A brokerage-connected web and mobile tool that lets investors define rules for each holding before emotions take over: target return, max drawdown, time-based review, thesis invalidation, stop-loss type, currency impact, and rebalancing triggers. The app monitors positions, flags when rules are breached, simulates sell/hold/switch outcomes, and produces an action checklist without acting as a human advisor.

Retail investing in India and global markets has surged, but many new investors entered near market peaks and are now facing flat returns, rupee depreciation, fund underperformance, and options losses. Market volatility is making disciplined exit automation more valuable than generic portfolio advice.