How to use Tickertape stock screener with Zerodha

Tickertape’s stock screener allows investors to filter the NSE and BSE equity universe using fundamental and technical parameters, narrowing thousands of listed companies to a focused shortlist matching specific investment criteria. Tickertape is part of the Zerodha partner ecosystem and is accessible from within Kite, making it possible to research stocks on Tickertape and place orders on Zerodha in a single workflow. This guide covers screener setup, filter selection, result interpretation, and order placement.

Conflict-of-interest disclosure. This guide is published by WebNotes Editorial Team for informational purposes. WebNotes has no commercial relationship with Tickertape Private Limited or Zerodha. No affiliate commission is earned from Tickertape subscriptions or equity orders.

Research-only disclosure. Tickertape is a data and research platform and is not a SEBI-registered investment adviser or research analyst. Screener output is mechanically derived from financial data and does not constitute investment advice or a recommendation to buy or sell any security. Investment decisions made on the basis of screener output are the investor’s sole responsibility. Past financial performance of a stock does not guarantee future results.

Prerequisites

Before following this guide, confirm that:

• You have a Tickertape account at tickertape.in. Registration is free; some filters require a paid Tickertape Pro subscription.
• You have a Zerodha account with an active equity segment. See How to open a Zerodha account if you have not opened one.
• You are familiar with at least a few fundamental metrics relevant to your investment style (for example, Price-to-Earnings ratio, Return on Equity, Debt-to-Equity ratio, or revenue growth). This knowledge will help you set meaningful filter thresholds.

Step-by-step procedure

Step 1: Open the Tickertape screener

Via Tickertape directly. Navigate to tickertape.in/stocks/screener in a browser. Log in with your Tickertape credentials. The screener interface loads with a default view showing all listed stocks and available filter categories.

Via Kite. Log in to Kite. Look for the Tickertape link in the left navigation or the partner platforms section. Clicking the link opens the Tickertape interface in a new tab or embedded frame. If Kite does not show a direct Tickertape link, navigate to tickertape.in directly.

Step 2: Select the stock universe

At the top of the screener, a universe selector allows you to restrict the screen to a subset of all listed stocks:

Recommendation for beginners. Start with the Nifty 500 universe. It provides sufficient breadth to find qualifying stocks while filtering out micro-cap and illiquid companies that may not be practical to trade through Zerodha without significant impact cost.

Step 3: Add filters

Click Add filter or the + button. Tickertape organises filters into categories:

Valuation filters:

• P/E ratio (Price-to-Earnings): Lower P/E may indicate relative undervaluation; higher P/E may reflect growth expectations.
• P/B ratio (Price-to-Book): Below 1x suggests the stock trades at less than net asset value; above 5x is common for high-ROE businesses.
• EV/EBITDA: Enterprise value to EBITDA; useful for comparing capital structures across companies.
• Dividend yield: Annual dividend as a percentage of current price.

Profitability filters:

• ROE (Return on Equity): Higher ROE indicates better utilisation of shareholders’ equity.
• ROCE (Return on Capital Employed): Includes debt; broader measure of capital efficiency.
• Net profit margin: Net profit as a percentage of revenue.
• Operating profit margin (EBITDA margin): Operating profitability before interest and tax.

Growth filters:

• Revenue growth (1-year, 3-year, 5-year CAGR): Rate at which revenue has grown.
• Earnings growth (1-year, 3-year, 5-year CAGR): Rate at which net profit has grown.
• Quarterly revenue and profit YoY growth: Recent trend.

Financial health filters:

• Debt-to-Equity ratio: Lower D/E indicates less financial leverage.
• Interest coverage ratio: EBIT divided by interest expense; higher indicates more comfortable debt servicing.
• Current ratio: Current assets divided by current liabilities; above 1x is generally healthy.

Technical filters:

• 52-week high/low proximity: Screen for stocks near their 52-week high (momentum) or near their 52-week low (deep value).
• RSI: Relative Strength Index for technical momentum.
• Moving average crossovers: Price above/below 50-day or 200-day moving average.

Composite score filters (Tickertape-specific): Tickertape’s proprietary Scorecard rates stocks across dimensions (Valuation, Growth, Profitability, Financial Health, Momentum) on a scale of 0 to 5 or similar. Filtering for a high composite Scorecard score is a shortcut to identifying stocks that perform well across multiple fundamental criteria.

For each filter, set the condition (greater than, less than, between) and the threshold. Thresholds can be typed manually or set using sliders.

Example screen: quality compounder.

1. ROE > 15% (high return on equity, sustained)
2. Debt-to-Equity < 0.5 (low leverage)
3. Revenue 3-year CAGR > 12% (consistent growth)
4. P/E < 40 (not excessively valued for a quality business)
5. Net profit margin > 10%

This screen targets high-quality businesses with low debt, consistent revenue growth, good profitability, and reasonable valuation. Adjust thresholds based on the sector (technology stocks typically have higher P/E and margins than manufacturing stocks).

Step 4: Review and sort the results

After applying filters, the screener returns a list of qualifying stocks. The results table shows:

• Stock name and exchange symbol
• Current price
• Market capitalisation
• Values for each applied filter (P/E, ROE, D/E, etc.)

Sorting. Click any column header to sort the results by that parameter. For the quality compounder screen, sort by ROE (descending) to identify the highest-return businesses first, or by P/E (ascending) to identify the most favourably valued within the qualifying set.

Result count. If the screen returns no results or very few (fewer than 5), the filters are too restrictive. Relax one or more thresholds. If the screen returns more than 50 results, add additional filters or tighten existing thresholds to further narrow the list.

Step 5: Research individual results

The screener results are a starting point; no filter can replace qualitative judgement. For each stock you find interesting, click the stock name to open its full Tickertape research page. Review:

Scorecard. The composite scorecard rates the stock across Valuation, Growth, Profitability, Financial Health, and Momentum. A high overall score with a specific weakness (for example, high growth but high valuation) helps identify trade-offs.

Financials tab. Annual and quarterly income statement, balance sheet, and cash flow data. Review the trend in revenue, operating profit, and free cash flow. Consistent growth with improving margins is preferable to volatile or declining trends. Specifically review:

• Revenue and net profit trend over 5 years
• Debt levels and interest coverage over time
• Working capital cycle (receivables, payables, inventory days)

Shareholding pattern. Tickertape displays the promoter holding percentage, FII (Foreign Institutional Investor) holding, and DII (Domestic Institutional Investor) holding. A declining promoter holding or a large pledged promoter holding is a risk factor. Rising FII and DII holdings indicate institutional interest.

Peers tab. Compare the stock with sector peers across valuation and profitability metrics. A stock may appear inexpensive in absolute terms but may be valued in line with or at a premium to peers on a relative basis.

Analyst estimates. If available, review consensus revenue and earnings estimates for the next 1–2 years. A stock trading at 25x P/E on trailing earnings may appear expensive, but at 15x P/E on forward earnings (if analysts expect 65% earnings growth) it may be different.

Corporate events. Tickertape displays upcoming and recent corporate events: board meetings, dividend records, rights issues, and earnings results. Avoid initiating new positions immediately before major corporate events if you are averse to event-driven volatility.

Step 6: Act on shortlisted stocks via Kite

After completing your research on a stock and deciding to invest:

1. Open Kite (kite.zerodha.com or the Kite mobile app).
2. Search for the stock by its NSE symbol in the Kite search bar.
3. Add the stock to a watchlist if you want to monitor the price before ordering.
4. To place an order immediately, click the stock name in the watchlist, then click Buy.
5. In the order form, set:
   • Quantity: Number of shares
   • Product type: CNC (delivery) for a long-term investment; MIS for intraday
   • Order type: Limit (set your price) or Market (execute at current market price)
   • Price: Your limit price if using a limit order
6. Review the order summary and confirm.

For a detailed order placement walkthrough, see How to place your first equity buy order on Kite.

Saving and reusing screens

Tickertape allows saving screens for future use. Click Save screen after building a screen to name and store it. Saved screens appear in the My screens section. Rerun a saved screen at any time to see which stocks currently qualify, as the results update with each day’s closing data.

Sharing screens: Tickertape generates a shareable link for each saved screen. This allows sharing a screen configuration with others without disclosing specific stock recommendations.

What can go wrong

No stocks match filters. Thresholds are too restrictive. Start with fewer filters and add them progressively. Alternatively, check whether the selected universe (e.g., Nifty 50) is too narrow for the criteria; switch to Nifty 500.

A stock passes filters but has poor qualitative characteristics. Screener filters are mechanical and cannot detect accounting irregularities, management quality issues, or industry-specific risks not captured in financial ratios. Always review the qualitative aspects of each qualifying stock before acting.

Data lag on Tickertape. Tickertape’s fundamental data is sourced from exchange filings. For a recently declared quarterly result, there may be a lag of hours to days before the data is reflected in filter values. Do not rely on screener output immediately after an earnings release; wait for data to update.

Tickertape Pro filter required. Some filters (particularly advanced technical filters and some scorecard sub-factors) require a Tickertape Pro subscription. If a filter is greyed out or shows a lock icon, upgrade your plan or use an alternative filter from the free tier.

Related guides

• Tickertape platform overview
• How to place your first equity buy order on Kite
• How to subscribe to a smallcase on Zerodha
• How to scan stocks on Streak
• Zerodha equity delivery brokerage
• Tijori Finance

References

1. Tickertape. “Stock screener documentation”. support.tickertape.in. Accessed May 2026.
2. Zerodha Support. “Tickertape on Kite, research tools”. support.zerodha.com. Accessed May 2026.
3. NSE India. “Listing and trading data”. nseindia.com. Accessed May 2026.
4. SEBI. “SEBI (Research Analysts) Regulations, 2014”. sebi.gov.in. Accessed May 2026.
5. Zerodha Z-Connect Blog. “Tickertape, equity research for Kite clients”. z-connect.zerodha.com. Accessed May 2026.
6. Ministry of Corporate Affairs. “Company financial filings database”. mca.gov.in. Accessed May 2026.