 Zerodha Atlas Filled Wealthoak.ai DEMO Overview Portfolio Assets Build Reports More Search assets ⌘K AK Portfolio value ₹99.6 L +895.5% since start Net profit ₹89.6 L +895.5% · 3 linked accounts Annualised return +115.1% Time-weighted, from daily P&L Max drawdown −23.4% Peak to trough Equity curve Drag across the chart to measure and zoom Last 3 years 6 Apr 2023 — 2 Apr 2026 978 days above start 114 below Start · ₹10.0 L Low −23.4% High +1006.9% Apr 2023Jan 2024Oct 2024Jul 2025Apr 2026 P&L performance Monthly profit & loss Apr 2023 – Apr 2026 Profit 31 Loss 5 ₹18.9 L ₹0 −₹19.7 L Apr ’23OctApr ’24OctApr ’25OctApr ’26 Asset allocation Across 5 asset classes ₹99.6 L Total Gold & Silver 31.4% Indian Indices 24.2% US Indices 18.6% Asian Indices 14.1% Equities 11.7% Holdings 7 open positions across 3 broker accounts View all → INSTRUMENTENGINEQTY AVG PRICELTP DAYUNREALISED P&L GO Gold MCX Atlas 2 lots 1,09,850 1,12,940 +0.62% +₹6.2 L NI Nikkei 225 OSE Falcon 2 contracts 64,110 65,324 +1.39% +₹1.4 L S& S&P 500 CME Atlas 5 contracts 7,602 7,659.4 −1.09% +₹1.2 L NI Nifty 50 NSE F&O Atlas 6 lots 22,980 23,146 +0.65% +₹74,700 SI Silver MCX Falcon 3 lots 1,49,200 1,53,880 +0.28% +₹70,200 HA Hang Seng HKEX Falcon 1 contract 24,410 24,187 +0.52% −₹32,400 BA Bank Nifty NSE F&O Falcon 4 lots 49,820 49,410 −0.41% −₹49,200 Recent orders Placed automatically on your own broker accounts today TIMEINSTRUMENTSIDE QTYPRICEBROKER ENGINESTATUS 15:28:04 Nifty 50 FUT SELL 2 lots 23,152 Zerodha Atlas Filled 15:12:41 Gold MCX BUY 1 lot 1,12,880 Angel One Atlas Filled 14:47:19 Bank Nifty FUT SELL 1 lot 49,436.5 Fyers Falcon Filled 13:05:52 Silver MCX BUY 1 lot 1,53,640 Zerodha Falcon Filled 11:31:08 Nikkei 225 BUY 1 contract 65,180 IBKR Falcon Filled 09:16:27 Nifty 50 FUT BUY 2 lots 23,071.5 Zerodha Atlas Filled Wealthoak.ai DEMO Overview Portfolio Assets Build Reports More Search assets ⌘K AK Portfolio value ₹99.6 L +895.5% since start Net profit ₹89.6 L +895.5% · 3 linked accounts Annualised return +115.1% Time-weighted, from daily P&L Last 3 years 6 Apr 2023 — 2 Apr 2026 Equity curve 978 days above 114 below Start · ₹10.0 L Low −23.4% High +1006.9% Apr 2023 Oct 2024 Apr 2026 P&L performance Monthly profit & loss Profit 31 Loss 5 ₹18.9 L ₹0 −₹19.7 L Apr ’23OctApr ’24OctApr ’25OctApr ’26 Asset allocation ₹99.6 L Total Gold & Silver 31.4% Indian Indices 24.2% US Indices 18.6% Asian Indices 14.1% Equities 11.7% Holdings See all GO Gold MCX · Atlas · 2 lots +₹6.2 L LTP 1,12,940 NI Nikkei 225 OSE · Falcon · 2 contracts +₹1.4 L LTP 65,324 S& S&P 500 CME · Atlas · 5 contracts +₹1.2 L LTP 7,659.4 NI Nifty 50 NSE F&O · Atlas · 6 lots +₹74,700 LTP 23,146 SI Silver MCX · Falcon · 3 lots +₹70,200 LTP 1,53,880 Recent orders Today SELL Nifty 50 FUT 2 lots · Zerodha · Atlas 23,152 15:28:04 · Filled BUY Gold MCX 1 lot · Angel One · Atlas 1,12,880 15:12:41 · Filled SELL Bank Nifty FUT 1 lot · Fyers · Falcon 49,436.5 14:47:19 · Filled BUY Silver MCX 1 lot · Zerodha · Falcon 1,53,640 13:05:52 · Filled 9:41 Mon 6 Apr 100% Wealthoak.ai DEMO AK Overview Portfolio Assets More Net profit · last 3 years ₹89.6 L +895.5% since 6 Apr 2023 Annualised return +115.1% Time-weighted Last 3 years 6 Apr 23 — 2 Apr 26 Start · ₹10.0 L Low −23.4% High +1006.9% Apr 2023 Apr 2026 Monthly profit & loss ■ 31 ■ 5 Holdings See all GO Gold MCX · Atlas +₹6.2 L 1,12,940 NI Nikkei 225 OSE · Falcon +₹1.4 L 65,324 S& S&P 500 CME · Atlas +₹1.2 L 7,659.4 NI Nifty 50 NSE F&O · Atlas +₹74,700 23,146 SI Silver MCX · Falcon +₹70,200 1,53,880 Recent orders Today SELL Nifty 50 FUT 2 lots · Zerodha 23,152 15:28 · Filled BUY Gold MCX 1 lot · Angel One 1,12,880 15:12 · Filled SELL Bank Nifty FUT 1 lot · Fyers 49,436.5 14:47 · Filled BUY Silver MCX 1 lot · Zerodha 1,53,640 13:05 · Filled 9:41 Wealthoak.ai AK Overview Portfolio Assets More Last 3 years +895.5% ₹89.6 L profit Today +₹1.90 L 7 open positions Gold +₹6.18 L Nikkei 225 +₹1.38 L Bank Nifty −₹49.2K Wealthoak.ai 10:09

Engineered Simplicity

Sophistication in the thinking.
Simplicity in the experience.

Extraordinary intelligence shouldn’t demand extraordinary effort. Wealthoak.ai brings complex mathematics, sophisticated quantitative models, and automated execution, all integrated into one intuitive platform. Experience institutional grade technology without the complexity traditionally associated with it.

Find your engine 1 / 3
What matters most to you?
A guide to temperament, not a recommendation.

Why Trust Our Technology?

Your Capital Is Sacred.
So Is Our Credibility.

Your wealth deserves more than assurances. It deserves transparency you can examine, research you can independently scrutinize, and control you never have to surrender. At Wealthoak.ai, trust isn’t something we ask for. It’s something we work to earn.

01 Transparency

Publicly available reports

The world’s most advanced and sophisticated investment technology should have nothing to hide. Explore our publicly available research and investment reports. Download the documentation, examine our methodology, and evaluate the evidence independently.

Explore the library

02 Evidence

Tested on 25 years of market data

Our quantitative technology has been evaluated against 25 years of historical market data, examining performance across different market conditions.

Read the methodology

03 Custody

Money stays in your account. Always.

Your funds and securities remain with your connected broker, not Wealthoak.ai. Our technology executes through supported brokerage integrations without taking custody of your investment capital.

Review custody & evidence

Global reach

Ten of the World’s Greatest Markets.
One Extraordinary Intelligence.

Across continents, economies, and time zones, the world’s leading financial markets move to different rhythms. Wealthoak.ai brings them under one unified quantitative framework, transforming global complexity into intelligent analysis and automated execution.

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  • NYSE S&P 500
  • NASDAQ NASDAQ Composite
  • LSE FTSE 100
  • Euronext Paris CAC 40
  • Deutsche Börse DAX
  • Tokyo Stock Exchange Nikkei 225
  • Shanghai Stock Exchange SSE Composite
  • Hong Kong Exchange Hang Seng
  • National Stock Exchange NIFTY 50
  • Toronto Stock Exchange S&P/TSX Composite

Security and control

Your capital never leaves your hands

Wealthoak.ai surfaces the data and signals; every decision and every order remains yours, through your own broker. You keep custody, control, and visibility through your broker. Read the trust center for published evidence and assessment status.

  • Your custody

    Funds stay in your own brokerage account, always.

  • Encrypted access

    Review connection security, credential handling and broker-specific permissions before authorising access.

  • Read and trade only

    Broker access is used for analytics and trading tools. Confirm the exact authentication flow and permissions for your integration.

  • Full audit trail

    Ask which order, configuration and access events are logged and available for your account.

  • Revoke anytime

    Revoke the integration through the broker’s supported process; confirm session and token behaviour.

  • Segregated by design

    Review account separation and access controls in the technical documentation.

Research & technology

Conviction begins with evidence.

Understand the models, examine the methodology, and see what has been published. A clear account of the technology starts with a clear account of its limits.

Product screens are demonstrations. Design descriptions and educational examples do not establish live trading performance. Read the evidence register.

A more considered approach
starts with a conversation.

Schedule a Walkthrough

Prefer to speak first? Talk to us at info@wealthoak.ai

Operated by Wealthoak Advisory LLP