Intelligence automation · Portfolio managers

The data terminal for SEBI / APMI / NSE portfolio intelligence.

Terminal X is an autonomous data workstation that replaces the manual scrape-copy-paste loop across SEBI's Portfolio Manager Monthly Reports, APMI's PMS performance matrix, and NSE's ETF market data — and lands the output in structured, audit-ready tables and Excel exports.

4
Live agents

250+
SEBI-registered PMs tracked

Apr 2023→
APMI performance history

Excel
One-click analyst exports

Terminal X · Agent: pms-apmi · Performance Matrix

2Point2 Long Term Value 2point2 Capital Advisors LLP

+17.99%

Multicap Advantage 360 ONE Asset Management

+11.36%

Multicap PMS 360 ONE Asset Management

+19.81%

Large Value Strategy 360 ONE Asset Management

+65.17%

Fundamental Value Investing 1729 Advisors LLP

-11.10%

ETF Historical Liquidity NSE · 2002 → present

live

Agents

Four autonomous data agents.

Each agent runs Chrome sessions like a careful analyst — navigating filters, downloading, and structuring outputs into MongoDB with full run history and Excel-ready exports.

pms-apmi

PMS APMI Performance

Every APMI-registered PMS provider · every monthly date · D & ND service types. Cross-month matrix view with provider, IA, AUM and 10 return periods.

Apr 2023 → Live

sebi-pmr

SEBI Portfolio Manager Monthly Reports

All 250+ SEBI-registered Portfolio Managers, monthly. AUM, client types, scheme inflows / outflows, complaints — normalized and exported with reconciliation helpers.

Multi-month batch

etf-liquidity

NSE ETF Liquidity

Daily ETF market snapshot plus historical liquidity scrape with month-range selection. Side-by-side per-ETF view and consolidated calendar-aligned Excel.

2002 → present

strategy-indices

Nifty Strategy Indices

Nifty strategy indices listing, constituent CSVs, and change history (added / removed / modified) snapshotted on every run.

Index intelligence

How it works

Built like an analyst, scaled like infrastructure.

⌘

Human-like browsers

Real Chrome sessions handle multi-step filters, dropdowns, and AJAX tables — what you'd see on screen is what lands in the DB.

≡

Parallel by default

Up to 10 Chrome workers (configurable) for PMS APMI and ETF agents, with per-RAM heuristics available.

⌥

Structured outputs

Normalized MongoDB collections, idempotent upserts, and Excel exports designed for analysts and audit teams.

▣

Run history + stats

Per-agent stat cards, scrape runs, progress tracking, and skip / resume controls for long monthly batches.

⌁

Scheduler

Cron-style scheduling per agent, with run history and one-click manual triggers.

⌗

Local-first

Runs on your machine. MongoDB local. Your firm's compliance team stays in control of where data lives.

Why Terminal X

Stop spending evenings on data; spend them on judgment.

Most PMS-relevant public data lives behind filter-heavy portals that were never designed for machines. Terminal X automates the grind. The data refreshes itself; your analysts read it, not collect it.

The data terminal for SEBI / APMI / NSE portfolio intelligence.

Four autonomous data agents.

Built like an analyst, scaled like infrastructure.

Stop spending evenings on data; spend them on judgment.

Open the terminal.