Everything the research terminal can do, and how to use it

1. 1

   Read the market

   Open Market Pulse for the day's breadth, sectors, index valuations, institutional flows and world markets.

2. 2

   Narrow the field

   In the Screener, switch on ready-made scans or build your own screen with rules or a typed query.

3. 3

   Open a company

   Click any stock for price charts, financial statements, peers, a checklist, filings and risk readings.

4. 4

   Check and act

   Compare shortlisted stocks side by side, size positions with the calculators, and open an account to trade.

Top menu

Markets holds the research tools; Tools holds calculators and the holiday calendar; Learn holds articles, news and this guide. On a phone, open the menu button at the top right.

Stock search

Type a company name or symbol in the search box in the header. Press Ctrl + K (⌘ + K on a Mac) from any page to jump to it.

Switch stock

On a stock page, the Switch stock button opens search without leaving the page.

Linked figures

Scan chips, sector names and peer rows are links: a scan chip opens the screener with that scan on, a peer opens that company.

Breadcrumbs

The trail above each page title shows where you are; click any step to go back up.

Theme and motion

Switch light or dark from the header. If your device asks for reduced motion, animations shorten to simple fades.

Breadth

How many tracked stocks rose or fell, how many sit near 52-week highs or lows, and how far the market is above its moving averages.

Macro regime

A plain reading of growth, inflation and liquidity signals, with the figures behind it.

Institutional flows

Foreign and domestic institutional buying and selling in cash, and foreign flows by sector.

Index valuations

P/E, P/B and dividend yield of the major indices against their own history.

World markets

Global indices, currencies, commodities and bond yields as a heat strip.

Deals and derivatives

Bulk and block deals, and how each participant group is positioned in futures and options.

Scan library

Scans are grouped as Today, Trend, Oscillators, Volume, Risk, Fundamental and Scores. Each chip shows how many stocks match. Turning on several shows stocks that match all of them.

Pick rules

Choose a metric, a comparison and a number - for example ROCE > 20 - and add as many rules as you need. Every rule must hold.

Type a query

Switch the Custom screen box to Type a query for AND, OR, brackets and arithmetic. See the next section.

Views

List, Fundamentals, Technicals, Risk, Scores and Custom change the table's columns. A custom screen shows the metrics it uses.

Filters and sorting

Sector, P/E band and market-cap band sit above the table. Click a column heading to sort; click again to reverse.

Chart view

Add stocks to the chart to compare their price paths on one scale.

Everything you set is kept in the page address, so a screen can be bookmarked or shared.

AND binds tighter than OR, exactly as in arithmetic: A OR B AND C means A, or both B and C. Use brackets when in doubt. A condition on a figure a company does not have is false for that company, so an unknown ROCE never passes ROCE > 20.

Percentages are written as plain numbers (15 means 15%), market cap is in ₹ crore, and scores run from 0 to 100.

Metric names you can use

Valuation

P/E, P/B, PEG, Earnings yield, Div. yield, FCF yield, EV/Sales, vs Graham

Profitability

ROE, ROCE, OPM, Piotroski, EPS (TTM)

Growth

Sales YoY, Profit YoY, Rev CAGR 3Y, Profit CAGR 3Y

Balance sheet

D/E, Net D/E, Cash conv., Accruals, Payout, Capex / sales

Price & returns

Price, M-cap, 1M, 3M, 6M, 1Y, From 52W high, 52W position, vs Nifty 3M

Technicals

RSI, ADX, MACD hist., Stoch %K, MFI, %B, vs 50DMA, vs 200DMA, Vol. σ, Delivery

Risk

Beta, Volatility, Max DD, ATR %, Return / vol

Scores

Composite, Value, Quality, Momentum, Low vol., Magic Formula

Longer names work too: “Return on equity”, “Debt to equity”, “Market capitalization”, “Dividend yield”. Queries can be up to 400 characters long, with up to six levels of brackets.

Header and signals

Price, day change, market cap, and warnings such as exchange surveillance, F&O ban or promoter pledges.

Price chart

Candles with indicators. Pick a range, add overlays and oscillators, and hover for exact values.

Research profile

Factor percentiles, derived metrics such as Graham number and earnings yield, and every scan the stock is in.

Checklist

Strengths, neutral readings and weaknesses, each with the line it was judged against.

Peer comparison

The sector's largest companies beside this one, with sector medians. Figures better than the median are tinted.

Financial statements

Quarterly results, profit & loss, balance sheet, cash flow and ratios. Use the CSV button to download the open tab.

Working-capital cycle

Debtor, inventory and working-capital days over recent years. Fewer days usually means cash comes back faster.

Strengths, risks & growth

Compounded sales and profit growth over 3, 5 and 10 years, with a short company summary.

Legal & regulatory watch

Tribunal hearings, tax demands, penalties, rating actions, auditor changes and disruptions the company has disclosed. Filter by topic; adverse items are marked.

Regulator orders, deals and insider trades

Orders naming the company, bulk and block deals, and trades by insiders, newest first.

Risk, scores and forecast

Volatility, beta and drawdowns; fundamental scores such as Piotroski; and forecast ranges where available.

Ask AI

A written analysis built only from the figures on the page. It says so when a figure is missing.

Stock comparison

Pick two or three stocks to see valuation, returns, profitability and risk in one table, with the better figure highlighted.

52-week tracker

Stocks at or near their 52-week highs and lows, with how far each sits from that high or low.

Option chain

Calls and puts by strike with open interest, change, volume and implied volatility. Max pain and put-call ratio sit above the chain.

Build-up

Which contracts are adding long or short positions, or unwinding them.

Lot sizes and margin

Current lot sizes for every contract are listed in the margin calculator, which pre-fills the spot price.

Derivatives carry a high risk of loss. Read the risk disclosure in the Investor Corner.

IPO tracker

Dates, price band, lot size, subscription and grey-market premium history. Listed issues show their listing gain.

IPO detail

Open any issue for its timeline, subscription by category and listing-day performance.

IPO pipeline

Companies that have filed offer documents, by stage, with monthly filing counts and typical time to launch.

Margin calculator

Margin needed for futures and options positions, using each contract's current lot size.

Brokerage calculator

Brokerage, taxes and charges for a trade, itemised, with your net profit or loss.

SIP calculator

Project a monthly SIP, or backtest one on a real fund's past NAVs.

Holiday calendar

Trading holidays, session timings and derivative expiry dates for the year.

Add a stock

Tap the star beside any stock in the screener, or the Watch button at the top of a stock page. Tap it again to remove the stock.

Open your watchlist

Once you follow a stock, a star with a count appears in the header. It opens your watchlist: price, day move, returns, valuation, quality and a strengths tally for every stock you follow.

Download it

From the watchlist page, download every stock you follow and its figures as a CSV.

Limits

Up to 50 stocks. The list is saved in this browser on this device only.

Your watchlist is saved in this browser only.

Live during market hours

Index and stock prices on the home page, ticker and screener refresh through the session (09:15 to 15:30 IST on trading days). Prices older than a few minutes are never shown as current.

End of day

Technical readings, breadth, deals, derivatives positioning and 52-week levels update after the close.

When companies file

Quarterly results, statements, shareholding and announcements update as companies report them.

Timestamps

Panels show when their figures were last updated. Check them before relying on a number.