Success-in-investing

ALPHA

Invest successfully on your own

Invest using an integrated system with powerful data-driven tools that help you identify opportunities and make informed buy-hold-sell decisions

Why Alpha?

Why-alpha

Whatever your reasons for deciding to invest on your own, we respect it and want you to succeed. And by that we mean you earn good returns and don’t make mistakes that you can avoid and loose money and confidence.

For that you need a system to know good quality stocks and what’s the reasonable price you could pay for them. Also know when to sell them because they are overvalued. Finally how you should go about building your portfolio.

This lead us to creating DeciZen Rating System followed by a more complete solution Alpha.

How to invest successfully on your own?

1. Don’t go searching for investing ideas, let the best opportunities find you

Let the best opportunities find you

Just tell Alpha the universe of stocks you are interested in and it will tell you the best stocks that are Under or Fair-valued or 5-Star rated…now and in the future.

So, you invest in the best opportunities…always

Shopping for stocks without a clear criteria is injurious to your wealth.


2. Make informed investing decisions or don’t invest

Make informed decision or don't invest

Get decision-enabling information and tools, all in one page-the company 10-Year X-Ray to make better buy-hold-sell decisions.

Alpha tells you when a stock is over-valued and the Price Trend to make better sell decisions

Investing on tips and recommendations without checking the fundamentals is certainly injurious to your wealth.


3. Act after you are done with the heavy-lifting i.e. build your portfolio with the stocks you have selected

Select your broker and login to your account
angelBroking
groww
hdfc
kotak
upstox
kite
+ More

Invest in the stock you selected right away using Invest Now. Alpha will take you to your broking account and auto-update your portfolio manager on our site.

Ultimately you make money only when you act on your informed decisions


4. Manage your multi-asset portfolio in one place and not in different silos

Multi Asset Portfolio

Manage your portfolio better by seeing your stocks, mutual funds, ETFs, Gold and Debt assets in one place.

See ratings of the stocks you own and get Smart-alerts when they change so you know when its time to act.

Are you confident on investing 50% of your portfolio in stocks on your own? If not check our other solutions.

Subscribe

MoneyWorks4Me Alpha

Suitable when investing on your own

Price
Monthly Subscription ₹169
₹129 /Month
Subscribe Now
₹2,499
₹1,499 /Year
Subscribe Now

Superstar and Omega don't need to seperately subscribe for Alpha.

What you get when you subscribe to Alpha?

Better stock investing Decision
  • DeciZen: Make Informed Decision on any of the listed 3500+ stocks
  • Company 10 Year X-Rays: See the most important details that support the decision
    • Summary of Financial Track Record
    • Financial Track Record Details
    • Latest Financials
    • Valuation Ratios & Price Chart
  • AlphaCases: Build your portfolio with ease; select any universe and choose a powerful Investing Strategies to find the best opportunities
  • Stock Screener with SmartFilter and SmartAlerts:  Screen stocks using DeciZen Filters to find the best opportunities with ease and get timely alerts
  • WatchList: Track shortlisted potential winners and get alerts
  • Portfolio Manager: To manage your portfolio better
  • Transact Now: Act on decisions with ease and auto-update Portfolio
  • InvestmentShastra: Get 500+ educational and informational blogs

What else do you need to invest successfully on your own?

steps

To know what the heck you are investing for and have a Plan for it

Whatever you are looking forward to, just setting your goals can increase your chances of achieving it by 33%. And making a Financial Plan converts your dreams into reality.
confidence

To have confidence in how you invest

To stay invested through economic and market cycles and reach your future goals you need to know more about how to invest and how to use the ‘System-site’ better.

Get a more complete solution for investing successfully on your own

₹4999
₹2499 /Year
Subscribe to Alpha+

If you have a larger portfolio and you’d prefer to manage it with expert help; check out two alternate ways of working with us

Invest with guidance from our Equity Analysts

MoneyWorks4Me Superstαrs

Research-guided Investing

Guidance from Equity Research Analyst to invest with confidence and reach my goals

Expert insights and recommendations along with tools to make informed investing decisions

Work one-on-one with an Investment Advisor

MoneyWorks4me Omega

DIWM Collaborative Investing

Working closely with an Investment Advisor and receiving guidance at every step to ensure I reach my goals joyfully

Customised recommendations to build and manage my portfolio and an agreed Process+System to collaborate effectively

FAQ's

If you are interested in stock investing, you want to have control of how and in what your money is invested. That’s why Do-it-yourself, DIY investing is what most people do and stock picking is predominant way of investing. It’s unlikely that you will follow the recommendations even if it is given by experts without picking and choosing stocks from it.

While this is inevitable it exposes you to risk of your emotions influencing your decisions. Add to this, problems of inadequate knowledge and time and information overload can easily lead to failure or mediocre results. Then what is the way to invest in stocks and succeed big?

DIY stock investors want to and will make choices and take decisions. A ‘Systematic’ way of making investing decisions is therefore critical for success. This leads to conviction in what you are investing in which enables you to stay invested through market and economy ups and downs and enjoying the benefits of big success thanks to compounding. This is the foundation of all our work at MoneyWorks4Me.

Systematic means methodical, orderly, organized and efficient. Its root is System which means a way of working, organizing, or doing something which follows a set of rules. So, a systematic way of making investing decisions means you follow a set of rules to take your decisions.

The most important rules are about how you answer the following questions:
  1. Which stocks are worth investing in and which ones to avoid?
  2. Is the current price of a stock attractive for a long-term investment?
  3. Is the current price of a stock you own over-valued and unattractive to hold on to?
  4. Should you act now or wait?
So, if you can state the process you follow to answer the above question you have a Systematic way of making investing decisions. Congrats. If not, read on!

Alpha provides you with the set of rules to answers the above 4 questions that govern success in stock investing and a ‘system’ to ensure you can implement them with ease.

Alpha is powered by MoneyWorks4Me DeciZen which rates stocks on Quality, Valuation and Price Trend to help you identify quality stocks worth investing in, know when they are under or fair-valued and whether they have the price momentum or strength that may take the prices higher or not. It is strongly recommended that you understand why DeciZen is the ONE Thing that can ensure your success in stock investing. Learn more about DeciZen

Alpha also provides you with a ‘system’ that ensures you can actually invest systemically in stocks and succeed. A ‘System’ as defined by engineers is collection of parts and sub-assemblies that work in an integrated manner to achieve a common goal. This enables you to build and manage your stock portfolio successfully and with ease.

Alpha’s system enables you to:

  1. Find the best stocks to invest in and start building your portfolio right away
  2. Benefit from new opportunities in your chosen universe or set of stocks without having to set alerts
  3. Sell stocks from your portfolio that may not deliver good returns in the future
  4. Manage the risk in your portfolio better

Alpha through the MoneyWorks4me Screener with smart DeciZen Filters enables you to find the best stocks to invest in on a real time basis. You can choose from any Index, Sector, Industry, Theme and Market Cap and start build a well-diversified portfolio right away. Using a pre-defined filter, you can find Very Good quality stocks which are under or fair-valued at the current price and also with Strong or Semi-strong Price Trend in your chosen universe that are best to invest in today. But that not all, you are actually all set to benefit from new opportunities as they happen. Read how?

When new stocks qualify to your preferred screener you get automatically informed. No need to set alerts etc. How cool is that? For example, you decide to invest only in Nifty 50 stocks. You select and save the Best From Nifty 50 Pre-defined screen. When you start you get the best stocks to invest in today; say 10 stocks which are Very Good quality, Under or Fair Valued with different rating on Price Trend. Now after some time 2 new stocks qualify and enter the list of Best From Nifty 50. You will be informed about this opportunity through an email/on-site. Thus, in the 12 months of your Alpha subscription you will benefit from all the new opportunities as they happen. And you don’t need to set any alerts just save this screen.

Alpha generates smart alerts for stocks in your portfolio when the ratings change. This enables you to buy more if required when a stock move to Under-valued and Price Trend is strong. Or sell, partly or fully when the stock moves to Over-valued and the Price Trend is Weak. By selling over-valued stocks and buying under-valued good quality stocks you can enhance the returns earned.

It’s very easy. You can execute your decision using Transact Now on Moneyworks4me. You will be taken to your broking account and order executed seamlessly after which your portfolio will be auto-updated on the MoneyWorks4Me Portfolio Manager. This is possible because the smallcase gateway with the most popular brokers APIs is integrated with MoneyWorks4Me.

As a subscriber of Alpha you get the portfolio analysis on a real time basis. You can see the stock-related risks and portfolio-related risk that you are carrying and make changes to manage risk better and have a well-diversified portfolio.

Links:

Other Frequently Asked Questions