The Dashboards as Your Bloomberg
The previous twelve modules give you the analytical framework. This module shows you how to deploy that framework with the platform tools — to do, in 30 minutes a month, the kind of analysis an institutional asset manager pays a Bloomberg subscription (₹15-30 lakh per year per terminal) and a research team to produce.
The platform's tools cover the essential workflow:
- Fund screener (
/mutual-funds/) — sortable by precomputed Sharpe, Information Ratio, alpha, tracking error, beta, and 1Y/5Y returns for ~16,000 Indian mutual funds, updated daily from AMFI NAV data. - Portfolio builder (
/portfolio/) — efficient frontier optimisation across 9 benchmarks (Indian and international equity, gold, fixed income), with user-supplied Capital Market Assumptions. - Macro dashboard (
/macro/india/) — RBI repo rate trajectory, CPI inflation, GDP growth, full Indian yield curve, 10Y-2Y spread, INR/USD, key macro indicators. - ETF screener / Benchmarks (
/etfs/) — tracking error, expense ratio, returns for Indian ETFs across broad market, sector, commodity, debt-sovereign, debt-PSU, and international categories. - Financial planner (
/finplan/) — ratio analysis, goal planner with backwards-SIP, loan analysis, investment evaluation. - AI tutor (chat drawer on every Learn page) — grounded in modules + NISM workbooks + FINS5517 lectures + your portfolio (with paid tier).
- Q&A archive (
/learn/qa/) — community questions and answers, searchable, free. - Glossary (
/learn/glossary/) — every term defined in plain language.
This module walks through each one with concrete prompts. By the end, you should be able to do a complete monthly portfolio review using the platform alone.
Now apply this — open the fund screener →