Value Research Online vs Qode OneView

India’s trusted investment guide. Since 1992. Value Research Online has been helping Indian investors make better decisions for over three decades. We research, rate, and explain every mutual fund and listed stock in the country—with no fund-house ownership, no distribution commission, and no conflicts of interest. Our star ratings, created in 1993, were India’s first independent fund rating system. They remain the most cited fund ratings in the country. Our independence is structural: we earn nothing from fund sales. Our research serves you, not the industry. But research is only half of what you need. The other half is knowing where your money actually is. Value Research Online is also the most comprehensive family portfolio tracker in India. Import your holdings automatically—mutual funds, stocks, NPS, fixed income, sovereign gold bonds—and see every rupee your family owns on one dashboard. Analyse returns. Check diversification. View tax liabilities, past, present, and future. Set alerts. Know exactly where you stand, at all times. RESEARCH Mutual Fund Research - Data, analysis, and ratings on all 1,639 mutual funds across 50 categories - Value Research Star Rating—India’s first and most trusted independent fund rating - Curated fund sets: Wealth Builder Funds, Steady Income Funds, Best Tax Saver Funds - Fund Screener: filter by category, returns, rating, risk, and more - Fund Compare: side-by-side comparison of any funds - Point-to-Point Returns: calculate returns for any date range Stock Research - Data on all 16,283 listed stocks across all sectors - Stock Rating: Quality, Growth, Valuation, Momentum scores (1–10) - Curated stock sets: Best Picks by Value, by Performance, by Gurus - Stock Screeners with custom filters - Resilience Score and Dividend Score: 10-year consistency metrics TRACK YOUR FAMILY’S INVESTMENTS - One dashboard for your entire family’s investments: mutual funds, stocks, NPS, fixed income, gold bonds - Import holdings automatically—no manual data entry - Quality ratings on every holding in your portfolio - Analyse returns, asset allocation, and diversification across the family - Tax liabilities—past, present, and future—on one screen - Alerts for important events across all holdings TOOLS & CALCULATORS - SIP Calculator, Goal Calculator, Investment Calculator, Tax Calculator, Mutual Fund Calculator - Market Monitor, IPO Monitor, New Fund Offers, Forthcoming Dividends - NPS Performance (103 plans), Insurance Schemes (1,154) KNOWLEDGE CENTRE - Learn about funds, stocks, insurance, NPS, and tax savings - 33 years of independent editorial—ideas, frameworks, and the signal separated from the noise - Investors’ Hangouts video sessions and a searchable video archive WHO THIS APP IS FOR - Anyone who wants to understand an investment before committing money - Families who want one place to see all their investments - DIY investors who want data and ratings, not tips - Investors who value independence over salesmanship WHY VALUE RESEARCH IS DIFFERENT We earn zero commission from any fund sale. Our ratings are algorithmic—no fund house can influence a star rating. This is not a marketing claim. It is a structural fact, proven every year since 1992. Looking for personalised mutual fund advice? Download the Value Research Advisor app (VRFA/VRSA subscription required). The Advisor app provides SEBI-registered, personalised Buy/Sell/Hold guidance on your portfolio. Value Research Online is a product of Value Research (India) Private Limited. By using this app, you agree to Apple’s standard End User License Agreement (EULA). View it here: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Qode OneView is a portfolio review app from Qode Advisors LLP, a SEBI-registered Portfolio Management Services firm. It brings together your stocks, mutual funds, ETFs and bank balances from across your brokers, RTAs and banks, and reads them as one portfolio. PERFORMANCE Your total portfolio, how it splits across asset types, and what the last year did to it. Follow the journey of your money against the NIFTY 500 and see the three roads — where your portfolio went, and where it could have gone. HOLDINGS Every asset in one explorer. Search, sort and filter by stocks, funds, ETFs and bank accounts, and open any row to see what it contributes to the whole. MF X-RAY Look through your mutual funds to see what they actually hold — large, mid and small cap exposure, fund by fund, against what the fund's label claims. SEGMENT ANALYSIS Know your market-cap mix. See how much of you sits in large, mid and small caps, directly and through funds, and compare CAGR and drawdown with Qode strategies and the NIFTY 100. RISK PROFILE Six questions, one clear recommendation. Get a strategy allocation that fits how you actually invest, sized for your portfolio. REPORTS Download your full review as a PDF to keep, or share it with your advisor. READ-ONLY. CONSENT-BASED. Accounts are linked through the RBI Account Aggregator framework. We can see balances and holdings; we can never move money, and we never see your bank login. You can withdraw consent at any time, and ask for your data to be deleted from the app. If any account doesn't come through, you can upload your CAMS/KFintech or NSDL/CDSL statement yourself. Qode OneView is an analytical tool. Recommendations are model output based on the information you provide and are not personalised investment advice. Investments in securities are subject to market risks; read all related documents carefully before investing. Qode Advisors LLP · SEBI PMS Reg. No. INP000008914 Questions: investor.relations@qodeinvest.com