Research Methodology

Data Aggregation

WealthPath aggregates market data from leading financial APIs and public sources. Our real-time quotes, historical performance metrics, and market indices tracking rely on verified pipelines.

Mutual Fund Assessment

When evaluating Mutual Funds, our system focuses on quantifiable metrics:

• Expense Ratios: Lower costs generally improve long-term yields.
• Historical Returns: Evaluating 1Y, 3Y, and 5Y performance to determine consistency.
• AUM (Assets Under Management): Understanding fund size and stability.
• Risk Metrics: Alpha, Beta, and Standard Deviation indicators.

IPO Intelligence

Our IPO analysis section tracks Grey Market Premium (GMP), Subscription Status across Qualified Institutional Buyers (QIB), Non-Institutional Investors (NII), and Retail categories. We synthesize this data to calculate Expected Listing Gains, giving users a mathematical probability of an IPO's debut performance.

Portfolio Analytics

Your portfolio's health is calculated locally on your device. We use weighted averages to determine sector allocation and overall P&L. By processing this client-side, we ensure complete privacy of your financial holdings while delivering rapid analytical insights.