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mywealthgrid

Research Indian companies and keep your investments, performance, and family portfolio in one place.

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mywealthgrid is not registered with SEBI. All data, analysis, and content on this platform are for informational and educational purposes only and do not constitute investment advice, a recommendation, or an offer to buy or sell any security. Past performance is not indicative of future returns. Please consult a SEBI-registered investment advisor before making investment decisions.

Made for Indian markets · NSE & BSE

Built for Indian markets · NSE & BSE

Research the market. See your whole portfolio.

Screen Indian stocks, study company financials, and bring your investments together across stocks, funds, bonds and more. mywealthgrid helps you connect research with what you actually own.

Start freeView pricingExplore My Portfolio
Free to start Stocks to family portfolio
ScreenerQuality screenQuality compounders — NSE
214 matches
ROE ≥ 15%ANDD/E ≤ 0.5ANDSales growth 3Y ≥ 10%ANDMkt cap ≥ ₹5,000 Cr
CompanyCMP (₹)P/EROE %1Y
RELIANCEReliance Industries2,993.7524.615.6+14.2%
TCSTata Consultancy Services4,186.2028.451.2+11.8%
HDFCBANKHDFC Bank1,742.3519.817.1+12.3%
INFYInfosys1,824.6526.231.8−4.6%
ITCITC512.8027.528.9+7.4%
BAJFINANCEBajaj Finance7,412.5531.622.1+26.4%
TITANTitan Company3,642.1088.732.4+18.9%
ASIANPAINTAsian Paints2,896.4558.326.7−8.2%
NSE · sorted by mkt cap

5,000+

listed companies across NSE & BSE

45+

fundamental & technical screening metrics

8 years

of income, balance sheet & cash flow

4 roles

workspace collaboration & audit log

Capabilities

The workbench, end to end

From a screen you can defend to the investments you own: research companies, follow your shortlist, and keep a clear view of your portfolio.

Screener builder

Screens that read the way you reason

Compose AND/OR rule groups with nested conditions over 45+ metrics — from ROCE and promoter holding to FII/DII flows, DMA crosses, RSI and relative strength. The match count updates as you type, so you feel the universe narrow.

  • 45+ fundamental & technical metrics, including growth CAGRs and 52-week distance
  • Live match count while you edit — no run-and-wait loop
  • Saved screeners with full run history
  • CSV export and scheduled refresh on paid plans
Rule groupDraft · autosaved
ALL ofevery condition must hold
Market cap≥₹5,000 Cr
Debt to equity≤0.5
ANY ofat least one
Sales CAGR 3Y≥12%
Profit CAGR 3Y≥15%
ROE (TTM)≥15%
214 of 5,012 companies matchSaveRun screen

Company research

Read eight years before you commit a rupee

Every company page carries the full record: income statement, balance sheet and cash flow back eight years, ratio timelines, shareholding pattern with pledge, peer comparison, corporate events and a price chart — with your notes alongside.

  • 8-year financial statements with ratio timelines
  • Shareholding pattern, promoter pledge, FII/DII trends
  • Peer comparison and corporate events on the same page
  • Markdown notes that stay pinned to the company
TCTitan CompanyNSE:TITAN
Consumer durables
FinancialsRatiosShareholdingPeers
₹ CrFY23FY24FY25FY26
Revenue40,57547,50155,27063,290
EBITDA4,1024,7935,6426,585
Net profit3,2743,4963,9834,706
EPS (₹)36.939.444.953.0
NSE & BSE data · eight years available in the app, FY19–FY26.

Watchlists & alerts

Watch the shortlist, not the ticker tape

Keep personal and shared watchlists, then let alerts do the staring: price levels, metric thresholds, or a company entering one of your screens. Delivered in-app and by email, so conviction does not depend on being at the desk.

  • Personal and shared watchlists for the team
  • Price, metric and screener-entry alerts
  • In-app delivery on every plan, email on Pro and Team
  • Saved comparison sets for the final shortlist
Core compounders
Shared · 4 members
  • TITANTitan Company3,642.10+1.4%
  • HDFCBANKHDFC Bank1,742.35+0.6%
  • INFYInfosys1,824.65−1.1%
  • ITCITC512.80+0.3%

Price alert — TITAN crossed ₹3,600

Rule: CMP ≥ ₹3,600 · delivered in-app and by email

now

My Portfolio

See your investments together

Keep a private view of stocks, mutual funds, bonds and other recorded assets. Switch between individual members and the combined family picture, then look deeper into allocation and performance where the underlying data supports it.

  • Individual and combined family views of holdings and net worth
  • Manual entries, supported statement imports and broker connections
  • Allocation, performance and separate F&O tracking
  • Checks for stale prices, missing cost details and import issues
My Portfolio · Family viewIllustrative

Estimated net worth

₹12.4L

A combined view of investments and recorded assets.

Stocks & ETFs₹6.0L · 48%
Mutual funds₹4.0L · 32%
Bonds & other assets₹2.4L · 20%
Switch between each person and the combined family view.

Compare side-by-side

Line up to a full comparison set of companies in one table, with the best and worst value in every row highlighted automatically.

Research notes & tags

Markdown notes with tags, attached to companies and saved as reports — so a thesis is written down, not remembered.

Roles & activity log

Owner, Admin, Analyst and Member roles with invitations and a workspace activity log. Everyone sees who changed what.

How it works

From the market to your money

Screen the market, research the matches, follow your shortlist and understand what you own.

  1. 01

    Screen

    Write rules across 45+ fundamental and technical metrics and run them over 5,000+ listed companies. Save the screen; on Pro, schedule it to re-run itself.

  2. 02

    Research

    Open any match and read eight years of statements, ratio timelines, shareholding with pledge, and peers — writing notes on the same page as the numbers.

  3. 03

    Track

    Move conviction to a watchlist, set price and metric alerts, and compare finalists side by side. The ledger stays current without you refreshing it.

  4. 04

    Manage

    Bring stocks, funds, bonds and other assets into My Portfolio. See individual or combined family views, and check the data behind your returns.

In practice

Notes from the field

How three very different desks keep their ledgers.

“We moved our Friday universe refresh into a saved screener with a scheduled run. The shortlist is waiting before the morning meeting, and run history shows exactly what entered and exited each week.”

PN

Priya Nair

Analyst, PMS desk · Mumbai

“I used to keep ratios in a spreadsheet that went stale by June. Now the rule runs itself, and I spend my weekends reading annual reports for the twelve companies that pass instead of scrolling five hundred.”

RK

Rohan Kulkarni

Retail investor · Pune

“Four of us share one workspace. The analysts screen and write notes, I read the comparison sets, and the activity log settles any argument about who changed the thesis and when.”

VS

V. Sundaram

Principal, family office · Chennai

FAQ

Questions, answered

What data does mywealthgrid cover?
5,000+ companies listed on NSE and BSE, with eight years of income statements, balance sheets and cash flows, ratio timelines, shareholding patterns including promoter pledge, and corporate events. Data is sourced from official NSE and BSE feeds.
Can I track my family portfolio here?
Yes. My Portfolio brings stocks, mutual funds, bonds and other recorded assets into individual and combined family views. You can enter activity manually or use supported statement imports and broker connections. Performance measures appear when the necessary price and cash-flow history is available.
How does team sharing work?
Every account lives in a workspace. Invite teammates as Owner, Admin, Analyst or Member; share watchlists, screeners and research notes; and follow the activity log to see what changed.
Can I export my work?
You can export screener results to CSV, and scheduled screeners can keep those exports fresh. Research notes are plain markdown, so they are always yours to copy out. See the pricing page for plan availability.

See the whole picture.

Start with a stock screen, explore a company, or add your first holding. Your research and portfolio can grow together here.

Start free