Meshag

Your portfolio, privately.

Meshag is an AI-powered portfolio analysis app for Indian investors. Connect your broker, get daily AI research on your holdings, and make informed decisions — all while keeping your data 100% on your device.

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Features

• Broker Integration — Connect with Zerodha (more brokers coming soon)
• AI Research — Daily analysis of your holdings using Perplexity, OpenAI, Gemini, or Claude
• Privacy First — All data stored locally on your device, never on our servers
• Smart Insights — Get positive/negative impact analysis based on current market news
• Actionable Suggestions — Receive AI-generated portfolio recommendations

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Screenshots

Coming soon

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Setup

Prerequisites

• Xcode 15.0+
• iOS 17.0+
• Swift 5.9+

Configuration

1. Clone the repository
2. Copy the secrets template:

   cp meshag-ios/Secrets.example.plist meshag-ios/Secrets.plist

3. Add your API keys to Secrets.plist:
   • PERPLEXITY_API_KEY — Get from perplexity.ai/settings/api
4. Open meshag-ios.xcodeproj in Xcode
5. Build and run

Broker Setup

To enable Zerodha login, you'll need:

1. A Kite Connect developer account
2. API key and secret from kite.trade
3. Configure the redirect URL in your Kite app settings

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Tech Stack

• SwiftUI — Declarative UI framework
• Swift Concurrency — async/await for network calls
• Keychain — Secure storage for tokens and API keys
• Background Tasks — Daily research refresh using BGProcessingTask
• SFSafariViewController — In-app browser for OAuth and legal pages

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Architecture

meshag-ios/
├── Models/
│   ├── AIModels.swift         # AI provider configurations
│   ├── BrokerModels.swift     # Broker session & portfolio models
│   └── ResearchModels.swift   # AI research result models
├── Services/
│   ├── AIResearchService.swift    # AI API calls (Perplexity, OpenAI, etc.)
│   ├── BrokerAPIService.swift     # Broker API calls
│   ├── BrokerAuthService.swift    # OAuth authentication
│   ├── KeychainHelper.swift       # Secure storage
│   └── ResearchManager.swift      # Research state & scheduling
├── Views/
│   ├── SplashView.swift
│   ├── LoginView.swift
│   ├── PortfolioView.swift
│   ├── SettingsView.swift
│   └── ...
└── meshag_iosApp.swift        # App entry point

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Privacy

• No data collection — We don't have servers; your data never leaves your device
• Secure storage — Broker tokens and API keys stored in iOS Keychain
• On-device processing — AI requests go directly from your device to the AI provider

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License

Proprietary. All rights reserved.

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Contact

• Email: abhishek@meshag.sh
• Twitter: @abhiskrj