SEBI-registered Research Analysts need a systematic way to generate investment recommendations, distribute them to subscribers, and maintain compliance records for every piece of advice. AlphaQuark investment recommendation platform provides the complete workflow from idea generation to trade execution. Advisors create model portfolios with specific stock allocations and strategy rationale. When a portfolio is updated — adding a new stock, removing a position, or adjusting weightages — the platform automatically calculates the rebalancing trades needed for each subscriber based on their current holdings. Recommendations are distributed to subscribers through multiple channels including in-app notifications, Telegram, WhatsApp, and email. Each recommendation is recorded with a timestamp, rationale, target allocation, and risk disclosure, creating the SEBI-required audit trail automatically. Subscribers can review the recommended trades and execute them through their linked broker account with a single click. The platform tracks recommendation performance over time with metrics including individual stock returns, portfolio-level TWRR and XIRR, benchmark comparison against Nifty 50 and Nifty 500, and win rate analytics. This data helps Research Analysts refine their investment process and demonstrate track record to prospective subscribers. For RAs running multiple strategies — such as a large-cap value portfolio, a momentum strategy, and a sectoral bet — the platform supports parallel portfolio management with independent rebalancing and performance tracking for each.
Create model portfolios with target stock allocations and strategy rationale. When you update a portfolio, the platform calculates personalized rebalancing trades for each subscriber based on their current holdings and investment amount.
Recommendations reach subscribers through in-app notifications, Telegram bots, WhatsApp messages, and email alerts. Each notification includes the trade details, rationale, and one-click execution link.
Every recommendation is recorded with timestamp, rationale, target allocation, and risk disclosure. Automated audit trails satisfy SEBI documentation requirements without manual record-keeping.
Track recommendation performance with TWRR, XIRR, benchmark comparison, drawdown analysis, and win rate analytics. Demonstrate your track record to prospective subscribers with verified performance data.