Welcome to the New Value Research! Track your investments effortlessly. Find out the good, the bad and the ugly. Discover what works best for your needs
Using Value Research Online

Welcome to the New Value Research!

Track your investments effortlessly. Find out the good, the bad and the ugly. Discover what works best for your needs

20-Mar-2020

Value Research Online has a host of features to plan and track your investments (in mutual funds, stocks NPS and many others) that will help you plan better, track accurately, and fix the problems in your investments.

To get started, go to our completely overhauled 'My Investments' section, which was earlier called 'My Portfolio'. My Investments now has an ease of use and a set of world-beating features that are simply unmatched by any other investment tracker, and it's free!

No data entry! Best of all, you do not need to do any data entry. Our algorithms ensure perfect automated imports from the Combined Account Statement issued by CAMS.

Here's what you get:

  • Track mutual funds, stocks, NPS, or fixed deposits.
  • Automatic entry of SIP, SWP and STP transactions
  • Automatic entry of dividends, splits, and bonuses.
  • View returns (or any other report) as of any date and for any custom period of time.
  • Internal rate of returns for any investment, type of investment, and the entire portfolio
  • Accurate computation of capital gains tax liability, both short-term and long-term.
  • Tax calculation on real transactions, as well as hypothetical (what if).
  • Compare your returns with a market index, or with inflation.
  • Here's something that only desktop software has: you can 'Undo' your actions if you make a mistake.
  • Copy investments under a label, or merge two labels into one, or split one into many. This gives you unmatched power to manage and organise your investments. And there's 'Undo' to save you if you make a mistake.
  • You can go back and edit any entry you have made in your investments--the whole history will adjust automatically.
  • Overseas investors can see their investments in a number of different currencies. They can switch the entire view between INR, USD, GBP, EUR or AED.

This is just the 'My Investments' tracking system. There's a lot more:

A Unified 'Knowledge Center'

We now have a unified 'Knowledge Center' with sections on 'Getting Started', 'Investing for Growth', 'Investing for Income', Tax, and Insurance.

Discover the Investments that are best for you

Our new goal-driven Fund Selector toolset can be used for just about any kind of mutual fund research and selection task that you may have.

A comprehensive new 'Stocks' section

Stocks are now a first-class citizen on Value Research Online. Go to the new section and just as for mutual funds, be prepared to never look at any other Indian stocks-related site.

Other Categories

First Page

Value Research CEO Dhirendra Kumar reflects on pressing issues facing investors today and shares timeless advice to keep them on track.

Investment Options

Value Research Premium

Articles about Value Presearch Premium, showcasing the benefits of taking a premium subscription on Value Research.

Category Compass

In-depth analysis of category trends and performance and updates on fund recommendations

Fund Analysis

Insight

Advice, opinion and guidance not specific to a fund or a category.

NFO Review

Passively Yours

Performance Update

SIP Sahi Hai

Investing via SIPs in mutual funds is a great way to build wealth over time. The articles here tell you exactly why and how.

IPO Analysis

Our analyses of IPOs will answer important questions on the company’s fundamentals, business model, strengths, weaknesses, and of course the valuation of the stock.

Stock Advisor

Value Research Stock Advisor is a premium service that provides subscribers with thoroughly-researched stock recommendations with regular updates. The stories here draw from the Stock Advisor team’s experience researching companies.

Fund News

Check updates from Mutual Funds on dividends, changes to exit loads, NFO announcements, and more.

Fundwire

News, analysis and features on mutual funds.

Newswire

Archive of news updates related to investment regulations, stock markets, mutual funds and more.

Stockwire

News, analysis and features on stocks.

First things...

The very first things a beginner investor needs to know.

Fund Basics

Archive of introductory articles on mutual funds. Especially useful for those are beginners to MF investing.

Fund Update

Views and commentaries on mutual fund trends and developments

How I Did It

Real stories from real investors on their investment journeys – mistakes made, lessons learnt and the ultimate success they finally encountered.

Income Tax Know-how

Stuff you need to know as you file your income tax returns.

Insurance

Before investment comes insurance. Here, we provide guidance on buying adequate cover for you and your family.

Interview

Insightful conversations on the markets, funds, and what matters right now.

Laughing Stock

Learning

Useful articles to help you invest better, whether you are a new investor or well into your investment journey.

Manager Speak

Conversations with investment managers in charge of funds under our Premium Coverage

Mutual Fund Sahi Hai

Mutual funds have revolutionised the way Indians invest, and for good reason too. Read more on what investing in mutual funds involves.

Using Value Research Online

Value Research Online brings to you a wide array of tools and features to invest better, make important decisions and track your portfolio. Learn how you can use them here.

Videos

Words Worth

Archive of articles that focus on the investing philosophy of masters like Warren Buffet, Walter Schloss, Charlie Munger and more.