Most of us carry a watchlist of 40-50 stocks we’ve done homework on. The hard part isn’t finding good stocks — it’s deciding which ones to actually own right now, how much to put in each, and where to cut losses. That’s where most retail portfolios fall apart. We either over-concentrate, size randomly, or hold losers too long because we don’t have a rule.
I suffered this problem and then worked to build tools for personal use. The Optimizer tool on quantitude.in addresses exactly this. Here’s how it works in practice.
You bring your watchlist. It ranks and sizes. Use Screener.in for export
You import your watchlist — there’s no minimum, though 15–25 gives it enough to work with. The system pulls live data from a universe of 2,000+ NSE stocks, scores each of your picks across momentum, acceleration, and earnings quality, then tells you which ones to actually hold right now based on how they rank against each other.
It’s not telling you which stocks to buy. You’ve already done that work. It’s telling you which of your own picks are strongest today, and how much to put into each of them.
Position sizing is automatic and honest.
You enter your capital. You set how many positions you want (say, 12). The tool splits your capital equally per slot — no more than 25% in any single name — and gives you the exact share count to buy at the current price.
The stop loss is calculated using true 14-day ATR (based on actual high/low range, not a close-to-close proxy), set at 2.5× ATR below entry. There’s a 5% floor so stops don’t get unrealistically tight on low-volatility names. Every position shows you: entry price, stop price, shares to buy, rupee value, and what percentage of your total capital is at risk on that trade.
This matters because most people either size intuitively or use a fixed percentage that doesn’t account for how volatile a stock actually is. Two stocks at ₹500 each can have completely different risk profiles.
It handles exits too, not just entries.
Once you’ve entered your holdings, the system tracks whether a position is still in the top tier of your watchlist. If something you own drops below a rank threshold, it flags that for exit. This is a rank-based rotation rule — you’re not just holding until a stop triggers, you’re also rotating out when better ideas have clearly moved ahead.
Stocks that hit a stop or get rotated out go into a 21-day cooling-off list. They won’t appear in the optimizer’s recommendations during that period, which prevents you from immediately re-buying something you just cut. This is a discipline mechanism, not a restriction.
Three risk profiles shift the weighting.
Aggressive, Moderate, and Conservative profiles exist for people with different objectives. Aggressive weights momentum heavily (65%) and barely looks at quality. Conservative does the opposite — momentum gets 30% weight, quality and earnings consistency get more. Same watchlist, different answers depending on where you are in your investing journey or how the market is behaving.
What it doesn’t do.
It doesn’t pick stocks for you. It doesn’t predict prices. It doesn’t know your tax situation, your other holdings, or your life. It is a systematic position management tool, not a research tool and not investment advice.
Quantitude is not SEBI registered and does not provide investment advisory services. The Optimizer is a decision-support tool for organizing and sizing your own research — not a recommendation engine. All outputs are mechanical and rule-based. Past performance of any strategy or signal shown on the platform is not indicative of future results. Use at your own discretion and risk.
That’s the tool. If you’ve ever stared at a 50-stock watchlist wondering which 5 or 10 or 15 to actually own this week, it’s worth trying.