UDTS®-VSM
YOUR MARKET CCTV
FOR FUNDAMENTAL
RESEARCH.
Track the Market. Compare the Stocks. Research with Structure.
A quantitative screening and analytical framework designed to help investors compare stocks within relevant sectors and peer groups — so research starts with structure, not guesswork.
Non-advisory market analytics and research platform. You remain the decision-maker.
Observe. Compare. Research. Decide independently.
ONE FRAMEWORK.
THREE CORE LENSES.
UDTS®-VSM brings Value, Safety and Momentum into one structured analytical framework — helping investors compare companies within relevant sectors and peer groups before conducting their own research.
VALUE
Comparative Value
Compare a company's valuation with relevant companies in its peer group.
SAFETY
Comparative Safety
Compare the relative financial strength and safety of companies within the same peer group.
MOMENTUM
Price Behaviour
Review price behaviour and momentum alongside the broader fundamental picture.
From Market Context To Independent Research
The framework
organises the data.
You conduct the research.
THE MARKET GIVES YOU
THOUSANDS OF CHOICES.
THE CHALLENGE IS KNOWING WHERE TO LOOK.
More information does not automatically lead to better decisions. The challenge is knowing what matters, what to compare and how to organise the research.
-
01
Too much information
Thousands of stocks and countless data points can make it difficult to know where to begin.
-
02
Difficult peer comparison
Looking at companies individually can make relative differences harder to see.
-
03
Valuation in isolation
A valuation figure means more when viewed against relevant companies.
-
04
Financial strength can be overlooked
Research can become heavily focused on price or valuation alone.
-
05
Inconsistent research
Without a repeatable process, every stock can end up being analysed differently.
-
01
Start with market context
Begin with the broader market before narrowing the research.
-
02
Narrow to relevant sectors
Use sector context to focus attention on meaningful areas of the market.
-
03
Compare the peer group
Evaluate companies relative to relevant businesses within the sector.
-
04
Review Value and Safety
Bring Comparative Value and Comparative Safety into the same research framework.
-
05
Add Momentum
Review price behaviour alongside the broader fundamental picture.
The problem isn't information. It's knowing how to organise and use it.
FROM MARKET DATA
TO A
STRUCTURED SHORTLIST.
The screener brings multiple research signals into one comparative view, helping you narrow the field before conducting your own deeper analysis.
Comparative Safety
A comparative safety measure shown alongside other stock-level signals.
Comparative Value
A comparative valuation measure for evaluating companies within their relevant peer group.
Combined View
The screenshot displays a combined score alongside the individual CS and CV measures.
FII Holding Change
Shows the change in FII holding percentage as an additional research input.
Momentum
Price behaviour is displayed alongside the fundamental research signals.
Action
The platform provides an action interface for the screened stocks.
Screen first. Research deeper. Decide independently.
A SCREEN IS THE START
OF THE RESEARCH.
NOT THE END.
UDTS®-VSM is designed to help narrow the field and organise the comparison. The shortlisted companies still require your own research, judgement and decision-making.
FILTER
Narrow the universe
Use the available screening parameters to reduce a broad market universe to stocks that warrant closer attention.
COMPARE
Compare the peer group
Review companies relative to relevant peers using the framework's Value, Safety and Momentum signals.
INVESTIGATE
Research deeper
Use the shortlist as a starting point for deeper company-level research and independent analysis.
DECIDE
Make your own decision
Decide whether a company fits your own strategy, objectives, risk tolerance and investment process.
UDTS®-VSM helps organise market data. It does not make investment decisions for you.
Screen. Compare. Research. Decide.
FOUR FILTERS.
ONE STRUCTURED RESEARCH PROCESS.
The Fundamental Screener uses a sequence of filters to narrow the market and focus attention on companies that warrant deeper independent research.
FILTER 01
Sector Filter
Start by considering sectors with sufficient Sector Strength before narrowing the stock universe.
FILTER 02
Fundamental Filter
Focus on companies ranking strongly within their sector on the UDTS® Fundamental Score.
FILTER 03
Institutional Filter
Prefer stocks showing a positive change in FII holding as an additional research input.
FILTER 04
Momentum Filter
Prefer stocks where the Momentum Indicator supports the broader research picture.
A filter narrows the universe. It does not tell you what to buy.
UDTS® Robo Trade is a non-advisory research and analytics platform. Investment decisions remain with the user.
BUILT TO
REDUCE THE NOISE.
NOT TO REPLACE
YOUR JUDGEMENT.
UDTS®-VSM is designed around a simple idea: organise the information first, so you can spend more time evaluating what actually matters.
RELATIVE ANALYSIS
Relative, Not Isolated
Compare companies against relevant peers rather than viewing individual numbers without context.
MULTIPLE SIGNALS
Multiple Signals, One View
Bring Value, Safety, FII holding change and Momentum together in one structured screening environment.
SCREEN FIRST
Screening Before Deep Research
Start with a structured shortlist instead of manually working through a broad market universe one company at a time.
More structure. Less noise. Better starting points for research.
A STRUCTURED STARTING POINT
FOR DIFFERENT TYPES OF
MARKET PARTICIPANTS.
Different investors may have different strategies, but a well-organised starting universe can make independent research more focused and efficient.
01 · DIY INVESTORS
Research Independently
For investors who want to make their own decisions but need a faster way to narrow the market and compare businesses.
02 · FUNDAMENTAL RESEARCHERS
Compare the Bigger Picture
For users who want Value, Safety, institutional activity and Momentum organised within one screening workflow.
03 · ACTIVE MARKET PARTICIPANTS
Add Structure to Your Process
For users who already have their own process and want a structured screening layer before deeper analysis.
Different strategies. Same principle: start with a better-organised universe.
Start focused. Research independently. Decide for yourself.
THE FRAMEWORK IS SIMPLE.
THE PLATFORM MAKES IT PRACTICAL.
Use UDTS®-VSM to bring structure to your market research, narrow the universe and compare companies before conducting your own deeper analysis.
FUNDAMENTAL SCREENING
UDTS®-VSM Fundamental Screener
A structured research layer for narrowing the market and comparing companies.
- Sector screening
- Fundamental comparison
- FII holding change
- Momentum signals
- Relative peer analysis
- Structured shortlist
UDTS®-VSM is a research and analytics tool. It does not provide personalised investment advice or make investment decisions on your behalf.
START WITH A BETTER-ORGANISED MARKET.
Use the UDTS®-VSM Fundamental Screener to narrow the universe, compare companies and identify areas worth researching further.
Screen with structure. Research with context. Decide for yourself.
UDTS® Robo Trade is a research and analytics platform. It does not provide personalised investment advice or guarantee investment outcomes.
