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Research Tools

Browse structured reads designed to help Indian investors analyse topics more clearly before moving from reading into research.

Guides to research workflows, comparison tools, and data-led analysis for stocks, mutual funds, ETFs, and portfolios.Use these articles to understand how better tools can make research more repeatable and less reactive.

Backtesting: Unveiling the Power of Historical Data in Investment Strategies

Product Updates Research ToolsSeptember 12, 2023

Backtesting Investment Strategies with Historical Data

How to backtest an investment strategy on historical data: setup, pitfalls like survivorship bias, and reading results honestly.

Does Analyst Recommendation on Stocks Hold Any Importance

Research Tools Investor Education Product UpdatesAugust 9, 2023

Analyst Buy/Sell Ratings: Should Investors Trust Them?

What analyst recommendations are worth in Indian markets: the incentives behind ratings, the hit rates, and better data to rely on.

Is Earnings Upgrade by Analysts an Important Metric for Stock Selection

Investor Education Product Updates Research ToolsAugust 9, 2023

Earnings Upgrades: A Useful Signal for Stock Selection?

Do analyst earnings upgrades predict outperformance in Indian stocks? The evidence, the caveats, and how to use upgrades in a screen.

Does Analyst Target Price on Stocks Hold Any Importance

Investor Education Product Updates Research ToolsAugust 9, 2023

Analyst Target Prices: Do They Actually Matter?

We tested whether analyst target prices predict stock returns in India. The data says: less than you think. Here's what works better.

Diversify your portfolio to overcome variance drain

Research ToolsJune 27, 2022

Variance Drain: Why Diversification Protects Your Returns

What variance drain is, how it eats into compounded returns, and how diversification across assets reduces it — with worked examples.

Portfolio rebalancing – when it works

Research ToolsJune 24, 2022

Portfolio Rebalancing: When It Works (and When It Doesn’t)

The evidence on portfolio rebalancing: when it adds return, when it just adds churn, and practical rules for doing it right.

How portfolio volatility kills your compounding gains.

Research ToolsJune 24, 2022

Portfolio Volatility: How It Silently Kills Compounding

Volatility drag explained: why two portfolios with the same average return end at very different values, and how to reduce the drag.

Financial Goal Planning – Dynamic Programming approach

Investor Education Research ToolsMay 27, 2022

Goal-Based Investing with Dynamic Programming: A Smarter Method

A dynamic-programming approach to financial goal planning that adapts your asset mix as markets move — the method and the math, explained.

Financial Goal Planning – The traditional approach

Investor Education Research ToolsMay 26, 2022

Financial Goal Planning: The Traditional Approach Explained

How traditional financial goal planning works — goal buckets, expected returns and SIP mapping — and where the standard approach falls short.

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