HELP & RULES

How screening works

Collect data, apply the rules, compare peers, rank survivors and make your decision.

1PublishLatest owner-published quarterly screen
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2ScreenApply every fundamental hard gate
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3CompareUse same-industry peers
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4RankMatch the selected time horizon
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5DecideReview chart, reports and reason
WORKFLOW

Five simple steps

  1. Results. Open the latest quarterly screen—no file upload is needed.
  2. Review. See which companies passed, failed or need comparison.
  3. Compare. Check companies against industry peers.
  4. Rank. Choose a 1, 3, 6 or 12-month horizon.
  5. Decide. Approve, decline or simulate.
STREAM 01 · MAIN SCREEN

Non-financial companies

Every tile below must pass. A single failure sends the company to Rejected.

0%Promoter pledgeMust be zero
> 8%ROECurrent, 3Y and 5Y
> 8%ROCECurrent, 3Y and 5Y
≤ 0.5Debt / equityKeep borrowing controlled
> ₹100 CrNet profitLast 12 months
≤ 2×Industry P/EAvoid extreme valuation
> 0%Profit growth3-year and 5-year
> 0%Sales growth3-year and 5-year
> 0%OPMPositive operations
BothNSE + BSEExchange codes required
STAGE 03 · HUMAN REVIEW

Compare the survivors

  • Compare PEG, current ratio and quick ratio only within the same industry
  • Check whether the latest quarter and trailing 12 months are improving
  • Use the 1-year chart for short-term suitability
  • Use 3-year and 5-year charts for longer-term suitability
  • Write one clear reason before approving or declining

Passing the screen means “worth reviewing.” It does not automatically mean “buy.”

STAGE 04 · TOP STOCKS

Understand the ranking

MomentumHow strongly and consistently the price has moved.
FundamentalsQuality from profitability, growth, debt and valuation.
ATR riskTypical price movement. Higher means more volatile.
Risk stopThe simulation exit reference, capped at 10% below entry.
PLAIN-LANGUAGE GLOSSARY

What every term means

ROE
Profit earned for each rupee of shareholders' money.
ROCE
Profit produced from all long-term capital used by the business.
Pledged %
Promoter shares given as loan collateral. This screen requires zero.
Debt / equity
Borrowed money for every ₹1 of shareholder equity.
Net profit
Profit left after expenses, interest and tax.
P/E
Share price divided by annual earnings per share.
Industry P/E
The valuation benchmark for companies in the same industry.
OPM
Operating profit as a percentage of sales.
Profit growth
How quickly net profit has grown over 3 or 5 years.
Sales growth
How quickly revenue has grown over 3 or 5 years.
PEG
P/E adjusted for profit growth. Compare it only with close peers.
Current ratio
Short-term assets divided by short-term liabilities.
Quick ratio
Current ratio excluding inventory and other less-liquid assets.
Latest quarter
The company's most recently reported three-month period.
TTM / trailing 12M
The combined total of the latest four reported quarters.
NSE / BSE
The two main Indian exchanges and their stock codes.
> greater than≤ less than or equal to3Y / 5Y three / five years