Investor

Long-term, fundamentals-first research on Indian equities. Investor is built around the investing job: discover, analyze, value, compare, review results, test a thesis.

What it's for

• Stock discovery using clear filters and investing styles: quality, value, growth, and dividend
• Business quality, earnings trend, capital allocation, balance-sheet strength
• Valuation using DCF where it fits, peer multiples otherwise
• Post-results reviews, peer comparisons, and thesis re-checks
• Held-stock reviews that include broker context when you already own the company

Investor is not a generic market chat mode. It routes your request into a workflow and keeps the answer focused on evidence, trade-offs, and what changed.

Core workflows

Workflow	Use it for
Find stocks	Discover Indian equities using Screener filters and investing styles
Deep stock analysis	Understand a company, business quality, financial trend, risks, and valuation context
DCF valuation	Estimate intrinsic value where cash-flow valuation makes sense
Results review	Check what changed after quarterly or annual results
Peer compare	Compare a company with listed peers on quality, growth, margins, and valuation
Thesis check	Test whether your original investing thesis still holds

Discovery can be broad ("find quality compounders") or style-specific ("find dividend stocks with low debt"). Analysis and valuation are company-first. Held-stock review uses broker context more heavily so Investor can tell whether the question is about a new idea or something already in your portfolio.

Primary tools

• Screener.in for discovery filters, fundamentals, peer metrics, annual trends, and quarterly trends
• Groww and Kite MCP tools for current price, holdings context, quote sanity checks, and whether you already own the stock
• News for recent company or sector developments
• Browser as a last resort or when you explicitly ask Investor to navigate a website

Investor is Screener-first for discovery, analysis, and valuation. Broker tools matter most when the question touches your current holdings, prices, margins, or portfolio context.

Typical prompts

Find quality compounders with ROCE > 18% and D/E < 0.5
Find dividend stocks with low debt and stable cash flows
Deep-dive Asian Paints
What's a reasonable intrinsic value for HDFC Life?
Compare INFY vs TCS vs HCLTECH on margins and growth
Q3 results review for Tata Motors — what changed?
Does my ITC thesis still hold?
Review my held stocks and flag where the thesis looks weaker

DCF exclusions

Investor does not run DCF on banks, NBFCs, insurers, or early-stage businesses. For those, it uses peer multiples and earnings trend instead.

What's next

• Compare with other personas → Personas & Modes
• Connect a broker for held-stock context → Broker Setup