Non-negotiables for a Phase-1 advisory product. Each card unfolds into the precedent we're matching, the data flow, and the implementation notes. Expand any use case for full details.
Daily curated stock picks with entry price, target, stop-loss, time horizon, and a plain-English rationale. Each pick is scored on fundamentals, technicals, and sentiment.
Univest sends 2–4 stock picks daily via push notification. Each card shows Buy/Sell, entry range, target %, SL %, analyst rationale, and a "1-tap trade" button.
| Data Point | Source | Frequency |
|---|---|---|
| OHLCV price data (NSE + BSE) | TrueData / Global Datafeeds | Real-time (1s) |
| Quarterly financials (P&L, BS, CF) | NSE filings + Trendlyne API | Quarterly |
| News & corporate announcements | MoneyControl RSS, NSE APIs | Real-time |
| Insider / bulk / block deals | NSE/BSE bulk deal reports | Daily EOD |
| Analyst consensus estimates | Trendlyne / Tickertape API | Weekly |
Pre-built, algorithmically rebalanced stock baskets by theme (EV, Digital India, Defence) or factor (value, momentum, quality). One-click invest; drift-triggered rebalancing.
Smallcase offers 200+ baskets showing CAGR, rebalance frequency, constituent stocks, and min investment.
| Data Point | Source | Frequency |
|---|---|---|
| Index constituents & free-float weights | NSE indices data portal | Monthly |
| Factor data (P/E, P/B, ROE, ROCE, debt) | Screener.in API / NSE filings | Quarterly |
| 12-month price momentum, volatility | TrueData historical | Daily EOD |
| Dividend yield, buyback data | BSE corporate actions | Event-driven |
Every listed stock gets a "Finverse Score" (0–100) combining financial health, growth, management quality, and valuation. Simplified card for users; full breakdown for analysts.
Tickertape shows a 5-dimension scorecard: Performance, Valuation, Growth, Profitability, Entry Point — each scored /10. Finverse goes further with (a) management quality via NLP on con-call transcripts and (b) peer-relative sector ranking, not just absolute scores.
| Data Point | Source | Frequency |
|---|---|---|
| Financial statements (10+ years) | Screener.in / Capitaline | Quarterly |
| Con-call transcripts | Trendlyne / NSE filings | Quarterly |
| Promoter holding & pledging | BSE shareholding pattern | Quarterly |
| Credit ratings | CRISIL / ICRA / CARE | Event-driven |
Automated pattern detection (breakouts, S/R, candlestick) and indicator signals (RSI divergence, MACD crossover, Bollinger squeeze) — delivered as actionable alerts.
Streak lets Zerodha users build conditions like "RSI > 30 AND price > 50 DMA" without code, backtest on 5 years, and deploy as live alerts. Finverse simplifies further: pre-built "Signal Packs" (Momentum Breakout, Mean Reversion, Volume Spike) users subscribe to with one tap.
| Data Point | Source | Frequency |
|---|---|---|
| 1-min / 5-min OHLCV candles | TrueData / Broker WebSocket | Real-time |
| Computed indicators (RSI, MACD, BB, ADX) | Internal (TA-Lib) | Real-time |
| Delivery % & volume profile | NSE bhavcopy | Daily EOD |
| Options chain & OI data | NSE F&O feed | Real-time (3-min) |
NLP pipeline ingesting news, social media, and announcements — scoring sentiment per stock — generating plain-English impact summaries with instant alerts for critical events.
Jarvis provides real-time AI sentiment signals for F&O indices monitoring news, FII/DII activity, and options data. Finverse extends to individual stock level — scoring each news item's price impact using fine-tuned LLMs on Indian financial language.
| Data Point | Source | Frequency |
|---|---|---|
| Financial news (English + Hindi) | MoneyControl, LiveMint, ET RSS | Real-time |
| NSE/BSE corporate announcements | Exchange APIs | Real-time |
| Social media signals | Twitter/X, Reddit APIs | Near real-time |
| FII/DII daily activity | NSDL / CDSL reports | Daily EOD |
Import existing holdings (eCAS, broker API, manual). Show concentration risk, sector skew, drawdown exposure, and personalized rebalancing suggestions.
INDmoney consolidates stocks, MFs, FDs, NPS into a single dashboard. Wright Research adds quantitative risk metrics. Finverse combines both: consolidated view + risk analytics + AI "fix this" suggestions (e.g., "You have 40% in IT — consider trimming to 25%").
| Data Point | Source | Frequency |
|---|---|---|
| User holdings (stocks + MF) | CDSL/NSDL eCAS + Broker API | Daily / on-demand |
| Benchmark returns | NSE indices API | Daily EOD |
| Correlation matrix | Computed from 1yr returns | Weekly |
| Mutual fund NAVs | AMFI NAV feed | Daily |
Education embedded into every feature — not a separate "learn" tab. Contextual tooltips, "Why this pick?" explainers, and a guided first-portfolio builder.
Groww integrates bite-sized literacy into the app flow. Varsity is the gold standard (free, 11 modules). Finverse takes the middle path: micro-learning cards on every reco ("What is P/E? Here's why this stock's matters...") + a 5-min onboarding quiz that sets risk profile and builds the first basket automatically.
RESTful API + SDK for partner brokerage apps to embed Finverse intelligence — white-labelled or co-branded.
Smallcase Gateway ships a full SDK so partner brokerages integrate in days.
| Endpoint | Description | Response |
|---|---|---|
GET /v1/picks/daily | Today's stock recos | {ticker, action, entry, target, sl, rationale, score} |
GET /v1/baskets | Available algo baskets | {id, name, theme, cagr, constituents} |
POST /v1/portfolio/analyze | Analyze user holdings | {risk_score, concentration, suggestions[]} |
GET /v1/signals/{ticker} | Technical signals | {signals[], pattern, support, resistance} |
GET /v1/news/{ticker} | Sentiment-scored news | {headline, sentiment, impact_score, summary} |
GET /v1/score/{ticker} | Finverse Score | {score, breakdown{quality, value, growth}} |