The path of investment4 steps • 1 workspace

How NiveshMarg Works

NiveshMarg follows a simple path: learn with virtual money, analyse before you act, test the idea, then manage your real portfolio — keeping a record of every decision along the way.

Learn
1
Analyse
2
Test
3
Manage
4
What's included

What How NiveshMarg Works gives you

  • Learn

    Paper trading and plain-language AI explanations.

  • Analyse

    Screener, stock pages, AI Score and the analyst swarm.

  • Test

    Backtests, automations and paper trades.

  • Manage

    Portfolio tracking, Doctor, stress tests and alerts.

  • Record

    Saved analyses and PDF reports.

  • Anywhere

    The same account on web, Android and iPhone.

Disciplined Investor Process

Interactive 4-Step Journey Stepper

Click through the 4 steps to see how NiveshMarg turns analysis into a repeatable system.

01

Bring Holdings & Watchlist

Import your positions, average prices, and target tickers into the workspace operating surface.

✓Step 1 Complete

Holdings Synced (4 Active Tickers)

Illustrative example — not live data or a recommendation.

Why it matters

Why How NiveshMarg Works matters

Start where you are

New to markets? Start with paper trading. Already investing? Import your holdings and start with the Portfolio Doctor.

Let the process do the heavy lifting

From the AI debate to backtests and risk checks, the same thread runs from an idea to a decision.

Keep the record, not just the result

Analyses, chats and reports stay saved, so you can look back and learn from what you decided and why.

How it works

How it works, step by step

  1. Learn with virtual money and live prices.

  2. Analyse a stock with the screener, charts and AI analysts.

  3. Test the idea with a backtest or a paper trade.

  4. Manage your real holdings, set alerts and keep the record.

What you'll learn
  • A repeatable routine for looking at any stock

  • How to separate research from action

  • How to review decisions honestly

The result

  • Makes decisions deliberate rather than reactive.

  • Builds the habit of reviewing the logic behind outcomes.

  • Turns investing into a repeatable, teachable system.

Questions

Frequently asked questions

Where should a beginner start on NiveshMarg?

Start with paper trading and Stock Chat. Once you are comfortable, try the screener and the AI analysis, and backtest any strategy before using it.

Can I use NiveshMarg for my existing portfolio?

Yes. Import holdings from Zerodha, Groww, Fyers or a CSV to track live P&L and get a Portfolio Doctor health check.

Keep exploring

Try it with virtual money first

Create a free account, practise with paper trades and explore every feature at your own pace. Nothing here needs real money until you decide it should.

Start practising free