{"id":228145,"date":"2026-09-02T15:48:42","date_gmt":"2026-09-02T10:18:42","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=228145"},"modified":"2026-09-02T15:48:45","modified_gmt":"2026-09-02T10:18:45","slug":"stock-research-tools-univest-where-to-find","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/stock-research-tools-univest-where-to-find\/","title":{"rendered":"How to Find Stock Research Tools and Insights on Univest"},"content":{"rendered":"<p style=\"border-left: 4px solid #1F4E79; background: #EBF3FB; padding: 10px 16px; font-style: italic;\"><em>Stock research tools on Univest include the screener, stock insights and portfolio dashboard. SEBI registered, INH000013776.<\/em><\/p>\n<div style=\"background: #F0F9FF; border-left: 4px solid #2E7D32; border-radius: 6px; padding: 14px 18px; margin: 18px 0;\">\n<p style=\"margin: 0; color: #1f4e79; font-size: 14px;\"><strong>Quick Answer<\/strong><\/p>\n<p style=\"margin: 8px 0 0;\">The main stock research tools on Univest are the screener, individual stock insight pages, and the portfolio dashboard, all accessible from the app&#8217;s main navigation rather than buried in separate menus. The screener is the starting point for narrowing down ideas, stock insights sit on each company&#8217;s page for a summarised view, and the portfolio dashboard ties research back to what an investor actually holds. Together these tools cover most of what a retail investor needs without switching to a separate research app.<\/p>\n<\/div>\n<p>New users often do not realise how many stock research tools are already built into Univest, since they are spread across different parts of the app rather than collected on one obvious page.<\/p>\n<p>This article walks through where to find each of the main stock research tools on Univest and what each one is actually meant for.<\/p>\n<p style=\"margin-top: 24px;\"><a href=\"https:\/\/univest.in\/user\/log-in?utm_source=blogs&amp;utm_medium=find_research_tools\"><strong>Click Here &#8211; Get Free Investment Predictions<\/strong><\/a><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/stock-research-tools-univest-where-to-find\/#Where_to_Find_the_Screener\" title=\"Where to Find the Screener\">Where to Find the Screener<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/stock-research-tools-univest-where-to-find\/#Where_to_Find_Stock_Insights\" title=\"Where to Find Stock Insights\">Where to Find Stock Insights<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/stock-research-tools-univest-where-to-find\/#Other_Stock_Research_Tools_Worth_Knowing_About\" title=\"Other Stock Research Tools Worth Knowing About\">Other Stock Research Tools Worth Knowing About<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/stock-research-tools-univest-where-to-find\/#How_These_Stock_Research_Tools_Fit_Together\" title=\"How These Stock Research Tools Fit Together\">How These Stock Research Tools Fit Together<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/stock-research-tools-univest-where-to-find\/#Getting_the_Most_Out_of_These_Tools\" title=\"Getting the Most Out of These Tools\">Getting the Most Out of These Tools<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/stock-research-tools-univest-where-to-find\/#Conclusion\" title=\"Conclusion\">Conclusion<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/stock-research-tools-univest-where-to-find\/#FAQs\" title=\"FAQs\">FAQs<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/stock-research-tools-univest-where-to-find\/#What_are_the_main_stock_research_tools_available_on_Univest\" title=\"What are the main stock research tools available on Univest?\">What are the main stock research tools available on Univest?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/stock-research-tools-univest-where-to-find\/#Where_is_the_screener_located_inside_the_Univest_app\" title=\"Where is the screener located inside the Univest app?\">Where is the screener located inside the Univest app?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/stock-research-tools-univest-where-to-find\/#Are_stock_insights_available_for_every_listed_company_on_Univest\" title=\"Are stock insights available for every listed company on Univest?\">Are stock insights available for every listed company on Univest?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/stock-research-tools-univest-where-to-find\/#Do_I_need_to_buy_a_stock_before_using_the_research_tools_on_it\" title=\"Do I need to buy a stock before using the research tools on it?\">Do I need to buy a stock before using the research tools on it?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/stock-research-tools-univest-where-to-find\/#Is_Univest_a_SEBI_registered_platform_for_its_stock_research_tools\" title=\"Is Univest a SEBI registered platform for its stock research tools?\">Is Univest a SEBI registered platform for its stock research tools?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/stock-research-tools-univest-where-to-find\/#How_do_the_screener_and_stock_insights_work_together\" title=\"How do the screener and stock insights work together?\">How do the screener and stock insights work together?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/stock-research-tools-univest-where-to-find\/#Does_Univest_offer_a_watchlist_alongside_its_research_tools\" title=\"Does Univest offer a watchlist alongside its research tools?\">Does Univest offer a watchlist alongside its research tools?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/stock-research-tools-univest-where-to-find\/#Do_these_tools_cost_extra_to_use_on_Univest\" title=\"Do these tools cost extra to use on Univest?\">Do these tools cost extra to use on Univest?<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Where_to_Find_the_Screener\"><\/span><strong>Where to Find the Screener<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The screener is one of the most useful stock research tools on Univest and is accessible directly from the app&#8217;s main navigation. It lets an investor filter stocks by sector, market capitalisation, valuation ratios and other criteria, turning a broad universe of listed companies into a manageable shortlist worth a closer look.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Where_to_Find_Stock_Insights\"><\/span><strong>Where to Find Stock Insights<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Stock insights sit on each individual company&#8217;s page inside the app, summarising recent financial performance, valuation and a buy, sell or hold style view in plain language. This is usually the second stop among Univest&#8217;s stock research tools, used right after the screener narrows down a shortlist.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Other_Stock_Research_Tools_Worth_Knowing_About\"><\/span><strong>Other Stock Research Tools Worth Knowing About<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li><strong>Watchlist:<\/strong> tracks price and news on shortlisted stocks without needing to hold them yet<\/li>\n<li><strong>Portfolio dashboard:<\/strong> shows how existing holdings are performing alongside sector level allocation<\/li>\n<li><strong>News feed:<\/strong> surfaces updates tied to stocks already in a portfolio or watchlist<\/li>\n<li><strong>Sector filters within the screener:<\/strong> narrow a search down to a specific industry quickly<\/li>\n<\/ul>\n<p style=\"margin-top: 24px;\"><a href=\"https:\/\/univest.in\/screeners\"><strong>Explore the Screener and Start Shortlisting Stocks<\/strong><\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_These_Stock_Research_Tools_Fit_Together\"><\/span><strong>How These Stock Research Tools Fit Together<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The screener, stock insights, watchlist and portfolio dashboard are not meant to be used in isolation. A typical path moves from screening for ideas, to checking a stock insight for a shortlisted company, to adding it to a watchlist, and eventually into the portfolio once bought, all inside the same set of stock research tools.<\/p>\n<p style=\"margin-top: 24px;\"><em>Download the <a href=\"https:\/\/apps.apple.com\/in\/app\/univest-stocks-investment\/id6443753518\" rel=\"nofollow noopener\" target=\"_blank\">Univest iOS App<\/a> or <a href=\"https:\/\/play.google.com\/store\/apps\/details?id=com.univest.capp&amp;hl=en_IN\" rel=\"nofollow noopener\" target=\"_blank\">Univest Android App<\/a> to access the screener and stock insights on the go.<\/em><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Getting_the_Most_Out_of_These_Tools\"><\/span><strong>Getting the Most Out of These Tools<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ol>\n<li>Start with the screener rather than searching for individual stock names at random.<\/li>\n<li>Open the stock insight for each shortlisted company before deciding.<\/li>\n<li>Add promising ideas to a watchlist to track them without committing capital yet.<\/li>\n<li>Review the portfolio dashboard periodically once positions are added.<\/li>\n<li>Revisit stock insights after major news or quarterly results.<\/li>\n<\/ol>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><strong>Conclusion<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The main stock research tools on Univest, the screener, stock insights, watchlist and portfolio dashboard, cover most of the research process from idea generation through to ongoing review. Knowing where each one sits inside the app makes it easier to use them as a connected workflow rather than isolated features.<\/p>\n<div style=\"background: #CC0000; border-radius: 8px; padding: 16px 20px; margin: 24px 0;\">\n<p style=\"color: #ffffff; font-size: 13px; line-height: 1.7; margin: 0;\"><strong style=\"color: #ffffff;\">Disclaimer:<\/strong> Data and figures in this article are sourced from publicly available information. These may or may not be accurate. Please verify all data with the official NSE (nseindia.com) and BSE (bseindia.com) websites before making any investment decision. Investments in securities are subject to market risk. This content is for educational purposes only and is not investment advice by Univest (SEBI RA INH000013776).<\/p>\n<\/div>\n<h2><span class=\"ez-toc-section\" id=\"FAQs\"><\/span><strong>FAQs<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"What_are_the_main_stock_research_tools_available_on_Univest\"><\/span><strong>What are the main stock research tools available on Univest?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> The main tools are the screener for shortlisting ideas, stock insights on individual company pages, a watchlist for tracking shortlisted stocks, and a portfolio dashboard for existing holdings.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Where_is_the_screener_located_inside_the_Univest_app\"><\/span><strong>Where is the screener located inside the Univest app?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> The screener is accessible from the app&#8217;s main navigation and lets an investor filter stocks by sector, market capitalisation, valuation ratios and other criteria.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Are_stock_insights_available_for_every_listed_company_on_Univest\"><\/span><strong>Are stock insights available for every listed company on Univest?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Stock insights are generally available on individual company pages for actively covered stocks, though depth of coverage can vary by company.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Do_I_need_to_buy_a_stock_before_using_the_research_tools_on_it\"><\/span><strong>Do I need to buy a stock before using the research tools on it?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> No, the screener and stock insights can be used purely for research, and a stock can be added to a watchlist to track without buying it, which is useful while a stock is still under consideration.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Is_Univest_a_SEBI_registered_platform_for_its_stock_research_tools\"><\/span><strong>Is Univest a SEBI registered platform for its stock research tools?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Yes, Univest operates as a SEBI registered Investment Adviser under registration number INH000013776, and its research tools are built on financial data and company filings.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"How_do_the_screener_and_stock_insights_work_together\"><\/span><strong>How do the screener and stock insights work together?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> A common workflow is to use the screener to shortlist stocks matching certain criteria, then open the stock insight for each shortlisted company to get a summarised view before deciding.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Does_Univest_offer_a_watchlist_alongside_its_research_tools\"><\/span><strong>Does Univest offer a watchlist alongside its research tools?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Yes, a watchlist lets an investor track price and news on stocks they are researching without needing to hold them, sitting alongside the screener and stock insights in the same app.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Do_these_tools_cost_extra_to_use_on_Univest\"><\/span><strong>Do these tools cost extra to use on Univest?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> The core screener, stock insights and portfolio dashboard are part of the standard Univest app experience, though exact plan details should be checked inside the app.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Where to find the main stock research tools inside Univest, from the screener to stock insights and the portfolio 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