Performance · Track Record

Analyst Performance — Verified Track Record of Our Research Calls

Transparent, audit-ready performance of every recommendation we publish — hit rate, average return, time-to-target and segment-wise breakdown across Intraday, Short Term, Long Term, F&O and Commodity.

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Verified
Hit Rate
Audited
Avg Return
Tracked
Avg Holding
Logged
All Closed Calls
Public
Drawdown
SEBI Reg.
Compliance
Live Performance Dashboard

Why this page exists

Every paid and free stock-tip provider in India advertises an "85% accuracy" or a "₹1 lakh became ₹10 lakh" headline. Almost none of them publish a verifiable, time-stamped, full-history record of every call they have made — including the losers. This page exists because we believe a research desk that asks for your trust should publish numbers you can audit.

What we publishEvery closed call, with timestamped entry, exit, P&L and outcome. Including the calls that hit stop-loss. Including the months we underperformed. The dashboard above is the same internal scorecard our analysts are evaluated against.

The "survivorship bias" trap most advisors fall into

A common pattern in tip-provider marketing is to highlight 5 or 10 winners and ignore the 50 calls that did not work. This is survivorship bias — measuring only the survivors. Once you remove the losers from the dataset, any random list of stocks will look brilliant.

A few simple checks can expose survivorship bias in any advisor's claims:

  1. Ask for the total number of calls published in the last quarter, not just the winners.
  2. Ask whether entry prices were timestamped live, or noted later (post-hoc).
  3. Ask for the worst losing month and the maximum drawdown on cumulative P&L.
  4. Ask whether the published track record includes brokerage and slippage assumptions.
  5. Ask for SEBI Research Analyst registration details.

What "performance" actually means — the metrics that matter

Hit rate is the most-quoted metric and the most misleading on its own. We publish a multi-dimensional view because no single number captures advisor quality:

MetricDefinitionWhy it matters
Hit Rate% of closed calls where Target 1 was hit before stop-lossEasy to game alone — must be paired with risk-reward
Avg Return / CallGross return % on each closed call, before brokerageShows the size of typical wins
Avg Loss / Losing CallAverage % loss on calls that hit stop-lossCritical — small wins + large losses = net loss
Risk-Reward RatioAvg target % ÷ avg stop-loss % at call publicationEdge can come from R:R even with sub-50% hit rate
Expectancy / Call(Hit Rate × Avg Win) − ((1−Hit Rate) × Avg Loss)The single most honest number for advisor quality
Avg Holding DaysCalendar days from entry to exitTells you whether the segment matches your style
Max DrawdownWorst peak-to-trough on cumulative P&LHow bad the worst stretch was — emotional reality check
Total CallsNumber of closed calls in the periodStatistical significance — 5 calls is not a track record

How we measure — the methodology in detail

Call lifecycle

Every call moves through a strict state machine: Open → Active → Closed. A call is closed when one of these happens, in order of priority:

  1. Target 1 hit — the high (for buy calls) or low (for sell calls) reaches the target price during market hours.
  2. Stop-loss hit — the low (for buy calls) or high (for sell calls) breaches the stop-loss price during market hours.
  3. Time exit — the published holding window expires without target or SL being hit; trade is closed at the day's close.
  4. Manual exit — analyst publishes an early-exit note (rare; only on material thesis change).

Entry and exit price discipline

  • Entry price = the price at the moment the call goes live in our system, server-timestamped. Not back-dated, not "approximate", not the day's low retro-fitted to flatter the call.
  • Exit price = the actual trigger level (Target 1 or Stop-loss). We do not retroactively claim the day's extreme as our exit — the trigger is what we report.
  • No back-testing in this dashboard. Every call counted here was published forward, in real time, with a public audit trail.

Cost assumptions

Honest reporting requires deducting realistic costs. Our published "net" numbers assume:

  • Slippage: 0.10% on each side (entry + exit) for cash-equity, higher for less-liquid stocks.
  • Brokerage: ₹20 per executed order, both sides.
  • STT, exchange fees, GST: as applicable per segment.

These assumptions are conservative — most active traders with ATS's low-brokerage plans pay less. We'd rather over-state costs than under-state them.

How to read the performance dashboard above

  • The top KPI strip shows headline numbers — hit rate, average return, average holding days and total calls — for the rolling last 90 days.
  • The per-segment table breaks performance down across Intraday, Short Term, Long Term, F&O and Commodity. Different segments have different baselines — a 60% hit rate in long-term investing is unremarkable; a 60% hit rate in intraday is genuinely strong.
  • The trend chart plots rolling 30-day hit rate and cumulative P&L — you see the texture of the track record, not just the average.
  • The worst-month vs best-month range is published explicitly. If the dispersion is wide, the strategy is more variable than the average suggests.

Why hit rate alone is misleading

A 90% hit rate can still lose moneyImagine a strategy: 9 winners of 0.5% each, 1 loser of 6%.
Hit rate: 90%. Outstanding!
Net P&L: (9 × 0.5%) − (1 × 6%) = 4.5% − 6% = −1.5%.
Headline lies. Expectancy is the truth.

This is why we always publish expectancy per call alongside hit rate. Expectancy is the average rupee outcome of taking the next call — and it is the only number a trader actually cares about. A strategy with 50% hit rate and 1:3 risk-reward (lose 1 to make 3) has positive expectancy and will compound; a 90% hit rate with 1:0.1 risk-reward will not.

How to use this data when picking a research advisor

Whether you stay with us or evaluate any other advisor, ask these five questions and demand evidence:

  1. Do they publish ALL closed calls, including losses? If only winners are visible, walk away.
  2. Is entry price live-timestamped? Post-hoc back-fitting of entry prices is the most common (and most undetectable) form of marketing fraud.
  3. Do they publish drawdown data? A track record without drawdown disclosure is incomplete — you need to know the worst stretch you might sit through emotionally.
  4. Are they SEBI Research Analyst (RA) or Investment Adviser (IA) registered? Anyone publishing buy/sell recommendations to the public in India must be SEBI-registered. Verify the number on the SEBI portal — fake RA numbers exist.
  5. Do they disclose methodology and cost assumptions? Net numbers without explicit slippage and brokerage assumptions can mean almost anything.

SEBI compliance & transparency commitments

ATS Share Brokers operates under SEBI Registration No. INZ000205136. Our research and recommendations are governed by the SEBI Research Analyst Regulations, 2014, including past-performance disclosure norms.

  • Every published call carries the disclaimer that past performance is not indicative of future returns.
  • We do not offer assured returns or guaranteed tips — any advisor who does is operating outside SEBI regulations.
  • Conflict-of-interest disclosure: ATS Share Brokers also operates a brokerage business. Fees and brokerage are disclosed separately; we do not "front-run" our own published recommendations.
  • Investor grievances can be raised via SEBI SCORES or the SEBI SmartODR portal.
  • Our full grievance redressal mechanism, conflict disclosures and rights & obligations document are published in the Footer of this site.

What the numbers tell you (interpretation example)

Suppose the dashboard above shows: Intraday — 240 closed calls, 62% hit rate, avg gross return 1.4%, avg loss on losers 1.2%, expectancy +0.41%. How to read that:

  • 240 calls over a quarter is statistically meaningful — not a curated highlight reel.
  • 62% hit rate for intraday is solid; pure-noise random calls hover around 50%.
  • Avg win 1.4% / avg loss 1.2% means roughly 1:1.2 risk-reward — not stellar, but enough.
  • Expectancy +0.41% per call gross translates to positive net P&L only after costs and slippage are deducted — you must run the maths for your own brokerage plan.

The same lens applies to Short Term, Long Term, F&O and Commodity segments — different baselines, different acceptable expectancy thresholds.

Frequently Asked Questions

Hit rate = (number of closed calls that hit Target 1 before stop-loss) / (total closed calls). It is calculated on calendar windows (90 days, 365 days) and updated as each call closes. Open calls are not counted until they close.

All closed calls are included — winners, losers, time-exits and manual exits. Excluding losers would not just be misleading, it would be a SEBI compliance violation. The dashboard above counts every call we have ever published in the relevant time window.

Live, server-timestamped at the moment the call goes into our publishing system. We do not "approximate" entry to a more flattering level after the fact. The published audit log preserves the original timestamp for every call.

In real time as each call closes. KPI cards refresh on every page load. Snapshot reports (CSV exports of full closed-call history) are published quarterly for download by paid research subscribers.

Hit rate without risk-reward context is meaningless — you can have 90% hit rate and still lose money if your losers are large. Expectancy = (Hit Rate × Avg Win) − ((1 − Hit Rate) × Avg Loss) collapses both into one number that directly answers "what is the average outcome of taking the next call?". Positive expectancy is the only thing that compounds.

Internal audit logs are immutable and timestamped. Periodic reviews are conducted by our compliance team in line with SEBI Research Analyst Regulations 2014. We do not currently engage a Big-Four external auditor for this specific dashboard, but the underlying data is reproducible from the audit log on request from any subscriber.

In the per-segment table on this page. Each segment has its own hit rate, average return, average drawdown and total-calls count for the rolling 90-day window. You can compare your style preference (intraday vs swing vs derivatives vs commodity) against the segment that has historically performed best.

SEBI Research Analyst Regulations 2014 require all RAs to (a) disclose past recommendations' performance, (b) clearly state that past performance is not indicative of future returns, (c) disclose conflicts of interest including any business relationship with the company being recommended, and (d) provide a structured grievance redressal mechanism. The compliance section above lists ATS's disclosures in detail.

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Disclaimer

Investments in the securities market are subject to market risks. Read all related documents carefully before investing. Brokerage will not exceed SEBI prescribed limit. The securities quoted are for illustration only and are not recommendatory. Past performance of any analyst recommendation is not indicative of future returns.

ATS Share Brokers Pvt Ltd — SEBI Registration No. INZ000205136 · NSE Member ID: 13840 · BSE Member ID: 6481 · MCX Member ID: 10795 · NCDEX Member ID: 00278. For full terms, conflict-of-interest disclosures and grievance redressal information visit adityatrading.in.