Calculator

Category: Advanced Stock Analyzer

  • Seasonal Top-10 Stock Selector

    Seasonal Top-10 Stock Selector (Mobile)

    🌦️ Seasonal Top-10 Stock Selector

    Scoring Guide (0–10):
    Season Fit • Earnings Visibility • Price Strength • Fundamentals • Safety • Valuation

  • Unified Indian Stock Selection Calculator (15-Factor Model)

    Unified Indian Stock Selection Calculator

    This calculator implements a plant-breeding–inspired, human-judgment-friendly stock selection system using the 15 most important factors for Indian markets.

    Model Logic (Embedded Explanation)

    StockScore = 0.30 × (F1–F5 avg) + 0.25 × (F6–F8 avg) + 0.20 × (F9–F11 avg) + 0.15 × (F12–F13 avg) + 0.10 × (F14–F15 avg)

    Each factor is scored from 0 to 10.

    How to Enter Data

    StockName,F1,F2,F3,F4,F5,F6,F7,F8,F9,F10,F11,F12,F13,F14,F15

    Stock Ranking Output

    Rank Stock Final Score Category
    Interpretation Guide:

    ≥ 8.0 → Core long-term compounder
    6.5 – 7.9 → Watchlist
    < 6.5 → Avoid

  • Earnings Stability Index (ESI) – Stability Selection Analogy (GPB + Stock)

    Stability Selection → Earnings Stability Index (ESI)

    In plant breeding, stability selection favors genotypes that perform consistently across environments rather than those that excel only under ideal conditions.

    The financial equivalent is the Earnings Stability Index (ESI), which identifies companies that deliver reliable earnings growth across economic cycles.

    Core Formula

    ESIs = μs − λ · σs

    Meaning of Terms

    • ESIs – Earnings Stability Index of stock s
    • μs – Average earnings growth
    • σs – Volatility of earnings growth
    • λ – Risk-aversion parameter

    Interactive Earnings Stability Index Calculator

    Interpretation:
    Higher ESI values indicate stocks with strong and stable earnings growth.

  • Desired Gain Index → Target Return Selection (TRS) ( GPB +STOCK)

    Desired Gain Index → Target Return Selection (TRS)

    In quantitative breeding, the Desired Gain Index is used when the breeder defines an explicit future objective.

    The financial equivalent is Target Return Selection (TRS), where the investor specifies a desired future CAGR.

    Core Constraint

    Σ bᵢ · Δxs,i = G*

    Meaning of Terms

    • G* – Desired annualized return (CAGR target)
    • Δxs,i – Expected improvement in factor i
    • bᵢ – Weight of factor i

    Interactive Target Return Selection (TRS) Calculator

    Factor Δxs,i
    (Expected Improvement)    		 bᵢ
    (Weight)
    Interpretation:
    TRS selects stocks whose combined improvement profile is just sufficient to meet the desired future CAGR.

  • Risk-Constrained Stock Index (RCSI) (GPB + Stock)

    Risk-Constrained Stock Index (RCSI)

    In classical breeding, a restricted selection index improves yield while holding critical traits constant.

    This defines the Risk-Constrained Stock Index (RCSI), designed for conservative portfolios.

    Optimization Objective

    Maximize   Σ bᵢ · xs,i

    Subject to Risk Constraint

    σs ≤ σmax

    Meaning of Terms

    • xs,i – Return-related factor
    • bᵢ – Weight of factor i
    • σs – Observed risk
    • σmax – Maximum tolerated risk

    Interactive Risk-Constrained Index Evaluator

    Return Factor xs,i (Score) bᵢ (Weight)
    Interpretation:
    RCSI ensures return optimization never violates predefined risk tolerance.

  • Independent Culling → Minimum Threshold Filter (MTF) (GPB + Stock)

    Independent Culling → Minimum Threshold Filter (MTF)

    In classical breeding, independent culling eliminates genotypes that fail any critical trait.

    The same logic applies to stock selection through the Minimum Threshold Filter (MTF).

    Mathematical Definition

    xs,i ≥ Ti    ∀ i ∈ {1, … , m}

    Interactive Minimum Threshold Filter (MTF)

    Criterion xs,i (Observed Value) Ti (Threshold) Status
    Debt–Equity (≤) –
    ROCE (%) (≥) –
    Promoter Holding (%) (≥) –
    Interpretation:
    MTF is a gatekeeper, not a ranking tool.

  • Market-Optimized Stock Index (MOSI) (Gpb +stock)

    Market-Optimized Stock Index (MOSI)

    Market-Optimized Stock Index (MOSI)

    The Smith–Hazel Index is a statistically optimal selection index widely used in quantitative breeding. It maximizes correlation with true aggregate merit by optimally weighting correlated traits.

    This logic translates directly into finance as the Market-Optimized Stock Index (MOSI), a mathematically grounded, multi-factor stock score designed for advanced portfolios and PMS-style selection.

    Core Formula

    MOSIs = Σi=1k bᵢ · xs,i

    where   b = P−1 · G · a

    Meaning of Symbols

    • MOSIs – Market-Optimized Stock Index score of stock s
    • xs,i – Observed factor value (PE, growth, momentum, volume)
    • bᵢ – Statistically optimal weight of factor i
    • P – Covariance matrix of observed market factors
    • G – Covariance matrix of long-term performance drivers
    • a – Investor priority vector (risk, growth, quality preferences)

    The matrix expression b = P−1Ga ensures that:

    • Redundant factors are down-weighted automatically
    • Highly informative factors gain stronger influence
    • Investor priorities directly shape the index

    Note: In production systems, P and G are estimated using historical data. This calculator demonstrates the logic using simplified diagonal matrices.

    Simplified MOSI Calculator (Demonstration)

    Each factor is treated independently for clarity. You provide:

    • Observed factor value xs,i
    • Variance of observed factor (proxy for P)
    • Variance of long-term driver (proxy for G)
    • Investor priority ai

    The system computes:

    bᵢ = (Gᵢ / Pᵢ) · aᵢ
    Factor xs,i
    (Observed Value)    		 Pᵢ
    (Observed Variance)    		 Gᵢ
    (Long-Term Variance)    		 aᵢ
    (Investor Priority)    		 bᵢ
    (Optimal Weight)
    Interpretation:
    MOSI is a statistically optimal score that balances factor information, correlation structure, and investor intent. Stocks with high MOSI values represent candidates for professional-grade, data-driven portfolios.

  • Market-Optimized Stock Index (MOSI) (Gpb +stock)

    Market-Optimized Stock Index (MOSI)

    The Smith–Hazel Index is a statistically optimal selection index used in quantitative breeding. This logic translates into finance as the Market-Optimized Stock Index (MOSI).

    Core Formula

    MOSIs = Σ bᵢ · xs,i

    b = P−1 · G · a

    This calculator demonstrates the logic using simplified diagonal matrices.

    Simplified MOSI Calculator (Demonstration)

    Factor xs,i
    Observed    		 Pᵢ
    Variance    		 Gᵢ
    Long-Term    		 aᵢ
    Priority    		 bᵢ
    Weight
    Interpretation:
    MOSI balances factor information, correlation structure, and investor intent to generate a professional-grade stock score.

  • Aggregate Stock Merit (ASM) – Genetic Merit Analogy ( GPB +STOCK)

    Aggregate Stock Merit (ASM)

    In plant breeding, the Aggregate Genetic Merit represents the intrinsic quality of a genotype based on stable, heritable traits.

    This translates to investing as Aggregate Stock Merit (ASM), measuring the intrinsic, long-term quality of a stock.

    Core Formula

    ASMs = Σ aᵢ · gs,i

    Meaning of Terms

    • ASMs – Aggregate Stock Merit
    • gs,i – Long-term “genetic” strength
    • aᵢ – Economic importance of factor i
    • k – Number of quality factors

    Interactive ASM Calculator

    Factor (i) gs,i – Long-Term Strength aᵢ – Economic Importance
    Interpretation:
    Higher ASM values indicate fundamentally superior stocks, suitable for long-term holding.

  • Risk-Constraint Layer – Restricted Selection Analogy

    Risk-Constraint Layer (Restricted Selection Analogy)

    In portfolio construction, maximizing returns alone is insufficient. Risk constraints ensure long-term survival and resilience.

    Optimization Objective

    Maximize   Σ Ws(t) · DSIs(t)

    Subject to Risk Constraints

    Volatility ≤ Threshold
    Sector Exposure ≤ Cap
    Drawdown ≤ Limit

    Interactive Risk-Constrained Portfolio Evaluator

    Portfolio Objective Inputs

    Stock Ws(t) DSIs(t)
    Interpretation:
    Only portfolios satisfying all constraints are valid, mirroring restricted selection in breeding.