Step-by-step guides, filter templates, strategy walkthroughs, and feature explainers — for every tool inside StockTrendz AI.
Pick a topic that matches what you want to learn right now.
Click any feature to expand its full guide — what it does, why it matters, and how to use it step by step.
Filter stocks by fundamentals, technicals, price action, and patterns
Scans the entire NSE/BSE universe and returns a filtered list of stocks that match your exact criteria — price, volume, sector, pattern score, RSI range, and more.
Instead of checking 5,000+ stocks manually, the Screener shortlists only the ones that fit your strategy in seconds. It saves hours and removes emotion from stock selection.
Top navigation → Screener or via the AI Tools dashboard. Also accessible from any signal card via "View in Screener".
Setup: Sector = IT, RSI = 55–70, Volume > 1.5x average, Pattern Score > 75, Price > 200 EMA. Result: Returns 8–12 stocks in a bullish technical setup within the IT sector. Add all to watchlist → check AI report → shortlist top 3 for swing trade.
Real-time chart pattern detection across NSE & BSE
Continuously scans all NSE/BSE stocks and flags those forming recognisable chart patterns — Cup & Handle, Double Top, Bull Flag, Head & Shoulders, and 30+ more.
Manually scanning thousands of charts daily is impossible. The AI Scanner does it in seconds, backed by 7 years of backtested pattern data so you get only high-probability setups.
Navigation → Tools → AI Scanner. Or use the quick-access Scanner button on the dashboard.
Scanner finds: TMPV forming Bull Flag on Daily chart, score 82, volume 2.1x average. Action: Check AI report → bullish bias confirmed → set alert at ₹935 breakout level → enter on next-day open above ₹935 → target ₹975 (flag pole projection).
Deep analysis reports for individual stocks — powered by Claude AI
Generates a comprehensive AI analysis report for any stock — covering technical summary, pattern signals, fundamental snapshot, market sentiment, peer comparison, and a plain-English verdict.
Instead of reading 10 different articles, you get one structured report that gives you a complete picture of the stock in under 2 minutes. Reduces bad trades caused by incomplete information.
Navigation → AI Intelligence. Also accessible by clicking any stock from the Scanner, Screener, or Signals page.
Scanner flags HDFCBANK on a Cup & Handle breakout. Open AI Intelligence report → Technical summary shows price above all EMAs, RSI 62, strong volume. Verdict: Bullish. Peer check: Private banks sector showing relative strength. Confidence to trade increases significantly.
Live pattern alerts based on AI pattern detection and volume confirmation
Delivers pre-screened breakout signals with entry price, target, stop-loss, and pattern score. Signals are generated when a stock meets all breakout criteria simultaneously.
Timing is everything in trading. Live signals remove the guesswork of "when to enter" by alerting you at the exact breakout moment with a pre-calculated risk-reward.
Navigation → Signals. Signals are also emailed daily at 11 AM IST. Enable notifications in your Profile settings.
Signal: ADANIPORTS breakout above ₹1,220 resistance. Score: 78. Target 1: ₹1,265, Target 2: ₹1,310. Stop: ₹1,198. Risk-reward: 1:2.3. Volume at signal time: 1.8x average. Entry on next 15-min candle close above ₹1,220.
Monitor institutional buying and selling to understand smart money flow
Shows daily and cumulative FII (Foreign Institutional Investors) and DII (Domestic Institutional Investors) buying/selling data for the cash and F&O markets.
Institutions move markets. When FIIs are consistently net buyers over 5–10 days, markets tend to trend upward. FII/DII data helps you trade with smart money, not against it.
Navigation → Dashboard → FII/DII section. Also available in the AI Intelligence report's Market Context tab for each stock.
FIIs net bought ₹4,200 Cr over 6 consecutive days. Nifty held 200 EMA support despite global weakness. Signal: Bullish bias intact. Strategy: Buy dips in large-cap IT and Banking stocks rather than shorting the market.
Track your shortlisted stocks and get notified at the right moment
Lets you save stocks you're watching, set price alerts, and receive notifications when a stock hits your target entry, exit, or stop-loss level.
You can't monitor hundreds of stocks in real time. A well-organised watchlist with alerts means you only look at a stock when something actionable happens.
Navigation → Tools → AI Scanner → Watchlist tab. Add to watchlist from any stock page, signal card, or screener result with the bookmark icon.
Screener returns BAJFINANCE as a candidate. Add to watchlist. Set alert at ₹7,200 (resistance breakout level). Two days later, alert fires at 9:32 AM. Open AI report — bullish bias still intact. Enter trade at ₹7,205 on confirmation candle close.
Track all your holdings, P&L, and get AI-powered portfolio insights
Lets you import or manually add your holdings, view real-time P&L, analyse sector diversification, and get AI recommendations to improve portfolio health.
Most traders don't know if their portfolio is truly diversified or heavily skewed toward one sector. The Portfolio Hub reveals concentration risk and opportunities you're missing.
Navigation → Portfolio Hub. Connect your Zerodha account for automatic sync, or add positions manually.
Portfolio of 15 stocks. AI analysis reveals 52% allocated to IT sector. Market enters IT correction. AI suggests trimming 2 IT positions and adding exposure to FMCG or Pharma for better balance. Portfolio volatility reduced after rebalancing.
Understand which sectors are leading, lagging, and rotating
Displays a live sector heatmap showing performance across NSE sectors — Banking, IT, Auto, FMCG, Pharma, Metal, Realty, and more. Includes 1-day, 1-week, and 1-month views.
Even great stocks underperform in weak sectors. Trading with sector momentum significantly improves your win rate because you have both the stock and the sector working in your favour.
Navigation → Dashboard → Sector Analysis section. The Scanner also lets you filter patterns by sector.
Sector heatmap shows Auto sector up 3.2% over 5 days, outperforming Nifty by 1.8%. Run Screener with Sector = Auto, RSI = 55–70, Volume > average. Returns MARUTI, TATAMOTOR, BAJAJ-AUTO. Run AI Intelligence on each → pick highest-scoring setup.
Your daily command centre — indices, breadth, sentiment, and market overview
Shows a real-time overview of Nifty 50, BankNifty, Sensex, global indices, India VIX, market breadth (advance/decline ratio), top gainers/losers, and sector performance.
The dashboard tells you the "state of the market" in one glance — whether conditions favour buying, selling, or staying out. All other tools work better when you understand the market backdrop.
Navigation → Dashboard. This is the default landing page after login.
Morning read: VIX at 12.8 (low), Advance/Decline at 2.1, FII net buyers ₹1,800 Cr yesterday, US futures +0.4%. Bias: Bullish. Decision: Take long setups from the Scanner with full position sizing. Avoid shorts today.
Practice trading with virtual money — test strategies without real risk
Lets you place virtual buy/sell orders on real NSE/BSE stocks using paper money. Tracks your simulated P&L, win rate, and trading behaviour over time.
New traders who jump straight to real money often blow their accounts in the first 3 months. The Simulator lets you build confidence, test strategies, and make mistakes without losing real capital.
Navigation → Simulator. Your simulated portfolio is separate from your real portfolio.
New trader uses Simulator for 60 days. Tracks 48 trades. Win rate: 58%. Average win ₹4,200, average loss ₹2,800. Expectancy: positive. Confidence built. Moves to real trading with ₹50,000 capital, applies the same process — results mirror simulator performance.
The most common trading questions — answered in plain English.
Use this 3-step process every evening after 3:30 PM:
Add these to your Watchlist. Set price alerts at the breakout level. The next morning, trade only those that gap up or break out in the first 30 minutes with volume confirmation.
Scanner → Screener → AI Report → Watchlist → AlertUse the AI Pattern Scanner when: you want to find stocks that are currently forming a specific chart pattern (Cup & Handle, Bull Flag, etc.). The Scanner is pattern-first — it shows you what the chart looks like right now.
Use the Screener when: you have a specific set of conditions in mind — RSI range, sector, market cap, price above EMA, etc. The Screener is filter-first — you define the rules and it finds matching stocks.
Best practice: Use the Screener to narrow your universe → then use the Scanner to check if those stocks are forming actionable patterns → then use AI Intelligence to validate each one.
Screener = filter by rules | Scanner = filter by patternsMost bad trades happen because traders act on incomplete information — they see a bullish chart pattern but miss that: (a) the sector is weak, (b) earnings are in 3 days, (c) FIIs have been selling the stock, or (d) the RSI is already at 85 (overbought).
The AI Intelligence report checks all of these factors simultaneously and presents a single verdict. When you read it before every trade, you avoid acting on setups that look good on the surface but have hidden risks.
AI Intelligence → second opinion before every tradeThere are two places:
For the most actionable insight, look at the 5-day sector performance. If a sector is up 2%+ while Nifty is flat, that sector is showing relative strength — ideal for swing trades.
Step-by-step alert setup:
Tip: Set two alerts — one at the breakout level (entry trigger) and one at your stop-loss level (exit trigger). This way you're notified for both scenarios.
Follow this evening routine (takes 20–30 minutes):
Next morning: trade only those that trigger your alerts with volume confirmation in the first 30 minutes.
Use this 4-point validation checklist before every trade:
If all 4 checks are green → high confidence trade. If 2–3 are green → proceed with smaller position. If only 1 is green → skip.
Pattern + AI Report + Sector + Market = 4-point checklistStockTrendz AI patterns are backtested on 7 years of NSE/BSE data. Patterns with a score above 75 have historically shown a 60–68% success rate when used with proper volume confirmation and a defined stop-loss.
Important: No tool predicts markets with certainty. The scores represent probability, not guarantees. Always use a stop-loss and risk only 1–2% of your capital per trade regardless of the signal score.
The platform is an analysis and research tool, not a SEBI-registered advisory. All decisions are yours to make.
Score 75+ = higher probability | Always use stop-lossPick a goal. Follow the steps. Each path links directly to the right StockTrendz tools.
Start with the Learning Hub for structured courses, or dive into University for deep technical and fundamental training.