We believe that everyone should be investing for the future – whether it is in equity mutual funds, fixed deposits, gold, or other asset classes. We also believe that if you want to try to earn additional returns or supplemental income by tactically trading, you should have access to the best data and tools available. Unfortunately, there are challenges to this. Primarily, the financial markets can be complicated and intimidating for those new to them. If you’ve undertaken this journey to learn more about the markets, you’ve likely figured out that you need to have knowledge across these domains.
- Broader Markets: As you get started, you will try to understand the basics that you may have heard about. These topics include ‘what are mutual funds’, ‘what are stocks’, ‘what are fixed deposits’, ‘how do you buy a stock’, ‘should I invest in IPOs’, ‘what does it cost to make a purchase’, ‘what are the minimums’, etc.
- Security Selection: Once you understand the basics, then you will face the biggest knowledge hurdle: ‘how do I know what to buy’. If you gain familiarity with the markets, you will learn about risk-reward concepts like how individual stocks are riskier than mutual funds or how smaller cap stocks have the potential to outperform larger cap stocks. Beyond this, you will need to understand fundamental analysis if you want to focus on longer-term stock investing or technical analysis if you want to allocate capital to trading.
- Trading Dynamics and Option Mechanics: If you want to trade, then you will also need to understand things like liquidity, bid-ask spread, order book depth, circuit breakers, and complex order types. Going even further, as an option trader, you will need to be knowledgeable about concepts such as implied volatility, option Greeks, strike price selection, and open interest.
With Intelligent Insights, we want to streamline this learning process by combining our experts’ knowledge of the markets, live market data, and generative AI to provide customers with interpretation and explanation of financial concepts.
Upstox Market Education until Now
At Upstox, we have provided customers with a variety of opportunities to learn more about the markets. With UpLearn, we provide structured courses, topical webinars, deep dives into special topics, as well as multi-day, hands-on bootcamps. We have also conducted hundreds of in-person lectures across the country. To help understand basic topics, we have our online Learning Center. We also offer written courses covering fundamental analysis, basics of options trading, option strategies, and trade risk management.
Over the summer, we also launched in-app Live Sessions. This is based on a common customer request to provide more practical guidance. In these sessions, our experts walk customers through the day’s market activity while giving insights into how they would think about potential opportunities.
Our First Intelligence Products
Over the last few weeks, we released our first intelligence-enhanced products. This includes products for the Option Chain, OI Analysis, Charts, Holdings, and Trading Insights. The intent behind these products isn’t to give advice but rather provide quantitative interpretations of market data, news, technical indicators, and education using current market data points.
Here is a quick snapshot of these new products:
Holdings Insights
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Problem: Every time your portfolio spikes or dips, you check the news, but often with so much information available from multiple sources, it’s hard to pinpoint what really drove the movement. There could also be situations where there’s no news available for your particular stock.
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Solution: With Holdings Insights, you can get clear, actionable guidance from multiple sources: news, technical signals, and quantitative data.
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Where to find: Holdings → Scroll below P&L → See the ‘
’ banner on moving scrips
Charts
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Problem: When customers start trading, they not only need to understand the broader markets, but also the mechanics of the app, the technicalities of options, and technical analysis to identify opportunities.
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Solution: We are now providing a summary of potential bullish and bearish opportunities based on dynamically identified technical patterns and indicators. And give you a 360° market view with a complete analysis of key indicators such as Candlestick, MACD, Volume, Bollinger Bands, RSI, and Support & Resistance.
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Where to find: Scrip → Charts → Tap the ‘
’ icon at the bottom-right
Option Chain Insights
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What it is: Get a detailed Option Chain Summary, PCR meaning & interpretation, better understanding of Strike Selection, learn how to Identify Buildups to predict market direction and more in simple language.
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Where to find: Scrip → Option Chain → Tap the ‘
’ icon at the bottom-right
OI Analysis
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What it is: Track historical trends, spot strong OI concentrations, get directional signals, and understand key metrics like PCR, Max Pain, and Change in OI — all explained clearly in one place.
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Where to find: Scrip→ OI → “Analyse” button
These are just the first of many new products like this that we are expecting to release. On top of that, we will continue to iterate on them based on your feedback. We hope that you enjoy using them, find them useful, and help you become a better trader and investor.