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Score a stock with a transparent checklist

You look up the figures and tick what you have read. The page applies fixed rules — for example ROE of 15% or higher, debt-to-equity below 1, cash flow versus profit, a promoter pledge as a warning, and price versus the 200-day EMA — and shows the points for each one. Nothing is fetched, stored or sent. This is an educational scorecard, not investment advice and not a recommendation to buy, hold or sell any stock.

Overall — Fill in figures to score

Company

Name and ticker are only used in the prompt and the printable summary. Leave any field blank if you do not have the figure — blanks are skipped, not scored as zero.

Sources you have reviewed

Tick what you have actually read or looked at for this company. These ticks measure how complete your work is; they do not change the score.

Fundamentals

Use the same unit for operating cash flow and net profit, for example both in ₹ crore, for the same period (usually the latest financial year or trailing twelve months).

Management and shareholding

Promoter holding and pledge usually come from the latest shareholding pattern. A pledge is a warning; above 20% of promoter holding is treated as a hard flag that stops a Buy label.

Valuation

Compare the current P/E and EV/EBITDA with a five-year median (or the typical level you use) and with a peer group you choose. A reading at least 15% below the reference is treated as cheaper; more than 10% above is treated as richer. If the company is loss-making, leave the multiple blank or note that the comparison is not meaningful.

Technical structure

Read these off your daily chart. Price at or above the 200-day EMA is treated as constructive for a long. Choose the phase that best matches the chart: accumulation (a base after a decline), markup (an uptrend), distribution (a top after a rise) or markdown (a downtrend).

Risk factors

Pledge and leverage are scored automatically from the figures above. Use the questions for risks that do not have a single number. “Not reviewed” is skipped.

1% risk position-size helper

How many shares keep the loss, if price reaches your stop, at the share of capital you choose. The usual starting point is 1%. This is a sizing arithmetic only; it does not suggest that a trade should be taken.

Copy an AI research prompt

A briefing prompt written for this checklist, with the company name you entered filled in. Paste it into any assistant you use. It asks for sources and tells the model not to invent figures. Review every number it returns against the filings.

Printable summary

A plain-text scorecard of every rule, the overall score, the mechanical label and the position-size arithmetic. Copy it or print this page.

Educational tool, not investment advice

The Buy, Hold or Avoid label and the conviction score are produced by the fixed rules on this page from the figures you typed. They are not a recommendation suited to any person, and OptionsQuant Labs is not a SEBI-registered research analyst or investment adviser. Investments in securities markets are subject to market risks; read all related documents carefully before investing. Past figures do not guarantee future results. Consider consulting a SEBI-registered adviser before you invest.