www.equitycase.com/strategy-builder
Build Strategies Visually
Define your stock universe, apply smart filters, and instantly see matching stocks — all through an intuitive visual interface.
Choose Your Universe
Select from major indices like Nifty 50, Nifty 500, or Nifty Total Market according to your preference.
Apply Smart Filters
Combine momentum, quality, and trend filters to build a high-conviction investment universe.
Run & Backtest
Validate your strategy against 5+ years of historical data. Get detailed CAGR, drawdown, and return analytics.
24.8%
CAGR
142%
Total Return
1.82
Sharpe
Save Your Verified Screener
Save your finalized screener after testing and validation. Reuse it anytime, track versions, and improve it as market conditions change.
Place Order With Your Broker
Once you are satisfied with the results, place orders through your connected broker account with full user confirmation before execution.
Analyse Mutual Funds Deeply
Search any Indian mutual fund scheme and explore historical NAV, returns, drawdowns, and risk analytics with exportable reports, all in one place.
Search Any Scheme
Look up any Indian mutual fund scheme and instantly load its full NAV history from AMFI.
NAV & Equity Curve
Visualise the complete NAV timeline and growth of ₹1 invested across your chosen period.
Returns & Risk Metrics
Get CAGR, absolute returns, volatility, and Sharpe-style analytics computed on the fly.
Drawdown Analysis
See peak-to-trough drawdowns and recovery periods to understand downside risk.
Monthly Returns Heatmap
Spot seasonality and consistency at a glance with a month-by-month returns heatmap.
Rolling Returns
Evaluate performance stability over rolling windows instead of a single point-to-point view.