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A screener helps you find stocks, but the Kalpi Portfolio Builder lets you craft a complete, dynamic investment strategy. Watch our quick 4-minute walkthrough to see how to define your universe, set filters, rank assets, and deploy a live strategy.

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The Builder Workflow

Building your own custom basket allows you to create highly tailored systematic strategies without writing a single line of code. Our no-code Portfolio Builder operates on a strict, sequential four-step process to ensure your strategy is logically sound before backtesting.
1

Universe

Define the boundary of your strategy. This determines the pool of assets your logic will scan. You can select pre-defined universes (like Nifty 50 or Nifty 500) or create custom thematic pools.
2

Filtration

Apply technical or fundamental filters to narrow down your universe. This is where you eliminate stocks that do not meet your baseline criteria (e.g., filtering out stocks below their 200-Day Moving Average or with poor liquidity).
3

Ranking & Scoring

Once filtered, assign scores to the remaining assets based on your chosen factors (like Momentum, Value, or Quality). The system will rank the assets from highest to lowest based on your specific logic.
4

Weightage

Determine how capital is allocated among your ranked assets. Choose from Equal Weight, Market Cap Weight, or assign custom dynamic weights based on volatility or conviction scores.
Save and Backtest: Once all four steps are complete, save your configuration. You can then immediately run a backtest to simulate historical performance and view your strategy’s Win Rate, Max Drawdown, and Sharpe Ratio before taking it live.

View Template Baskets

Want a faster route? Explore our expert-built strategy templates.

Analyze Your Backtest

Learn how to read your strategy’s performance metrics.