Introducing timeline and insights on Console powered by Tijori

Our focus at Zerodha has been to help you do better with your money. That means giving traders and investors the best tools possible to help them make informed decisions. As a strategic decision, instead of building everything, we’ve partnered with some of the best teams working on solving these problems. Smallcase, Sensibull and Streak were the result of these partnerships. These companies today have built the best in class tools for fundamentals, technicals and F&O.

One of the newer companies we’ve partnered with is Tijori. It’s an investment research platform for all things fundamentals. They’ve built an amazing platform for fundamental research and you will soon see more tools powered by them across Zerodha platforms. From speaking to customers over the years, one of the pain points they had highlighted is the lack of a single place to track all the events and developments that can affect a company.

This is where the new Timeline and Stock Insight feature on Console, powered by Tijori comes in. Timeline is a chronological feed of key events and developments related to the stocks in your portfolio. Now, instead of switching between the trading platforms, exchange websites, and other apps to figure out what’s happening to a stock you hold, you can see everything in one place. Stock insights give you a birds eye view of the fundamentals of a company in your portfolio.

Timeline

You can view Timeline on the dashboard of Console. Think of it as a social media feed, but only with updates about the stocks you hold.

Here are the updates you will see on Console:

• Exchange filings by the company, such as annual reports and outcomes of board meetings, updated minutes after filing with the exchanges.

• Corporate action updates, like dividends, bonuses, stock splits, buybacks, etc., for the companies you hold.

• Quarterly results and shareholding updates with quarter-on-quarter and year-on-year percentage changes.

• Insider trade updates on promoters buying, selling, pledging, and unpledging of shares.

• Updates on the company’s net debt and capital expenditure.

• Changes in the market share of products and services of a company.

• Changes in key operating metrics related to the company.

• Changes in raw material prices and their impact on production costs and revenues.

• Breakdown of revenue mix by sources and geography of revenues.

• Forensics insights on financial health.

• Credit rating updates.

You can also follow your favourite sectors for related updates on your Timeline by selecting them in the settings.

Stock Insights

The Stock Insights widget gives you a birds eye view of the fundamentals of a company in your portfolio To access Stock Insights, log in to console.zerodha.com, go to Portfolio > Holdings, click on Options, and then select View Insights.

Stock Insights provides a quick overview of stock performance across various metrics:

• Overview of stock price performance over 1-month, year-to-date, 1-year, 3-year, and 5-year periods, including comparison with the sectoral index and a custom index by Tijori Finance.

• Financial Ratios: Important financial ratios like Price to Earnings, Price to Book, EBITDA/EV, and Dividend Yield over 1-year and 3-year periods.

• Forensics insights on the financial health of the company. These insights are customized based on the sectors that a company is operating in like banking, insurance etc.

• Revenue Mix shows how different segments of a company contribute to a company’s revenue, including historical changes over the past 5 years.

• Peers performance comparison based on metrics like Price-earnings ratio, Market Capitalisation, Return on Equity, and Debt-equity ratio.

The goal of both these tools is to help you track your investments to understand what’s happening. To dive deeper into insights related to your holdings, visit tijorifinance.com for comprehensive fundamental information.

You can learn more about fundamental analysis on Varsity here.