sharpely's MF and ETF tools are powered by high-quality data, providing investors with in-depth insights across various performance metrics.
sharpely
With more and more investors eager to invest in capital markets, mutual funds (MFs) and exchange-traded funds (ETFs) have become core components for portfolio diversification and wealth creation. For retail investors, understanding these instruments deeply and making data-driven decisions is critical. sharpely, a cutting-edge platform built on the principles of quantitative investing, offers a comprehensive suite of tools designed to simplify MF and ETF analysis, empowering investors to create strategies that align with their financial goals.
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Data-Rich Research Tools for MFs and ETFs
sharpely's MF and ETF tools are powered by high-quality data, providing investors with in-depth insights across various performance metrics. The platform's user-friendly interface and detailed data points allow for efficient analysis of a wide range of investment vehicles. Some of the key features include:
Extensive Data Coverage: sharpely provides access to over 100 critical metrics for mutual funds and ETFs, including asset under management (AUM), expense ratio, past performance, risk-adjusted returns, and sector/asset class allocation.
Detailed Fund Scorecards: Evaluate funds using comprehensive scorecards that break down historical performance, volatility, and underlying holdings. With easy-to-interpret visualizations, you can assess whether a fund aligns with your investment strategy.
Analysis Tools: The platform offers unique tools to find the best mutual funds for your portfolio. You can use the alpha analysis tool to find the best alpha-generating mutual funds and use Magicboard to compare all the funds of a particular category or following the same benchmark.
Building and Backtesting Fund-Based Strategies
What sets sharpely apart is the ability to not only analyze funds but also create and test custom investment strategies. Investors can screen, select, and backtest strategies of mutual funds and ETFs to optimize portfolio performance.
Advanced Screening Capabilities: Use sharpely’s best-in-class screener to filter funds based on your preferences, such as low-cost, high-performance funds, sector-specific ETFs, or funds that align with your risk tolerance.
Backtesting for Confident Decision-Making: Once you’ve built your strategy, sharpely’s dynamic backtesting tool enables you to simulate the performance of your MF or ETF basket across different market conditions. This feature allows investors to gain confidence in their strategies before executing real-world trades.
Automated Execution of Strategies: For even greater convenience, investors can automate their strategies through paper trading and broker integration, allowing for seamless execution of buy/sell orders based on predefined rules. Currently, only ETFs are supported for automated execution, but sharpely is planning to launch direct MF investments as well.
Simplifying Investment with SIP and SWP Calculators
In addition to research and analysis tools, sharpely provides Systematic Investment Plan (SIP) and Systematic Withdrawal Plan (SWP) calculators for individual funds to help investors plan their investments more effectively. This eliminates the need to assume the growth rates allow investors to make informed decisions on how much to invest, how long to stay invested, and when to withdraw, ensuring that their financial goals are aligned with their investment strategies.
SIP Calculator: sharpely’s SIP calculator helps investors plan their periodic investments in mutual funds, projecting actual returns based on the chosen investment amount and duration. With this tool, users can visualize how regular investments grow over time, making it easier to stay disciplined with long-term wealth creation.
SWP Calculator: The SWP calculator assists investors in planning systematic withdrawals from their investments. Whether for retirement income or other financial goals, this tool helps determine the optimal withdrawal strategy without depleting the investment corpus too early.
About sharpely
Sharpely is a SEBI-registered investment research platform, offering a wide range of tools for investors, from stock screeners to advanced strategy creation. Built on the principles of quantitative investing, sharpely is trusted by retail investors to deliver data-driven insights that help build and execute successful investment strategies.
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