Tools to Filter, Not Predict
Purpose of This Section
This section explains what analysis tools and screeners are, who should use them, and how to use them responsibly — without turning investing into constant activity.
Analysis tools are meant to reduce noise and narrow choices, not to find “guaranteed winners”.
What Are Analysis Tools & Screeners?
Analysis tools and screeners help investors:
- Filter stocks or funds based on predefined criteria
- Compare companies objectively
- Save time by narrowing a large universe
- Avoid emotional or random stock picking
They do not replace judgment, research, or patience.
Who Should Use This Section (And Who Can Skip It)
Useful for:
- Investors tracking multiple stocks
- Long-term investors filtering quality businesses
- Investors learning how fundamentals work
- Traders creating rule-based setups
You can skip or keep it simple if:
- You invest only via index funds or SIPs
- You don’t track individual stocks
- You are very early in your investing journey
👉 Screeners are optional tools — not mandatory steps.
Types of Analysis Covered
1️⃣ Fundamental Analysis Tools
Used to study business quality and financial health.
They focus on:
- Revenue & profit growth
- Balance sheet strength
- Cash flows
- Valuation metrics
Purpose: Understand what you own
2️⃣ Technical Analysis Tools
Used to study price behaviour and market trends.
They focus on:
- Price patterns
- Volumes
- Support & resistance
- Trend strength
Purpose: Improve timing and risk awareness
3️⃣ Stock Screeners
Used to filter stocks using rules.
Examples:
- High ROE & low debt
- Consistent earnings growth
- Large-cap dividend stocks
- Breakout or momentum setups
Purpose: Shortlist, not select
What Screeners Are Good At
✔ Reducing large stock lists
✔ Enforcing discipline
✔ Preventing random selection
✔ Saving time
What Screeners Are Bad At
✖ Predicting future performance
✖ Replacing research
✖ Timing exact tops or bottoms
✖ Protecting from emotions
Key Topics Covered in This Section
🔹 Fundamental Analysis Tools (India-Focused)
Understanding tools that help evaluate business quality and financial health.
🔹 Technical Analysis Tools
Understanding tools used to analyse price, volume, and trends — without overcomplication.
🔹 Stock Screeners Explained
How screeners work, common filters, and realistic expectations.
🔹 Popular Screeners Used by Indian Investors
Overview of commonly used platforms and what they’re best suited for.
🔹 How to Build Simple Screening Logic
Using basic rules aligned with your investing style.
Common Mistakes Investors Make
- Using too many filters
- Blindly copying “ready-made” screens
- Constantly changing screening rules
- Confusing filtering with conviction
- Treating screen results as recommendations
👉 A screen gives you candidates, not decisions.
How This Fits Into Your Investing Journey
Analysis tools work best when combined with:
- Clear investing goals
- Basic market understanding
- Long-term discipline
- Simple decision frameworks
Tools should support thinking, not replace it.
Disclaimer
Samnidhi Insights does not recommend specific stocks or guarantee outcomes.
All tools discussed are for educational understanding only.