500+
Screening Parameters
Bias-Free
Strategy Backtesting
RRG
Institutional Momentum Tools
Family
Portfolio Analytics
Institutional-grade investing tools for retail investors
sharpely combines quantitative investing, portfolio analysis, mutual fund research and advanced backtesting in a single integrated platform.
Build and backtest institutional-grade value, quality and momentum models.
Detailed performance analytics including CAGR, Sharpe Ratio and drawdown.
Track and analyze family wealth across multiple accounts and brokers.
Institutional momentum visualization tools for sector and stock analysis.
Create rule-based investing workflows and rebalance intelligently.
Analyze alpha generation beyond simple mutual fund return comparison.
Feature-by-feature breakdown
Compare screening, research, strategy building, backtesting, mutual fund analysis and portfolio tools across India's leading investing platforms.
| Feature | sharpely | Screener.in | Tickertape | StockEdge | Trendlyne |
|---|---|---|---|---|---|
| Stock Screener & Discovery | |||||
Custom Stock Screener Build screens with your own parameters | |||||
Number of Screening Parameters Depth of filtering criteria | 500+ | ~200 | 200+ | 500+ Scans | 1000+ |
Advanced Functions in Screener Advanced formula and custom logic support | |||||
Pre-built / Community Screeners Ready-to-use screens from experts | |||||
Screener Backtesting Test how your screen performed historically | |||||
Custom Factor Model Multi-factor quant models (value, quality, momentum) | |||||
StyleBox Classification Filter stocks by investment style | |||||
| Strategy Building & Quantitative Tools | |||||
Automated Strategy Builder Create rule-based investment strategies | |||||
Bias-Free Strategy Backtesting CAGR, Sharpe Ratio, Max Drawdown, RoMaD | |||||
Paper Trading / Strategy Simulation Test strategies without real capital | |||||
Stock Baskets with Rebalancing Assign weights and schedule rebalancing | |||||
MF/ETF Baskets with Rebalancing Assign weights and schedule rebalancing | |||||
Community Strategy Sharing Publish and explore others' strategies | |||||
| Stock Analysis & Fundamental Research | |||||
Detailed Stock Reports Fundamentals, technicals, analyst forecasts | |||||
10+ Years Financial History P&L, Balance Sheet, Cash Flow data | |||||
US Stocks Data Fundamental and Technical Data | |||||
Peer & Stock Comparison Side-by-side comparison of multiple stocks | |||||
Analyst Forecasts & Price Targets Broker estimates and consensus targets | |||||
Stock Checklist Tool Customizable investment checklist per stock | |||||
Stock Scores Quality, Value, Momentum and more | |||||
Tradingview Integration Live chart analysis | |||||
Stock Live News Customizable investment checklist per stock | |||||
Seasonality Analysis Historical seasonal patterns for stocks | |||||
Excel Data Export Download structured data to spreadsheets | |||||
| Market & Sector Intelligence | |||||
Sector Analysis Performance tracking across all sectors | |||||
Index Analysis Deep analysis of NSE/BSE indices | |||||
Relative Rotation Graph (RRG) Institutional sector/stock momentum visualization | |||||
FII & DII Activity Tracker Institutional buying and selling data | |||||
Insider Trading Tracker Promoter and insider buy/sell activity | |||||
Bulk & Block Deals Tracker Large trade activity monitoring | |||||
IPO Dashboard Upcoming, live and past IPO data | |||||
| Mutual Funds & ETF Research | |||||
Mutual Fund Screener Filter MFs across multiple parameters | |||||
ETF Screener Screen and compare ETFs by metrics | |||||
MF Screener Parameters Number of metrics for fund filtering | 150+ | — | 50+ | Limited | Limited |
Alpha Analysis for Funds True alpha generation beyond past returns | |||||
MF Compare Tool Side-by-side mutual fund comparison | |||||
MF Strategy Builder Build and backtest MF portfolios | |||||
Rolling Returns Analysis Performance across various time horizons | |||||
SIP & SWP Calculator Investment planning calculators | |||||
Magicboard: MF Visual Dashboard Curated visual overview of MF market | |||||
| Portfolio Tracking & Analysis | |||||
Portfolio Tracker Track stock and MF holdings | |||||
Broker Account Sync Zerodha, Groww, Upstox & more | |||||
Family / Multi-Member Portfolio (WealthView) Consolidated family wealth tracking | |||||
Portfolio Overlap Analysis Identify stock/fund overlap in portfolio | |||||
Portfolio Risk Analysis Volatility, drawdown, risk exposure | |||||
Net Worth Tracker Combined asset value across all holdings | |||||
Goal-Based Portfolio Tagging Tag holdings to specific financial goals | |||||
| Tools, Workspace & Platform | |||||
Customizable Dashboard / Terminal Drag-and-drop widget workspace | |||||
Real-Time Alerts Stock, screener and event alerts | |||||
Technical Charts Interactive price and indicator charts | |||||
Superstar / Big Bull Portfolios Track legendary investor holdings | |||||
Market Sentiment Indicator Fear & greed / mood index | |||||
SEBI Registered Research Analyst Regulated platform with investor protection | |||||
Mobile App (iOS & Android) Full-featured mobile application | |||||
Free Tier Available Access core features at no cost | |||||
Knowledge Base & Education Guides, blogs and learning resources | |||||
Different platforms solve different investing needs
Every platform in this comparison has genuine strengths — from community-driven screening to technical scans, backtesting and portfolio analytics.
However, sharpely is the only platform that combines quant-grade strategy building, bias-free backtesting, custom factor models, institutional-grade MF alpha analysis, WealthView family portfolio tracking and a fully customizable investing terminal under one integrated platform.
For investors who want to move beyond basic screening and research markets the way professionals do, sharpely provides the most complete institutional-grade workflow among Indian investing platforms.
Research like professional investors
Strategy building, portfolio analytics, backtesting and mutual fund research — all in one platform.