Stop managing your portfolio in spreadsheets. Margin gives you DCF valuations, XIRR, capital gains tracking, and custom price anchors — all in one place.
Imports from
Capabilities
DCF and Reverse DCF. Model your convictions and track them against current price.
Set target cost allocation. Track gaps and live portfolio weight at a glance.
Set your Buy, Add, Reduce, or Exit prices. Track every stock against your own thesis.
Upload CSV/Excel from Zerodha, Groww, Upstox, or AngelOne. Multiple files, multiple accounts.
XIRR, capital gains, tax — for individual stocks, custom lists, or your entire portfolio.
All stocks from both NSE and BSE are supported. No real-time price or fundamentals data.
DCF Valuation
DCF in Margin lets you build a full financial model — project revenue growth, operating margins, depreciation, tax, capex, and working capital year by year.
Discount the resulting free cash flows back to today to get an intrinsic value. Compare it against the current price to decide whether the stock is worth buying, holding, or avoiding.
Try DCF ValuationDCF Model Inputs
Revenue Growth Rate
Next 5 years
Operating Margin
Stabilising assumption
Discount Rate
Your required return
Intrinsic Value (per share)
₹1,840
vs current price ₹2,340 — 22% premium to fair value
Reverse DCF
Instead of forecasting cash flows forward, Reverse DCF works backward. Enter the current market price and your discount rate — Margin tells you the implied growth rate baked into the stock's valuation.
Compare that against your own growth thesis. If the market's expectation seems too optimistic, you know to wait. If it's too pessimistic, you've found an edge.
Try Reverse DCFReverse DCF Calculator
Current Market Price
Live quote
Discount Rate
Your required return
Terminal Growth Rate
Long-term assumption
Implied Growth Rate
18.4%
Market expects ~18% annual growth for next 10 years
Returns & Tax Summary
Portfolio XIRR
21.3%
Absolute Return
₹3.4L
STCG (15%)
₹8,200
LTCG (10%)
₹12,400
Gain Breakdown — Current FY
Returns & Tax
XIRR gives you the only return number that actually matters — time-weighted, accounting for every buy, sell, and dividend across your portfolio.
Margin also separates Short-Term Capital Gains (STCG) from Long-Term Capital Gains (LTCG) and calculates the applicable tax, so you're never surprised at the end of the financial year.
API & AI Agents
Create an API token and point your AI agent — or any script — at Margin. It can upload your holdings, tradebooks, and stock lists on your behalf, so you never have to wrangle broker files by hand.
Agents fetch setup instructions from a machine-readable llms.txt.
Tokens never expire and you can revoke any of them, any time.
# point your agent at
go.marginapp.in/llms.txt
POST /web/holdings
Authorization: Bearer mgn_••••••••
Content-Type: text/csv
Organise & track
Create custom collections — sectors, themes, watchlists. Run analysis across any list.
Rich text notes for each stock. Write your thesis, track your reasoning over time.
Tag stocks by sector, conviction level, or any label you define. Filter and analyse by tag.
Track stocks you don't hold yet. Set price anchors and monitor them alongside your portfolio.
Research Library
Margin builds structured research reports on Indian stocks — the business, its financial health, its recent story, how its valuation looks through the cycle, and the industry it competes in.
Don't see a stock you follow? Request it, and you'll be notified inside Margin the moment its research is ready.
Stock Story
Why the business matters, financial health, recent story
Valuation Normalisation
What earnings look like through the cycle
Segment Story
The business broken down segment by segment
Industry Story
Sector dynamics and structural forces
Stock Story
Consumer · NSE
EBITDA margin
18% – 22%
Screen
Flip through a deck of quick stories — the essentials of each business at a glance. Give a fast verdict on every one: Yes, Maybe, No, or Never.
Margin remembers your calls and picks up where you left off. Everything you say Yes or Maybe to lands in your Screened list, ready to dig into.
Start screeningData Security
We use Privacy Vault — a secure encrypted store — to protect personally identifiable information like your name and email. Unlike a regular database, Privacy Vault locks sensitive fields with separate encryption keys.
Workflow
Upload holdings and trade history from Zerodha, Groww, or Upstox as CSV or Excel. You can upload multiple files from different brokerages — Margin merges them automatically.
Supported: Zerodha · Groww · Upstox
Pricing
Free
No credit card required.
Stock Stories
Our YouTube channel breaks down Indian stocks through a fundamental lens — business quality, valuation, and what the numbers actually mean for long-term investors. No noise, no tips.
Watch on YouTubeIndustry Stories
We go beyond individual stocks to explore the industries they operate in — understanding sector dynamics, competitive forces, and structural tailwinds that shape long-term outcomes for fundamental investors.
Watch on YouTubeA sample of what's on the channel — more stories added regularly.
