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Published: July 18, 2026 | Updated: July 22, 2026 | 12 min read | Platform Guide | Premium Feature
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Everything you need to run your first Strategy Lab session
What You Will Master
Strategy Lab is Finmagine's multi-agent AI research desk. Instead of running a single prompt, it runs a chain of specialised AI analysts in sequence — each agent reads the previous agent's full output before writing its own. The result is a structured research report that builds from broad context down to specific conclusions, the way a real research team works.
What This Guide Covers:
- Setting up your BYO API key — which providers work, which are free, how the key is stored
- The 3-step workflow — key selection, preset selection, goal entry, and the Execute gate
- All 4 presets in detail — agent chains, what each agent covers, expected output structure
- The Investment Committee — 5-step committee workflow: Fast Scan → Deep Dive → Chairman → Risk Audit → Allocation
- India vs US market support — how the Committee and presets adapt when you switch to US Equities
- Choosing the right tool — presets for themes, Committee for specific stocks
- Reading the output and Run History — what each report section means and how to revisit past runs
Who This Is For:
- Equity investors — run the Equity Research Team preset for macro→sector→stock research on any theme
- Fundamental analysts — use Fundamental Research to evaluate business quality, moats, and valuation frameworks
- Systematic investors — use Quant Strategy Desk to design factor-based screens and get AI-generated historical expectations to validate before deploying
- Traders — use Technical Analysis Panel for market structure, momentum, and setup identification
How many presets does Strategy Lab offer?
4 presets: Equity Research Team (4 agents, ~35 min), Fundamental Research (3 agents, ~20 min), Quant Strategy Desk (4 agents, ~40 min), and Technical Analysis Panel (3 agents, ~15 min).
Does Strategy Lab use Finmagine's AI API budget?
No. Strategy Lab uses only your own BYO API key. Finmagine never calls a paid AI model on your behalf. Groq and Gemini offer free API tiers that cover most runs at zero cost.
Why is the Execute button disabled when I open the page?
All three steps must be complete before Execute enables: (1) a BYO key selected, (2) a preset chosen, and (3) a research goal typed. This prevents accidental API calls and ensures you've set a clear research intent.
What makes Strategy Lab different from the AI Advisor on a stock page?
The AI Advisor gives a single-prompt analysis of one company. Strategy Lab runs a full team across a theme, sector, or research question — not tied to any single stock. Use it for top-down research that ends in specific ideas.
Which free providers work best for Strategy Lab?
Groq (Llama 3.1 70B) is the fastest free option. Gemini (1.5 Flash or Pro) is a strong alternative. Both have daily rate limits sufficient for several Strategy Lab runs per day. Start with Groq; switch to Gemini if you hit a rate limit.
How does the agent chain work in the Equity Research Team?
4 agents run in sequence: Macro Analyst (macro backdrop) → Sector Analyst (reads macro output, picks sectors) → Stock Selector (reads sector output, picks stocks) → Report Compiler (reads all three, produces the final structured brief).
Can I re-read a Strategy Lab run I did last week?
Yes. The History section below the run panel shows your last 20 runs. Click "View Report" on any completed run to reload the full output into the panel without re-running. Reports are stored server-side and persist across sessions.
Which preset should I use for a factor-based systematic strategy?
Quant Strategy Desk — it runs Factor Screener → Strategy Validator → Risk Auditor → Strategy Compiler. It designs a factor framework, produces AI-generated historical expectations (not a real backtest), audits risks, and produces an implementation checklist.
What is the Investment Committee and how does it differ from the 4 presets?
The presets research themes. The Investment Committee evaluates specific stocks you nominate (up to 5 at a time) through a 5-step process: Fast Scan → Deep Dive (3 lenses) → Chairman Synthesis → Risk Audit → Allocation. Use it when you have candidate stocks and want a structured verdict.
What are the 3 Investment Committee lenses?
Quality Compounder (ROCE, ROE, margins — "Is this a quality business?"), Growth (revenue + profit acceleration — "Is this a growth story?"), and Value & Safety (low debt, reasonable P/E, no pledge issues — "Is this priced and financially safe?"). Each stock gets scored on all three independently.
Does the Investment Committee work for US stocks?
Yes. Toggle to US Markets before opening the Committee tab. Search US tickers (NVDA, AAPL, MSFT etc.). Gates and scoring use US-calibrated thresholds: higher P/E tolerance, higher D/E tolerance, no promoter/pledge checks. The analyst persona shifts to a "senior US equity analyst" with $ currency throughout.
What does the Fast Scan step do in the Investment Committee?
Fast Scan is a deterministic gate check — no LLM involved. Each stock is checked against financial thresholds for each lens (e.g., ROCE ≥ 15% for Quality Compounder in India). If a stock fails a lens gate, it is flagged as FAIL before the expensive LLM analysis runs. This prevents wasting API credits on stocks that don't qualify.
What does the Chairman Synthesis do in the Investment Committee?
After the 3 lens analysts each score and comment on a stock, the Chairman agent reads all three outputs and gives a unified cross-lens verdict: overall conviction rating, the strongest and weakest lens for that stock, key concerns, and a Watch / Investigate / Avoid research stance.
What Is Strategy Lab?
Sequential Agent Chains
Unlike a single AI prompt, Strategy Lab runs a chain of specialised AI analysts in sequence. Each agent reads the previous agent's complete output before writing its own. This means the Sector Analyst knows the full macro picture before picking sectors, and the Stock Selector reads both macro and sector analysis before naming stocks. The final report compiler synthesises everything into a structured brief.
Your Key, Your Cost
Strategy Lab uses your own BYO API key exclusively. Finmagine does not call any paid AI model on your behalf — zero additional billing from us. Groq and Gemini offer free API tiers that cover most runs at no cost. You add your key once in Account Settings, and Strategy Lab uses it for every run you initiate.
How it differs from the AI Advisor: The AI Advisor on a stock page gives you a single-prompt analysis of one company. Strategy Lab runs a full research team across a theme, sector, or question — not tied to any single stock. Use it for top-down research that ends in specific investable ideas.
Setting Up Your BYO API Key
Supported Providers
| Provider | Cost | Getting a Key | Best Model to Use |
|---|---|---|---|
| Groq | Free tier | console.groq.com → API Keys | llama-3.1-70b-versatile — fastest, excellent for Indian equity research |
| Gemini | Free tier | aistudio.google.com → Get API Key | gemini-1.5-flash (fastest) or gemini-1.5-pro (deeper reasoning) |
| OpenAI | Paid per token | platform.openai.com → API Keys | gpt-4o-mini (cost-efficient) or gpt-4o (highest quality) |
| Anthropic | Paid per token | console.anthropic.com → API Keys | claude-haiku-4-5 (fast/cheap) or claude-sonnet-4-6 (best quality) |
| DeepSeek | Paid per token (very low cost) | platform.deepseek.com → API Keys | deepseek-v4-flash — good value; avoid IST peak hours (6:30–9:30 AM, 11:30 AM–3:30 PM) |
Adding Your Key
- Go to Account Settings → BYO API Keys.
- Click Add Key next to your chosen provider and paste your API key.
- Click Save. The key is encrypted with AES-256 before storage and decrypted only server-side when you initiate a run — it is never exposed in logs or responses.
- Return to Strategy Lab — your key appears as a selectable card in Step 1.
Start with Groq: Groq's free tier is generous — a full 4-agent Equity Research Team run uses roughly 5,000–8,000 tokens total. Provider limits change over time; check your provider's current free-tier limits. If you hit a rate limit, simply switch to Gemini for that session.
The 3-Step Workflow
Every Strategy Lab run follows the same three steps. The Execute button stays disabled until all three are complete — preventing accidental runs and API calls.
Step 1 — Select Your AI Provider
The provider cards in Step 1 show each provider whose key you have saved. Click the card to select it — it highlights when active. You can save keys for multiple providers and switch between them per run. If no cards appear, add a key in Account Settings.
Step 2 — Choose a Research Preset
Four preset cards are shown. Click one to select your research team — it highlights when active. Each preset is a different agent composition covering a different analytical framework. The preset determines which agents run, in what order, and what each one covers.
Step 3 — Describe Your Research Goal
Type a specific research question or investment theme in the goal field. This text is injected into every agent's prompt — it is the thread that connects all the agents' outputs into a coherent report.
Writing good goals: Avoid vague goals like "analyse the market." Instead write: "identify mid-cap capital goods companies likely to benefit from the India defence spending cycle over the next 12–18 months" or "find quality compounders in specialty chemicals with high ROCE and low debt." Specific goals give each agent a clear remit — vague goals produce generic reports.
After you click Execute: A progress indicator shows which agent is currently working. The run continues on the server even if you navigate away — return to Strategy Lab and click the entry in your History to load the completed report. If you stay on the page, it polls automatically every 30 seconds.
The 4 Research Presets
Each preset is a different analyst team with a different agent chain. Choose based on the type of research question you have.
📊 4 agents · ~35 minutes
Equity Research Team
Macro → Sector → Stock selection → Full report. The most comprehensive preset. Builds a complete equity research brief from the macro environment down to specific stock picks.
🏢 3 agents · ~20 minutes
Fundamental Research
Business quality → Financial health → Verdict. Deep fundamental analysis focused on moats, financial metrics, and valuation frameworks. No macro layer — straight to business and numbers.
🔢 4 agents · ~40 minutes
Quant Strategy Desk
Factor design → Strategy validation framework → Risk audit → Strategy report. Produces a factor blueprint and AI-generated historical expectations — not a live backtest, but a rigorous design checklist to verify.
📈 3 agents · ~15 minutes
Technical Analysis Panel
Market structure → Momentum and price levels → TA panel report. Chart-based analysis covering trend, momentum signals, key levels, setups, and risk management.
📊 Equity Research Team — Agent Details
This is the flagship preset. It mirrors how a sell-side research team works: a macro analyst sets the scene, a sector analyst identifies where the opportunity lies, a stock selector picks specific names, and a report compiler synthesises everything into a structured brief.
| Agent | Reads | Covers |
|---|---|---|
| Macro Analyst | Your goal + market context | RBI stance, inflation, GDP growth, FII/DII flows, INR trend, sector rotation themes |
| Sector Analyst | Macro output | Top 3–4 sectors best positioned for your goal — why now, key catalysts, main risks |
| Stock Selector | Sector output | 4–6 specific stocks — why selected, key metric to watch, near-term catalyst, main risk |
| Report Compiler | All three outputs | Structured brief: Executive Summary, Macro Backdrop, Sector Opportunity, Stock Picks, Key Risks, Conclusion |
📝 🇮🇳 Example Research Goals — Indian Markets:
- Which sectors and stocks stand to benefit most if RBI cuts rates by 75 bps over the next 12 months?
- Identify mid-cap capital goods companies likely to benefit from India's defence spending cycle over the next 12–18 months
- Find quality compounders in specialty chemicals with high ROCE and low debt that could re-rate in a falling rate environment
- Identify consumer discretionary stocks best positioned for rural income recovery following a normal monsoon
- Which mid and small-cap IT companies are best positioned to ride the global AI infrastructure spending cycle?
- Find pharma and healthcare stocks that can benefit from rising US generics pricing and post-FDA-resolution recoveries
- Identify banking and NBFC stocks with strong asset quality and high growth visibility in the current credit cycle
- Which infrastructure and construction plays have the strongest order book visibility ahead of the next Union Budget?
- Identify renewable energy and green infrastructure stocks with strong project pipelines and PLI scheme tailwinds
- Which consumer staples companies with strong rural distribution networks are best positioned to capture the premiumisation trend?
📝 🇺🇸 Example Research Goals — US Markets:
- AI infrastructure beneficiaries in S&P 500 tech sector — identify semiconductor equipment, hyperscaler, and data centre plays for H2 2026
- Which S&P 500 sectors and stocks are best positioned if the Fed cuts rates three times over the next 12 months?
- Identify US healthcare companies positioned to benefit from GLP-1 drug adoption tailwinds and Medicare policy shifts
- Find US energy transition stocks — utilities, solar, grid infrastructure — with the strongest earnings visibility ahead of IRA policy clarity
- Which US financial sector stocks benefit most from a steepening yield curve and normalising credit conditions?
- Identify US defence and aerospace companies with the strongest multi-year contract backlogs amid rising global defence budgets
- Find US consumer discretionary stocks best positioned for a soft-landing scenario where employment stays resilient but spending normalises
- Which US mid-cap industrials benefit most from the reshoring and supply-chain localisation trend in semiconductors and EVs?
- Identify US cloud and enterprise software companies showing revenue growth reacceleration following the post-pandemic normalisation reset
- Find US small-cap quality compounders with high ROIC and low leverage that are underowned by institutions in a risk-on environment
🏢 Fundamental Research — Agent Details
Purpose-built for bottom-up investors who already know the sector they want to research and need a structured fundamental evaluation. Works well for questions like "assess the investment case for quality NBFC stocks" or "evaluate the fundamental attractiveness of Indian hospital chains."
| Agent | Reads | Covers |
|---|---|---|
| Business Analyst | Your goal + market context | Industry structure, competitive dynamics, moat factors (pricing power, switching costs, network effects), key value drivers |
| Financial Analyst | Business output | Revenue growth trends, margin profile, ROE/ROCE, debt levels, cash conversion, working capital — what distinguishes high-quality businesses in this space |
| Verdict Analyst | Both outputs | Business Quality, Financial Health, Valuation Framework (P/E, P/B, EV/EBITDA ranges), Investment Considerations, Key Risks & Monitoring Points, Verdict |
📝 🇮🇳 Example Research Goals — Indian Markets:
- Evaluate the investment case for quality private sector banks vs NBFCs in the current credit environment
- Assess the fundamental attractiveness of Indian hospital chains given rising healthcare penetration and insurance adoption
- Analyse the moat and financial quality of specialty chemical exporters serving global agrochemical clients
- Evaluate the business quality and valuation attractiveness of Indian logistics and warehousing companies
- Assess the investment case for auto ancillary companies in the EV transition — who has the resilience to survive and thrive?
- Evaluate the financial quality of consumer durables companies — who has the pricing power and distribution depth?
- Analyse the fundamental case for Indian defence PSUs given multi-year order books and the indigenisation push
- Assess the business quality of hotel and hospitality chains — moat, RevPAR growth trends, and balance sheet recovery post-pandemic
- Evaluate the fundamental quality of Indian life and general insurance companies — embedded value growth, combined ratios, and distribution moat
- Analyse the capital efficiency and competitive positioning of organised retail chains facing disruption from quick commerce and e-commerce
📝 🇺🇸 Example Research Goals — US Markets:
- Evaluate capital allocation quality and competitive moats in the US payments sector — incumbents vs fintech disruptors
- Assess the business quality and valuation attractiveness of US semiconductor fabless companies in the AI accelerator cycle
- Analyse the moat and FCF quality of US enterprise software platforms with high switching costs and net revenue retention above 120%
- Evaluate the fundamental case for US regional banks — asset quality, NIM trajectory, and valuation recovery potential post-2023 stress
- Assess the business model durability and margin profile of US managed care organisations under evolving Medicare Advantage economics
- Evaluate the capital efficiency and earnings quality of US industrial conglomerates undergoing portfolio simplification and margin expansion
- Analyse the competitive positioning and FCF generation of US specialty retail chains competing against Amazon and direct-to-consumer brands
- Assess the fundamental attractiveness of US mid-cap biotech companies with near-term Phase 3 catalysts and strong balance sheets
- Evaluate the business quality of US homebuilders — land bank strategy, margin resilience, and positioning in an affordability-constrained housing market
- Analyse the moat and growth sustainability of US media and streaming platforms — subscriber economics, content leverage, and free cash flow trajectory
🔢 Quant Strategy Desk — Agent Details
For systematic and factor-based investors. It does not pick individual stocks — it designs a factor strategy blueprint and produces AI-generated historical expectations to verify. The Strategy Validator agent discusses how the strategy would likely have behaved historically; it does not run a live backtest. Use it for questions like "design a momentum + quality factor screen for NSE midcaps" or "build a low-volatility dividend yield strategy for defensive positioning."
| Agent | Reads | Covers |
|---|---|---|
| Factor Screener | Your goal + market context | Key factors (momentum/value/quality/growth), suggested thresholds, data sources available in India, typical universe size after filtering |
| Strategy Validator | Factor framework | AI-generated historical expectations (not a live backtest), typical drawdown scenarios, regime dependence (bull/bear/sideways), rebalancing frequency, transaction cost impact — a design checklist to verify against real data |
| Risk Auditor | Factor + backtest output | Concentration risk, liquidity risk, model risk, overfitting risk, tail scenarios — what would cause this strategy to fail |
| Strategy Compiler | All three outputs | Factor Universe, Strategy Parameters, Risk-Adjusted Expectations, Implementation Checklist, Key Monitoring Metrics, Conclusion |
📝 🇮🇳 Example Research Goals — Indian Markets:
- Design a momentum + quality factor screen for NSE midcaps with market cap between ₹5,000 crore and ₹25,000 crore
- Build a low-volatility dividend yield strategy for defensive positioning in a high-inflation, rising-rate environment
- Design a GARP (Growth at Reasonable Price) factor screen combining revenue growth, ROCE, and P/E thresholds
- Create a high-RS + earnings momentum composite factor for identifying stocks with both price and fundamental strength
- Build a contrarian mean-reversion strategy targeting quality large-caps down 30–50% from their 52-week high
- Design a small-cap value factor screen using EV/EBITDA + ROCE + debt-to-equity thresholds calibrated for Indian markets
- Create a sector-rotation factor strategy that switches between defensive and cyclical sectors based on PMI and IIP signals
- Design a 52-week high breakout + volume confirmation factor for identifying momentum entry timing across NSE stocks
- Build a promoter-conviction composite factor combining rising promoter holding, low pledge %, and high ROCE for Indian mid-caps
- Design a FCF yield + dividend growth factor strategy targeting capital-efficient Indian large-caps for a 3-year compounding hold
📝 🇺🇸 Example Research Goals — US Markets:
- Design a momentum + quality factor screen for S&P 1500 mid-caps using 12M-1M return, ROE, and EV/EBITDA thresholds
- Build a low-volatility dividend growth strategy for defensive US large-cap positioning amid late-cycle economic uncertainty
- Design a GARP factor screen for US technology stocks combining revenue growth rate, gross margin, and P/S-to-growth ratio
- Create a high-RS + earnings revision momentum composite factor for identifying US stocks with both price leadership and analyst upgrades
- Build a contrarian value strategy targeting S&P 500 stocks with Piotroski F-Score ≥ 7 and EV/EBITDA below sector median
- Design a FCF yield + buyback yield combined factor for identifying US capital-return stocks in a high-rate environment
- Create an Altman Z-Score + momentum filter to identify financially sound US small-caps breaking out of multi-month bases
- Design a sector-rotation factor strategy for S&P 500 sectors based on yield curve slope, ISM PMI, and earnings revision breadth
- Build a US factor strategy combining insider buying signals, low short interest, and RS rating above 80 for under-the-radar momentum stocks
- Design a multi-factor quality screen combining net margin expansion, revenue acceleration, and operating leverage for US growth stocks in an AI cycle
📈 Technical Analysis Panel — Agent Details
For traders and technically-oriented investors. Focuses on price structure, momentum, and setup identification. Works well for questions like "assess the IT sector technical picture heading into results season" or "identify FMCG technical setups for a potential mean-reversion trade."
| Agent | Reads | Covers |
|---|---|---|
| Trend Analyst | Your goal + market context | Broad market structure (Nifty/Sensex), key moving averages (50/200 DMA), breadth indicators, sector rotation signals |
| Momentum Analyst | Trend output | RSI, MACD, relative strength, key price levels, volume patterns, common setups that historically worked in this environment |
| Panel Report | Both outputs | Market Structure Overview, Trend Analysis, Momentum & Relative Strength, Key Price Levels, Setup Framework, Risk Management Notes |
📝 🇮🇳 Example Research Goals — Indian Markets:
- Assess the Nifty IT sector technical picture heading into Q2 results season — trend, key levels, and setup quality
- Identify FMCG sector technical setups for a potential mean-reversion trade after 6 months of underperformance
- Analyse the Nifty Bank technical structure — key support and resistance, momentum signals, and likely trading range
- What is the broader market technical setup for a short-term swing trade over the next 4–6 weeks?
- Assess whether the Nifty Midcap 100 breakout is sustainable or at risk of reversal given current momentum signals
- Identify metal sector technical setups amid mixed global commodity cycle signals
- Analyse the Nifty Pharma technical structure after its recent outperformance — extended or still valid momentum?
- What technical signals and price levels are most critical to watch in Nifty 50 ahead of the next RBI policy meeting?
- Analyse the Nifty Auto sector setup — is the current consolidation a healthy base or a distribution topping pattern?
- What do breadth and advance-decline signals suggest about the sustainability of the current Nifty 50 trend — healthy bull or narrowing rally?
📝 🇺🇸 Example Research Goals — US Markets:
- Assess Nasdaq-100 momentum and identify sector ETF rotation — which ETFs are leading and which are lagging in the current cycle?
- Analyse the S&P 500 technical structure — 50/200 DMA positioning, breadth health, and whether the trend is distributing or accumulating
- What does the VIX term structure and put/call ratio signal about near-term S&P 500 risk appetite and potential correction depth?
- Assess the XLK (tech sector ETF) technical setup — is the AI-driven momentum extended or is there a healthy base forming for continuation?
- Identify which S&P 500 sector ETFs show the strongest relative strength and volume accumulation for a 4–8 week swing trade
- Analyse the XLF (financials ETF) technical structure heading into Fed policy and earnings — key levels, momentum, and breakout probability
- What do NYSE breadth and advance-decline line signals suggest about the quality and sustainability of the current S&P 500 bull trend?
- Assess the technical setup for US small-cap rotation — Russell 2000 structure, relative performance vs S&P 500, and breakout conditions
- Identify high-probability technical setups in XLE (energy) and XLB (materials) amid commodity cycle signals and dollar trend
- Analyse the Nasdaq-100 vs S&P 500 relative strength chart — is growth outperforming value, and what does it signal for sector positioning over the next 6 weeks?
The Investment Committee
The Investment Committee is a separate tab within Strategy Lab — not a preset, but a dedicated stock evaluation workflow. Where the 4 presets research themes and sectors, the Committee evaluates specific stocks you nominate. Bring up to 5 stocks at a time and run them through a structured 5-step process that mirrors how a real investment committee operates.
When to use the Committee vs the presets: Use a preset first to surface ideas from a theme (e.g., "identify quality compounders in specialty chemicals"). Then bring those specific names into the Investment Committee to get a structured, lens-by-lens verdict on each one before deciding. The two tools are designed to work in sequence.
The 5-Step Committee Process
Step 1
Fast Scan
Deterministic gate check — no LLM cost. Each stock is checked against financial thresholds for each lens. Stocks that fail a lens gate are marked FAIL immediately, so the LLM analysis only runs on stocks that qualify.
Step 2
Deep Dive
LLM analysis per lens per stock. Each of the 3 lenses produces a scored, commented analysis of the stock from its specific angle. Runs in parallel across lenses for each stock.
Step 3
Chairman Synthesis
The Chairman agent reads all 3 lens outputs for a stock and delivers a unified cross-lens verdict: overall conviction rating, strongest/weakest lens, key concerns, and a Watch / Investigate / Pass recommendation.
Step 4
Risk Audit
Checks the proposed portfolio as a group — sector concentration, position sizing relative to conviction, volatility and liquidity flags. Identifies if the batch is overly correlated or sector-concentrated.
Step 5
Allocation
Outputs an illustrative allocation weighted by conviction scores from the Deep Dive. Takes risk audit flags into account. Produces a clean allocation table across the approved stocks — for research purposes, not investment advice.
The 3 Lenses
Every stock is evaluated through all 3 lenses simultaneously. Each lens has two distinct phases: a deterministic Fast Scan gate (no LLM, instant pass/fail) and a scoring formula used in the Deep Dive.
Fast Scan Gates — Hard Pass/Fail Thresholds
A stock that fails any gate for a lens is marked FAIL for that lens immediately — no LLM call is made. Gates check only ROCE, D/E, and (India only) pledge:
| Lens | India Gates | US Gates |
|---|---|---|
| Quality Compounder | ROCE ≥ 15% · D/E ≤ 1.0 · Pledge ≤ 10% | ROCE ≥ 12% · D/E ≤ 1.5 · (no pledge) |
| Growth | ROCE ≥ 10% · D/E ≤ 2.0 · Pledge ≤ 10% | ROCE ≥ 5% · D/E ≤ 3.0 · (no pledge) |
| Value & Safety | ROCE ≥ 12% · D/E ≤ 0.75 · Pledge ≤ 10% | ROCE ≥ 8% · D/E ≤ 1.0 · (no pledge) |
Scoring Inputs — Used in Deep Dive
Stocks that pass the gate receive a deterministic score (0–10) from a weighted formula. These inputs are scoring factors, not hard gates:
| Lens | Scoring Inputs (each weighted 0–2.5) |
|---|---|
| Quality Compounder | ROCE · D/E (lower = better) · Profit CAGR 3Y · RS Rating |
| Growth | Revenue CAGR 3Y · ECS Score · RS Rating · Tech Score |
| Value & Safety | P/E (lower = better) · D/E (lower = better) · ROE · Revenue CAGR 3Y |
The Progress Matrix: As the Committee runs, a live matrix appears with your stocks as rows and the 3 lenses + Chairman column as columns. Each cell moves from "waiting" → a score or FAIL as results arrive. You can watch the committee deliberate in real time.
India vs US Markets
The Investment Committee fully supports both NSE Indian stocks and US equities. Toggle the market mode in the market panel — the Committee tab inherits your current market selection.
| Indian Markets (NSE) | US Markets | |
|---|---|---|
| Stock entry | NSE symbols: TCS, RELIANCE, HDFCBANK | US tickers: NVDA, AAPL, MSFT, GOOG, ORCL |
| Gate thresholds | India-calibrated (stricter ROCE, lower D/E tolerance) | US-calibrated (higher P/E tolerance, higher D/E tolerance) |
| Pledge / Promoter check | Yes — pledge ≤ 5–10% gate enforced | No — not applicable for US stocks |
| Currency | ₹ — MCap in Cr, Price in ₹ | $ — MCap in B, Price in USD |
| Analyst persona | Senior Indian equity analyst (Nifty, NSE, SEBI context) | Senior US equity analyst (S&P 500, SEC, Fed context) |
| P/E scoring baseline | P/E 30 = neutral; P/E 50+ = expensive | P/E 50 = neutral; higher tolerance for growth multiples |
How to Run the Investment Committee
- Select your market — Click 🇮🇳 India or 🇺🇸 US in the market toggle at the top of Strategy Lab. This sets the market for both the presets panel and the Committee tab.
- Open the Committee tab — Click the Investment Committee tab in the Strategy Lab navigation.
- Select a Committee template — Choose one of the preset templates (they define which combination of lenses to apply). The template cards show which lenses are active.
- Add stocks — Type in the stock search box. For India, search NSE symbol or company name. For US, search US ticker or company name. Add up to 5 stocks.
- Select your BYO key — Choose the provider whose API key you want to use for the Deep Dive LLM step.
- Click Start Committee — Fast Scan runs first (instant), then Deep Dive + Chairman stream in as cells complete in the matrix.
- Run Risk Audit and Allocation — After the committee run completes, click Generate Risk Audit, then Generate Allocation to get position sizing.
📝 Example stocks to try — Indian Markets: TCS, INFY, HCLTECH (IT quality compounders) · POLYCAB, HAVELLS, KEI (capital goods growth) · HDFCBANK, KOTAKBANK, ICICIBANK (banking quality)
📝 Example stocks to try — US Markets: NVDA, MSFT, GOOG, AAPL, ORCL (mega-cap quality) · CRWD, SNOW, DDOG, NET (high-growth cloud) · BRK.B, JNJ, KO (value & safety)
From Screener to Committee — The Full Workflow
The fastest way to populate the Investment Committee is directly from the Screener — no manual ticker entry needed.
↓ results load in the table
Step 2 Check 1–5 rows using the checkboxes in the first column
↓ the 🏛 Committee (N) button activates in the results header
Step 3 Click 🏛 Committee (N)
↓ lands on
/strategy-lab/?tab=committee&symbols=SYM1,SYM2,…Step 4 Your stocks are pre-loaded. Select a template and BYO key → Start Committee
Tip — run two rounds: Run a quality + growth screen first, pick the top 5 by RS rating, send to Committee. After Chairman synthesis, note which 2–3 pass all 3 lenses with the highest conviction scores. Then run just those through the Risk Audit and Allocation. This gives you a complete shortlist-to-sizing workflow inside a single session.
Committee output is AI-generated analysis, not investment advice. Gate thresholds are rules-of-thumb; a stock that passes all gates is not guaranteed to perform. Research stances (Watch / Investigate / Avoid) and illustrative allocations are for research purposes only. Always cross-verify with Finmagine's live data pages and your own due diligence before investing.
Cost & Access
| Step | What runs | API key needed? | Access |
|---|---|---|---|
| Fast Scan | Deterministic gate check (PHP only, no LLM) | No | Premium |
| Deep Dive | LLM analysis — 3 lenses × N stocks + N chairman calls | Yes — your BYO key | Premium |
| Risk Audit | Correlation + concentration (PHP + price history DB) | No | Premium |
| Allocation | Position sizing from conviction scores (PHP only) | No | Premium |
Rate limit: The Investment Committee is limited to 5 full runs per 24-hour period per account. Fast Scan, Risk Audit, and Allocation do not count against this limit — only the AI Deep Dive + Chairman step does. This keeps your BYO API key usage predictable and prevents runaway costs.
Which Preset Should I Use?
Strategy Lab has two market modes — toggle between 🇮🇳 Indian Markets and 🇺🇸 US Markets in Step 2 before selecting a preset. Switching markets resets your preset selection and updates the Market / Universe field automatically.
Indian Markets — Presets & Committee
| If you want to… | Use this | Time |
|---|---|---|
| Find specific stocks across macro + sector + fundamentals | 📊 Equity Research Team | ~35 min |
| Evaluate a sector or business type on fundamentals alone | 🏢 Fundamental Research | ~20 min |
| Design a systematic factor-based screening strategy | 🔢 Quant Strategy Desk | ~40 min |
| Assess price structure, momentum, and trade setups | 📈 Technical Analysis Panel | ~15 min |
| Evaluate up to 5 specific NSE stocks through lens-by-lens committee scoring | 🏛 Investment Committee tab | ~5–10 min |
US Markets — Presets & Committee
| If you want to… | Use this | Time |
|---|---|---|
| Research US stocks via Fed + macro → S&P 500 sectors → picks | 🇺🇸 US Equity Research Team | ~35 min |
| Evaluate a US company on GAAP financials and moats | 🏛 US Fundamental Research | ~20 min |
| Design a multi-factor strategy for US equities | 📐 US Quant Strategy Desk | ~40 min |
| Assess S&P 500/Nasdaq momentum, VIX, and sector ETF signals | 📉 US Technical Analysis Panel | ~15 min |
| Evaluate up to 5 specific US tickers (NVDA, AAPL, MSFT…) through lens-by-lens committee scoring | 🏛 Investment Committee tab (US mode) | ~5–10 min |
What changes when you switch to US Markets? The agent personas shift entirely — Indian presets reference RBI, FII/DII flows, Nifty/Sensex, INR, and SEBI filings. US presets reference the Fed and rate path, yield curve, USD (DXY), S&P 500 and Nasdaq-100, sector ETFs (XLK/XLE/XLF etc.), VIX, put/call ratio, and SEC filings (10-K/10-Q). Same workflow, genuinely different analytical lens.
Combine two presets for the same theme: Run Technical Analysis Panel first (~15 min) to check if the sector has price support, then run Equity Research Team on the same goal to get the fundamental + stock pick layer. Two sequential runs, full picture. This works in both market modes.
Reading the Output & Run History
Output Structure
When a run completes, the final agent's output appears as a formatted Markdown report in the output panel. Each preset produces a consistent section structure — the Report Compiler or final agent always uses a clear heading hierarchy so you can scan to the section most relevant to you.
The stock picks or recommendations within any report are AI-generated from the model's training knowledge plus a live Finmagine data snapshot injected at run start — top RS leaders and ECS leaders for Indian presets, top US RS leaders for US presets. Always cross-check specific names using Finmagine's Screener, ECS, or individual stock pages before acting on any idea.
Educational content only: All Strategy Lab output is generated by AI language models for research and educational purposes. It does not constitute investment advice. The agents do not have access to real-time market data or current prices.
Run History
Below the main run panel, the History section shows your last 20 Strategy Lab runs. Each row displays the preset used, your market and goal inputs, the run status, and the date. Click View Report on any completed run to reload the full output without re-running it. Reports are stored server-side and persist across sessions and devices.
If a run shows as Failed, the most common cause is a provider rate limit or a temporary API outage. Start a new run with the same settings — or switch to a different provider. Groq and Gemini free tiers rarely fail simultaneously.
Related Guides
Earnings Catalyst Score →
After Strategy Lab surfaces stock ideas, use ECS to check whether recent quarterly results support the thesis
Conviction Ranking →
Cross-reference Strategy Lab stock picks against Conviction to check if they also appear in technical scan matches
Screener → Committee →
How to check rows in the Screener and send them directly to the Investment Committee — no symbol re-entry needed
AI Advisor Guide →
For deep single-stock analysis after Strategy Lab has narrowed your idea set to a shortlist
RS Momentum Scanner →
Technical Analysis Panel output identifies themes — RS Momentum finds stocks showing price leadership within those themes
All Feature Guides →
Browse the complete hub of Finmagine platform tutorials
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