QUANTVESTING

Understand. Research. Decide.

Turn your portfolio into a research agenda.

Understand what you own. Research what deserves attention. Build your own view.

START HERE

Assess My Portfolio

Upload a CSV containing Symbol, Shares and AvgCost. Common broker column names are accepted.

Choose your portfolio CSVNo file selected

By continuing, you acknowledge that Quantvesting provides educational and informational portfolio analysis and not investment advice. Quantvesting is not a SEBI-registered Investment Adviser.

No portfolio yet?

LEARN

Prepare, Upload and Read your Quantvesting Assessment

A focused guide to understanding the assessment, the questions behind each section, and how findings connect to research.

01 · Prepare & upload

Use current holdings rather than a transaction history. Upload a CSV with Symbol, Shares and AvgCost; common broker/export names are accepted. If multiple rows represent the same symbol, Quantvesting combines them using weighted-average cost.

Download sample myPortfolioStocks.csv

02 · Start with what you own

My Portfolio gives you the shape of your capital first: value, deployed value, framework coverage, health, allocation, concentration and holding-level details.

03 · Ask what deserves attention

Review Areas separates active review situations into their own evidence and priority logic. Near FTT asks about remaining upside for Core holdings; Conviction / Rank Review asks whether a holding's framework position deserves deeper review.

04 · Understand why it surfaced

Read each finding as a question, then inspect the evidence. A review label is a prompt to investigate, not a buy or sell instruction.

05 · Look beyond what you own

Opportunity Universe starts with the configured universe, keeps the highest-ranked 40, then highlights candidates with more than 20% framework upside. It narrows the research field; it does not make the decision.

06 · Turn findings into research

When a holding or opportunity deserves deeper work, use the Research a Stock path above. Quantvesting structures the path; you inspect the evidence and build your own view.

Three lenses behind the research

01Fundamentals

What is the business doing?

Frequent lens

02Valuation

What are you paying?

Frequent lens

03Technicals

What is the market doing?

Frequent lens

Other context such as macroeconomics, industry and business conditions can matter periodically. Use the lenses as a sequence of questions, not as a requirement to inspect every metric at once.

Read the assessment as a research agenda: Finding → Meaning → Evidence → Question → Context. Quantvesting labels are educational and informational; they are not investment advice.

HOW IT WORKS

From portfolio to research

Quantvesting keeps the journey simple: see what you own, focus on what deserves attention, explore what else exists, then research before you decide.

YOUR PORTFOLIO→REVIEW→OPPORTUNITIES→RESEARCH→YOUR VIEW

EXPLORE

Explore the Opportunity Universe

See what the Quantvesting framework is currently finding interesting. This is a rules-based research view, not an investment recommendation.

LEARN & GO DEEPER

Understand the framework more deeply when you are ready.

Use the same learning layer from every Quantvesting destination. Start with the free guides, or go deeper with a 1-on-1 discussion.

Playbook & Research Agenda

Understand the framework and how to turn a portfolio into a focused research agenda.

Playbook & Research Agenda

Framework Deep Dive

Understand how Quantvesting turns portfolio data into a structured research agenda. ₹999 · 45 minutes.

Framework Deep Dive

STAY CONNECTED

Join Weekend Quantvestor

Follow the thinking behind Quantvesting, understand new assessment features, and share feedback with the community.

Join Weekend Quantvestor

IMPORTANT DISCLOSURE

Quantvesting is not a SEBI-registered Investment Adviser. The information and assessment outputs are provided for educational and informational purposes only and are based on a rules-based analytical framework and data available at the stated time. They are not investment advice or a recommendation to buy, sell or hold any security. Quantvesting does not execute trades or manage client funds. Please make independent investment decisions and consider consulting a SEBI-registered Investment Adviser where appropriate.

Market data and analytical inputs may be delayed, incomplete or subject to error. Any historical performance or scenario figures are not indicative of future results.

Understand. Research. Decide.

Assess My Portfolio

Research any stock through the Quantvesting method

What would you like to understand?

Understand the method before you use it

What problem is Quantvesting trying to solve?

Two ways to use the same methodology

The Quantvesting research loop

Explore the thinking behind the framework

Prepare, Upload and Read your Quantvesting Assessment

01 · Prepare & upload

02 · Start with what you own

03 · Ask what deserves attention

04 · Understand why it surfaced

05 · Look beyond what you own

06 · Turn findings into research

Three lenses behind the research

From portfolio to research

Explore the Opportunity Universe

Preparing your assessment

Portfolio Assessment

What Quantvesting found

How the portfolio is structured

Where the portfolio is concentrated

Portfolio holdings (sortable on desktop and mobile)

What deserves attention first?

Where might currently deployed capital deserve comparison?

Turn a finding into a research path.

What else is worth researching?

Shortlist first. Research second. Decide yourself.

Understand the framework more deeply when you are ready.

Join Weekend Quantvestor