FinNexusTerminal
Guide

Using each part of the terminal.

What every section is for, what it needs before it will work, and what it deliberately will not do.

Getting started

Three things to try first.

Search a company

Type a name or a ticker into Research — Apple, Reliance, Toyota, SAP.

  • One search box covers every market; each result shows which one
  • Prices and figures stay in that market's own currency
  • The report opens on the overview, with every figure dated

Keep what matters

Add names to your Watchlist, or record what you own in Portfolio — typed in, or straight from a depository or broker statement.

  • Both are private to your account
  • Scores and checks update as the underlying figures do

Look across a market

Markets ranks every stock within its own market; the Screens filter them.

  • Nothing is ever compared across markets
  • None of it is a recommendation, and every page says so
Research

The deep dive.

Search any listed name and watch twelve tools run. Seventeen panels across six tabs.

Overview

Snapshot, five-year chart, the score with its arithmetic printed, and the seven red flags.

  • Drag a weight slider to re-score it under your own weighting
  • Every flag expands to show the comparison it made
  • A news reading sits beside the score — headlines from several sources, read by fixed rules, and never part of the score itself

Fundamentals

Statements, valuation and quality ratios, growth compounding, Piotroski and Altman.

  • Missing inputs shrink the denominator rather than counting as failures

Technicals & Strategy

Levels, pivots, ten oscillators, beta — then every signal turned into individual trades.

  • Entries and exits marked on the chart, coloured by outcome
  • Buy-and-hold shown beside the result, because scale is the point
Downloading gives you the complete report — every tab and every signal, not just the one on screen. A report is reused for 24 hours; the toolbar says how fresh its figures are, and ⟳ Re-run fetches them again.
Portfolio

What you own, what it made, and where the risk actually sits.

One tab per market, each in its own currency, valued from the last stored close. Holdings come in typed, or from a statement.

Getting holdings in

  • Type it — a company name, quantity and average cost. Adding one you already hold updates it
  • Import a statement — a CDSL or NSDL CAS (the password is your PAN; it opens the file and is never kept), or a UK or US statement of holding. You see where every row is going before anything is written; shares go here, funds to Funds
  • Trading 212 — export your History as CSV, one file per year, in any order. Each file shows only the holdings it is about, and importing it twice changes nothing
next month's statement updates the same holdings: units added are costed, units gone realise their gain

What it shows

  • Value, gain or loss and return per market — and combined, at dated daily rates
  • A map of the book: each holding sized by weight, coloured by gain or loss
  • Each holding's weight, risk bucket, quality score, dividends and realised gain
  • Allocation against targets you set, using real weights
  • Concentration, effective positions, sector and market splits
  • How much of your money sits behind failed checks, and which holdings are above Max/position — the most you want in any one holding (10% unless you move it)
  • Attribution ranked by amount, not percentage

Selling and dividends

Each holding's Record column has Sell and + Dividend.

  • Sell takes shares, price, date and costs, and shows the gain as you type: shares × (price − average cost) − costs. The average cost does not change
  • Selling everything removes the holding, not its gain. A sale entered by mistake has Undo
  • + Dividend is what reached your account, after any tax withheld
  • A sale on a statement is recorded when you import it; Trading 212 sales and dividends come with the export, so those two buttons are off on its holdings

Realised gains

Per market and tax year — 6 April to 5 April in the UK, April to March in India, the calendar year elsewhere.

  • Realised gain, gains and losses apart, what the shares sold for
  • Dividends received on every holding, sold or not — they are income either way
  • Per holding sold: shares, average cost, sale price, the gain, its dividends, total return, and held from → to
  • For a US share through Trading 212, the broker's own result in pounds too
a sale whose cost is unknown shows its gain as missing — never as zero, which would read as pure profit

The currency rule

A market's own figures stay in its currency: on its tab, ₹, $ and £ are never added together.

  • Within a market, weight is simply value share
  • Combined totals use an exchange rate fetched daily, dated on every figure that uses it
  • Enter your own rate in the Currencies panel and it replaces the fetched one
  • Accounts (demat, ISA, SIPP) and family members or clients can each be shown on their own
weighting markets by position count once made a ₹24,000 book look like half a portfolio

What it will not do

  • No suggestion to trim, add or sell anything — Sell records a sale you made
  • No verification against a broker — a stale quantity silently distorts everything
  • Prices are the last stored close, not live
  • Realised gains are before tax, on a running average cost — not the figure to file
  • Risk means measured volatility, drawdown, leverage and failed checks — not whether the business is wrong about its future
Weekly screen

A filter with a published record.

It ranks and reports. It does not recommend, and there are no entry prices, exit prices, targets or stops anywhere on it.

Using it

  • A new screen is published every week, kept as a dated period
  • Open it to see the top names in each market, ranked within that market — one tab per market
  • Rank what is already analysed runs it again for you, kept as your own run
the coverage table shows how much of each market the screen could examine

How it ranks

  • Names failing any red-flag check are excluded before ranking
  • Quality 40% · valuation against its own history 25% · technical posture 20% · momentum 15%
  • Every factor's contribution shown per name
  • Levels beside each name are where price previously turned — history, not targets

The track record

The reason the page is worth having. Every past run is measured against both that market's index and the median stock in that market.

  • Shown from the very first run, before it could look good
  • Reports underperformance as plainly as outperformance
  • Under six runs it declines to quote a figure at all
  • Treat anything under twenty periods as noise
Quality screen

Seven tests on, thirteen more if you want them.

A separate tab from the weekly screen and a different job. The weekly screen ranks; this one filters, on figures you choose, and tells you where everything went.

The tests

  • P/E 30 or less · return on equity 25% or more · earnings per share above zero
  • Profit growth 20% or more · profit margin 15% or more · sales growth 15% or more
  • Debt to equity 0.5 or less
  • Last, price above the 200-day EMA
  • Every threshold is a field you can change, with ↺ Reset to come back
  • ⤓ Download (PDF) prints the funnel and the lists — with the thresholds it used restated in words, since the controls themselves do not belong on paper
it works on figures already stored, so it answers in a moment

Thirteen more, off by default

Behind More filters, grouped by what they ask about. Off until you switch one on, because the seven defaults already cut to about a dozen.

  • Ownership — promoter or controlling holding 50% or more; off by default because it is a regulated figure only in India
  • Tradeability — size and daily traded value, each as a rank within the stock's own market rather than an amount, so a floor means the same thing in rupees, dollars and pounds
  • Valuation — price to book, EV/EBITDA, forward P/E, dividend yield
  • Profitability — return on capital employed, operating margin
  • Balance sheet — interest coverage, current ratio
  • Against itself — how cheap it is against its own P/E history, and how many of the seven red flags it fails
the last two need a full report on the stock; one that has none yet comes back untested

Reading the funnel

At the defaults this keeps about a dozen of nineteen hundred names. Move any threshold and the funnel shows exactly what changed.

  • Each step reports how many entered, cleared, failed and could not be tested
  • The step that emptied the funnel is called out by name
  • Near misses lists names that failed only one or two tests, with the tests named — usually more useful than the survivors
if a step shows a large "no data" column, you are filtering on a figure nobody published

What it will not do

  • A stock with no stored figure for a test is dropped, never passed — treating the unmeasured as clearing the bar would let through exactly the names nobody has figures for
  • One year of 50% profit growth is one year; a company recovering from a bad year shows a huge number
  • The debt test treats banks like everyone else, which is a limit of the test
  • Clearing any number of thresholds is not a recommendation, and the page says so
Funds

Mutual funds, ETFs and SIPs.

The same path as equities — research a fund, keep it on a watchlist, then record what you actually hold. No AI anywhere in it.

Research a fund

Search by name or ISIN; seven tabs, the same shape as the stock deep dive.

  • Overview — returns, the NAV line, the score and seven checks
  • Holdings — what was disclosed, and how concentrated it is
  • What is underneath — the terminal's own score for each company inside
  • Overlap — the weight this fund shares with your others
  • News — headlines naming the fund, and the news reading of what it owns
  • Your position — units, cost, money-weighted return (XIRR), dividends, realised gain, transactions
  • Evidence — what the report could see, how old each figure is, where it came from

Getting your holdings in

Four ways, in rising order of effort saved.

  • Depository statement. A CDSL or NSDL CAS imported on the Portfolio page brings shares and funds in together — funds land here.
  • CAS import. A CAMS or KFintech consolidated statement, password and all — folios and every transaction in one go. The password is used only to open the file; it is never kept or logged.
  • SIP. Amount, start date and day of the month; it generates every instalment and prices each at the NAV on or before that date. The 31st clamps to the last day of short months rather than skipping them.
  • A spreadsheet of transactions, or one typed in
imports are idempotent — the same file twice does not double your holding. What each fund owns fills itself in, monthly, without an upload

Redeeming and dividends

Each fund on the Funds portfolio has Sell and + Dividend.

  • Sell redeems units at a NAV and shows the gain against the average cost; a fund in two folios asks which one
  • + Dividend (IDCW) is paid out — cash, units unchanged — or reinvested, with the units it bought
  • Both kinds count as income in that tax year and in the fund's total return. A reinvested dividend is not money you put in, so it does not lower your XIRR
  • The Realised panel shows each tax year: redemptions, gains, dividends received
a sale or dividend you entered is one transaction — Undo or Remove deletes it

Accounts, and where money sits

An account is a wrapper — a folio, a demat account, a SIPP, an ISA. Pick a preset in plain words rather than filling in six fields.

  • Optional: the first import creates one, and you can rename it after
  • It changes no return figure — it is recorded because where a holding sits changes what happens at tax time
  • Every holding shows the account it is in, and can be moved between them
  • A rupee scheme recorded inside a sterling SIPP is flagged, not accepted silently

The seven checks

Not a judgement of the fund. Each one asks whether this application can see something, which is a fact about the evidence.

  • Is the disclosure recent, and how recent in days
  • How much of the fund it accounted for
  • How much of that weight could be matched to a known issuer
  • How much matched on an ISIN rather than on a company name
  • Is the price current · is there enough history · are there gaps in the series
undisclosed weight is excluded from every percentage, never counted as zero

What it will not do

  • No recommendation to switch, stop or start anything
  • The score is withheld entirely when too few components could be computed — a number built on two of six would look like a verdict
  • Return is shown everywhere and scored nowhere; past return is not a component of the score
  • A fund's holdings are a monthly photograph from the fund house, dated on the page, not a live feed — when a newer one is not available yet, the page shows how old the one it has is
The rest

Watchlist, Market Pulse, Demo Mode.

Watchlist

Names you are tracking, side by side — scores, red-flag counts, trends, 1Y sparklines. Sortable, and re-runnable in one batch.

  • It counts names, not money — for allocation use the Portfolio
  • Batch re-runs leave AI off by default; ten names with it on is ten SWOTs

Market Pulse

SEBI-style cap segments and one-year leaders, computed from the terminal's own stored prices rather than taken from a "top gainers" page.

  • Ranked within each market, never across
  • Updated every night, after the markets close

Demo Mode

A recorded walk-through of real reports, which works with the internet off.

  • Every step of a report, replayed as it happened
  • Shown exactly as the live page shows it — not a mock-up
  • Five scenarios, including one showing how a failed step is reported

Open the terminal.

Search any listed name and watch twelve tools run, step by step — or search a fund and see what it holds.

Launch terminal → Mutual funds, ETFs & SIPs See Market Pulse