A single sentence turns into a disciplined, risk-audited allocation — no spreadsheets, no separate tools. This walkthrough chains a plain-English screen through chaining, a strategy backtest, three independent AI analyst lenses, a risk audit, and an automated allocation.

Not investment advice. This video demonstrates platform functionality only, using real live data at the time of recording. Nothing shown constitutes a recommendation to buy, sell, or hold any security — please do your own research or consult a SEBI-registered investment adviser.

The Six Steps

1. Describe the idea in plain English

1

Type "profitable mid-caps with low debt and strong momentum" into AI Screen. Finmagine interprets it into concrete filters — mid-cap by market cap, debt-to-equity under a threshold, profitable across most of the last decade, and an RS Rating floor for momentum — and returns a real results table.

2. Chain a named preset

2

Click Refine These Results and layer Quality Compounders on top of the AI Screen's output — narrowing the field without starting over. The chain breadcrumb tracks both steps.

3. Check the strategy's own backtest

3

Because Quality Compounders is a named preset, it carries its own Backtest panel — a track record of the strategy itself against the Nifty over the last 90 days, not just today's picks.

4. Send a shortlist to the Investment Committee

4

Check 1–5 rows and click Committee. The shortlist runs through three independent AI lenses — Quality Compounder, India Growth, and Value & Safety — plus a Chairman that weighs where they disagree and writes a bull-and-bear case for each stock.

A real committee run: 4 of 5 stocks bullish on both Quality Compounder and India Growth lenses, with Value and Safety holding a neutral stance across the board — A real committee run — 4 of 5 stocks bullish on quality and growth, Value & Safety stays neutral across the board.

5. Run a Risk Audit

5

The Risk Audit checks portfolio risk score, annualized volatility, and sector concentration — surfacing flags like two sectors each carrying 40% of the shortlist.

6. Generate the allocation

6

The final step turns conviction and risk scores into a position-weighted allocation book — in this run, all five names cleared the bar and each received an equal 20% weight.

Risk Audit shows a Portfolio Risk Score of 3.7 out of 10 and 21% annualized volatility, below the Nifty's own volatility, with concentration flags of 40% Consumer Discretionary and 40% Industrials; the Allocation Book shows all 5 names clearing the conviction bar and receiving an equal-weight 20% each — Risk Audit and automated allocation — all 5 names cleared the bar, so each gets an equal 20% weight.

What the Committee adds that the Screener can't: the Screener filters 6,000+ stocks by ratio thresholds — a quantitative pass. The Committee evaluates a shortlist of 1–5 stocks through three qualitative lenses and decides which is actually worth your attention, and in what order.

🇺🇸 Now Live for US Markets

The same plain-English-to-allocation pipeline now runs end to end on US stocks too — and the US Investment Committee actually carries more context than the India version, not less: a live news/sentiment feed and macro signals layered on top of the same three-lens review.

Not investment advice. This video demonstrates platform functionality only, using real live data at the time of recording. Nothing shown constitutes a recommendation to buy, sell, or hold any security — please do your own research before acting.

Diagram: The Unified Investment Selection Pipeline, From Idea to Allocation. AI-Powered Screening converts plain English queries into concrete financial filters. Backtest Transparency shows the Fortress Balance Sheet preset at -2.4% alpha vs S&P 500 with a 31.4% win rate. A 0.584 sentiment score for Danaos is integrated via Alpha Vantage. Risk Audit Flags show 50% concentration risk in Energy and 28.8% annualized volatility. Risk-Audited Allocation distributes weight equally across Danaos, Teekay Tankers, DHT Holdings, and MarketAxess at 20% each while retaining 20% in cash — The US workflow at a glance: one plain-English query, chained and audited all the way to a risk-adjusted allocation.

1. Describe the idea in plain English (US)

1

Type "profitable mid-caps with low debt and strong momentum" into AI Screen on the US Screener. Finmagine interprets it into concrete filters — mid-cap size, low leverage, consistent profitability, and a momentum floor — and returns nine real companies.

Diagram: The Translation Matrix, Plain English to Concrete Logic. Input: 'profitable mid-caps with low debt and strong momentum'. The AI Parser breaks this into profitable, mid-caps, low debt, and strong momentum. Output: Mid Cap Size, Low Leverage, Consistent Profitability, and Momentum Floor filters, returning 9 US Stocks — AI Screen turns one plain-English sentence into four concrete filters — nine real US stocks matched.

2. Chain a named preset (US)

2

Click Refine These Results and layer Fortress Balance Sheet on top of the AI Screen's output — narrowing the field without starting over. The nine candidates narrow to four: Danaos, Teekay Tankers, DHT Holdings, and MarketAxess.

Diagram: Seamless Refinement, Chaining Institutional Presets. A funnel labeled Fortress Balance Sheet Preset narrows results down to four companies: Danaos (DAC), Teekay Tankers (TNK), DHT Holdings (DHT), and MarketAxess (MKTX). Callout: Refine these results by chaining a named preset on top, no need to start over — Fortress Balance Sheet chained on top of the AI Screen results — nine names down to four.

3. Check the strategy's own backtest (US)

3

Because Fortress Balance Sheet is a named preset, it carries its own Backtest panel — a real track record against the S&P 500 over the last 90 days: a 31.4% win rate and −2.37% alpha. Not every strategy is working right now, and that's exactly why you check it before trusting it.

Diagram: The Truth Gauge, Embedded Backtesting. 31.4% Win Rate. -2.37% Alpha vs S&P 500 (90 Days). Because Fortress Balance Sheet is a named preset, it carries its own backtest. Not every strategy is working right now, and that's exactly why you check — The preset's own 90-day backtest — an honest, currently-underperforming number, not cherry-picked.

4. Send the shortlist to the Investment Committee (US)

4

Check the four rows and click Committee. The shortlist runs through three independent AI lenses — Quality Compounder, US Growth, and Value & Safety — plus a Chairman that weighs where they disagree and writes a bull-and-bear case for each stock.

Diagram: The AI Boardroom, Multi-Lens Scrutiny. Quality Compounder, US Growth, and Value & Safety lenses all analyze DAC, TNK, DHT, MKTX, with the Chairman weighing where they disagree. Three independent lenses analyze the cohort, a Chairman weighs where they disagree, ensuring non-consensus, rigorous evaluation — Three independent lenses plus a Chairman — built to surface disagreement, not manufacture consensus.

5. US-only: live sentiment and macro context

5

For US stocks, the Committee can pull in two context layers that India's version doesn't have: your own Alpha Vantage news/sentiment feed, and macro context — Fed rate, VIX, and the yield curve. On Danaos, the bull case cites a real 30-day article sentiment score of 0.584 and constructive shipping sentiment on Hormuz capacity — a genuinely live data layer, not a static ratio.

Diagram: The Context Injector, US-Specific Macro and Sentiment. Fed Rate, VIX, and the Yield Curve feed into Danaos (DAC) Fundamentals. 0.584 Real 30-Day Article Sentiment. Constructive shipping sentiment on Hormuz capacity. The Committee dynamically pulls in proprietary Alpha Vantage news feeds and macro indicators, context unavailable in localized versions — Fed rate, VIX, yield curve, and a real 0.584 sentiment score for Danaos — US-only context layers.

6. Run a Risk Audit (US)

6

The Risk Audit checks portfolio risk score, annualized volatility, and sector concentration — surfacing a 4.8/10 risk score, 28.8% annualized volatility, and a 50% concentration flag in Energy for this shipping-heavy shortlist.

Diagram: The Risk Audit, Hardening the Portfolio. 4.8/10 Overall Risk Score. 28.8% Annualized Volatility. 50% Concentration Flag in Energy. Before allocation, the system runs a structural diagnostic, identifying critical vulnerabilities like the 50% energy sector overexposure — A real structural diagnostic — 50% Energy concentration flagged before a single dollar is allocated.

7. Generate the allocation (US)

7

The final step turns conviction and risk scores into a position-weighted allocation — in this run, mixed verdicts meant the model didn't force conviction: all four names received an equal 20% weight, with the remaining 20% held in cash rather than fully deployed.

Diagram: Intelligent Allocation, Sizing for Conviction. A donut chart showing 20% DAC, 20% TNK, 20% DHT, 20% MKTX, and 20% Cash. Generate the allocation, and the model pulls back to 20% cash rather than force conviction that isn't there — 20% each across the four names, plus 20% cash — the model pulling back rather than forcing conviction.

This is not cherry-picked consensus: the committee produced mixed, mostly neutral verdicts across all four stocks, flagged real concentration risk, and the allocation model responded by holding cash instead of manufacturing an all-in result. That honesty is the point of running a Risk Audit and Allocation step at all.

US tool links: US Screener · Strategy Lab