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Published: September 6, 2026 | 7 min read | Workflow Guide | Developer / Systematic Investor

A single sentence turns into a disciplined, risk-audited allocation — no spreadsheets, no separate tools. This walkthrough chains a plain-English screen through chaining, a strategy backtest, three independent AI analyst lenses, a risk audit, and an automated allocation.

Not investment advice. This video demonstrates platform functionality only, using real live data at the time of recording. 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 Six Steps

1. Describe the idea in plain English

Type "profitable mid-caps with low debt and strong momentum" into AI Screen. Finmagine interprets it into concrete filters — mid-cap by market cap, debt-to-equity under a threshold, profitable across most of the last decade, and an RS Rating floor for momentum — and returns a real results table.

2. Chain a named preset

Click Refine These Results and layer Quality Compounders on top of the AI Screen's output — narrowing the field without starting over. The chain breadcrumb tracks both steps.

3. Check the strategy's own backtest

Because Quality Compounders is a named preset, it carries its own Backtest panel — a track record of the strategy itself against the Nifty over the last 90 days, not just today's picks.

4. Send a shortlist to the Investment Committee

Check 1–5 rows and click Committee. The shortlist runs through three independent AI lenses — Quality Compounder, India Growth, and Value & Safety — plus a Chairman that weighs where they disagree and writes a bull-and-bear case for each stock.

A real committee run: 4 of 5 stocks bullish on both Quality Compounder and India Growth lenses, with Value and Safety holding a neutral stance across the board — A real committee run — 4 of 5 stocks bullish on quality and growth, Value & Safety stays neutral across the board.

5. Run a Risk Audit

The Risk Audit checks portfolio risk score, annualized volatility, and sector concentration — surfacing flags like two sectors each carrying 40% of the shortlist.

6. Generate the allocation

The final step turns conviction and risk scores into a position-weighted allocation book — in this run, all five names cleared the bar and each received an equal 20% weight.

Risk Audit shows a Portfolio Risk Score of 3.7 out of 10 and 21% annualized volatility, below the Nifty's own volatility, with concentration flags of 40% Consumer Discretionary and 40% Industrials; the Allocation Book shows all 5 names clearing the conviction bar and receiving an equal-weight 20% each — Risk Audit and automated allocation — all 5 names cleared the bar, so each gets an equal 20% weight.

What the Committee adds that the Screener can't: the Screener filters 6,000+ stocks by ratio thresholds — a quantitative pass. The Committee evaluates a shortlist of 1–5 stocks through three qualitative lenses and decides which is actually worth your attention, and in what order.