No. The course starts with beginner onboarding and gradually moves into advanced research, strategy building, and quant analysis.
MISCELLANEOUS
How to use Sharpely
What You Will Learn
Research and analyse stocks with screeners, factor models, and checklists
Analyse markets and sectors using RRG and seasonality tools
Analyse your stock, ETF, mutual fund, and family portfolios
Research, screen, and compare mutual funds and ETFs
Build, backtest, and validate automated rule-based strategies
Your Course Overview
3 sections • 18 topics • 3 hrs 44 mins content
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About The Course
How to Use Sharpely is a complete, hands-on course that teaches you how to master the Sharpely platform for smarter investing and research. From building powerful stock screeners and factor models to analysing sectors, portfolios, mutual funds, and ETFs, this course walks you through every tool the platform offers. You will learn how to research opportunities with precision, track what institutions and legendary investors are doing, build fully automated strategies, and run advanced quant analysis — all from one terminal designed for serious investors.
In Module 1, Stock Research & Analysis, you will learn how to navigate the Sharpely interface, build basic and advanced stock screeners, create factor models, compare stocks, set up checklists, use styleboxes and feeds, export stock data, and analyse a stock across fundamentals, technicals, and valuations.
In Module 2, Market Analysis, you will learn how to analyse indices, build personalised dashboards, find winning sectors early, decode RRG charts for sector rotation, use seasonality analysis, track quarterly results, study institutional and insider activity, and follow the portfolios of Indian investing legends.
In Module 3, Portfolio Analysis, you will learn how to analyse your stock, ETF, and mutual fund portfolios, manage your family portfolio to achieve financial goals, and use Wealthview alongside tools like earnings analysis, feeds, and RRG.
In Module 4, MF & ETF Research Analysis, you will learn how to analyse mutual funds and ETFs, screen and compare the right funds, explore fund categories, find top-performing funds, and use the SIP, SWP, and RR calculators.
In Module 5, Strategy Building, you will learn the basics and building blocks of automated strategies, and how to build and backtest fully automated, rule-based stock and mutual fund strategies.
In Module 6, AlphaLab, you will learn advanced quant analysis — including how to analyse factor consistency and predictability, and how to validate a quant strategy thesis.
Course Highlights:
- How to research and analyse stocks using screeners, factor models, and checklists
- How to analyse markets, sectors, and indices with tools like RRG and seasonality
- How to analyse your stock, ETF, mutual fund, and family portfolios
- How to research, screen, and compare mutual funds and ETFs
- How to build, backtest, and validate automated rule-based strategies
Who Is This Course For:
- Investors who want to master the Sharpely platform end to end
- Stock, ETF, and mutual fund investors looking for data-driven research
- Traders who want to spot sector rotations and seasonal trends early
- Investors who want to build and backtest automated, rule-based strategies
- Anyone looking to make smarter, research-backed investing decisions
15+ Years of Experience
Dr. Priyanka Sharma is a Full-Time Equity & Derivatives Trader with over . A former SEBI Registered Research Analyst, she has spent years helping traders and investors navigate equities, futures, and options through research-backed strategies and disciplined risk management. Through her practical and structured approach, she has trained and mentored aspiring traders in technical analysis, derivatives trading, trading psychology, and market strategy, making complex market concepts accessible and actionable.