In the world of professional investing, precision is everything. Fund managers and analysts are constantly on the lookout for tools that give them an edge—tools that not only simplify complex data but also provide actionable insights. Enter sharpely, a data-driven investment research platform built to cater to the needs of modern analysts and fund managers. With its comprehensive suite of advanced features, sharpely is a must-have tool for anyone serious about understanding and navigating the markets.
Built for Analysts, Designed for Results
sharpely isn’t your average investment research platform. It’s specifically built to meet the high standards of analysts and money managers who need to cut through the noise and focus on what matters. With tools beyond basic research, sharpely equips professionals with the ability to dive deep into data, uncover trends, and confidently make informed decisions.
For stock research, the Super Screener is unmatched. With nearly 400 pre-built metrics and a plethora of functions, it allows analysts to filter, sort, and zero in on exactly what they’re looking for. And that is not it! You can create complex custom functions and build almost any kind of screen! Whether it’s discovering undervalued opportunities, assessing growth potential, or analyzing risk, the Super Screener’s capabilities make it an indispensable tool in any professional’s arsenal.
And then there’s the Factor Model, a dream come true for those who want complete control over their stock selection process. Assign weightage to specific factors like quality, value, or momentum and create custom models that fit your unique investment philosophy.
Mutual Fund and ETF Tools for Portfolio Optimization
For MF distributors and advisors, sharpely’s mutual fund and ETF tools are game-changers. The Magicboard simplifies fund comparisons with head-to-head metrics, while Alpha Analysis helps pinpoint top-performing funds delivering superior returns. Whether you’re managing client portfolios or analyzing competitors, these tools help you make decisions backed by solid data.
The newly introduced Portfolio Overlap Feature takes fund analysis a step further. By identifying overlapping holdings across ETFs or mutual funds, it enables you to assess diversification, minimize redundancy, and fine-tune portfolio construction.
Strategy Builder and Backtesting: Professional-Grade Analysis
sharpely’s Strategy Builder and Backtesting tools are tailored for those who thrive on crafting and validating investment strategies. The Strategy Builder allows investors and analysts to create dynamic strategies, test them across high-quality historical data, and refine them for maximum efficiency.
The backtesting report now includes rolling returns, helping professionals evaluate consistency over time and simulate how strategies would perform across various market phases. These tools ensure that investors and analysts approach portfolio decisions with clarity and confidence.
RRG Chart: A Unique Edge in Sector and Trend Analysis
One of sharpely’s standout features is the RRG Chart, brought in collaboration with RRG Research. This tool visualizes sector momentum and relative strength, making it easy for analysts to identify which segments of the market are leading, lagging, or improving. Investors can use this data to optimize sector allocations and align their strategies with current market dynamics.
Bulk and Block Deal Tracker: Stay Ahead of Market Moves
Institutional buying and insider trading often signal market shifts. sharpely’s Bulk and Block Deal Tracker and Insider Trading Dashboard provide daily updates on significant transactions, enabling analysts to detect trends before they become widely known.
These tools are essential for staying ahead of the curve in a competitive landscape.
sharpely 2.0: Even Better for Professionals
With the launch of sharpely 2.0, the platform now offers even more features tailored to professional use:
Expanded Stock Reports: More granular financial statements, SME stock coverage, and customizable performance metrics.
Enhanced Screener: Over 150 new metrics and advanced query functions for complex analysis.
Portfolio Analytics: Integrated into the Strategy Builder, this feature helps fund managers analyze holdings before execution.
These upgrades further solidify sharpely’s position as the go-to platform for analysts and fund managers.
Why sharpely is a Must-Have for Professionals
In an environment where time is money, sharpely ensures that every second spent on research delivers maximum value. Its tools are designed to:
Save time by allowing automating complex calculations and presenting data in a clear, actionable format.
Enhance decision-making with comprehensive, accurate insights.
Provide an edge through exclusive features like the RRG Chart and Bulk and Block Deal Tracker.
“Our goal is to make sharpely indispensable for professionals by offering tools that elevate the quality of their research and empower better decisions,” says Shubham Satyarth, Founder and CEO of sharpely.
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.
Disclaimer: The information provided is for informational purposes only and does not constitute investment advice. Tools like the Super Screener, Factor Model, and RRG Chart are designed to assist professionals but are not guaranteed to ensure investment success. Users should consult a certified financial advisor before making decisions.