How to Find Stock Research Tools and Insights on Univest

Stock research tools on Univest include the screener, stock insights and portfolio dashboard. SEBI registered, INH000013776.

Updated: 2 Sept 2026 • 3:48 pm

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How to Find Stock Research Tools and Insights on Univest

Quick Answer

The main stock research tools on Univest are the screener, individual stock insight pages, and the portfolio dashboard, all accessible from the app'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'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.

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.

This article walks through where to find each of the main stock research tools on Univest and what each one is actually meant for.

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Table of Contents

Where to Find the Screener

The screener is one of the most useful stock research tools on Univest and is accessible directly from the app'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.

Where to Find Stock Insights

Stock insights sit on each individual company'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's stock research tools, used right after the screener narrows down a shortlist.

Other Stock Research Tools Worth Knowing About

Watchlist: tracks price and news on shortlisted stocks without needing to hold them yet
Portfolio dashboard: shows how existing holdings are performing alongside sector level allocation
News feed: surfaces updates tied to stocks already in a portfolio or watchlist
Sector filters within the screener: narrow a search down to a specific industry quickly

Explore the Screener and Start Shortlisting Stocks

How These Stock Research Tools Fit Together

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.

Download the Univest iOS App or Univest Android App to access the screener and stock insights on the go.

Getting the Most Out of These Tools

Start with the screener rather than searching for individual stock names at random.
Open the stock insight for each shortlisted company before deciding.
Add promising ideas to a watchlist to track them without committing capital yet.
Review the portfolio dashboard periodically once positions are added.
Revisit stock insights after major news or quarterly results.

Conclusion

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.

Disclaimer: 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).

FAQs

What are the main stock research tools available on Univest?

Ans. 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.

Where is the screener located inside the Univest app?

Ans. The screener is accessible from the app's main navigation and lets an investor filter stocks by sector, market capitalisation, valuation ratios and other criteria.

Are stock insights available for every listed company on Univest?

Ans. Stock insights are generally available on individual company pages for actively covered stocks, though depth of coverage can vary by company.

Do I need to buy a stock before using the research tools on it?

Ans. 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.

Is Univest a SEBI registered platform for its stock research tools?

Ans. 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.

How do the screener and stock insights work together?

Ans. 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.

Does Univest offer a watchlist alongside its research tools?

Ans. 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.

Do these tools cost extra to use on Univest?

Ans. 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.