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For today’s investors building a diversified, well-performing portfolio requires more than just guesswork. It takes precision, reliable data, and advanced tools to identify the right mix of stocks, mutual funds (MFs), and exchange-traded funds (ETFs). sharpely, a cutting-edge investment research platform, simplifies this process, offering everything you need to construct and optimize your portfolio—all in one place.
Whether you’re a seasoned investor or just starting your financial journey, sharpely ensures you have the tools to make informed, confident decisions every step of the way.
One Platform, Unlimited Possibilities
sharpely brings together the essential tools required to research, analyze, and select investments for a robust portfolio. Designed with the needs of retail investors, advisors, and professionals in mind, the platform eliminates the need for multiple resources by offering an all-in-one solution.
For stock investors, sharpely’s Super Screener is an invaluable resource. With nearly 400 pre-built metrics, it allows you to filter stocks with precision, whether you’re searching for high-growth opportunities, undervalued gems, or companies with strong momentum. If you want even more control, the Factor Model lets you build a custom strategy by assigning weightage to factors like quality, value, or momentum—perfect for creating a strategy that reflects your unique investment style.
When it comes to mutual funds and ETFs, sharpely takes research to another level. The Magicboard simplifies fund comparisons by providing head-to-head metrics such as expense ratios, returns, and volatility. Meanwhile, the Alpha Analysis Tool helps you pinpoint funds that consistently outperform their benchmarks, ensuring only the best options make it to your portfolio.
Custom Strategies for Smarter Investing
A well-constructed portfolio is more than just a collection of investments—it’s always based on a carefully crafted strategy. sharpely’s Strategy Builder allows you to design dynamic strategies tailored to your financial goals. Whether you’re focusing on capital growth, income generation, or risk minimization, the Strategy Builder provides the flexibility to create portfolios that work for you.
Once your strategy is ready, you can test its reliability using sharpely’s powerful Backtesting Engine. By simulating performance across historical data, you’ll gain confidence in how your portfolio would have performed in different market scenarios. Recent updates to the backtesting engine include rolling returns, helping you evaluate consistency and risk over time.
What’s more, sharpely enables paper trading, letting you execute your strategies in a simulated environment. This allows you to fine-tune your approach without risking real money—a must-have feature for investors serious about portfolio optimization.
Maximize Diversification with Portfolio Overlap Analysis
Diversification is the cornerstone of a successful portfolio, and sharpely ensures you achieve it effortlessly. For this, many investors prefer investing in ETFs or mutual funds. And the newly added Portfolio Overlap Feature allows you to analyze the holdings overlap of ETFs and mutual funds in your portfolio. By identifying overlaps, you can avoid overexposure to a single stock or sector and ensure your investments remain balanced.
This feature is particularly valuable for investors looking to reduce redundancy or fine-tune their portfolios for better risk management.
Insightful Tools to Stay Ahead
Building a portfolio isn’t just about choosing the right investments—it’s also about staying ahead of the curve. sharpely’s RRG Chart, brought in collaboration with RRG Research, helps you track sector momentum and relative strength, making it easy to adjust your portfolio allocations in line with market trends.
The Bulk and Block Deal Tracker and Insider Trading Dashboard provide daily insights into significant institutional and insider transactions. These tools give you an edge by highlighting potential market movements before they become mainstream news.
Why sharpely is the Go-To Platform for Investors
sharpely isn’t just a platform; it’s a partner in your financial journey. By offering a comprehensive suite of tools for stocks, mutual funds, and ETFs, it takes the guesswork out of portfolio construction and gives you the confidence to invest smarter.
Simplified Research: Save time by accessing everything you need in one place.
Customizable Strategies: Create, test, and execute strategies tailored to your goals.
Advanced Insights: Use detailed stock reports and exclusive tools like the RRG Chart and Portfolio Overlap Feature to stay ahead of market trends.
“Our mission at sharpely is to make portfolio construction simple and effective for every investor, regardless of their experience level,” says Shubham Satyarth, Founder and CEO of sharpely. “With sharpely 2.0, we’ve made it easier than ever to build a portfolio you can be proud of.”
About sharpely
sharpely is a SEBI-registered investment research platform offering advanced tools and data-driven insights for stocks, mutual funds, and ETFs. Built on the principles of quantitative investing, sharpely is trusted by professionals and retail investors alike to deliver the tools needed for smarter, more confident investing.
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