Frequently Asked Questions
Common questions about how StratVault works, what you can screen, and how to get started.
What is StratVault?
StratVault is an open investment strategy platform for Indian stocks and mutual funds. Experts publish screening strategies as structured YAML rules, and anyone can run them against live NSE/BSE market data to evaluate individual tickers.
How does stock screening work on StratVault?
Each strategy defines a set of financial rules with metrics, conditions, thresholds, and importance weights. When you run a strategy against a stock ticker or mutual fund code, StratVault fetches live market data, evaluates each rule (pass or fail), and produces a weighted score with a verdict.
Is StratVault free to use?
Yes, StratVault is completely free. You can browse all published strategies, run them against any NSE/BSE ticker, leave reviews, star your favourites, and publish your own strategies — all at zero cost.
What stock data does the platform use?
StratVault fetches live market data from NSE and BSE through trusted financial data providers. Stock metrics are based on trailing 12-month data (PE, EPS, ROE) and current market data (price, market cap, beta). Mutual fund data includes NAV history and calculated returns.
What financial metrics can I screen for?
For stocks: PE Ratio, Price-to-Book, Earnings Per Share, Return on Equity, Debt-to-Equity, Beta, 52-Week Range Position, Dividend Yield, Current Price, and Market Cap. For mutual funds: 1-Year, 3-Year, and 5-Year Returns, NAV Volatility, Consistency Score, and Current NAV.
Can I screen mutual funds?
Yes. StratVault supports both stock and mutual fund screening. Mutual fund strategies use metrics like annualised returns (1Y, 3Y, 5Y), NAV volatility, and a consistency score that measures how many time periods delivered positive returns.
How is the score calculated?
Each rule in a strategy has an importance weight (1-5 points). When run against a ticker, each passing rule earns its full weight in points, and each failing rule earns zero. The final score is the percentage of earned points versus total possible points.
What do STRONG MATCH, PARTIAL MATCH, and WEAK MATCH mean?
These are verdict labels based on the final score percentage. STRONG MATCH means the ticker scored 70% or above — it meets most criteria well. PARTIAL MATCH (40-69%) means it meets some criteria. WEAK MATCH (below 40%) means it fails most of the strategy's screening rules.
Can I create my own screening strategy?
Yes. Any registered user can publish strategies on StratVault. You define your rules using a visual strategy builder or YAML format, choose metrics, set conditions and thresholds, assign importance weights, and publish it for the community to use and review.
What stock exchanges does the platform cover?
StratVault covers Indian equities listed on the National Stock Exchange (NSE) and Bombay Stock Exchange (BSE). For mutual funds, it covers all AMFI-registered schemes available through standard mutual fund data APIs.
Is StratVault suitable for beginners?
Yes. StratVault is designed to make systematic investing accessible. Beginners can start by browsing and running community-published strategies to learn how screening works, then create their own strategies as they gain confidence.
Who publishes the strategies?
Anyone with an account can publish strategies. The community includes chartered accountants, financial analysts, experienced retail investors, and investing enthusiasts. Each strategy shows its author, community ratings, and reviews to help you assess credibility.