📝 Topics Covered

1. 1. Website to research on Mutual funds
   • 1.1 CRISIL: MF Ranking
   • 1.2 Mutual Fund research (Fundoo, Advisorkhoj, Value Research, TickerTape)
2. 2. Website to research on stocks
   • 2.1 Virtual Trading (Moneycontrol)
3. 3. Fundamental Analysis
   • 3.1 Screener (Best free website for FA)
   • 3.2 TickerTape (Market Mood, Indices, rank by M-cap)
   • 3.3 Tijori Finance (Comprehensive paid research data)
   • 3.4 Investyadnya (Historical growths & shareholder info)
   • 3.5 Ticker by Finology (Brands & group companies list)
4. 4. Technical Analysis
   • 4.1 Broker Platforms (Zerodha, etc.)
   • 4.2 TradingView
5. 5. Reference links
   • 5.1 Result Calendar (NSE, Moneycontrol)
   • 5.2 Corporate Action (NSE)
   • 5.3 IPO Details (Moneycontrol)

📊 Website to research on Mutual funds

To build a high-performance portfolio, you need platforms that provide clean historical performance, asset allocation profiles, risk metrics, and overlap calculations.

💡 Why Portfolio Overlap Matters: When you invest in multiple Mutual Funds, they might buy the exact same underlying stocks. If Fund A and Fund B have a 70% portfolio overlap, you are not actually diversifying—you are just paying double expense ratios for the same portfolio! Always check overlap before adding a new fund to your portfolio.

🎮 Website to research on stocks

Before risking your hard-earned money, it is highly recommended to practice stock trading in a risk-free environment. This helps you build familiarity with market orders and volatility.

• Moneybhai by Moneycontrol 👍👍
  • Cost: 🟢 100% Free
  • Core Focus: Virtual Trading & Portfolio Gaming
  • Key Features:
    • 💰 Starts you with ₹1 Crore of virtual capital to invest in Shares, Mutual Funds, and Fixed Deposits.
    • 📈 Real-time Indian stock market price tracking with an intuitive portfolio dashboard.
    • 🏆 Compete in public leagues or create private tournaments with friends.

🔍 Fundamental Analysis

Fundamental Analysis (FA) is the art of evaluating a company’s financial health, business model, and growth prospects to determine its intrinsic value. Here are the premier tools to perform deep fundamental research:

📊 Screener.in 👍👍👍

🏆 The Gold Standard for Free Fundamental Analysis

• Cost: 🟢 100% Free (with optional pro features for power users)
• Best For: Writing custom query-based stock screeners, running deep financial statement audits, and historical peer comparisons.

Key Capabilities:

• ⚡ Custom Ratios: Define and compute your own financial ratios (e.g., custom PE, cash-flow ratios) using simple mathematical formulas.
• 📈 Complete Financials: Track robust Quarterly and Yearly financial statements (toggle easily between Consolidated and Standalone views).
• 👥 Peer Comparison: Instantly compare a company with its industry peers on valuation, margins, and sales growth.
• 🕒 Long-Term Growth: Review 10+ years of compounded growth metrics for Sales, Operating Profit, and Stock Price.
• 📄 Documents & Transcripts: Download official annual reports, credit ratings, investor presentations, and earnings call transcripts in one click.

📈 TickerTape 👍👍

🔗 The Ultimate Broker Integration & Market Sentiment Tool

• Cost: 🟡 Freemium (Basic features are free, advanced forecasts and premium filters require a subscription)
• Best For: Real-time market sentiment analysis, quick stock health checks, and direct portfolio tracking.

Key Capabilities:

• 🔌 Direct Broker Login: Connect directly with leading brokers (Zerodha, Groww, AngelOne, Upstox) to import and analyze your actual demat holdings.
• 🧠 Market Mood Index (MMI): Real-time fear and greed index of the Indian stock market to help time your entries/exits.
• 🏛️ Multi-Asset Tracking: Seamlessly track and compare Stocks, ETFs, Mutual Funds, and Indices in one interface.
• 🏷️ Market Cap Ranking: Instant visibility into sector-wise and market-cap-based ranks of stocks.
• 🔮 Earnings Forecasts: View expert consensus forecasts on revenue, EPS, and stock price targets (Premium feature).

🛡️ Tijori Finance 👍👍👍

💼 Unmatched Granular Business Data & Market Share Intelligence

• Cost: 🔴 Paid (Premium subscription required for full data access)
• Best For: Analyzing business models, understanding product-wise and geographic revenue splits, and tracking market share.

Key Capabilities:

• 🧩 Granular Revenue Breakdown: Discover exactly where a company makes its money—broken down by specific products, business segments, and geographic regions.
• 📊 Operational Metrics: Track industry-specific operational data (e.g., yield per room for hotels, load factor for airlines, gross margins per segment).
• 📉 Market Share & Value Chain: Analyze the company’s competitive position in its sector and its relationship with suppliers and customers.
• 📰 Clean, Ad-Free UI: Enjoy a premium, professional interface with zero distractions.

📈 Investyadnya Stock-O-Meter 👍👍

📐 Structured Historical Ratios & Shareholder Insights

• Cost: 🟡 Freemium
• Best For: Trend analysis across long historical cycles and major shareholder tracking.

Key Capabilities:

• 📅 10-Year Historical Ratios: Track a decade of core ratios like ROCE, ROE, ROA, Interest Coverage, Debt-to-Equity, and Price-to-Book.
• 🕒 Compounded Growth Trends: Analyze structured historical growth trends for Sales, Operating Profit, and Net Income.
• 👥 Deep Shareholder Insights: View detailed lists of major shareholders and institutions holding more than 1% of the company’s equity.

🎓 Ticker by Finology 👍👍

🏢 Excellent for Corporate Groups & Brand Mapping

• Cost: 🟢 Free (with premium advisory services)
• Best For: Mapping corporate conglomerate structures and underlying consumer brand ownership.

Key Capabilities:

• 🏷️ Brand & Product Ownership: Lists all the consumer brands and products owned by the company (e.g., discovering that HUL owns Surf Excel, Dove, etc.).
• 🌐 Corporate Group Mapping: Clearly displays all companies under the parent group (e.g., Tata Group, Reliance Group).
• 👥 Institutional Shareholding: Highlights marquee public shareholders and institutional funds backing the company.

Other Core Platforms

If you need fast news, official filings, or robo-analysis, keep these platforms handy:

📈 Technical Analysis

Technical Analysis (TA) involves studying price charts and market volume to identify trends and short-term trading opportunities.

• Broker Platforms 👍👍👍
  • Examples: Zerodha (Kite), Groww, Angel One.
  • Pros: Direct order execution, ultra-fast chart updates, completely integrated with your demat account.
  • Best Choice: Zerodha’s Kite platform is globally recognized as one of the cleanest, fastest, and most robust charting tools (powered by TradingView and ChartIQ).
• TradingView 👍👍
  • Access: 🟡 Freemium
  • Pros: The absolute gold standard worldwide for charting. Features thousands of custom user-generated indicators, multi-screen layouts, and a massive community of active traders sharing technical ideas.

🔗 Reference links

These essential utility links will help you track key corporate events, earnings schedules, IPO status, and sector trends: