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Analytical & Information Tools

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Analytical & Information Tools

  1. A. Market Mood Index (MMI)

    1. MMI is a sentiment tool that describes the current mood in the market as emotions. It considers various factors, calculates a score and buckets the score into the appropriate emotion category (extreme fear/fear/greed/extreme greed). More details on the uses of MMI and methodology can be found here
    2. The input values for the various factors taken into consideration for calculating the value of MMI are obtained from authorized exchange-approved data vendors

  2. B. Investment Checklist/ Scorecard

    1. An investment checklist or scorecard is a tool to represent a particular investment product's (particular stock/ETF/MF etc.) key characteristics from an investability point of view. A user can use the information provided as part of their research to analyse and decide on investing in a particular investment product.
    2. Examples

      1. Profitability score as part of stocks scorecard:

        1. Profitability score conveys how profitable the company is. It is calculated taking the stock's sub-sector as the universe and a higher profitable score represents a firm having higher profit & cash flow margins. Higher the score, better the profitability of the company amongst its peers.
        2. Metrics used for calculation:

          1. ROE: Return on equity is defined as net profit divided by the average common equity. Higher the ROE better the utilisation of shareholders money
          2. Net Profit Margin: Net Profit Margin is defined as net profit divided by the revenue of the company for the most recent financial year. Higher the margin, better the score
          3. Cash Flow margin: Cash Flow Margin is the Cash from operations divided by total revenue for the most recent financial year. Higher the margin, better the score
        3. How scores & ranks are calculated:

          1. Actual values of the metrics mentioned above are taken and normalised to create a score on the scale of 0 to 10
          2. A weight is assigned to all 3 metrics to calculate a weighted average score
          3. The weighted average score is then again normalised to get a final score on the scale of 0 to 10
          4. Rank is assigned based on the score
          5. The universe considered for this calculation is the tradeable universe of all stocks. The scores in each category for a stock are compared to other stocks in the same sub-sector to determine the peer-rank
      2. Returns as part of Mutual Fund Investment checklist/scorecard - Compares the performance of a given fund to the performance of other funds that belong to the same category to show if the fund has outperformed its peers.
    3. The raw data for providing/computing the required information is obtained through authorized exchange-approved data vendors

  3. C. Forecasts

    1. Forecasts (on stocks) are estimates aggregated across various brokerage houses and/or analysts for price, revenue and earnings per share (EPS) on a particular stock
    2. Forecast values are not calculated by Tickertape but are estimates aggregated across various brokerage houses and/or analysts. This data is then merely presented by Tickertape on its platform
    3. A single stock can have multiple brokerage houses and/or analysts tracking it with each analyst having their own rationale behind the forecast values, these values are collected from those parties and 3 values are selected from the data:
      1. The highest forecast estimate
      2. The lowest forecast estimate
      3. The median forecast estimate
    4. Forecast data may not be available for every stock. We show collated forecast data only for the stocks which are covered by brokerage houses/research analysts.
    5. All Forecast and Estimate data("S&P Services") are provided by S&P Global Market Intelligence
    6. The S&P Services (or any derivative thereof) are not investment advice and a reference to a particular investment or security, a credit rating or any observation concerning a security or investment provided in the S&P Services is not a recommendation to buy, sell or hold such investment or security or make any other investment decisions.
    7. No user shall utilize any S&P services for the purpose of training, developing, or implementing any artificial intelligence (AI) use cases or any other purposes related thereto.
    8. Copyright © 2024, S&P Global Market Intelligence (and its affiliates as applicable) . Reproduction of any information, opinions, views, data or material, including ratings ("Content") in any form is prohibited except with the prior written permission of the relevant party. Such party, its affiliates and suppliers ("Content Providers") do not guarantee the accuracy, adequacy, completeness, timeliness or availability of any Content and are not responsible for any errors or omissions (negligent or otherwise), regardless of the cause, or for the results obtained from the use of such Content. In no event shall Content Providers be liable for any damages, costs, expenses, legal fees, or losses (including lost income or lost profit and opportunity costs) in connection with any use of the Content. A reference to a particular investment or security, a rating or any observation concerning an investment that is part of the Content is not a recommendation to buy, sell or hold such investment or security, does not address the suitability of an investment or security and should not be relied on as investment advice. Credit ratings are statements of opinions and are not statements of fact.

  4. D. Portfolio Returns & Insights

    1. Portfolio net worth represents the current value of the portfolio. Portfolio profit & loss represents the difference between the current value and the invested value of the portfolio. User's portfolio holdings are fetched based on user consent from the relevant intermediary and/or manually updated by the user. The portfolio is refreshed for holdings and prices at a defined frequency.
    2. Portfolio insights show various information points to the user for the purpose of analysing their portfolio. Such analysis can be across various metrics (Say, portfolio PE vs Benchmark PE) or analytical information on underlying securities, or highlight composition in which the various securities are held by the user etc.
    3. The raw data for providing/computing the required information is obtained through authorized exchange-approved data vendors.
    4. The forecast values in the stock portfolio show the median price estimates for each stock until the end of the next three calendar quarters. However such forecast values in the stock portfolio is only calculated for the stocks in the portfolio where median price estimates are available.
    5. Forecast values in the stock portfolio are purely based on the estimates aggregated across various brokerage houses and/or analysts using median price estimates of individual stocks (for further details on individual stocks forecasts, please refer to the Forecasts Section above). It is calculated as the weighted average of individual stock investments in the user portfolio and each stock's price estimate till the end of next three calendar quarters.

  5. E. Screener

    1. Screener is one of the tools available for users on Tickertape to filter and/or identify an investment product (say, a particular stock/ETF/MF) across multiple fundamental and/or technical parameters. It also allows users to define their own parameters. The users can either choose from the pre-built screens available on the platform, or they can create and/or share their own screens built using various parameters and/or use the screens created by other users ("user-created screens"). The users disclaim any and all rights of ownership or exclusivity with respect to such user-created screens.
    2. Pre-built screens are intended to be a starting point for the users to understand the capabilities of the screener tool & filter and/or identify the investment product based on fundamental and/or technical parameters. The pre-built screens are for educational and informational purposes only, and do not constitute investment advice or recommendation.
    3. The user-created screens, as the name suggests, are created by the users. These are also for educational and informational purposes only, and do not constitute investment advice or recommendation. Tickertape does not validate, verify, or endorse any user-created screens
    4. By using the Screener tool and accessing any screen, the users acknowledge that Tickertape is not responsible for the accuracy, completeness, or suitability of the results generated, and that all investment decisions based on usage of the Screener tool are solely at the user's discretion and risk.
    5. Users who create/share their user-created screens acknowledge and agree that while creating or sharing their user-created screens they shall not infringe, misappropriate, or otherwise violate intellectual property rights or proprietary rights of any third party. In the event that any user-created screen infringes, misappropriates, or otherwise violates the rights of any third party, the creator of such user-created screen shall be solely responsible and liable for the same. Further, users agree to comply with the applicable Guidelines (as updated from time to time) provided here
    6. The User shall indemnify, defend, and hold harmless Anchorage Technologies Private Limited (the "Company"), its affiliates, and their respective directors, officers, employees, and agents from and against any and all claims, demands, actions, proceedings, losses, liabilities, damages, and expenses suffered or incurred by the Company arising out of or in connection with the user's user-created screen. The Company reserves the right to take any appropriate legal or equitable action against a user whose user-created screen results in, or is likely to result in, any damage, loss, or liability to the Company.
    7. It is advisable to take appropriate professional advice from duly registered and qualified investment advisors, before making any investment decisions.

  6. F. Ideas under the market movers section

    1. Market movers represent bulk buying/selling activity. "Ideas" under the market movers section are a way to show users how a combination of filters can be used to track market movers in the capital markets.. This is a way to get the users to learn and easily understand how to use the feature

  7. G. Social

    1. Social/Tickertape communities is the go-to place for users of all types to connect, learn and share financial news, information and ideas with each other
    2. It allows an investor to create a profile, create/join a space, and create/follow posts.
    3. The users of social are expected to comply with the community guidelines mentioned here. Also, by using Tickertape, the users agree to adhere to all the terms and conditions of Social contained here

  8. H. Disclaimer

    1. All the above tools are designed to be informational/educational/analytical tools to enable the users to learn, analyze and decide better. They do not constitute investment research or advice in any manner
    2. The tools/services do not consider individual needs or circumstances. The information/details displayed/computed are for informational/analytical/learning purposes only and are not intended as, and cannot be used as, a substitute for professional financial advice
    3. All information present on TT is for education and analysis purposes and shall not be considered as a recommendation or solicitation of an investment or investment strategy. Users are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision. Investor should understand that his/her investment decision is based on personal investment needs and risk tolerance, and information available on TT is one amongst many other things that should be considered while making an investment decision. We strongly recommend that you seek the advice of an authorized financial services professional while making any investment decisions
    4. While every effort has been made to take due care in building the above tools to avoid errors or omissions, all the tools are published with a condition and understanding that ATPL shall not be responsible for any damages, compensation or loss or action taken or abstained to be taken on the basis of this information.
    5. Investing in Stocks, ETFs (Exchange Traded Funds) & Mutual funds are subject to market risk. Please read all the related documents carefully before investing. Past performance and representations are not indicative of future results and do not guarantee any future performance.
    6. Anchorage Technologies Private Limited accepts no liability whatsoever for any losses or liabilities allegedly arising from the use of the tools/services by any person.