No-code portfolio construction
Build rule-based stock portfolios using a no-code portfolio builder, strategy logic, filters, ranking, and weighting rules.
Kalpi
Kalpi is a rule-based investing platform for building, backtesting, and managing stock portfolios. It helps individual investors, professionals, and institutions move from manual stock picking to a more systematic workflow.
Overview
Kalpi is a rule-based investing platform for building, backtesting, and managing stock portfolios. It is designed for investors who want to move from ad hoc stock picking to a more systematic workflow based on rules, factors, and portfolio logic.
The product combines a no-code portfolio builder, strategy backtesting, portfolio monitoring, and broker connectivity in one place. Its public pages also show research tools for portfolio analysis, stock research, alerts, and market analytics, along with a free plan, a paid Pro tier, and an Enterprise offering for institutions and organizations.
Core capabilities
Strategy backtesting
Test portfolio ideas against historical data before investing so you can evaluate how a strategy may have performed over time.
Broker-connected investing
Connect a broker to analyze holdings, review portfolio risk and returns, and execute curated baskets directly from the platform.
Portfolio monitoring and rebalancing
Track signals, drift, and allocation changes so portfolios can be monitored and adjusted after deployment.
Template-based strategies
Use pre-built portfolio templates and baskets as starting points, including model strategies such as momentum, quality, low volatility, and multi-factor approaches.
Research and alerts
Access stock research, alerts, and market analytics for fundamentals, technicals, sectors, indices, and event-driven monitoring.
Common use cases
Build and validate a new strategy
Design a portfolio strategy with filters, ranking rules, and weighting logic, then run historical tests before committing capital.
Analyze an existing portfolio
Review an existing brokerage account to understand risk, sector concentration, returns, and factor exposure in one place.
Launch from a template
Start from a pre-built basket or model template, customize the rules, and deploy it as a working portfolio.
Monitor live portfolios
Use ongoing alerts, drift checks, and monitoring tools to track signals and rebalance after a portfolio is live.
Support research and idea generation
Use market analytics and stock research to track indices, sectors, earnings-related events, and technical signals during ongoing research.
Pros and Cons
Pros
- Covers the full workflow from portfolio design to backtesting, deployment, and monitoring.
- Supports broker-connected analysis and execution, not just stock screening.
- Offers pre-built portfolio templates that can be customized instead of starting from scratch.
- Includes research, alerts, and market analytics alongside portfolio tools.
- Provides a free plan so users can explore the platform before upgrading.
Cons
- Pricing is shown in tiered plans, but the public pages do not spell out every feature limit beyond the Free and Pro summaries.
- The most advanced institutional options, such as private cloud deployment and bespoke solutions, are reserved for Enterprise.
- Integration details are present at a high level, but the source does not list specific broker names or data providers.
FAQ
What is Kalpi?
Kalpi is a systematic investing platform for building, backtesting, and managing rule-based stock portfolios. The source also shows research features for portfolio analysis, stock research, and broker-connected portfolio review.
Does Kalpi offer a free plan or trial?
The pricing page says there is a fully functional Free plan, and Pro is a paid tier with advanced features. Enterprise is available for institutions and organizations that need custom onboarding, private cloud deployment, and bespoke solutions.
Can I connect my brokerage account?
Yes. Kalpi says you can connect your brokerage account to analyze your portfolio, get a health check, and directly execute curated baskets of stocks, ETFs, and other assets.
Can I cancel my subscription anytime?
The pricing page says you can cancel anytime from your dashboard, and your plan remains active until the end of the billing cycle.
How is Kalpi different from a stock screener?
Kalpi positions itself as broader than a stock screener: it supports building rule-based portfolios, scoring stocks across quantitative factors, applying custom weighting strategies, and tracking portfolios in one place.
Quick Facts
- Category
- Rule-based investing platform
- Primary use
- Build, backtest, and manage stock portfolios
- Platform surface
- Web app with broker-connected workflows
- Pricing
- Free plan, Pro plan, and Enterprise sales flow
- Website
- kalpi.ai
- Typical users
- Individual investors, professionals, institutions, and organizations
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