Most investors treat research as separate tools — a screener here, a stock check there, a portfolio tracker somewhere else. This is what it looks like when they're actually one pipeline: a real, live-data walkthrough from a systematic filter, through a shortlist, into one stock's full research page, and out the other end into a real portfolio correction.

Not investment advice. This video demonstrates platform functionality only. Nothing shown constitutes a recommendation to buy, sell, or hold any security — please do your own research or consult a SEBI-registered investment adviser.

The Five Steps

1. Build a systematic scan, not a preset

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Instead of clicking a named preset, open Advanced Historical Filters on the Screener and set the Margin & Re-Rating group directly: TTM Profit Growth at least 1.25× Sales Growth, a 10% guard so it doesn't misfire on weak sales growth, and a Price − Profit Spread of 10 points — a re-rating signal even when profit growth is flat. Run it, and real companies clear the bar directly from the raw filter fields.

2. Chain a preset on top — reversibly

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Click Refine These Results and layer a named preset like Quality Compounders on the current results — no need to start over. A visible chain breadcrumb tracks the sequence, and it's not a one-way commitment: a real ← Back button restores the exact prior state instantly, distinct from the × Clear button that resets the universe entirely.

3. Eyeball candidates before committing

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Checking rows gives you two different payoffs, not just one. View Charts opens a side-by-side slideshow to compare candidates visually before deeper research. The same selection can also go straight to the Investment Committee for a deeper AI read — see the Smart Screener → Investment Committee workflow for that path.

4. Let the stock page show what the Screener can't

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Open one stock and its FY price-to-earnings history shows exactly how the market has priced its earnings, year by year — not just today's snapshot. Its Why It Screened note is a plain-language synthesis of every signal currently true for the stock, generated fresh, never a buy or sell call.

5. Close the loop in the Portfolio

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In Portfolio > Alerts, the Pending Corporate Actions panel surfaces unresolved splits and bonuses. Resolving one recalculates cost basis and share count automatically — and, as a genuine side effect, can clear a holding from the Approaching Stop-Loss list once its numbers are actually correct. See the full mechanics in the Portfolio Manager guide.

Why this order matters: Each step reveals something the previous one structurally couldn't show. The Screener can't show a decade of P/E history for one company; the stock page can't show whether your actual holding's cost basis is correct. Chaining the three together — not treating them as separate dashboards — is the whole point.