Fundamental strategy

You can add fundamental conditions to filter high-quality stocks in your momentum portfolio basket.

There are two options for selecting fundamental conditions:

1. Pre (Predefined Strategies)
2. My (User-Created Strategies)

Pre (Predefined Strategies)

• A set of predefined fundamental strategies is available for selection.
• A reference strategy called MIP-Momentify is included in the predefined section, which you can use as a guide for building your momentum portfolio.

My (User-Created Strategies)

• You can create your own fundamental strategy using the Radar platform (available for free by Definedge).
• Once created, your strategy will appear under the ‘My’ section in Momentify.
• You can refer to the MIP strategy in Radar for guidance and customize it to align with your approach.

Some users prefer to invest only in fundamentally sound stocks, and this feature allows them to apply additional quality filters to their momentum portfolio.

Adding a fundamental strategy is not mandatory.