Optimizer
Optimizer is an tool designed by highly experienced team of stocksemoji.com which helps users to improve their portfolios by deleting bad scripts and replacing them with good scripts based on numerous fundamental and technical characteristics.
There is multiple option to add stocks in the optimizer
- User can add stocks manually one by one and create their portfolio.
- User can upload the excel sheet in provided format In .CSV extension.
- User can upload their CAS statement available from the depository website
- User can link their portfolio directly to their broker’s Demat account, If the user’s broker is integrated with stocksemoji through logging in with their broker.
Yes, the portfolio can be optimized based on the period which is long term or short term.
The optimizer segregates the stocks based on emoji score which is a combination of various fundamental and technical parameters.
Yes, the total amount of Stocks to buy will be equal to the total amount based on stocks to be sold & Available fund in your portfolio.
For eg: If the optimizer suggests you sell stocks worth Rs 6000 then the total amount worth of stocks to buy suggestion will be of Rs 6000 + any fund available in Demat if you want to use that fund for buying stocks.
Portfolio score is the average of emoji score.
Emoji Score is given to each stock which is a combination of various fundamental and technical parameters which define the growth, trust, efficiency, liquidity and technical momentum of the stock.
Current Portfolio score is the score of the portfolio calculated based on the current portfolio of the user.
Optimized Portfolio Score is the score calculated post the portfolio is optimized. In optimized portfolio score only the stocks which are suggested to hold and new stocks which you you selected to buy are taken into consideration.
Growth – Growth defines the development and progress parameter of the company
Trust– Trust signifies the belief parameter, how trusted a company is to invest
Efficiency – how much efficient a company is in management, operation, achieving the pre-decided goals.
Liquidity – How easily can one liquidate from the company defines liquidity.
The sectors of the stocks included in the user’s and the optimised portfolios are displayed in the portfolio composition through Pie chart.
The user has two options for action in the optimizer:
He can log in through their broker and place the trade that the optimizer has recommended. Or he can virtually monitor it by including it in a tracklist through add to tracklist button.
Yes, user has the provision to virtually track the optimized portfolio with the help of tracklist. There is an option provided to add the optimized portfolio in the tracklist which will provide details list invested value current value, Mark to market, daily change in portfolio value as well as in the individual stocks.
Yes, the optimizer will notify you for reoptimization to improve your portfolio performance if your portfolio’s overall score has declined and some or all of the stocks in your portfolio have stopped performing.
Stock Analyzer
It is important to know the past, present, and future plans of the company, as well as its financial position, profit margin trend, debt levels, and assets and cash holdings.
You can visit Stocks Analyser on Stockemoji.com, which is designed to make research easier for investors and provide all the necessary data in one place.
Emoji Score is a proprietary scoring system developed by Stockemoji.com to evaluate the overall strength of a stock. The Emoji Score ranges from 1 to 100, with a higher score indicating a stronger stock. The score is based on a variety of factors, including financial strength and weakness, technical strength and weakness, and current market trends. The score is intended to help investors make informed decisions about which stocks to invest in based on their investment goals and risk tolerance
Yes you can get real time news update on Stockemoji.com about individual stocks or the market in general.
The amount of years of data available for individual companies on the analyzer page of stockemoji.com can vary depending on the specific company and the data sources used by the website. However, typically the analyzer page provides financial data for the past 5-10 years.
Yes, you can easily export data in excel from analyzer page.
Yes, you can get corporate action data on the analyzer page of Stockemoji.com. The platform provides up-to-date information on corporate actions such as dividend announcements, stock splits, bonus issues, and rights issues for the companies you are interested in. This information can help you make informed investment decisions based on the latest developments in the market.
Yes, you can get shareholding data on the Analyzer page of stockemoji.com. The shareholding data provides information on the ownership structure of a company, including the percentage of shares held by promoters, institutions, and retail investors. This data can be helpful in assessing the level of confidence that insiders and institutional investors have in a company’s future prospects. The Analyzer page provides access to this information as part of its comprehensive analysis of individual stocks.
Yes, it is possible to get the annual report directly from the analyzer page of Stockemoji.com.
Understanding a company’s financial position can help you assess its ability to generate revenue and profit, manage debt, and invest in growth opportunities.
Profit margin trend shows how much profit a company is making as a percentage of revenue over time. It is important to know because it indicates the company’s ability to maintain profitability and generate returns for investors.
There is no fixed rule for how much debt a company should have before investing. It depends on the industry, growth prospects, and management’s ability to manage debt.
Assets are the resources a company owns, such as property, equipment, and inventory. They are important to know because they can be used to generate revenue and profit, and can provide a cushion against financial challenges.
Cash holdings can indicate a company’s ability to weather financial challenges, invest in growth opportunities, and pay dividends to shareholders. It can also show the company’s liquidity and financial strength
Stock Help
Stock help is like a report card of the stocks which provides you fundamental and Technical strengths and weaknesses of the searched Stock Along with that we provide recommendations to invest in the stock or not based on various parameters designed by the team of highly experienced stock market professionals of the StocksEmoji.com team.
The suggestion and recommendation provided by the stock help is based on
- For Long term option the focus is more on fundamental strengths, weaknesses and low focus on technical strengths and weaknesses.
- For Short term Option the focus is more on technical strengths and weaknesses whereas low focus on fundamental parameters.
Emoji Analysis of a stock is done based on Emoji score which is a calculation of various fundamental and technical parameters of which the 4 main pillars of Emoji Score are Growth, Trust, Efficiency and Liquidity.
Yes, the investor can directly invest from Stock Help Screen. An option is given at the top the screen where the investor can enter the amount which he wants to invest and then he will be directed to the order screen where he can place the order.
Past Emoji Returns is the past record of percentage of return generated from the stocks based on the entry and exit suggestion provided by the Stocks Emoji team.
The Fundamental strength of the stocks is strength of stocks determined based on various financial parameters taken from the company balance sheet, mutual fund data, FII data and many more such parameters.
The Technical strength of the stocks is strength of stocks determined based on various technical parameters determined from the price, volume, volatility, historic data patterns and many more such parameters.
Better Stock to Invest is an alternate suggestion provided by the system out of the stocks which are both strong fundamentally and technically strong. If the user has searched a stock for short term, then the system will suggest stock which is favourable to invest in short term focusing more on technical parameters. similarly, if the user has searched a stock for long term, then the system will suggest stock which is favorable to invest in long term focusing more on Fundamental parameters.
Scanner
Scanner tool helps you to filter out list of stocks based on the conditions applied by the user.
For e.g: If I want list of all stocks whose profit margin is increasing continuously at a CAGR of 10% and sales is continuously increasing from last 5 years, then I will enter the following condition in the custom query box and click on scan, the result will be list of stocks which satisfy the following condition from all the listed stocks.
Scanner query is a kind of filter statement used to rule out options and shortlist data.
For eg. If I want a scanner query for list of stocks with PE less than 20 and ROE greater than 30 and ROA more than 5 then the Scanner query for above statement will be written as PE< 20 AND ROE> 39 AND ROA> 5
For more information on how to create scanner query you can refer the below link
Yes, In scanner we have provided additional filter that will help the user to filter out the result of custom query based on Sector, Market cap, price etc.
Popular Scanners are the pre-defined scanners which are designed by the experts of the Stocks Emoji team which can be used by the users of StocksEmoji.com as reference for their further research.
Yes, the users have the option to save their personally designed scanner queries which they can use for their future references.
Users can save their query but not results, but there is an option to export and download the result of query in the form of excel CSV format.
Stock Box
Stockbox are a portfolio of multicap stocks based on a single theme which are built by keeping in mind various fundamental and technical parameters by highly experienced stocks market professionals team of stocksemoji.com.
StockBoxs are thematic portfolios which consist of stocks based on a single theme like DIGITAL INDIA( consist of all the stocks which can contribute to the economy in digital develop of the nation ) Infrastructure( consist of stocks which can be and will be responsible for the infrastructural development of the economy)
Stockbox are created and handled by the team of stock market experts who have years of experience in stocks market trading and investing.
Portfolio score is the average of emoji score calculated for each stock of the portfolio.Emoji score is the score derived after taking into consideration various fundamental and technical parameters which define the strength and quality and durability of the stock. Higher the emoji score higher is the quality of stocks.
One can invest in stockbox either in the form of SIP or Lumsum in short term & Long ter as per the choice of the user.
There is no specific limit defined for stocks in stockbox.It can be different for different stock box.
Market cap bifurcation is the Capwise distribution of stocks consisting in the portfolio of stockboxs.
Once the user has invested in any stocks box there is a provision of tracklist option where the user can analyze the day-to- day performance and can keep a track of invested value and actual value of the stockbox.
Yes you will get notification of entry & exit of stocks if required through mail and notification bell.
If the user wishes to create and manage his own stocksbox , there is a provisons to create your own stockbox . But please note that if the user will create his own stockbox then the same will have to be maintained by the user itself stocksemoji team will not monitor the same.
For some stocksboxs there is option of long term investment as well as for the short term investment. There can be difference in portfolio of stocks box based on choice i.e long term or short term. For short term stocks the difference is that the focus is more on technical parameters rather than fundamental parameters. For long term options the focus is more on fundamental parameters.
If you will purchased the whole subscription of stocksemoji , there will be no extra fees for stockbox but if have haven’t purchase the whole subscription its 100 rs per stockbox.
All the stockbox have a risk of low to high based on the theme of stockbox is selected
There is no fixed time for rebalancing, rebalancing will happen as & when required for any particular stocks.
The minimum amount of investment varies from one stockbox to another based on the theme selected.