Tickertape supports four asset classes: stocks, ETFs, mutual funds, and indices. Each of these has an Asset Page that dive deep into vital information needed to make informed investment decisions.
1. Stock Pages
When selected carefully, stocks have the potential to generate high returns. But be informed that these can also be risky. So it makes sense to evaluate your desired stocks thoroughly before investing in them. Tickertape’s Stock Pages help you do just that. Our Stock Pages offer vital information about the stock under various tabs such as 'Overview', 'Forecasts', 'Financials', and others so you can make informed investment decisions.
Watch this video touring HDFC Bank Ltd Stock Page.
You can also read on to understand how to use our Stock Pages.
On the left-hand side of the Stock Page is an investment checklist that helps you quickly gauge the stock based on its intrinsic value, returns compared to an FD, and entry point. The checklist also tells if a stock has any red flags in terms of inclusion in the ASG/GSM list and the extent of pledged promoters holdings. On the right-hand side are various tabs as discussed below.
In the 'Overview' tab you will find:
· Live price chart for various timelines like 1D, 1W, 1M, 1Y, and 5Y
· Sector, market cap, and risk associated with the stock
· Key metrics such as PE ratio, PB ratio, dividend yield in addition to sector PE ratio, sector PB ratio, and sector dividend yield that helps easy comparison of the stock with the industry it belongs to
· A quick peers comparison, and financial and holdings trend
· A quick overview of the recent news and events such as corporate actions of the stock
Simply put, the overview tab encompasses the details in the other tabs but in a concise manner. Now, let’s take a detailed look at all the other tabs of a Stock Page.
In the 'Forecasts' tab, you can see the analysts’ ratings—the number of analysts that suggest you can buy the stocks. In this case, 85% of 40 analysts recommend buying UltraTech. In addition, the tab also has a 'Price Forecast', 'Revenue Forecast', and 'Earnings Per Share' Forecast of the stock. However, this information is available for Tickertape Pro users only. Read *Getting Started with Tickertape Pro* to learn more.
The 'Financials' tab of a Stock Page contains the financial statements—Income Statement, Balance Sheet, and Cashflow Statement—of the company for 4 yrs. You can either view these on the go or download them for further reference. Again, you need to be a Pro member to take the financials offline.
What’s more, you can see both Quarterly and Annual views of the financials in 3 modes:
The annual view of the financials also allows you to compare key metrics and ratios such as the market share, current ratio, and debt to equity ratio of the stock compared to that of the sector as a whole.
When you are done evaluating the company’s financials, you can compare the stock with the competitors in the 'Peers' tab. The parameters available for comparison are Valuation ratios, Technical indicators, and Forecast. If you want to compare the stock price with those of its competitors or any others, you can do so in the Price Comparison section. You can also customise the timeline of the comparison.
Next up is the 'Holdings' tab that gives insights into promoters and institutional holdings trend. Besides, you can also gauge the stock based on its Shareholding Pattern and History for various quarters. This information is vital to understand promoters’ and key institutions’ interest in the stock and a change in their holdings.
Then you have the 'News' tab that throws up all the recent developments that have happened in the country or the economy that impact the stock.
Finally, you can keep track of the stock’s dividends, corporate actions, legal orders and other announcements in the 'Events' section. This section also displays the dividend trend and the dividend yield of the stock.
2. Mutual Funds Pages
One of the best ways to diversify your portfolio is by investing in mutual funds. These invest in multiple stocks in line with an investment objective and help you diversify risk and optimise returns. But like all other asset classes, selecting the right mutual fund for your portfolio requires thorough analysis. Tickertape’s Mutual Funds Pages help you do exactly the same. Here's a video exploring the DSP Healthcare Fund Page.
You can also read how to use a Mutual Fund Page below.
As with other Asset Pages, Mutual Funds Pages also have an investment checklist on the left-hand side. On the 'Overview' tab, you can access vital information such as:
· Price chart over various timelines including 1M, 6M, 1Y, 5Y, and so on
· AMC profile and the mutual fund scheme
· Underlying asset class of the fund
· Assets Under Management
· Level of risk
· Key metrics such as expense ratio, alpha and beta values, tracking error, Sharpe ratio, and yield to maturity of the fund.
In addition to this, you can also see information about the peers of the scheme along with their key metrics, which allows a quick comparison. To do a detailed analysis of a particular peer, simply click on that scheme.
What makes Tickertape’s Mutual Funds Pages stand out is its 'Tax Calculator'. You may know that returns generated by a Mutual Fund attract short-term capital gains tax or long-term capital gains tax, as is the case. Ergo, it makes sense to understand the tax implication of a particular fund before investing in the scheme.
Not only does the Tax Calculator show the tax incidence for less than and over a year but it also helps you ascertain the expected post-tax returns of the fund. Simply select the investment frequency, and key-in or switch the toggle against monthly contribution, expected CAGR of the fund, investment horizon, and your estimated annual income. That’s it, you will get the results in no time.
Like other Asset Pages, our Mutual Funds Pages have a 'Peers' tab that allows you to compare your desired fund with up to 3 of its peers in terms of returns, scheme, and ratios. Besides, you can also do a price comparison of the fund with a peer or any other asset for your desired timeline.
Finally, you have the 'Portfolio' tab that displays details such as the quarterly targeted and actual asset allocation of the fund, quarterly sector distribution, and sector weightage for various timelines. Further down, you have the Current Holdings section that lists the constituent stocks, holding weightage, and 3M change.
3. Index Pages
Indices are excellent tools to measure the performance of the overall market, sector or stock. They can also be used as benchmarks to compare how your favourite stocks have performed against the overall market or a specific sector. Here's a video that will take you through Nifty Index.
You can also read what Tickertape's Index Pages offers below.
Tickertape’s Index Pages are filled with a ton of useful information categorised under various tabs that can help you make informed investment decisions. The ‘Overview’ tab displays:
· Price chart for various periods including 1D, 1W, 1M, 1Y, 5Y and Max
· The level of risk
· Sectoral details
· Key metrics such as PE ratio and the dividend yield
· ETFs benchmarked against the index
The ‘Constituents’ tab displays all the stocks that are part of the index. What’s special about this tab is that it shows the ‘Return attribution’ column against each stock, which gives insights into the extent of influence each stock has on the change in the index value. What’s more, Tickertape also lets you download this information for further analysis. This is only available for Pro users.
Finally, the ‘ETF’ tab displays all the Exchange-Traded Funds benchmarked against the index. Further, the ‘News and Corporate Actions’ tab provides information on the latest news and corporate actions taken by the constituent stocks.
4. ETF Pages
Known as exchange traded funds, ETFs are mostly designed to closely match the constituents of a stock market index. Therefore, the returns of these funds should ideally match that of the index’s. Such funds are called passive ETFs. On the other hand, ETFs that don’t track an index are called actively-managed ETFs.
Tickertape’s ETF Pages are designed to provide you with all the vital information you need to make an informed decision in a decluttered way. Let’s explore the 'Kotak Nifty 50 ETF' Index Page.
Below is a brief on Tickertape's ETF Pages
On the left-hand side, you can see an investment checklist that gives you basic checkpoints of the ETF. In the ‘Overview’ tab, you can see:
· Real-time price chart of the ETF for various periods such as 1D, 1 W, 1M, and 1Y
· Asset class of the underlying securities of the ETF
· Type of indices the ETF is tracking
· Key metrics of the ETF such as the realtime NAV, AUM, expense ratio, category expense ratio, tracking error, and category tracking error
What makes Tickertape’s ETF Pages stand out from others is its ‘Peers’ tab. This tab allows you to compare the ETF with its peers in terms of price, tracking error, liquidity, and expense ratio. Moreover, you can also compare the prices of two or more ETFs and/or stocks for your desired timeline. Finally, the ‘News’ and ‘Events’ tabs on the ETF Page lists recent developments and corporate actions of the constituent stocks of the ETF.