📋 Contents
- The Problem Worth Solving
- Workflows, Not a Feature List
- Stock Intelligence & Valuation
- AI & Data Automation
- Scanners & Momentum
- Market Sentiment & Macro
- Ratings & Valuation
- Portfolio, Risk & Planning
- 🇺🇸 US Markets
- 🤖 Agentic Research & Developer Platform
- Chrome Extensions
- Education & NISM XV
- Why This Is Different
- What Finmagine Is Not
- Free Starting Points
- Test Your Knowledge
- What Users Say
- Free vs Premium
Read This If…
- You invest long term and want a repeatable research process, not one-off spreadsheets.
- You swing trade and need a market → sector → stock sequence, not a single indicator.
- You use AI for research but want it to know the company already — and let you choose the provider.
- You build agents or scripts and need structured, documented market data, not scraped pages.
The Problem Worth Solving
Every piece of data a fund manager uses to analyse a stock is publicly available — it's just scattered across different sources depending on the market. In India: exchange filings, bulk and block deals, delivery volumes, shareholding patterns, concall transcripts. In the US: SEC filings, 13F institutional holdings, earnings call transcripts, market data. Different plumbing, same underlying idea — you have access to essentially the same raw material a fund manager does.
What you don't have, by default, is the framework to interpret it. A fund manager doesn't read a P/E ratio in isolation. They cross-check it against EV/EBITDA, normalise it for debt structure, run it against a reverse DCF, benchmark it to the sector, and overlay earnings growth trajectory — systematically, not occasionally.
The core insight
A great company is not automatically a great investment. The price you pay determines your returns. Finmagine shows you not just what a stock is trading at, but why the market is pricing it that way — and whether that pricing makes sense given the business.
In 2026 that framework spans a web platform covering 6,000+ Indian companies and 6,000+ US companies, four Chrome extensions that work directly on Screener.in, a multi-agent research and consensus platform, and a REST/MCP API for developers and quantitative researchers.
Workflows, Not a Feature List
Most platforms are a pile of dashboards. Finmagine is built around four repeatable paths — pick the one that matches how you actually operate, then read the module sections below for the detail on each step.
📈 Long-Term Investor
🚀 Swing Trader
📊 Earnings Season
🤖 Developer / Agent Builder
Stock Intelligence & Valuation
finmagine.com/stock/?symbol=SYMBOLEvery covered company gets a dedicated Intelligence page — 35+ financial ratios with health flags, multi-lens valuation (PE, EV/EBITDA, PEG, Reversed DCF, Scenario), RS Rating, institutional activity tracking, delivery volume analysis, shareholding trends, Order Wins detection, management tone from concall transcripts, AI quarterly summaries, and PEAD + Earnings Catalyst signals — one page, not six browser tabs.
Forward Financial Model /model/
Build your own Bear/Base/Bull scenario — 5-year 3-statement projections (Revenue → EBITDA → PAT → FCF) discounted at WACC for operating companies, or a specialised PAT × P/E model for banks and NBFCs. Pre-loaded with AI-generated assumptions for every covered company; save your own and track live CAGR-to-fair-value from your watchlist.
VSTOP Volatility Charts /charts/
An ATR-based trailing stop overlaid on price and volume — pick the ATR period and multiplier, and a direction-change table tracks the last 6 flips with the return captured between each signal, so you can backtest the indicator on any stock instantly.
Compare & Scorecard /compare/ · /scorecard/
Compare puts any two stocks side by side — 12 quarters of revenue/profit/margins, a ₹10,000-invested returns chart, and ratio health flags across 35+ metrics. Scorecard is a separate tool: a 5-dimension weighted score computed nightly for every NSE-listed stock — Financial Health (25%), Growth (25%), Competitive Position (20%), Management Quality (15%), Valuation (15%) — each rolled up from ratio classifications (Excellent/Good/Average/Poor). Sortable across the full market. Pro.
AI & Data Automation
AI Advisor /ai-advisor.php
20+ structured prompt templates — Comprehensive Analysis, Red Flag Detector, Peer Comparison, IPO Decoder, Porter's Five Forces, MOAT Analysis, and more — pre-loaded with the company's Intelligence Block, so the AI has full context before you ask a single question. Web tool and Chrome Extension, using whichever AI provider you've connected.
Corporate Feeds /insider/ · /order-wins/
Daily AI-parsed feeds from corporate filings. Insider trades classified by promoter/director/KMP category with shareholding delta. Order wins extracted from announcement PDFs — contract value normalised to INR crores, client/segment/geography identified. Filterable by watchlist, value threshold, and confidence level.
Earnings Catalyst Score /ecs/
Ranks stocks by post-earnings momentum potential — revenue and profit growth (YoY and QoQ), cash flow quality, and PEAD signal strength combined. AI quarterly summaries and management tone analysis feed into the same score. Premium.
Ask Finmagine /ask-guides/
A guided chat interface trained on Finmagine's own documentation and platform guides — ask how a tool works or what a metric means, and get an answer sourced from the actual site, not a generic model guess.
Scanners & Momentum
Smart Screener /screen/
Filter 6,000+ Indian companies across 80+ dimensions — ROCE, ROE, OPM, D/E, multi-year CAGRs, FCF yield, Altman Z-Score, promoter pledge, and more. 25+ named presets including Decade Compounders, FCF Machines, and Bulletproof Quality. Select up to 5 results and send them straight to the Investment Committee for a consensus review.
RS Momentum Scanner /momentum/ · /rs-high/
RS Rating (IBD-style 1–99 score) updated daily across the market. Swing Trader signals for VCP patterns, 52-week high breakouts, and near-high setups with Entry Readiness scoring. Premium.
Conviction Ranking /conviction/
Not a blended RS-plus-fundamentals formula. Conviction combines overlap across 30+ named screening presets — Fortress Balance, Magic Formula, Minervini VCP, Decade Compounders, and more — with readiness overlays from sector breadth, Earnings Catalyst Score, and PEAD candidacy. A stock ranks high when multiple independent lenses agree, not from one score.
Curated Picks /picks/
Stock of the Week, curated model portfolios, and a running set of editorial scans across ratings, PEAD candidates, and scorecard views — the same scan engine behind the Finmagine Trader Chrome extension, available on the web.
Market Sentiment & Macro
Market Intelligence /markets/
Top-down analysis across 12 tabs — advance/decline breadth, % of stocks above key moving averages, industry stage classification, 52-week high distribution, sector heatmaps. Know the regime before you pick stocks.
EOD Sector Rotation Graph /rrg/ · /us/rrg/
An end-of-day Relative Rotation Graph — RS-Ratio vs RS-Momentum per sector, self-normalised via a JdK-style EMA/SMA algorithm, so you see which sectors are leading, weakening, lagging, or recovering. Dynamic trails animate rotation across recent sessions. 18 NSE sectors for India, 11 SPDR sectors vs. SPY for the US.
Market Mood Index /mmi/
A daily fear/greed gauge from 6 factors — put/call ratio, breadth, 52-week high/low spread, VIX, moving-average deviation, delivery percentage. Tracked historically so you know whether the market is in extreme greed or panic.
Market Structure & Event Feeds /circuit/ · /pledging/ · /ipo/
Circuit breaker activity, volume footprint analysis, promoter pledging tracker, T2T/ASM surveillance flags, an IPO calendar, market news, and sector index trackers — the signals that don't fit a single dashboard, grouped in one place.
Ratings & Valuation
Stock Ratings /ratings/
A Fundamental Score (ratio-classification based) and a Reverse-DCF valuation signal, computed nightly for every NSE-listed stock. The "Top Picks" tab is free; the full sortable list is a Professional feature. This is a distinct tool from the Scorecard covered earlier — Stock Ratings is score-plus-valuation-signal classification; Scorecard is the 5-dimension weighted framework.
A note on how to read this
Finmagine is a self-directed research and education platform. The scores, classifications, and signals throughout this guide are decision-support inputs, not instructions — the final investment decision, including what to buy, hold, or sell, and when, remains entirely with the user. Consult a SEBI-registered investment adviser or other qualified professional before acting on any of it.
Portfolio, Risk & Planning
Portfolio Tracker /portfolio/
Cost-basis-aware analysis, vintage cohort view (group holdings by first-buy year), and a rolling CAGR matrix. See which positions are dragging returns and which are compounding quietly.
Named Watchlists & Named Portfolios /portfolio/
Both live inside the Portfolio page's Watchlist tab — a named-watchlist switcher covers India and US/Global separately, and named portfolios let you group holdings by theme or strategy instead of one flat list.
Custom Index & Basket Builder /custom-index/
Build a custom index of up to 10 NSE stocks, assign weights, and simulate historical performance with monthly rebalancing. Save up to 20 baskets per account. Premium.
Price & Technical Alerts /alerts/
Price targets, RSI conditions, EMA crossovers, and volume spike triggers — up to 30 active multi-condition rules per account, run nightly after market close. Premium.
Financial Calculators Suite /tools/tools.php
SIP, NPS (with Section 80CCD tax savings), Lumpsum, Compound Interest, Recurring Deposit, an Investment Risk Calculator (VaR, Kelly Criterion, Efficient Frontier, Monte Carlo), and a Financial Chart Builder.
🇺🇸 US Markets
India-first, expanding to US coverage — the same core toolkit now covers 6,000+ US companies on NYSE/NASDAQ. Not every India-only surveillance tool (circuit breakers, T2T/ASM, promoter pledging) has a US equivalent yet, but the core research and momentum stack does.
US Screener & Scorecard /us/screen/ · /us/scorecard/
The same multi-dimension screening engine and Finmagine scoring system, rebuilt for US equities.
US Breadth, RRG & Market Mood /us/breadth/ · /us/mmi/
Advance/decline breadth, the 11-sector SPDR Rotation Graph, and a US Market Mood Index — the same top-down regime read, applied to the US market.
US Momentum, Conviction & 13F Investors /us/momentum/ · /us/star-investors/
RS-driven momentum scanning and Conviction Ranking for US equities, plus quarterly 13F tracking of major US funds — shareholding changes, new positions, exits — alongside AI-generated full company reports and a forward DCF model for every covered US stock.
🤖 Agentic Research & Developer Platform
Beyond dashboards — programmatic access, multi-agent research, and consensus decision-making. One example end-to-end: Screen → Investment Committee → Risk-Audited Allocation, runnable via the UI or the API.
Interactive API Explorer /developer/api-explorer.php
Click-and-run REST/MCP endpoint testing directly in the browser — 86+ operations across India and US market data, company profiles, financials, ratios, momentum, insider trades, order wins, sector RRG coordinates, and more.
Agentic Workflow Explorer /developer/agentic-workflow-explorer.php
Runnable multi-step agent recipes — chain, configure, and execute pipelines like momentum screens, committee allocations, or research deep-dives, with click-to-arm safety controls and live status polling.
Strategy Lab & Investment Committee /strategy-lab/
Strategy Lab runs sequential multi-agent research chains on a company or theme, each stage building on the last. Its Investment Committee tab runs a multi-agent consensus panel — Fundamental, Technical, and Risk specialist lenses — against companies you enter directly, or a shortlist sent from the Screener. Produces a draft stance per stock plus a risk-audited allocation. Premium.
Bring Your Own LLM Key /account/ai-keys.php
Every AI feature — Advisor, Strategy Lab, Investment Committee, quarterly summaries — runs on your own key across 6 providers: OpenAI, Anthropic, Gemini, Groq, DeepSeek, OpenRouter. No Finmagine-paid fallback and no silent usage: you always see which provider and model is active before it runs, and can switch anytime.
Developer Corner — try a real API call
curl -H "Authorization: Bearer fmk_YOUR_KEY" \ "https://finmagine.com/api/v1/presets/catalog"
Chrome Extensions
Chart Builder
Turns any Screener.in or Google Finance data table into an interactive chart in one click. No data leaves your browser.
AI Advisor Extension
Pre-loads a company's full financial intelligence into your AI before you ask a single question. Works on Screener.in.
Finmagine Trader
Scans 2,000+ NSE stocks for VCP breakouts, Stage 2 setups, and 52-week high candidates in under 10 seconds, directly inside Screener.in.
Portfolio Manager
Live P&L, cost-basis tracking, and CAGR matrix in a browser sidebar — no tab switching.
Education & NISM XV
16 topic hubs, 145+ articles, from market basics to advanced analysis — every concept explained in the context of real markets, then applied directly in the tools above. The NISM Series XV Research Analyst certification prep is a complete interactive study guide — 17 chapters, sequential navigation, concept summaries, practice questions — free to access.
Why This Is Different
- Top-down and bottom-up in one workflow. Market breadth → sector rotation → stock selection → valuation, not four separate tools you have to stitch together yourself.
- India and US under one framework. Not a US platform retrofitted, and not an India tool with a US tab bolted on — the same scoring and workflow logic across both.
- Agent and API access, not only dashboards. Every core dataset is also a documented REST/MCP operation, so your own scripts or AI agents can use it directly.
- You control AI provider cost. Bring your own key across 6 providers — no markup, no silent usage, no vendor lock-in.
What Finmagine Is Not
Free Starting Points
None of these require a paid subscription — some don't even require an account:
- All 4 Chrome extensions (AI Advisor, Chart Builder, Trader, Portfolio Manager)
- NISM XV Research Analyst Study Guide (17 chapters)
- Foundation & Basics Education Hub
- Public preview tabs on Market Breadth, Sector RRG, and Market Mood Index (deeper history and some views unlock with Premium)
- Top 20 Company Rankings, Stock Ratings' Top Picks tab
Test Your Knowledge
65 questions covering every module above — click to reveal each answer.
What is the core philosophical difference between Finmagine and traditional data platforms?
Finmagine provides a framework to interpret data systematically rather than just providing raw material.
What are the four primary repeatable workflow paths built into the Finmagine platform?
Long-Term Investor, Swing Trader, Earnings Season, and Developer/Agent Builder.
Identify the four steps in the Long-Term Investor workflow.
Screener, Stock Intelligence, Forward Model, and Portfolio.
Identify the sequence of tools used in the Swing Trader workflow.
Market Breadth, Sector RRG, RS Before Price, RS Momentum, and Conviction.
Which specific valuation model does Finmagine use for banks and NBFCs?
A specialized PAT × P/E model.
On what technical indicator are the VSTOP Volatility Charts based?
Average True Range (ATR).
What five dimensions are used to compute the nightly Scorecard for NSE-listed stocks?
Financial Health, Growth, Competitive Position, Management Quality, and Valuation.
What data is pre-loaded into the AI Advisor to prevent hallucinations?
The company's full financial "Intelligence Block."
Which tool extracts contract values, clients, and geographies from corporate announcement PDFs?
Order Wins (Corporate Feeds).
The Earnings Catalyst Score (ECS) ranks stocks based on what primary outcome?
Post-earnings momentum potential.
Name the six AI providers supported by Finmagine's "Bring Your Own Key" feature.
OpenAI, Anthropic, Gemini, Groq, DeepSeek, and OpenRouter.
What is the purpose of the Conviction Ranking tool?
To find stocks where multiple independent screening lenses and readiness overlays agree.
The Sector Rotation Graph (RRG) plots sectors based on which two relative strength metrics?
RS-Ratio and RS-Momentum.
How many market factors are aggregated to calculate the daily Market Mood Index (MMI)?
6.
Which market factors contribute to the calculation of the Market Mood Index (MMI)?
Put/call ratio, breadth, 52-week high/low spread, VIX, moving-average deviation, and delivery percentage.
What does the Reverse DCF signal in Stock Ratings indicate?
The growth rate the market is currently pricing into a stock.
The Vintage Cohort View in the Portfolio Tracker groups holdings by which criteria?
The year of the first purchase.
Which tool allows users to build a basket of up to 10 NSE stocks and simulate historical performance?
Custom Index & Basket Builder.
What is the maximum number of active multi-condition rules allowed for Price & Technical Alerts?
30.
Which US market regulatory filing is tracked to monitor institutional "Star Investor" activity?
13F filings.
What is the primary function of the Strategy Lab?
Running sequential multi-agent research chains on a company or theme.
Which three specialist lenses are used in the Investment Committee consensus panel?
Fundamental, Technical, and Risk specialist lenses.
How many REST/MCP operations are available in the Interactive API Explorer?
86+.
Identify the four Finmagine Chrome Extensions.
Chart Builder, AI Advisor, Finmagine Trader, and Portfolio Manager.
Which Chrome extension scans 2,000+ NSE stocks for VCP breakouts and Stage 2 setups inside Screener.in?
Finmagine Trader.
The platform provides free study material for which SEBI certification?
NISM Series XV (Research Analyst).
What range is used for the Relative Strength (RS) Rating?
1 to 99.
What does the Altman Z-Score measure within the Smart Screener?
The financial health and bankruptcy risk of a company.
Which feature tracks the portfolios and entry/exit signals of India's super investors?
Star Investors.
What are the four industry stage classifications used in Market Intelligence?
Advancing, Topping, Declining, and Basing.
In the Forward Financial Model, what three scenarios can a user project?
Bear, Base, and Bull scenarios.
What is the duration of the multi-statement projections in the Forward Financial Model?
5 years.
How many NSE sectors are covered in the India Sector Rotation Graph?
18.
What base amount is used for the simulation in the Basket Builder?
₹10,000.
Which calculator includes Section 80CCD tax savings analysis?
NPS (National Pension System) Calculator.
What are T2T and ASM surveillance flags?
Exchange-mandated monitoring for stocks with high volatility or speculative activity.
What is the Kelly Criterion used for in the Investment Risk Calculator?
Determining optimal position sizing based on risk and reward.
Which specific AI protocol does the API Explorer support for agentic research?
Model Context Protocol (MCP).
What is PEAD in the context of stock intelligence?
Post-Earnings Announcement Drift.
How many business groups are tracked in the Conglomerate section?
14.
Which specific pricing/volume setup is the Trader extension designed to find in under 10 seconds?
VCP (Volatility Contraction Pattern) breakouts.
What is the purpose of RS Before Price?
To detect early relative strength in a stock before the actual price breakout occurs.
What does the Professional tier offer over the Premium tier?
A full sortable ranking of all NSE-listed stocks across five dimensions.
What is Ask Finmagine?
A guided chat interface trained on the platform's internal documentation and metric definitions.
What does the Portfolio Manager browser sidebar show?
Live P&L, cost-basis tracking, and CAGR matrix.
Which tool provides a daily interpreted brief of India indices, FII/DII flows, and upcoming earnings?
Morning Market Brief.
What is the primary objective of the Custom Index tool?
To simulate the performance of a weighted, rebalanced thematic portfolio over time.
How many Indian and US companies respectively are covered by Finmagine as of 2026?
Over 6,000+ in India and over 6,000+ in the US.
What algorithm is used to normalize coordinates in the Relative Rotation Graph?
A JdK-style EMA/SMA algorithm.
Which feature tracks promoter pledging and insider trade delta?
Market Structure & Event Feeds.
What is Management Tone Analysis used for in Earnings Intelligence?
Analyzing the sentiment of company leadership during concall transcripts.
In the Portfolio Tracker, what does a Rolling CAGR Matrix help evaluate?
The annualized growth rate of positions over varying time horizons.
What is Industry Stage Classification intended to show investors?
The current lifecycle phase of a specific market sector (e.g., Basing vs. Topping).
Identify one Named Preset available in the Smart Screener.
Decade Compounders (or FCF Machines, or Bulletproof Quality).
What is the maximum number of custom baskets a user can save per account?
20.
What specific technical events can trigger a Price & Technical Alert?
Price targets, RSI conditions, EMA crossovers, and volume spikes.
The Scorecard assigns weights of 25% to which two dimensions?
Financial Health and Growth.
What ATR period and multiplier options are used to calibrate VSTOP charts?
Periods of 14/21 and multipliers of 1.5× to 3.0×.
Which free section of the platform contains 17 chapters for professional licensing preparation?
NISM XV Research Analyst Study Guide.
What is the primary benefit of using a Strategy Lab research chain over a standard AI prompt?
It uses sequential analyst stages where each stage builds on the findings of the previous one.
How does Finmagine define Market Breadth?
The percentage of stocks participating in a market move, such as those above key moving averages.
Which tool provides a side-by-side comparison of two stocks' 12-quarter financial performance?
Compare & Peer Analysis.
What does the Top Picks tab in Stock Ratings represent?
A free list of stocks with high fundamental scores and favorable valuation signals.
The Investment Committee provides a _____ allocation for stocks based on specialist consensus.
Risk-audited.
What is the purpose of the Financial Chart Builder tool?
Visualizing any company's multi-year financials as interactive charts.
What Users Say
These are verbatim comments from public forums — linked to the original posts, not curated summaries.
"I run a Python script daily where I get a subset of this result set since mine is tighter and it takes around 30 mins to scan through and fetch all data. I can see this saving lots of hours for me. Brilliant work!"
— Gaurav Bhatnagar, Chrome Web Store review, Finmagine Trader
"There is this Chrome extension which gives a list of good stocks with four types of signals: stage 2 uptrend, near 52-week high, high volume and VCP breakout setup. Very useful even if you are not a trader."
— Bhavesh Parmar, Chrome Web Store review, Finmagine Trader
"Once again, you have hit the ball out of the park in uplifting the general investing community."
— vivek_lakhani, ValuePickr forum, AI Advisor thread
"It helps a lot in lowering the cognitive load when looking at the numbers."
— Rahul_Behera, ValuePickr forum, Chart Builder thread
Chrome Web Store reviews (★★★★★): AI Advisor · Trader · Chart Builder
Free vs Premium
No account required — fully public
- All 4 Chrome extensions
- NISM XV Research Analyst Study Guide
- Foundation & Basics Education Hub
- Investment Blog
- Top 20 Company Rankings, Stock Ratings' Top Picks tab
Free account (login, no payment)
- Everything above
- Screener, Sector RRG, Conviction Ranking, Market Breadth
- Portfolio Tracker, Named Watchlists & Portfolios
- IPO Tracker and Calendar
- Financial Calculators
Premium
- Full Stock Ratings list
- VSTOP Charts, Forward Financial Model, Custom Index, Alerts
- Earnings Catalyst Score, RS Before Price
- Strategy Lab & Investment Committee
Professional
The highest tier — everything in Premium, plus the Scorecard's full sortable ranking across the entire market.
Start with what's free. Upgrade when you're ready.
The Chrome extensions, NISM workbook, Foundation & Basics hub, and several core market tools require no payment. Start there.
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