Investify – How to use

Getting Started with Investify!

01.Search

Investify is designed to simplify your stock research journey irrespective of your level of experience with stock investment. If you are new to Investify and don’t know how to go about researching stocks, here are a few quick tips.

Intelligent Filters

Try our pre built Intelligent Filters if you don’t want to spend much time filtering stocks

💡 Pro tip: Look at the Value Gap filter to see a list of stocks that have dropped below their analyst recommended price by 20% or more.

Basic Filters

Use the Basic Filters if you want to customise and narrow down stock search according to your personal goals

👁 Example: if you are only interested in New Zealand owned companies that are trading at less than $5 dollars you can set Stock Exchange filter to NZX and Closing Price filter to ‘Less than $5’.

Advanced Filters

Go for Advanced Filters if you want to narrow down stocks based on ratings and recommendations

👁 Example: If you want see all the 5 Star New Zealand Stocks that are recommended by the Analyst as ‘Buy’ or ‘Strong Buy’ you can easily do that using the Advanced filters.

Intelligent Filters

Try our pre built Intelligent Filters if you don’t want to spend much time filtering stocks
💡 Pro tip: Look at the Value Gap filter to see a list of stocks that have dropped below their analyst recommended price by 20% or more.

Basic Filters

Use the Basic Filters if you want to customise and narrow down stock search according to your personal goals
👁 Example: if you are only interested in New Zealand owned companies that are trading at less than $5 dollars you can set Stock Exchange filter to NZX and Closing Price filter to ‘Less than $5’.

Advanced Filters

Go for Advanced Filters if you want to narrow down stocks based on ratings and recommendations
👁 Example: If you want see all the 5 Star New Zealand Stocks that are recommended by the Analyst as ‘Buy’ or ‘Strong Buy’ you can easily do that using the Advanced filters.

02.Identify

Once you have narrowed down on stocks you like using the filters, click on the ‘View Stock Summary’ button in the result table to learn more about the company. Stock Summary is a bird’s eye view of the stock on a one page format including some of the key metrics such as (stock price movement, 52 weeks High/Low).

03.Deep Dive

Identified some interesting stocks from Stock Search and Stock Summary? It’s time to take a deep dive into some of the key financial metrics to confidently decide on potential stocks to invest in. A combination of Financial Insights and Peer Group Analytics gives you most of the fundamental information you will need to confidently decide on the stocks that you may want to invest your hard earned money in.

Financial Insights

This gives you a thorough picture of the company’s financial health based on past performance as well as aggregated analyst recommendations, future prediction for profitability and balance sheet.

Peer Group Analytics

Compares the company's key metrics against industry peers and its position in the market. This is a very useful way to filter out good stocks from the average and vice versa.

Want to do a detailed check of the
company’s financial performance?

Financial Insights gives you a thorough picture of the company’s financial health based on past performance as well as aggregated analyst recommendations, future prediction for profitability and balance sheet. The top section gives a big picture view of the stock performance, while you can browse through the different tabs in the bottom section to get a detailed view of the company’s finances.

Want to look at how the company is
performing as compared to its peers
in the industry?

Peer Group Analytics compares key metrics against industry peers and the company’s position in the market. Sometimes what may look very attractive on its own, may not look so great when compared with the peers or similar companies within the industry. This is a very useful way to filter out good stocks from the average and vice versa.

💡 Pro Tip: The Unfortunate reality is stock analysis is filled with jargons that are difficult to get your head around. We understand that some of the terminology can be quite hard for you to understand initially. But don’t stress, to help you get your teeth into some of those jargons we have tried to explain each of the measures, metrics and financial terminologies in useful glossary which you can access anytime by clicking on the ‘?’ next to each graph and chart.

If you are still struggling, don’t sweat. Check out our Education Page and Blog Page which has really useful videos, articles and resources about stock investment categories by level of skills (from beginners through to advance)

Wait, there is more. If you are still struggling to navigate the complexities of stock research, you can always phone a friend or contact us and one of our friendly folks will be happy to answer any question you may have 24/7.

Note: Investify does not give any recommendation to buy or sell stocks. Our aim is to simply equip you with accurate information about the stock in a meaningful manner so that you are able to decide for yourself (based on your risk appetite and variety of other factors) which stock will best work for you.