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Equifiz Review

Equifiz provides intelligent tools to research, analyze, and manage investments, helping users track portfolios and analyze financial decisions efficiently.

shipped Aug 20, 2026chatbotfreemium
chatbotresearch
Equifiz — product screenshot

Why it matters

1Equifiz offers a freemium business model with a Basic (Free) tier and a Pro tier at ₹4,500/month.
2The platform includes a FIZ AI Assistant capable of answering complex questions and generating institutional reports.
3Key features include a mutual fund screener, IPO analysis, and a correlation engine.
4Equifiz is trained to understand SEBI norms, local taxation, and Indian sector cycles.

About Equifiz

Business Model
Freemium SaaS
Usage Pricing
₹4,500/month per portfolio
Free Credits
Trial for 30 days
Headquarters
India
Platforms
Web
Target Audience
Individual and institutional investors

Pricing Plans

Basic
Free
  • Access to basic tools
  • Track investments
Pro
₹4,500/month
  • Advanced analytics
  • Personalized recommendations
  • Priority support

Cost Examples

  • Analyze one portfolio: ₹4,500/month

overview

What is Equifiz?

Equifiz is an AI-powered financial analysis tool developed by Equifiz that enables modern investors to research, analyze, and manage investments. It helps users track portfolios, analyze financial decisions, and receive timely alerts based on market changes and personal investment preferences.

features

Key Features of Equifiz

Equifiz integrates several features designed to assist investors in managing their financial health and making informed decisions. These capabilities range from comprehensive portfolio oversight to AI-driven analytical support.

  • Total Portfolio tracking with real-time performance monitoring.
  • Real-time market data for informed decision-making.
  • Personal research assistant (FIZ AI Assistant) for complex queries and report generation.
  • Smart alerts based on market changes and personal investment preferences.
  • Comprehensive fund analysis, including mutual fund screener and IPO analysis.
  • Correlation engine to identify stock relationships and diversify portfolios.
  • Real-time earnings call summaries and sentiment scoring.
  • Ability to analyze balance sheets using the FIZ AI Assistant.
  • India-First Training for the AI assistant, understanding SEBI norms and local taxation.

use cases

Who Should Use Equifiz?

Equifiz is designed for individuals and institutional investors seeking to enhance their investment research, analysis, and management processes through intelligent tools and real-time data.

  • Modern investors: To track all investments in one unified dashboard and monitor performance and growth in real time.
  • Profit-driven investors: To analyze investments with tools like mutual fund screener, IPO analysis, and correlation engine.
  • Confident investors: To receive timely alerts based on market changes and personal investment preferences.
  • Investors requiring advanced insights: To ask complex questions, generate institutional reports, and analyze balance sheets using the FIZ AI Assistant.
  • Individuals seeking real-time market intelligence: To get real-time earnings call summaries and sentiment scoring.

how to use

How to Use Equifiz

To begin using Equifiz, users can access the platform via its web interface. The onboarding process is designed to be smooth, allowing users to quickly set up their portfolios and begin utilizing the analytical tools.

  • 1Navigate to the Equifiz website (https://equifiz.com/).
  • 2Sign up for an account, choosing between the Basic (Free) or Pro (₹4,500/month) tier.
  • 3Connect investment accounts or manually input portfolio data into the unified dashboard.
  • 4Utilize the portfolio tracking features to monitor performance and growth in real time.
  • 5Engage with the FIZ AI Assistant to ask questions, generate reports, or analyze financial statements.
  • 6Set up smart alerts for specific market changes or investment preferences.

pricing

Equifiz Pricing & Plans

Equifiz operates on a freemium-SaaS business model, offering both a free tier and a paid subscription. The platform provides a trial period for its advanced features.

  • Basic: Free tier, includes core portfolio tracking and basic analysis features.
  • Pro: ₹4,500/month per portfolio, offering advanced features such as the FIZ AI Assistant, comprehensive fund analysis, and real-time earnings call summaries. A 30-day trial is available.

Pros

  • +Offers a comprehensive unified dashboard for tracking all investments in real time.
  • +Includes an AI-powered FIZ Assistant for complex questions, institutional reports, and balance sheet analysis.
  • +Provides specialized tools like a mutual fund screener, IPO analysis, and correlation engine.
  • +Features smart alerts for market changes and personalized investment preferences.
  • +Trained to understand India-specific financial norms (SEBI, local taxation, sector cycles).
  • +Offers a freemium model with a free Basic tier and a 30-day trial for the Pro plan.

Cons

  • The Pro tier is priced at ₹4,500/month per portfolio, which may be a significant cost for individual investors managing multiple portfolios.
  • Specific details on the limitations of the free Basic tier are not extensively detailed.
  • The platform is web-based, with no explicit mention of dedicated mobile applications.
  • The AI assistant's capabilities are primarily focused on Indian market specifics, which might limit its utility for international investors.
  • Lack of explicit API availability for integration with other financial tools or services.

Similar Tools

Equifiz vs Competitors

Equifiz distinguishes itself in the investment analysis landscape through its AI-driven assistant and India-specific training, offering a blend of portfolio management and intelligent research capabilities.

1
Portfolio Performance

It's a desktop application focused on detailed performance calculation (True-Time Weighted Rate of Return, IRR) and transaction history across multiple accounts.

While completely free and highly customizable for performance tracking, it requires manual data input or specific imports and lacks the AI-driven insights and broader market research tools found in Equifiz.

2
Simply Wall St

Provides visually engaging company analysis and valuation insights using a 'snowflake' graphic, making complex financial data easy to understand.

Offers a good free tier for basic analysis and portfolio tracking, but its AI-driven insights are more focused on visual summaries and fundamental analysis rather than the conversational AI and advanced decision support Equifiz might offer.

3

Features an exceptionally powerful and customizable stock screener with over 700 criteria, alongside robust research and portfolio analysis tools.

Provides deep analytical capabilities and a strong free plan for screening and portfolio analysis, but its interface can have a learning curve and it doesn't explicitly integrate conversational AI like Equifiz.

4
PortfolioPilot

Acts as an AI Financial Advisor, offering hybrid-AI guidance to optimize portfolios, analyze taxes, and stress-test investments against various scenarios.

Directly competes with Equifiz's AI-driven guidance and portfolio optimization, offering similar intelligent financial advice, but its free tier might have more limitations on advanced features compared to Equifiz's freemium model.

5
Koyfin

Offers a comprehensive suite of financial data, charting, and analytics tools, often described as a 'lightweight Bloomberg Terminal' for individual investors.

Provides extensive market data and analytical tools for research and portfolio analysis, but its AI capabilities are less emphasized for conversational guidance compared to Equifiz, focusing more on data visualization and screening.

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