🔎 Mastering Document Search

What Is Document Search?

Document Search is a keyword search engine over Finmagine's indexed archive of primary-source company filings: concall transcripts, annual reports, credit rating updates, and investor presentations. Type a term — "capex guidance", "pledge", "related party" — and get back the exact sentences that mention it, each one tagged with the company, document type, and date, and linked straight back to the original filing.

This matters for a simple reason: cited search is trustworthy by construction. There is no risk of a hallucinated summary putting words in management's mouth — you always land on the source page and can read the surrounding context before drawing a conclusion.

Two Ways to Search

Document Search has two entry points that share the same search engine underneath, but differ in scope:

From a stock page

Open any stock (finmagine.com/stock/?symbol=SYMBOL), go to the Documents tab, and use the search box at the top. It is locked to that company — you don't need to type or select a symbol. Below the search box, the tab also shows a browsable list of all indexed documents grouped by type, so search is an addition to browsing, not a replacement for it.

From the standalone Research page

Go directly to finmagine.com/research/ when you want to search across every company at once — for example, checking which companies mentioned "China plus one" or "tariff" in their latest concalls, without knowing in advance which ones to check. A link back to this page also appears at the bottom of the company-scoped search box, labelled "See cross-company document search".

Writing a Good Query

Type any finance term or short phrase — up to 300 characters. The 8 suggestion chips beneath the search box on the Research page give you a quick start:

Click any chip to fill the search box and run that search immediately.

Built-in finance synonyms

The search engine automatically expands a handful of common Indian-finance terms to their synonym, so you don't need to type both versions yourself:

Keep queries short and specific. A 2–4 word phrase ("promoter pledge", "capex guidance") tends to surface more precise results than a full sentence.

Filters & Sorting

The standalone Research page gives you three controls beneath the search box:

• Symbol: Narrow results to one company by NSE ticker, with autocomplete as you type. Leave it blank to search across all companies.
• Document Type: All document types, or narrow to just Concall Transcripts, Annual Reports, Credit Ratings, or Investor Presentations.
• Sort: Newest first (default) shows the most recent filing first — best when you want to know the latest position on a topic. Most relevant ranks by how strong the keyword match is, regardless of date — best when you're hunting for the single best-matching mention, wherever it is.

The company-scoped search inside a stock's Documents tab skips these controls entirely — the symbol is already fixed, it searches all four document types together, and results always sort newest-first.

Reading the Results

Each result card shows:

• Symbol (cross-company page only) — click through to that company's stock page
• Document type badge — 📞 Concall, 📄 Annual Report, ⭐ Credit Rating, or 📊 Investor Presentation
• Date — the filing date, or the fiscal year if an exact date isn't available
• Highlighted snippet — your search terms are highlighted directly in the quoted text
• View source — a link back to the original filing
• Page number — shown when the source is a paginated PDF, so you can jump straight to the relevant page

On the cross-company Research page, results are grouped by document: the single best match from each filing is shown first, and if that same filing contains additional matches, they're collapsed behind a "+N more matches in this document" button instead of flooding the results list with near-duplicate cards from the same source.

Access Tiers & Rate Limits

The rate limits exist to keep the search responsive for everyone and to discourage automated scraping — they are generous enough that normal research use, even a long session digging through one company's filings, will not come close to the daily cap.

Practical Search Workflows

Workflow 1 — Verifying a Specific Management Claim

1. Open the company's stock page and go to the Documents tab
2. Search the exact phrase you want to verify — e.g. "debt-free" or "18% margin"
3. Read the highlighted snippet in context, then click View source to confirm the surrounding paragraph says what you think it says

Workflow 2 — Scanning Governance Red Flags Before Buying

1. Open the Documents tab for the company you're evaluating
2. Search "pledge", then "related party", then "auditor resignation"
3. Any hits are worth reading in full before making a decision — these are exactly the terms that tend to surface early warning signs in annual reports and announcements

Workflow 3 — Cross-Company Theme Research

1. Go to finmagine.com/research/ and search a theme term — e.g. "tariff", "China plus one", or "AI capex"
2. Leave the Symbol filter blank so results span every indexed company
3. Use the Document Type filter to narrow to Concall Transcripts if you want management's live commentary specifically, rather than a written disclosure
4. Sort by Newest first to see who is talking about the theme most recently