Inside Finmagine 2026: The India + US Investing Workflow Platform

The Problem Worth Solving

Every piece of data a fund manager uses to analyse a stock is publicly available — it's just scattered across different sources depending on the market. In India: exchange filings, bulk and block deals, delivery volumes, shareholding patterns, concall transcripts. In the US: SEC filings, 13F institutional holdings, earnings call transcripts, market data. Different plumbing, same underlying idea — you have access to essentially the same raw material a fund manager does.

What you don't have, by default, is the framework to interpret it. A fund manager doesn't read a P/E ratio in isolation. They cross-check it against EV/EBITDA, normalise it for debt structure, run it against a reverse DCF, benchmark it to the sector, and overlay earnings growth trajectory — systematically, not occasionally.

In 2026 that framework spans a web platform covering 6,000+ Indian companies and 6,000+ US companies, four Chrome extensions that work directly on Screener.in, a multi-agent research and consensus platform, and a REST/MCP API for developers and quantitative researchers.

Workflows, Not a Feature List

Most platforms are a pile of dashboards. Finmagine is built around four repeatable paths — pick the one that matches how you actually operate, then read the module sections below for the detail on each step.

📈 Long-Term Investor

🚀 Swing Trader

📊 Earnings Season

🤖 Developer / Agent Builder

Stock Intelligence & Valuation

Every covered company gets a dedicated Intelligence page — 35+ financial ratios with health flags, multi-lens valuation (PE, EV/EBITDA, PEG, Reversed DCF, Scenario), RS Rating, institutional activity tracking, delivery volume analysis, shareholding trends, Order Wins detection, management tone from concall transcripts, AI quarterly summaries, and PEAD + Earnings Catalyst signals — one page, not six browser tabs.

Forward Financial Model /model/

Build your own Bear/Base/Bull scenario — 5-year 3-statement projections (Revenue → EBITDA → PAT → FCF) discounted at WACC for operating companies, or a specialised PAT × P/E model for banks and NBFCs. Pre-loaded with AI-generated assumptions for every covered company; save your own and track live CAGR-to-fair-value from your watchlist.

VSTOP Volatility Charts /charts/

An ATR-based trailing stop overlaid on price and volume — pick the ATR period and multiplier, and a direction-change table tracks the last 6 flips with the return captured between each signal, so you can backtest the indicator on any stock instantly.

Compare & Scorecard /compare/  ·  /scorecard/

Compare puts any two stocks side by side — 12 quarters of revenue/profit/margins, a ₹10,000-invested returns chart, and ratio health flags across 35+ metrics. Scorecard is a separate tool: a 5-dimension weighted score computed nightly for every NSE-listed stock — Financial Health (25%), Growth (25%), Competitive Position (20%), Management Quality (15%), Valuation (15%) — each rolled up from ratio classifications (Excellent/Good/Average/Poor). Sortable across the full market. Pro.

AI & Data Automation

AI Advisor /ai-advisor.php

20+ structured prompt templates — Comprehensive Analysis, Red Flag Detector, Peer Comparison, IPO Decoder, Porter's Five Forces, MOAT Analysis, and more — pre-loaded with the company's Intelligence Block, so the AI has full context before you ask a single question. Web tool and Chrome Extension, using whichever AI provider you've connected.

Corporate Feeds /insider/  ·  /order-wins/

Daily AI-parsed feeds from corporate filings. Insider trades classified by promoter/director/KMP category with shareholding delta. Order wins extracted from announcement PDFs — contract value normalised to INR crores, client/segment/geography identified. Filterable by watchlist, value threshold, and confidence level.

Earnings Catalyst Score /ecs/

Ranks stocks by post-earnings momentum potential — revenue and profit growth (YoY and QoQ), cash flow quality, and PEAD signal strength combined. AI quarterly summaries and management tone analysis feed into the same score. Premium.

Ask Finmagine /ask-guides/

A guided chat interface trained on Finmagine's own documentation and platform guides — ask how a tool works or what a metric means, and get an answer sourced from the actual site, not a generic model guess.

Scanners & Momentum

Smart Screener /screen/

Filter 6,000+ Indian companies across 80+ dimensions — ROCE, ROE, OPM, D/E, multi-year CAGRs, FCF yield, Altman Z-Score, promoter pledge, and more. 25+ named presets including Decade Compounders, FCF Machines, and Bulletproof Quality. Select up to 5 results and send them straight to the Investment Committee for a consensus review.

RS Momentum Scanner /momentum/  ·  /rs-high/

RS Rating (IBD-style 1–99 score) updated daily across the market. Swing Trader signals for VCP patterns, 52-week high breakouts, and near-high setups with Entry Readiness scoring. Premium.

Conviction Ranking /conviction/

Not a blended RS-plus-fundamentals formula. Conviction combines overlap across 30+ named screening presets — Fortress Balance, Magic Formula, Minervini VCP, Decade Compounders, and more — with readiness overlays from sector breadth, Earnings Catalyst Score, and PEAD candidacy. A stock ranks high when multiple independent lenses agree, not from one score.

Curated Picks /picks/

Stock of the Week, curated model portfolios, and a running set of editorial scans across ratings, PEAD candidates, and scorecard views — the same scan engine behind the Finmagine Trader Chrome extension, available on the web.

Market Sentiment & Macro

Market Intelligence /markets/

Top-down analysis across 12 tabs — advance/decline breadth, % of stocks above key moving averages, industry stage classification, 52-week high distribution, sector heatmaps. Know the regime before you pick stocks.

EOD Sector Rotation Graph /rrg/  ·  /us/rrg/

An end-of-day Relative Rotation Graph — RS-Ratio vs RS-Momentum per sector, self-normalised via a JdK-style EMA/SMA algorithm, so you see which sectors are leading, weakening, lagging, or recovering. Dynamic trails animate rotation across recent sessions. 18 NSE sectors for India, 11 SPDR sectors vs. SPY for the US.

Market Mood Index /mmi/

A daily fear/greed gauge from 6 factors — put/call ratio, breadth, 52-week high/low spread, VIX, moving-average deviation, delivery percentage. Tracked historically so you know whether the market is in extreme greed or panic.

Market Structure & Event Feeds /circuit/  ·  /pledging/  ·  /ipo/

Circuit breaker activity, volume footprint analysis, promoter pledging tracker, T2T/ASM surveillance flags, an IPO calendar, market news, and sector index trackers — the signals that don't fit a single dashboard, grouped in one place.

Ratings & Valuation

Stock Ratings /ratings/

A Fundamental Score (ratio-classification based) and a Reverse-DCF valuation signal, computed nightly for every NSE-listed stock. The "Top Picks" tab is free; the full sortable list is a Professional feature. This is a distinct tool from the Scorecard covered earlier — Stock Ratings is score-plus-valuation-signal classification; Scorecard is the 5-dimension weighted framework.

Portfolio, Risk & Planning

Portfolio Tracker /portfolio/

Cost-basis-aware analysis, vintage cohort view (group holdings by first-buy year), and a rolling CAGR matrix. See which positions are dragging returns and which are compounding quietly.

Named Watchlists & Named Portfolios /portfolio/

Both live inside the Portfolio page's Watchlist tab — a named-watchlist switcher covers India and US/Global separately, and named portfolios let you group holdings by theme or strategy instead of one flat list.

Custom Index & Basket Builder /custom-index/

Build a custom index of up to 10 NSE stocks, assign weights, and simulate historical performance with monthly rebalancing. Save up to 20 baskets per account. Premium.

Price & Technical Alerts /alerts/

Price targets, RSI conditions, EMA crossovers, and volume spike triggers — up to 30 active multi-condition rules per account, run nightly after market close. Premium.

Financial Calculators Suite /tools/tools.php

SIP, NPS (with Section 80CCD tax savings), Lumpsum, Compound Interest, Recurring Deposit, an Investment Risk Calculator (VaR, Kelly Criterion, Efficient Frontier, Monte Carlo), and a Financial Chart Builder.

🇺🇸 US Markets

India-first, expanding to US coverage — the same core toolkit now covers 6,000+ US companies on NYSE/NASDAQ. Not every India-only surveillance tool (circuit breakers, T2T/ASM, promoter pledging) has a US equivalent yet, but the core research and momentum stack does.

US Screener & Scorecard /us/screen/  ·  /us/scorecard/

The same multi-dimension screening engine and Finmagine scoring system, rebuilt for US equities.

US Breadth, RRG & Market Mood /us/breadth/  ·  /us/mmi/

Advance/decline breadth, the 11-sector SPDR Rotation Graph, and a US Market Mood Index — the same top-down regime read, applied to the US market.

US Momentum, Conviction & 13F Investors /us/momentum/  ·  /us/star-investors/

RS-driven momentum scanning and Conviction Ranking for US equities, plus quarterly 13F tracking of major US funds — shareholding changes, new positions, exits — alongside AI-generated full company reports and a forward DCF model for every covered US stock.

🤖 Agentic Research & Developer Platform

Beyond dashboards — programmatic access, multi-agent research, and consensus decision-making. One example end-to-end: Screen → Investment Committee → Risk-Audited Allocation, runnable via the UI or the API.

Interactive API Explorer /developer/api-explorer.php

Click-and-run REST/MCP endpoint testing directly in the browser — 86+ operations across India and US market data, company profiles, financials, ratios, momentum, insider trades, order wins, sector RRG coordinates, and more.

Agentic Workflow Explorer /developer/agentic-workflow-explorer.php

Runnable multi-step agent recipes — chain, configure, and execute pipelines like momentum screens, committee allocations, or research deep-dives, with click-to-arm safety controls and live status polling.

Strategy Lab & Investment Committee /strategy-lab/

Strategy Lab runs sequential multi-agent research chains on a company or theme, each stage building on the last. Its Investment Committee tab runs a multi-agent consensus panel — Fundamental, Technical, and Risk specialist lenses — against companies you enter directly, or a shortlist sent from the Screener. Produces a draft stance per stock plus a risk-audited allocation. Premium.

Bring Your Own LLM Key /account/ai-keys.php

Every AI feature — Advisor, Strategy Lab, Investment Committee, quarterly summaries — runs on your own key across 6 providers: OpenAI, Anthropic, Gemini, Groq, DeepSeek, OpenRouter. No Finmagine-paid fallback and no silent usage: you always see which provider and model is active before it runs, and can switch anytime.

curl -H "Authorization: Bearer fmk_YOUR_KEY" \
  "https://finmagine.com/api/v1/presets/catalog"

Chrome Extensions

Education & NISM XV

16 topic hubs, 145+ articles, from market basics to advanced analysis — every concept explained in the context of real markets, then applied directly in the tools above. The NISM Series XV Research Analyst certification prep is a complete interactive study guide — 17 chapters, sequential navigation, concept summaries, practice questions — free to access.

Why This Is Different

• Top-down and bottom-up in one workflow. Market breadth → sector rotation → stock selection → valuation, not four separate tools you have to stitch together yourself.
• India and US under one framework. Not a US platform retrofitted, and not an India tool with a US tab bolted on — the same scoring and workflow logic across both.
• Agent and API access, not only dashboards. Every core dataset is also a documented REST/MCP operation, so your own scripts or AI agents can use it directly.
• You control AI provider cost. Bring your own key across 6 providers — no markup, no silent usage, no vendor lock-in.

What Finmagine Is Not

Free Starting Points

None of these require a paid subscription — some don't even require an account:

• All 4 Chrome extensions (AI Advisor, Chart Builder, Trader, Portfolio Manager)
• NISM XV Research Analyst Study Guide (17 chapters)
• Foundation & Basics Education Hub
• Public preview tabs on Market Breadth, Sector RRG, and Market Mood Index (deeper history and some views unlock with Premium)
• Top 20 Company Rankings, Stock Ratings' Top Picks tab

What Users Say

These are verbatim comments from public forums — linked to the original posts, not curated summaries.

Chrome Web Store reviews (★★★★★): AI Advisor  ·  Trader  ·  Chart Builder

Free vs Premium

No account required — fully public

• All 4 Chrome extensions
• NISM XV Research Analyst Study Guide
• Foundation & Basics Education Hub
• Investment Blog
• Top 20 Company Rankings, Stock Ratings' Top Picks tab

Free account (login, no payment)

• Everything above
• Screener, Sector RRG, Conviction Ranking, Market Breadth
• Portfolio Tracker, Named Watchlists & Portfolios
• IPO Tracker and Calendar
• Financial Calculators

Premium

• Full Stock Ratings list
• VSTOP Charts, Forward Financial Model, Custom Index, Alerts
• Earnings Catalyst Score, RS Before Price
• Strategy Lab & Investment Committee

Professional

The highest tier — everything in Premium, plus the Scorecard's full sortable ranking across the entire market.