Live Market Terminal Dashboard

In the previous chapter, we got an overview of the terminal home page and its features. Now, let's learn about the terminal dashboard in detail. Think of the dashboard as your personal command centre, where you can see everything you need to manage your investments. Understanding the dashboard will make your trading smoother and more efficient.

We'll continue using the Kotak Neo terminal for better understanding, let's go!!

We got the overview of the same page in the last chapter. Let's dig deeper and get know what each feature offers. The dashboard above is mainly divided into 3 sections:

• Stocks
• F&O
• Mutual Funds

Each is designed to provide comprehensive insights and facilitate quick actions.

Stocks Section

Investment Summary

It provides a quick snapshot of your investments. This is designed to give you a quick at-a-glance view of your equity holdings and their performance for the day.

Equity Value: This shows the total value of your equity investments. As you see, the equity value is ₹1.48 lakhs.

Today's Profit/Loss (P/L): This indicates the profit or loss you have made on your investments for the day. Here, today's P/L is +₹2,032, which is a 1.40% increase.

Mutual Fund Summary: This gives you a quick look at your mutual fund investments.As here I haven't made any investment in mutual fund, it is showing my investment - ₹0, with a suggestion to start a SIP (Systematic Investment Plan) with just ₹100.

Investment Products

This is your gateway to various investment opportunities. It offers multiple options to diversify and enhance your portfolio. Let's take a closer look at each product:

Mutual Funds

Mutual funds allow you to invest in a diverse range of assets managed by professionals. The dashboard provides a selection of top-performing funds, popular collections, and detailed information about each fund. We will look into it further in the mutual fund section.

IPO

The IPO (Initial Public Offering) allows you to explore and invest in upcoming and ongoing IPOs. This feature provides you with all the necessary information about each IPO, including the company details, issue price, opening and closing dates, and how to apply.

Stockcase

Stockcase is a unique feature that allows you to invest in curated baskets of stocks based on specific themes or strategies. This can help diversify your investments and align them with your financial goals.

Trending Stockcases: Get started with popular options like "Golden Opportunity" with a low-risk profile or "Smart Alpha" designed for high-risk, high-return strategies.

Newly Launched Stockcases: Explore new baskets like "Marcellus MeritorQ" and "Balanced Growth ETFs" that offer diversified exposure and are managed by experts.

Performance Metrics: Each Stockcase comes with performance metrics such as 1-month gain, 3-year CAGR, and more to help you choose the right basket for your investment strategy.

Sipit

SIPit simplifies the process of managing your Systematic Investment Plans. This provides a comprehensive overview of your SIP investments and their performance compared to market indices like the Nifty 50.

Current Investment Value: This shows the total value of your SIP investments. Here, the current value is ₹54,146.44 with no change for the day.

Performance Comparison: Compare the performance of your investments with the Nifty 50 index. In this case, my investments show a 1.31% loss for the day compared to a 1.21% loss for Nifty 50.

Detailed Investment Overview: Provides details on individual SIPs, such as the Nippon India ETF Nifty Next 50, showing the quantity, average price, and current value.

Research Tools

Screeners

This tool is designed to help you filter and find stocks based on various criteria. This powerful tool allows you to narrow down your choices to stocks that meet specific conditions, making your investment decisions more targeted and efficient.

The screeners offer various query options such as technical indicators, gth metrics, value parameters, and more. This helps you find stocks that align with your investment strategy.

Expert Screeners: The tool includes pre-set screeners created by experts. These screeners help you identify stocks with specific characteristics. Here are some examples:

1. Rising Delivery Percentage: Stocks with a rising delivery percentage compared to previous days and months, combined with strong volumes.
2. Good Growth and Profit Generation: Stocks that exhibit good growth, healthy cash flow, and profit generation.
3. High Growth with Low Pledges: High growth stocks where promoters are increasing their shareholding with low pledges.

Results Dashboard

The Results Dashboard provides a comprehensive analysis of the financial performance of various industries and companies. This feature helps you understand market trends and identify potential investment opportunities based on key financial metrics.

Profit Growth Analysis: The dashboard shows the number of companies with positive, negative, and neutral profit growth. Here, 645 companies have positive profit growth, 365 have negative profit growth, and 56 have neutral profit growth.

Total Growth Metrics: Provides overall growth metrics such as total revenue growth (10.9%), total EBITDA growth (13.2%), and total operating profit growth (6.4%).

Industry-Level Insights: The dashboard breaks down growth metrics by industry, offering insights into sectors that are performing well.

Superstar Investors

This tool provides insights into the portfolios of top investors. This feature allows you to see where successful investors are putting their money, helping you discover potential investment opportunities by following their strategies.

Individual Investors: The tool tracks well-known individual investors, showing their net worth and company holdings.

As you can see,

• Radhakishan Damani: Net worth of ₹222,571.98 crore with holdings in 13 companies.
• Rakesh Jhunjhunwala and Associates: Net worth of ₹47,815.71 crore with holdings in 25 companies.

Institutional Investors: This shows the investment activities of institutional investors, providing insights into the stocks favoured by large investment firms.

FII Investors: Tracks Foreign Institutional Investors (FIIs), helping you understand the global investment trends and the stocks attracting international interest.

Trade with Charts

The Trade with Charts tool is designed for investors who prefer technical analysis. This feature provides detailed and interactive charts that help you analyse stock price movements and trends.

Interactive Charts: The tool offers detailed charts that display the price movements of stocks over various time periods. You can switch between different timeframes such as 1 day, 1 week, 1 month, 6 months, 1 year, and maximum available data.

Technical Indicators: Enhance your analysis by using various technical indicators available within the tool. These indicators can help you identify patterns and make informed trading decisions.

Market Depth: Provides a snapshot of market data, including today's low, high, opening price, and previous close. This information helps you understand the current market sentiment.

Positions and Orders: Track your open positions and orders directly from the chart interface, making it easy to manage your trades efficiently.

Buy and Sell Options: Quickly execute trades by using the buy and sell buttons integrated into the chart interface.

The provided chart shows the NIFTY 50 index with detailed price movements and market depth information. You can use this data to analyse trends and make trading decisions.

Research

Investment Ideas

This tool provides you with a curated list of potential investment opportunities based on market analysis and expert recommendations. This feature helps you explore new stocks that have promising growth potential.

Comprehensive List: The tool offers a detailed list of stocks with their current status, making it easy for you to explore and act on new investment opportunities.

Each stock listed includes essential details such as:

• Call Date: The date when the investment call was made.
• LTP (Last Traded Price): The current market price of the stock.
• Target Price: The price target set by analysts, indicating the expected future price.
• Potential Return: The expected return percentage if the stock reaches its target price.
• Call Type: Indicates whether the recommendation is to buy (add) or sell the stock.
• Action Buttons: Quick access to buy or sell the stock based on the recommendation.

Example:

Greenply: Call date 02 Aug, LTP ₹365.90, target ₹405.00, potential return +10.69%, recommendation to buy.

Trading Calls

The "Trading Calls" section offers actionable investment recommendations for equities and derivatives. It includes the stock/derivative name, call expiry date, last traded price (LTP), target price, stop loss, and status (e.g., open, target achieved). You can quickly see whether to "Buy positional" based on the provided insights. Color codes and status updates help you make informed trading decisions, facilitating timely market actions.

Market Updates

Stay informed with the latest news in the market:

• Live News: You get the real-time updates on market events.
• Short News: Quick summaries of important news.

F&O Section

The F&O section of the Kotak Neo Dashboard provides a comprehensive overview of the derivatives market, including options chains for major indices and commodities like NIFTY, BANK NIFTY, and CRUDEOIL. It features live news updates, derivative calls, and highlights market movers with top gainers and losers, offering a clear snapshot of the market's performance for informed trading decisions.

Mutual Funds

The Mutual Fund section of the Kotak Neo Dashboard is designed to help investors easily make informed decisions.

• Popular Collections: The dashboard showcases popular collections like top-rated funds, high-return funds, and SIPs with ₹100, catering to various investment preferences.
• Accessibility: The platform encourages beginners to start investing with an option to start a SIP with just ₹100. This makes the investment process accessible to everyone.
• Comprehensive Information: It provides essential fund metrics, helping investors make well-informed decisions.