Tickertape (equity research and screener platform)
Tickertape is an equity research, stock screener, and portfolio analytics platform accessible at tickertape.in, developed by Tickertape Private Limited and integrated with Zerodha’s ecosystem. Tickertape provides retail investors with fundamental data, financial statement analysis, peer comparisons, stock screening, mutual fund comparison, and portfolio tracking tools for Indian equities listed on NSE and BSE and for mutual fund schemes. Zerodha has an investment stake in Tickertape and makes it accessible from within the Kite platform as a research companion for fundamentally oriented investors.
Tickertape’s orientation is primarily fundamental and quantitative equity research, making it distinct from Sensibull (options analytics) and Streak (algorithmic strategy building) in the broader Zerodha partner ecosystem. It competes most directly with Screener.in and Tijori Finance in the Indian fundamental research tools market.
History and background
Tickertape was founded in Bengaluru and initially developed as an independent equity data and research platform before Zerodha’s investment brought it into the Zerodha ecosystem. The investment made Tickertape accessible from within Kite’s interface, providing Tickertape with access to Zerodha’s large client base as a distribution channel, and providing Zerodha clients with a research depth tool that was not cost-effective to build in-house.
The platform grew its data depth over 2018-2024, adding mutual fund comparison (complementing Zerodha Coin), portfolio analytics with XIRR computation, and the composite scorecard feature that algorithmically rates stocks across multiple dimensions. As of 2024, Tickertape is used by a significant fraction of Zerodha’s client base for pre-trade research before executing orders through Kite.
Data infrastructure
Tickertape’s fundamental data is aggregated from:
- NSE and BSE exchange filings: Quarterly earnings results (Form 10-Q equivalent in Indian reporting), annual reports (Form 10-K equivalent), shareholding pattern filings (required under Regulation 31 of SEBI’s LODR Regulations), related-party transaction disclosures, and corporate announcements.
- Ministry of Corporate Affairs (MCA) filings: Annual financial statements and board reports filed with MCA for all registered companies, providing data for pre-listing companies and additional detail for listed companies.
- AMFI data: NAV history, AUM, portfolio holdings (as disclosed quarterly), and scheme details for mutual fund comparison.
- Credit rating agency releases: Credit ratings from CRISIL, ICRA, CARE Ratings, and India Ratings for company debt instruments and structured finance, used as qualitative indicators of financial health.
- Real-time price data: Exchange-sourced real-time and delayed quotes for current price displays and screening.
Data normalisation and quality assurance are handled by Tickertape’s internal data team, which standardises financial statement formats across different company reporting styles (Indian GAAP vs Ind AS, different fiscal year ends, consolidation methods).
Features
Stock pages
Every NSE and BSE-listed company has a dedicated Tickertape stock page. The page is structured in sections:
Summary panel: Current price (real-time or delayed), market capitalisation, P/E ratio (trailing twelve months), P/B ratio, dividend yield, 52-week high and low, and a composite analyst consensus (where available from aggregated brokerage target prices and recommendations scraped from published research).
Financials, Income statement: Revenue (total income), operating expenses, EBITDA, depreciation and amortisation, EBIT, interest expense, profit before tax, income tax, and net profit. Data is shown quarterly (trailing eight quarters) and annually (trailing five financial years). Growth rates (year-on-year and CAGR) are computed.
Financials, Balance sheet: Total assets, current assets (cash and equivalents, receivables, inventory, other current assets), non-current assets (property, plant and equipment, intangible assets, investments), total liabilities, current liabilities (payables, short-term debt), non-current liabilities (long-term debt, deferred tax liabilities), and shareholders’ equity. Net debt (gross debt minus cash) is highlighted.
Financials, Cash flow: Cash from operations, capital expenditure (capex), free cash flow (operating cash flow minus capex), cash from investing activities, and cash from financing activities. Free cash flow conversion (FCF as a percentage of net profit) is a commonly used quality indicator.
Key ratios: P/E, forward P/E (using consensus earnings estimates where available), P/B, EV/EBITDA, EV/Sales, ROE, ROCE, ROIC, net profit margin, EBITDA margin, debt-to-equity ratio, interest coverage ratio, current ratio, quick ratio, and asset turnover ratio. Each ratio is displayed with a 5-year history and a comparison against the sector median.
Peer comparison: Side-by-side display of key metrics for the company versus its sector peers (identified from NSE/BSE sector classification). Metrics include market cap, P/E, P/B, EV/EBITDA, ROE, revenue growth, earnings growth, and dividend yield. The peer set is customisable.
Shareholding pattern: Promoter holding, FII (Foreign Institutional Investor) holding, DII (Domestic Institutional Investor, mutual funds, insurance companies, banks) holding, and public (retail and HNI) holding, displayed quarterly for the last eight quarters. Trend in promoter holding (increasing vs. decreasing) and promoter pledge percentage are displayed with visual trend indicators. Significant changes (promoter increasing or decreasing stake by more than 1% in a quarter) are flagged.
Corporate actions: Upcoming and historical dividends, bonus issues, stock splits, rights issues, and buyback announcements.
Scorecard: Tickertape’s composite algorithmic score rates the stock on multiple dimensions: financial performance (revenue and profit growth), profitability (margins, ROE, ROCE), valuation (relative to historical and peer multiples), momentum (price performance over 1, 3, and 12 months), and potentially ESG or quality dimensions depending on the version. Each dimension is rated on a scale, and the overall score is presented. Tickertape’s scorecard disclosures note that scores are algorithmically generated and are not personalised investment advice.
Stock screener
The screener is one of Tickertape’s most heavily used features. It allows filtering the NSE/BSE universe of over 5,000 listed securities by any combination of:
Fundamental criteria: Market cap, P/E, P/B, EV/EBITDA, dividend yield, ROE, ROCE, debt-to-equity, net profit margin, revenue growth (1-year, 3-year), earnings growth (1-year, 3-year), free cash flow yield, promoter holding percentage.
Technical criteria: 52-week return, 1-month return, RSI (current level), position relative to 50-day SMA, position relative to 200-day SMA, 52-week high proximity, average daily volume.
Qualitative criteria: Index membership (Nifty 50, Nifty Next 50, Nifty 100, Nifty Midcap 150, etc.), sector (IT, banking, pharma, FMCG, auto, etc.), market cap category (large cap, mid cap, small cap, micro cap).
Pre-built screen templates are available for: value stocks (low P/E, P/B), growth stocks (high revenue and earnings growth), high dividend yield, quality stocks (high ROE, low debt, consistent earnings), momentum leaders (top 52-week return), and Warren Buffett-style criteria (ROE > 15%, low debt, consistent earnings growth).
Screen results can be sorted by any metric. The free tier limits the number of simultaneous filter criteria per screen and the number of saved screens; paid plans allow more filters and saved screens. Results can be exported to CSV on paid plans.
Mutual fund comparison
Tickertape’s mutual fund section covers direct and regular plans of all AMFI-registered schemes. Each scheme page shows:
- NAV history chart
- Returns (1-month, 3-month, 6-month, 1-year, 3-year, 5-year, since inception, all as point-to-point and CAGR)
- Category rank (e.g., 8th out of 40 in the Large Cap category on 3-year returns)
- Rolling returns distribution (histogram of 1-year or 3-year rolling returns over all rolling windows in the history)
- Fund portfolio composition: top 10 equity holdings, sector allocation, market cap allocation, and equity-debt split for hybrid funds
- Fund manager profile, AUM, expense ratio (direct and regular plan), and benchmark
Fund comparison allows side-by-side analysis of up to three schemes. The comparison view is used by investors researching schemes before investing through Zerodha Coin.
Portfolio analytics
Tickertape’s portfolio module allows investors to import their equity and mutual fund holdings via:
- Manual entry (adding each holding with quantity and buy price)
- CSV upload (in a specified format)
- Automatic import for Zerodha clients via the authenticated browser session (holdings sourced from Kite Connect’s portfolio endpoint)
Portfolio analytics available:
Performance: Total current value, total invested value, unrealised P&L, XIRR (extended internal rate of return) computed from all purchase cashflows and the current portfolio value.
Allocation: Sector allocation (percentage of portfolio in IT, banking, pharma, etc.), market cap allocation (large, mid, small cap percentage), asset class allocation (equity vs. debt).
Portfolio overlap: For investors holding multiple equity mutual fund schemes, Tickertape computes the overlap coefficient, the percentage of AUM that two funds have in common at the top-holding level. High overlap between two funds reduces the effective diversification benefit of holding both.
Stock-level analytics: For each equity holding, the stock’s Tickertape scorecard, key ratios, and recent news are accessible from the portfolio view.
Watchlists
Tickertape watchlists display real-time or delayed prices alongside key fundamental metrics (P/E, 52-week return, EPS growth) for each instrument. Watchlists are populated manually or from screener results. For Zerodha clients, Tickertape watchlists are separate from Kite watchlists; the two are not automatically synced.
Alerts
Price alerts (notify when price rises above or falls below a threshold) and fundamental threshold alerts (notify when P/E falls below 20, or when promoter holding drops below 50%) are available on paid subscription tiers. Alert delivery is via email or push notification (if the Tickertape mobile app is installed).
Buy/sell links to Kite
Tickertape stock pages include a “Buy on Kite” or “Sell on Kite” button that opens Kite Web’s order window pre-populated with the stock’s NSE symbol. This research-to-execution shortcut is one of the integration benefits for Zerodha clients using Tickertape.
Similarly, mutual fund scheme pages include “Invest on Coin” links directing to the corresponding Zerodha Coin scheme page.
Subscription tiers
Tickertape offers a free tier with limited screener criteria per filter, limited saved screens, and limited alert features. Paid tiers (Star, Star Plus, and similar naming as at various product versions) unlock additional filter criteria, saved screens, extended data history, downloadable data, and priority alerts. Subscription pricing is published on tickertape.in.
Regulatory positioning
Tickertape’s screener, data, and scorecard features are designed as general research tools rather than personalised investment advice. SEBI’s Investment Advisers Regulations (2013) require personalised advice to be provided only by SEBI-registered investment advisers. Tickertape’s algorithmic scorecard and screener results are presented as data-driven research tools available uniformly to all users without tailoring to an individual’s financial situation, risk tolerance, or investment objectives.
Tickertape’s research content (market commentary, educational articles) is similarly positioned as general-purpose information rather than specific investment advice. The platform’s “not a recommendation” disclosures appear prominently on stock and fund pages.
Integration with the Zerodha ecosystem
Tickertape is accessible from Kite’s navigation (under a research or investing tab), opening within the authenticated Zerodha session. Portfolio analytics imports automatically from Kite’s holdings data. Mutual fund comparison links to Zerodha Coin for purchase. The stock analysis links to Kite’s order window for execution. This research-to-execution flow, entirely within an authenticated session, is a structural advantage of the Zerodha ecosystem for clients who use both Tickertape and Kite.
Comparison with competitors
Screener.in: The most widely used alternative for fundamental equity research in India. Strong on financial ratios, custom formulae (allowing users to define their own metrics from financial statement data), and export capabilities. Screener.in is known for its formula-based screening (e.g., “companies where promoter holding has increased for 4 consecutive quarters and ROE > 20%”). Less comprehensive on mutual fund comparison. The free tier is more generous than many competitors.
Tijori Finance: Stronger on forensic depth (supply chain mapping, segment-level data, promoter pledge deep-dives) than Tickertape. Less comprehensive on mutual fund data. Better for investors who want to conduct deep-dive research on individual companies rather than screening across a large universe.
Trendlyne: Strong on analyst consensus data, earnings estimate revisions, and smart-money (institutional holding) tracking. Comprehensive fundamental screening. Competes closely with Tickertape on most features.
Moneycontrol Markets: Broad financial portal with stock data, news, screeners, and portfolio tracking. More news-heavy and less analysis-focused than Tickertape. The screener is less sophisticated.
Value Research Online: Focused on mutual fund data and ratings; less comprehensive on equity research.
Tickertape’s advantages within the Zerodha ecosystem are the authenticated session integration with Kite and Coin, the portfolio analytics with automatic holdings import, and the composite scorecard feature as a quick-evaluation tool for investors who want a single data point before digging deeper.
Data update frequency and reliability
Tickertape’s financial data is sourced from NSE and BSE regulatory filings submitted by listed companies. Quarterly financial results (revenue, EBITDA, PAT) are updated within hours of exchange filing; annual report data (full balance sheet, notes to accounts, segment-level financials) is updated after companies file the full annual report, which may be several weeks after the quarterly results filing for the final quarter.
Corporate events (dividends, stock splits, rights issues, bonus issues) are reflected in historical price charts and financial data after exchange notifications are processed. Shareholding pattern data is updated quarterly following each company’s exchange filing under SEBI’s Listing Obligations and Disclosure Requirements (LODR) Regulations.
For live market data (real-time quotes, current P&L on positions), Tickertape relies on integration with Kite rather than a direct market data feed. Static financial data (ratios, historical financials, screener inputs) is updated at filing intervals; it is not real-time.
Tickertape’s role in the Zerodha client lifecycle
Within the Zerodha ecosystem, Tickertape addresses the research phase of the investment process that precedes order placement. A typical workflow for a fundamentally oriented Zerodha client might be:
- Discover a potential investment through a Tickertape screener run.
- Evaluate the company using Tickertape’s stock page (financial ratios, peer comparison, shareholding trend, scorecard).
- Conduct deeper forensic research on Tijori Finance if the initial evaluation is positive.
- Place the order through Kite using the “Buy on Kite” link from Tickertape’s stock page.
- Track the holding’s performance in Tickertape’s portfolio analytics.
This end-to-end workflow, from discovery to research to execution to monitoring, within a set of interconnected platforms that share a Zerodha login session is the practical expression of Zerodha’s ecosystem strategy of providing complementary specialised tools rather than a single platform attempting to do everything.
Alerts and watchlists
Tickertape’s alert feature notifies users when a tracked stock or mutual fund crosses a specified price, ratio threshold, or news event. Price alerts fire when the stock’s market price crosses the defined level; ratio alerts can be configured for criteria such as PE ratio reaching a target level (useful for valuation-based investors who want to be informed when a stock becomes attractively valued relative to its earnings).
Watchlists on Tickertape allow users to track a curated set of stocks and funds with custom column sets showing the metrics most relevant to their analysis. Paid tiers allow more watchlists and more instruments per list; the free tier has a more limited capacity. For Zerodha clients, Tickertape’s watchlist complements rather than replaces Kite’s market-quote watchlist: Tickertape’s watchlist shows fundamental metrics and scorecard ratings alongside the price, while Kite’s watchlist shows live bids, offers, and order depths suited to active trading.
See also
References
- Tickertape. “About Tickertape”. tickertape.in/about. Accessed May 2026.
- AMFI. “Mutual fund industry data”. amfiindia.com. Accessed May 2026.
- NSE. “Listed company filings, investor relations”. nseindia.com. Accessed May 2026.
- SEBI. “SEBI (Investment Advisers) Regulations, 2013”. sebi.gov.in. Accessed May 2026.
- SEBI. “SEBI LODR Regulations, 2015, Regulation 31 on shareholding pattern”. sebi.gov.in. Accessed May 2026.