ShareDrishti · GuideFrom market context to a reviewable plan11 short chapters

A practical walkthrough · 10 chapters

Turn market information into a clear research routine.

ShareDrishti brings market context, stock discovery, company research, technical signals, and trade planning into one workspace. This guide shows how to use those tools in a sensible order.

Start with the marketBuild a shortlistCheck the evidencePlan conditionsReview over time
Open ShareDrishti ↗
Keep expectations grounded. A score, forecast, or plan is an analytical aid, not a guarantee, personal recommendation, or order to trade. Market data may be delayed or unavailable.

Use demo assumptions while learning. Never enter money you cannot afford to lose.

01 · Set your intent

Begin with the question you actually have.

A good workflow starts with a clear question, not with clicking every AI button.

⌂

“What is happening today?”

Start at Dashboard. Check the selected market, broad indices, market breadth, and any data freshness indicators.

⌕

“What should I research?”

Go to Discover. Compare a watchlist, screener, or stock query to build a manageable shortlist.

◎

“I have a stock in mind.”

Use Stock Workspace to examine that ticker from several angles, then use a plan only if it fits your question.

Sign in when the app prompts you for personal workspace features such as Portfolio, saved watchlist, or some discovery and analysis tools. Admin-only analytics are for operating the service, not for researching a stock.
Go to Dashboard ↗

02 · Get context first

Check the weather before choosing a route.

Market context helps you understand whether a stock move is happening in a calm, broad market or during a more unsettled period.

Open Dashboard

Choose the relevant market view if offered. Review index direction and whether the market is open or closed.

Look for participation, not just one index

Compare gainers and losers and review available market breadth or FII/DII flow panels.

Check freshness and source caveats

If prices are marked delayed, unavailable, or stale, pause before relying on exact entry levels.

Market Sentiment

Use its news and sentiment summary as a broad context clue. Read the headlines themselves before accepting a summary.

Market Mood Ring

Use this as a quick mood snapshot. Sentiment can change fast and does not predict the next price move.

Market Sentiment ↗Market Mood Ring ↗

03 · Discover ideas

Make a shortlist you can actually review.

Use discovery tools to narrow the field. A shortlist is a set of research candidates, not a set of automatic buys.

★

Recommended Watchlist

Browse categorized stocks and use the list as a starting universe. Confirm company identity, sector, and data before deeper work.

◇

Undervalued Screener

Explore fair-value and quality signals. Inspect data coverage and risk flags; a low valuation can also reflect a struggling business.

↗

Growth Opportunity Finder

Find companies surfaced for growth research. Treat rankings as prompts to investigate business quality and valuation.

⌕

Stock Query

Filter the available stock database for a focused list. Review the criteria and resulting fields before drawing conclusions.

Practical limit: shortlist 3–5 names. Write down why each made the list and what evidence would make you reject it.

IPO Analysis and IPO Tracker are currently shown as disabled tabs in the local Discover interface, so this guide focuses on the tools that are available to select.

Open Discover ↗

04 · Stock Workspace

Use more than one lens on each candidate.

Open Stock Workspace, enter a ticker such as RELIANCE, TCS, or INFY, and choose Analyze. Then work through the tabs that answer your question.

Decision Console

Read the summary, reasoning, recommendation context, risk, detected patterns, forecast, indicators, and fundamentals together.

Technical Analysis

Inspect price trend, indicators, moving averages, volatility bands, and support or resistance. These describe price behavior; they do not guarantee timing.

Deep Insights

Use company metrics, chart features, and peer comparisons to ask whether the business and its valuation deserve more research.

Red Flags & Risk

Look for risk or anomaly signals and investigate their source. A missing flag is not proof that a stock is safe.

Multi-Agent / Decision Intelligence

Where available, compare the different analysis views and inspect their explanations. Agreement is not independent proof.

AI Predictions / Advanced Models

Use forecasts as scenarios. Check assumptions, date, horizon, and uncertainty; compare them with historical and fundamental evidence.

Sign-in may be required for selected tabs. If a section says data is unavailable, do not treat an empty panel as a neutral or positive result.
Open Stock Workspace ↗

05 · Trade Planner

Turn an idea into explicit conditions.

The Trade Planner is for questions such as: “I have ₹20,000, a six-month horizon, and medium risk. What candidates and entry conditions should I study?”

Open Discover → Trade Planner

It is the first tab in Discover. Select “I have a budget — what should I buy?” for a portfolio-style plan.

Enter your assumptions

For practice: capital ₹20,000 · horizon 6 months · risk tolerance Medium (Balanced) · choose a small maximum number of stocks.

Select Build portfolio plan

Read the candidate allocation and entry timing/conditions. Check current data date, coverage, evidence, and any risk or event warnings.

Challenge the result

Open each name in Stock Workspace. Only consider an entry if the plan’s conditions still make sense and fit your own rules.

Important: an “entry band” is a conditional price area, not a promise that the price will reach it. Stops and targets are scenario levels, not guaranteed execution prices. This tool does not place trades.
₹20,0006 monthsMedium / BalancedFew names
Open Trade Planner ↗

06 · Conditional single-stock plan

Already have a ticker? Stress-test the setup.

In Discover → Trade Planner, switch to “I already know the stock.” Enter an NSE ticker, holding horizon, risk tolerance, and optional capital.

Price map

Shows recent price history with the calculated entry area, support/resistance references, stop scenario, and targets.

Evidence breakdown

Review factor scores and detail, RSI, recent return, volatility, and volume relative to its average.

Context & headlines

Check macro, sector, institutional flow, event flags, earnings timing, linked headlines, and which data sources are available.

  • Is the price data current enough for the decision?
  • Do the entry and risk levels fit my own loss limit?
  • Does the company analysis support the trade idea?
  • What would make me wait, reduce size, or abandon the idea?
Plan a ticker ↗

07 · Personal workspace

Keep a record and revisit the reasons.

Sign in to use Portfolio features and keep your research connected to what you follow.

▤

Holdings

Review your portfolio and its available analytics. Keep quantities and transaction information accurate.

☆

Watchlist

Save candidates and monitor them before deciding. A watchlist helps separate “interesting” from “owned.”

✦

Portfolio Assistant

Use its available portfolio views as a research aid. Verify every important figure against your broker or account records.

◷

Review cadence

Revisit on a schedule and after material company or market news. Avoid changing a long-term plan for every short-term price move.

A useful personal note: ticker · reason for watching/buying · evidence checked · intended horizon · what would change the thesis · next review date.
Open Portfolio ↗

08 · Context, not noise

Use specialist pages when they answer a real question.

AI News / Tribune

Scan headlines and summaries, then open original sources and consider how directly a story affects the company.

Trader Tools

For market mechanics such as option-chain measures, institutional flows, deals, and market gaps. Interpret each metric in context.

AI Chat / Personal Assistant

Ask for plain-language explanations, comparisons, or questions to research. Don’t share passwords, OTPs, or sensitive account details.

Blog & Community

Use these to learn concepts and hear perspectives. Community posts are opinions, not verified analysis or instructions.

AI summaries can omit context or be wrong. Confirm important claims with the cited company filing, exchange notice, or original news report.
AI News ↗Trader Tools ↗

09 · Make the workspace yours

Set preferences, alerts, and a comfortable way to return.

Risk Profile Quiz

If offered, answer thoughtfully to clarify how you feel about time horizon and volatility. Treat the result as a reflection aid, not a financial suitability assessment.

Alerts

Review the Alerts panel in the app and its available settings. Alerts are prompts to investigate; they do not replace checking price, source, and context.

Profile & account

Confirm you are signed in to the intended individual or business account. Keep login credentials and OTPs private.

Install on your phone

Use the browser’s Add to Home Screen option for a quick app-like shortcut. On iPhone, open the site in Safari, tap Share, then Add to Home Screen.

Installation adds a convenient shortcut. It does not make market data available offline or guarantee that every app feature works without a connection.
Open Profile ↗

10 · A 15-minute routine

Let the question determine the tool.

Minutes 1–3 · Context

Dashboard → market direction, breadth, data freshness; Market Sentiment or Mood Ring only if relevant.

Minutes 4–6 · Shortlist

Discover → Watchlist, Undervalued Screener, Growth Opportunity Finder, or Stock Query. Pick a few candidates.

Minutes 7–11 · Verify

Stock Workspace → compare company/fundamental information, price behavior, risk flags, and available AI analysis.

Minutes 12–14 · Plan

Trade Planner → state your capital, time horizon, and risk tolerance. Read entry conditions, risk scenarios, and evidence.

Minute 15 · Record

Save to Watchlist or update Portfolio if appropriate. Write down what would change your view and when you will review.

Skip any step that does not help answer your question. More indicators do not automatically mean a better decision.

11 · Make the app useful for your role

One research workflow; role-specific access.

B

Business / individual users

Focus on Dashboard, Discover, Stock Workspace, Trade Planner, and your signed-in Portfolio. Choose the tools that support your own research process.

A

Admin users

Use Analytics or Admin pages to monitor the platform and its users. These operational controls are separate from market-analysis evidence.

If a tab is locked, sign in with the right account. Admin access should be used only for administration; it does not make a forecast more reliable.

Before acting, check these five things

  • Correct ticker and company
  • Data timestamp and missing coverage
  • More than one kind of evidence
  • Personal time horizon and affordable risk
  • A clear reason to wait or change your mind

This educational guide is not investment, tax, or legal advice. Investing involves risk, including loss of capital. Use the app to support independent research and consult a qualified professional where appropriate.

Start your research ↗