AETRIS-AI Labs

Getting Started with AxisFolio

AETRIS-AI Labs — production AI products that automate, protect, and scale business outcomes.

This guide helps new users understand AxisFolio, what each menu does, and how to get productive quickly.

How It Works

Three steps from sign-up to actionable insights.

Connect your portfolio data
Secure ingestion and mapping of your holdings. Add symbol, quantity, and average buy price.
AI analysis and risk signals
Automated insights: risk scores, momentum signals, rebalancing suggestions, and dividend projections.
Actionable recommendations
Exportable reports, AI chatbot Q&A, and automation-ready outputs to act on insights.

Quick Tour

Up and running in under 5 minutes.

01
Connect your data
Go to Portfolio → search for a symbol → enter quantity and average buy price. Repeat for each holding.
Required fields: Symbol, Quantity, Avg Buy Price.
02
Run analysis
Dashboard auto-loads live prices. Click Refresh Prices for an immediate update. Risk Insights and Momentum scan automatically.
Results appear instantly after holdings are added.
03
Act on insights
Review rebalance suggestions in the Rebalance menu. Use the AI chatbot (right panel) to ask follow-up questions.
Use Print → Save as PDF to export any page.

Tutorials & Resources

Short how-to guides for common tasks.

Connect Your Data
Add holdings — symbol, quantity, and avg buy price.
Open
Interpret Signals
Understand risk scores and momentum buy/sell signals.
Open
Set Alerts
Track dividends and corporate actions for your stocks.
Open
Run a Backtest
Simulate 5-year historical performance vs Nifty 50.
Open
Level 2 Stocks
Identify stocks in strong Stage 2 uptrends with RS.
Open
RS Screener
Find leading sectors and stocks by Relative Strength.
Open

Level 2 Stocks & RS Screener

Advanced analysis tools for identifying leading stocks and sectors.

Level 2 Stocks

What it is: Advanced technical analysis using Weinstein/Minervini stage classification. Categorizes stocks into distinct market phases to identify leading stocks in strong uptrends.

Stage 2 Identification: Stage 2 stocks are in strong uptrends with:

  • Clear uptrend from base formation
  • Relative Strength (RS) ranking in top 10-15% of market
  • Higher highs and higher lows pattern
  • Days-in-stage counter showing trend longevity
  • Usually 50-200 days in stage for sustainability

RS Ranking: Calculated by comparing a stock's performance against market benchmark. Top RS stocks show strong relative strength vs peers.

Best for: Mid to long-term trading (6-12+ months) where trend identification maximizes risk-reward.

RS Screener

What it is: Identifies sectors and stocks with the strongest relative strength performance. Filters universe by Relative Strength momentum.

How RS Screener Derives Rankings:

  • Compares stock price movement vs Nifty 50 benchmark
  • Calculates momentum over 3, 6, and 12-month periods
  • Industries ranked by average RS of constituent stocks
  • Market-cap breakdowns show opportunities in Large-cap, Mid-cap, Small-cap
  • Higher RS = stock/sector outperforming the broader market

Accuracy by Duration:

  • 3 months: Moderate accuracy; captures short-term momentum shifts
  • 6 months: High accuracy; identifies emerging strong performers
  • 12+ months: Highest accuracy; reflects structural strength and true leaders

Trading Duration Accuracy Guide

Short-term trading (3 months):
Stage 2 and RS signals are less reliable over 3-month horizons. Market noise and short-term volatility reduce accuracy. Use daily/weekly support-resistance in addition to stage analysis.
Mid-term trading (6 months):
Sweet spot for Stage 2 identification and RS ranking. Trend maturity increases accuracy to 70-80%. Combined with support-resistance levels, mid-term strategies show strong risk-reward.
Long-term trading (12+ months):
Highest accuracy (80-90%+). Stage 2 stocks held 12+ months typically see sustained multi-year uptrends. RS ranking proves most reliable over extended periods. Dividends and compounding add to returns.

FAQ

Common questions answered.

Support & Contact

We're here to help.

Knowledge Base
Browse docs, guides, and how-to articles.
Browse docs →
Contact Support
Email our team for account or billing help.
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Request a Demo
Schedule a dedicated onboarding session for enterprise accounts.
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Enterprise onboarding: For enterprise accounts, request a dedicated onboarding session — we'll walk through setup, custom configurations, and answer questions live. Request a session →