Introducing all-new Portfolio Analyzer

Introducing all-new Portfolio Analyzer

Till date portfolio was only to look at the profit and loss of your stock, but not anymore! Presenting, Portfolio Analyzer, a tool that not only provides a portfolio view to see the profit and loss of your investments but also gives advance analytics of your portfolio. We are the first broker in the country to introduce this innovative tool that empowers you to analyse your portfolio on your own and improve your investment strategy.

Portfolio Analyzer Features 
NAV 

The performance of the portfolio is a key metric for any investor. Now, get a quick glance of the ups and downs of your portfolio with this simple chart! Furthermore, you can compare your portfolio NAV against benchmark to get a better perspective on your portfolio performance.

It calculates the true market value of your portfolio for any given period, after adjusting for profits and losses as well as corporate actions. It is calculated right from the day you start trading on our platform. Chart is plotted on the basis of change in NAV value. You can also compare NAV against benchmark to gain more insights on how your portfolio returns have fared. 



DVM SCORE

Evaluate the quality of all your stocks with (Durability, Valuation, Momentum) score. Higher the score, better the stock. While Durability scores focus on long term performance of a company, Momentum scores analysis the daily market movement of a stock. Furthermore, the valuation score targets the earnings of a business which helps you identify potential cash cows.

Our AI tracks market data, financials, shareholding patterns, technical and fundamental ratios, news/trends etc and rates a stock across three metrics - Durability, Valuation and Momentum. This gives you a holistic view of all your stocks.
  • Durability scores are derived after thoroughly evaluating the fundamental data of a company. This works as a guide to anticipate the long term durability of a stock.
  • Momentum is the analyses of over 30 technical indicators to track share prices, volumes and market sentiment. It’s a great tool for short term trading.
  • Valuation score highlights the stocks that are undervalued by analysing the earnings of the business and identifies the stocks having the potential to reap huge benefits. 


DECISION ANALYSIS

When it comes to building a healthy portfolio, making the right decisions at the right time is crucial. The Decision Analysis tool helps you in this process. It helps you take a call on when to buy, hold or sell a stock.

It clusters the buy, sell and hold decisions you made for every financial year and segments them by returns generated. The 'buy’ analysis gives you insights into your optimum holding periods, by enabling you to check the number of stocks that generated more than 15% returns. Meanwhile, it also helps analyse the ‘bad sells,’ that is, the stocks that performed better after you sold them. It also looks at the hold decisions to see which stocks are below par compared to your targeted returns. 



CONCENTRATION ANALYSIS

This helps you see how diversified your portfolio is between various sectors and stocks. Over-concentrating your portfolio in a few sectors makes it more prone to risk.

Concentration analysis tracks the weight of stocks, industry and sector in your portfolio. This feature also allows you to check weightage according to any parameter such as market value, unrealised gain/loss. This helps investors ensure a diversified portfolio - which is essential to weathering sector and industry-level declines, and balancing out returns when significant economic events occur. 



ROLLING RETURNS

When it comes to performance, we tend to be biased by our most recent numbers. But by looking at the rolling returns of your portfolio, you get a clear idea of how your portfolio's returns performed at any point in time.

Equity markets are subjected to volatility. A sudden rise or dip in the market can portray a skewed picture of your portfolio. That’s where rolling returns come into picture.
The rolling returns of your portfolio, gives you a better idea of how your portfolio's returns have performed for any given time period. It also lets you know the excess returns your portfolio generated as compared to the benchmark.



VALUATION TREND

We calculate long term PE over here by considering average earnings per share over several years. This is a safer and more cautious PE measure for investors compared to simple historical PE as it considers the value of a stock for a longer period, thus limiting the effects of recent positive fluctuations.

PE ratio is a crucial part of fundamental analysis. It measures a company’s current share price relative to it’s per share earnings. It indicates how much an investor is willing to pay for one rupee of earnings. This when calculated over the long term, gives an idea about the potential of a company. A high PE ratio indicates that a company has huge growth prospects in the future.



GROWTH TREND

The Growth Trend analysis helps you analyse the growth of your portfolio as a whole. This is a weighted average of the growth of the companies in your portfolio over a time period. It identifies the growth laggards and leaders.



This tool is available for free to all our Platinum and Titanium subscribers. If you are not a part of pricing plan, you can check them out here!