Last updated: September 2026. This is an early-stage, friends-and-family product — please read this plainly-written note before you connect a real brokerage account.
OneBrokerView lets you connect multiple broker accounts (ICICI Direct, Kotak Neo, Zerodha) and see your combined holdings, positions, orders, and funds in one place, and place orders through those accounts.
Broker API keys, secrets, and session tokens are encrypted at rest before being stored, using a server-side encryption key that is never stored alongside the data itself. They are only decrypted, in memory, when needed to make an API call your account has requested (e.g. loading your holdings, or placing an order you submitted) — never for any other purpose, and never shared with anyone else.
You are responsible for the trades and account actions taken through your connected broker accounts. This tool is provided as-is, without warranty, as an early-stage project — it may have bugs, downtime, or change without notice. Always double-check orders before confirming them with your broker.
We don't sell your data or share it with third parties. We don't use your broker credentials for anything other than the actions you take in this app.
The optional AI stock assistant uses a third-party AI model (Anthropic, OpenAI, Google, or DeepSeek, depending on which you choose) to answer your questions about stocks — any stock, not just ones you hold. It can look up your real holdings, positions, funds, and live stock prices — but it can never place an order or change your account; that capability simply isn't given to it. It will discuss and analyze stocks, including offering its own analytical take, but it will not tell you to buy, sell, or hold a specific stock. Everything it says is generated by an AI model, provided for information only — it is not financial advice, it does not know your full financial situation, and it can be wrong or out of date. If you use your own API key, your questions and the data the assistant looks up on your behalf are sent to that provider under their own terms; if you use our shared key, the same applies to our account with them.
Reach out to whoever invited you to this — this is a small, personal project, not a company with a support team (yet).