AI

AI CLAUDE # How to Use Stock Research Tools - Step by Step Guide ## **1. Screener.in - Fundamental Analysis** **What it does**: Free tool to filter stocks based on financial metrics **Step-by-Step Usage:** **Getting Started:** 1. Go to screener.in 2. No registration needed for basic features 3. Click on "Screens" in top menu **Basic Screening Process:** 1. **Select Market Cap**: Start with "Large Cap" for safety 2. **Set Basic Filters**: - Sales growth > 10% (last 5 years) - Profit growth > 15% (last 5 years) - Return on Equity (ROE) > 15% - Debt to Equity < 1 3. **Click "Run Screen"** **Reading Results:** - **Market Cap**: Company size (Large = safer) - **P/E Ratio**: Price to earnings (lower often better) - **ROE**: How efficiently company uses money - **Debt/Equity**: Lower = less risky **Example Search:** ``` Filter: Large Cap + ROE > 15% + Sales Growth > 10% Result: You'll get list of fundamentally strong companies ``` ## **2. TradingView - Technical Charts** **What it does**: Professional charting platform with indicators **Setting Up:** 1. Go to tradingview.com 2. Create free account 3. Search stock symbol (e.g., "RELIANCE" or "TCS") **Chart Setup for Beginners:** 1. **Select Timeframe**: - Daily chart for swing trading - 15-min for intraday 2. **Add Basic Indicators**: - Moving Average (20 and 50 period) - RSI (14 period) - Volume 3. **Mark Support/Resistance**: Use drawing tools **Reading the Chart:** ``` Bullish Signal: - Price above 20 & 50 MA - RSI between 40-60 - Volume increasing with price Bearish Signal: - Price below moving averages - RSI above 70 (overbought) - Volume decreasing ``` ## **3. MoneyControl - News & Data** **What it does**: Comprehensive financial news and stock data **Key Sections to Use:** 1. **Markets → Stock Screener**: Filter stocks by criteria 2. **News → Sector News**: Industry updates 3. **Individual Stock Pages**: Detailed company info **Stock Analysis Page Breakdown:** - **Overview**: Current price, day's performance - **Financials**: Revenue, profit, ratios - **Technicals**: Chart with basic indicators - **News**: Recent company news ## **4. NSE/BSE Official Websites** **NSE India (nseindia.com):** - **Market Data → Live Market**: Real-time prices - **Products & Services → Indices**: Nifty composition - **Historical Data**: Download price history **Key Features:** - **Stock Screener**: Filter by price, volume, gainers/losers - **Corporate Actions**: Dividend, bonus announcements - **Market Statistics**: Overall market health ## **Complete Research Workflow** ### **Step 1: Fundamental Screening (Screener.in)** ``` 1. Set criteria: Large cap + ROE > 15% + Low debt 2. Get shortlist of 20-30 stocks 3. Note down top 10 companies ``` ### **Step 2: Technical Analysis (TradingView)** ``` For each shortlisted stock: 1. Check daily chart trend (up/down/sideways) 2. Look for price above/below moving averages 3. Check RSI levels (avoid overbought >70) 4. Note support/resistance levels ``` ### **Step 3: News Check (MoneyControl)** ``` 1. Read recent news for each stock 2. Check for any negative developments 3. Look at quarterly results 4. Check sector performance ``` ### **Step 4: Final Selection** ``` Choose 3-5 stocks that pass all filters: ✓ Good fundamentals ✓ Positive technical setup ✓ No negative news ✓ Sector doing well ``` ## **Practical Example Walkthrough** **Let's research "Infosys" step by step:** **Screener.in Check:** - Market Cap: Large (✓) - ROE: ~25% (✓) - Sales Growth: Steady (✓) - Debt: Very low (✓) **TradingView Analysis:** - Daily trend: Check if price is above 50-day MA - RSI: Look for 30-70 range - Volume: Compare with average **MoneyControl News:** - Recent quarterly results - Any management changes - IT sector outlook **Decision Matrix:** ``` Fundamental Score: 8/10 Technical Score: 7/10 News Sentiment: Positive Final Rating: Good for further research ``` ## **Common Beginner Mistakes to Avoid** 1. **Over-filtering**: Don't set too many criteria initially 2. **Ignoring news**: Technical analysis without news context is incomplete 3. **Not comparing sectors**: A good stock in a bad sector may underperform 4. **Analysis paralysis**: Don't research forever - practice with paper trading ## **Free Learning Resources** **YouTube Channels for Tool Usage:** - "CA Rachana Ranade" - Screener.in tutorials - "Pranjal Kamra" - TradingView basics - "The 5 Minute Wrapup" - MoneyControl navigation **Practice Routine:** - **Week 1**: Learn one tool thoroughly - **Week 2**: Screen 50 stocks, shortlist 10 - **Week 3**: Analyze shortlisted stocks technically - **Week 4**: Paper trade your selections Would you like me to walk through analyzing a specific stock using these tools, or explain any particular tool in more detail?

by LIKHITH