Tickertape

Core Features

• Portfolio Management
  Link multiple demat accounts to track and analyze your consolidated holdings in one place.
• Market Data
  Real-time and historical data for Stocks, ETFs, Indices, and Mutual Funds.
• Watchlist
  Create and track multiple custom watchlists with real-time price updates.
• Charting Tools
  Integrated charts with multiple timeframes and basic technical overlays.
• Order Control
  Order types (Market/Limit) are selected on Tickertape but controlled by the broker.
• Order Execution
  Seamlessly routes buy/sell orders to your linked brokerage account.
• Stock Screener
  Highly advanced screener with 200+ filters and pre-built investment themes.

Order Execution

• Limit Order
  Supported during the transaction checkout flow via linked brokers.
• Market Order
  The default order type supported for instant execution via linked brokers.
• Stop (Loss) Order
  Supported depending on the specific integration capabilities of the linked broker.
• Stop Limit Orders
  Execution of complex orders depends on the underlying broker's API capability.
• Trailing Stop Order
  Automatically adjusts stop price as the market price moves in favor of the position.

Research and Analysis

• Sentiment Analysis
  Features 'Market Mood Index' (MMI) and AI-powered sentiment analysis for news and social trends.
• Analyst Ratings
  Displays aggregate 'Buy/Hold/Sell' ratings and consensus from SEBI registered analysts.
• Multi-Timeframe Analysis
  Charts and filters support multiple intervals from daily to multi-year.
• Advanced Order Flow Analysis
  Tracks and analyzes buying and selling activity across the market.

Technical Analysis

• Smart drawing tools
  Interactive charts include trendlines, shapes, and technical annotation tools.
• Trendlines
  Standard technical drawing tool available in the charting module.
• Technical Indicators
  Wide range of indicators including RSI, MACD, and Moving Averages.
• Automated Technical Patterns Detection
  Pro features include automated detection of certain technical reversal patterns.
• Custom Indicators
  Create and apply personalized technical indicators for unique trading strategies.

Fundamental Analysis

• Balance Sheet
  Detailed annual and quarterly balance sheets for all listed Indian companies.
• Income Statement
  Comprehensive profit and loss data with granular line items for historical analysis.
• Industry Analysis
  Compare stocks against sector averages and view detailed sub-sector metrics.
• Financial Ratios
  Includes P/E, P/B, Debt-to-Equity, and 100+ other fundamental ratios.
• Cash Flow Statements
  Detailed historical Operating, Investing, and Financing cash flow data.
• Earnings Forecasts
  Pro users can access revenue and EPS projections for upcoming years.
• Company Valuation Models
  Provides 'Intrinsic Value' estimates and 'Scorecard' valuation checks.

Backtesting and Optimization

• Historical Data Simulation
  Tests trading strategies against past data to assess their effectiveness.
• Strategy Tester
  Evaluates the performance of trading strategies before deploying them in live markets.
• Paper Trading
  Practice trading without risking real capital using simulated environments.
• Strategy Optimization
  Fine-tunes trading strategies by adjusting parameters for improved performance.
• Monte Carlo Simulation
  Uses probabilistic models to forecast trading outcomes in uncertain conditions.

Risk Management

• Performance Analytics
  Tracks portfolio returns against benchmarks like Nifty 50 and provides risk-adjusted metrics.
• Diversification Analysis
  Portfolio Health' check analyzes sector and market-cap concentration.
• Risk Calculator
  Estimates potential profit/loss scenarios based on trade size and risk percentage.
• Position Sizing Calculator
  Determines the appropriate trade size based on risk tolerance and market conditions.
• Stop-Loss Automation
  Automatically implements stop-loss rules to limit potential trading losses.
• Maximum Drawdown Analysis
  Measures the largest peak-to-trough decline in a portfolio's value.

Trading Options

• Swing Trading
  Provides technical filters and 'Nearing Breakout' screens ideal for swing traders.
• Intraday Trading
  Dedicated 'Day Trading Picks' screener based on high-volume momentum.
• Derivative Trading
  Basic data for Futures and Options is available, but execution is via integrated brokers.
• Options Trading
  Provides 'Options: Long Build Up' screens and basic Greeks data.
• Futures Trading
  Includes F&I data, open interest analysis, and future price projections.
• Paper Trading
  Practice trading without risking real capital using simulated environments.
• Algorithm Trading
  Executes trades based on pre-set algorithms without manual intervention.
• Forex Trading
  Enables trading in currency pairs based on fluctuations in the foreign exchange market.
• Crypto Trading
  Buy/sell cryptocurrencies like Bitcoin and Ethereum on dedicated platforms.
• Automatic Trading
  Uses automated systems to execute trades according to predefined criteria.
• Rotational Trading
  Alternates investments between sectors, asset classes, or strategies based on market trends.
• Spread Trading
  Speculative trading of the price difference between two assets.

Reporting & Analytics

• Dashboards
  Personalized dashboards for market overview, portfolio health, and watchlists.
• Portfolio Tracking
  Automatically syncs and monitors your stock and mutual fund investments.
• Risk Analytics
  Identifies 'Red Flags' like high promoter pledge or default probability.
• Customizable Reports
  Tailored reports to analyze performance, tax implications, or investment behavior.
• Trade Performance Attribution
  Breaks down the source of trading gains or losses for better analysis.

Account Management

• Multi-Factor Authentication (MFA)
  Security is handled via the integrated broker's login or Google/Social SSO.
• Account Summary Reports
  Unified view of linked broker holdings, current value, and total P&L.
• Customizable User Interface
  Allows users to personalize the layout and appearance of the platform.
• User Access Management
  Controls who can execute trades, view reports, or manage funds based on assigned privileges.
• Audit Trail
  Tracks and logs user activity to maintain compliance and security.

Integrations

• API Integration
  Offers 'Shortcode' and developer widgets to embed stock data and transaction buttons on websites.
• Third Party Integration
  Integrates with various Indian brokers (Zerodha, Upstox, etc.) and smallcase for seamless data flow.
• Market Data Integration
  Direct feeds from NSE and BSE for real-time price updates.
• Brokerage Integration
  Deep integration with top Indian brokers for one-click trading.
• Cloud Data Integration
  Syncs portfolio data across devices via a secure cloud-based account.
• Social Media Integration
  Connects with social platforms to track sentiment, discussions, and trends.
• Multi-Language Support
  Provides the ability to use the software in various languages for global accessibility.

Alerts & Notifications

• Price Alert
  Customizable alerts for stock price movements and corporate actions.
• Push Notifications
  Mobile app provides alerts for price changes, news, and portfolio updates.
• Volume Alerts
  Alerts can be set for significant volume spikes and market activity.
• Real-Time Market Updates
  Live price ticks for stocks and major indices during market hours.
• News Alert
  Curated news feed with alerts for stocks in your watchlist or portfolio.
• Sentiment Alerts
  Notifies users of changes in market sentiment based on social or news analysis.