Recommendation Performance Analytics for SEBI Research AnalystsFinuro measures how your recommendations performed: success rate, net P&L, accuracy, average win and loss, and holding time, broken down by outcome, horizon, direction and asset class. Every figure comes from timestamped calls, so your track record is complete and ready for verification under SEBI's PaRRVA framework.  PERFORMANCE What does performance analytics measure?The numbers behind your research, calculated from every call you published. Success rate and accuracySee how many calls reached target, how many hit stop-loss, and your overall accuracy. P&L and trade qualityTotal and net P&L, average win, average loss, and your best and worst calls. Holding timeAverage hold duration and counts of open and closed calls. Asset class breakdownResults split across equity, futures, options, indices and commodities. WHY IT MATTERS Why track performance in Finuro?A track record rebuilt from chat history is hard to trust and harder to verify. Numbers from the sourceAnalytics are calculated from the calls themselves, not a separate spreadsheet. Ready for PaRRVAA complete, timestamped history is what verification of past performance needs. Improve your researchSee which horizons, directions and asset classes work best for you. Financial-year viewsFilter by the first or second half of the financial year for reporting. How performance is trackedStep 1 Publish callsEach recommendation is timestamped with its entry, targets and stop-loss. Step 2 Outcomes are recordedCalls close as target hit, stop-loss hit, trailed stop-loss hit, expired or not valid. Step 3 Analytics updateSuccess rate, P&L and breakdowns update as calls close. Step 4 Filter and reviewSlice by period, outcome, horizon, direction and asset class. |
Who uses performance analytics?
Research analysts who publish many calls and want to know what works, firms reviewing analysts' results, and anyone preparing for verification of past performance under SEBI's PaRRVA framework.
Past performance and SEBI's PaRRVA framework
SEBI introduced the Past Risk and Return Verification Agency framework so that performance claimed by research analysts and investment advisers can be checked independently. Past performance should only be advertised after verification. Finuro does not verify performance; it records every call with timestamps and outcomes so the underlying data is complete and consistent when you need it.
What you can measure
Headline numbers
Success rate, total P&L, net P&L, accuracy, average win, average loss, best call, worst call, average holding duration, and the number of active and closed calls.
Filters
Filter by outcome (target hit, stop-loss hit, trailed stop-loss hit, expired, not valid, open), by direction (long or short), by horizon (intraday, short term, long term) and by period, including custom ranges and the two halves of the financial year.
Automation settings in context
See results alongside the automation used, such as auto-close on hit, auto-exit and auto-trail stop-loss, to understand how your rules affect outcomes.
Asset class breakdown and charts
Compare equity, futures, options, indices and commodities, and follow profit and loss over time on the dashboard's signals chart.
Backtests kept separate
Backtested signals have their own analytics view and are never mixed into your live record.
Finuro compared with a spreadsheet track record
| Need | Spreadsheet | With Finuro |
|---|---|---|
| Complete history | Depends on manual entry | Every published call |
| Outcome of each call | Updated by hand | Recorded as calls close |
| Breakdowns | Formulas to maintain | Filters by outcome, horizon, direction, asset class |
| Evidence for verification | Hard to prove | Timestamped records |
Common use cases
Reviewing a strategy
Filter to short-term long calls in equity over the last year to see whether that style is worth continuing.
Half-yearly reporting
Use the April to September view to review the first half of the financial year with your team.
Preparing for verification
Keep every live call in Finuro, with backtests separate, so the record you submit for verification is complete.
Related Finuro features
- Recommendation engine: where calls and outcomes are recorded
- SEBI record keeping: the audit trail behind your track record
- SEBI analyst directory: your public profile and recommendations tab
Frequently asked questionsCommon questions about recommendation performance analytics in Finuro. Built for SEBI RAs and IAs Know exactly how your research performsSuccess rate, P&L and accuracy from every call, with the record verification needs. |
Book a Demo
See how Finuro handles onboarding, recommendations, model portfolios, and billing for your advisory firm. Tell us a little about your practice and we'll walk you through the platform on a live call.