Research Report and Our Recommendations

Elements of Research Reports

1. Search Bar
2. Reco
3. Date stamp
4. My Portfolio
5. Just In(published in last 1days)
6. Most Viewed Reports
7. Company Reports
8. Sectorial Reports
9. Thematic
10. Market Analysis Report
11. Add to watch list

Functionality
1. On tapping on any report across the section it will expand displaying 4 CTAS View report,
download report, Buy /Sell
2. On tapping on Download report it will get downloaded on the local device storage
3. On tapping on view report it open the detailed view of it
4. On tapping on buy and sell it will redirect to order form with action preselected
5. In case there is not buy/sell reco in a report Buy/Sell CTA will not be shown.

Elements of Our Recommendations

1. Equity
2. F&O
3. Commodity
4. Currency
5. Mutual Fund
6. All Second Level Filter
7. Date
8. Filter – Buy/Sell/Both and Active/Closed/Both
9. No of Stocks / Stocks Allocation/ Cash Allocation Only for Portfolio)
10. Details CTA (Only for Portfolio)
Note: 1st and 2nd Level Filters will be in form of tabs and 3rd level filter will be part of
card

Elements of Recommendation Card

1. Call type
2. Symbol Name
3. LTP
4. Change and Change %
5. Reco Price
6. Target Price
7. Stop Loss

Elements of Portfolio Performance

 1. Horizon – 3months /6 months/ 1year/ Since inception
2. Performance
3. Nifty (%)
4. Sensex(%)
5. Back Arrow

Functionality

1. On tapping on any call it will redirect user to order form and the action will be
prepopulated.
2. On tapping on Filter a window will open from the bottom wherein the user will
select the filters and tap on done which will close the window show the filtered
results.
3. On tapping on Details in Portfolio recommendation it will redirect to Portfolio
Performance page.

Validations

1. All Filters will be as per below table across asset type

Segm 2nd Seg Inv

ent Filte men est
Filter r Call Type t or
Calls for

You NA Investment Call Cash
Call
Typ 
Trading e Report Call, Overnight Buy, Intraday, BTST Cash
Call
Equity Position Typ Short Term Positional (PCG), Short Term Positional 
al e (PCG), Insti Technical, Monthly Picks, Event Based Cash
Portfoli

o NA MOST MultiCap Cash
Call HIGH CONVICTION CALL, MOSt Smart, Reiterate High
Investm Typ Conviction Call, INVESTMENT CALL, VELOCITY, Initiating 
ent e Coverage Cash
FnO Option

Express NA Option Express Opt
Call FUT
Typ & 
Trading e Option, Overnight Buy, Intraday, Overnight Sell, BTST OPT
Call FUT
Position
Typ Short Term Positional (PCG), Short Term Positional & 
al
e (PCG), Insti Technical, Monthly Picks, STBT, Event Based OPT
Strategi Call Option Strategy, Strategies FUT 
es Typ &
 e OPT
Trading NA Intraday, STBT, BTST   
Position
Positional, Delta   
al NA
Comm
Spread NA Spread   
odity
Call
Strategi
Typ   
es
e Option Strategy, Strategies
Trading NA Intraday, STBT, BTST   
Position
Positional, Delta   
al NA
Curre
Spread NA Positional, Delta   
ncy
Call
Strategi
Typ   
es
e Option Strategy, Strategies
Equity NA   
Debt NA   
Mutu
Tax
al As per existing
Savings   
Funds
(ELSS) NA
Hybrid NA   