fundamentals · momentum · gold

fundamentals pick it. momentum ranks it. gold protects it.

Momentum investing for Indian stocks — screened for real business quality, hedged into gold the moment a holding's own trend breaks.

trend breaks
you, in gold
what the stock did
trend heals — back in
01/ 03

not every stock makes it in.

Every stock is checked against real business fundamentals — profit growth, quality of earnings, debt, valuation — before it's even considered for a rank.

02/ 03

the strongest get singled out.

Stocks that clear the fundamentals bar are ranked by their own price momentum — rewarding strength that's already showing up, not a hoped-for turnaround.

03/ 03

when the trend breaks, gold steps in.

Every holding's own trend is checked daily against gold. The moment it breaks down, that position shifts into gold automatically — and shifts back the moment it heals.

mutual funds — backtested
95.3%
of 1,030 Indian mutual funds beat buy-and-hold with the SmartHold switch. Jan 2020 – Sep 2026.
+10.3pp
average excess CAGR from the Smart Hold switch, same test.
worst case: −18.9pp. we show that too.
how we tested →
stocks — live, updates daily
—
Smart Daily Tops, India — 3-year CAGR, live.
max drawdown — ·
—
Smart Daily Tops, US — 3-year CAGR, live.
max drawdown — ·
not a backtest — the actual strategy, running for real, re-read from the live data every time this page loads.

what you get

no chart-watching

The same rule runs on every holding, every day, automatically. You don't need to sit and watch a chart to know when to hold or when to step into gold.

see why every pick made the cut

Every pick shows its own fundamentals and momentum score, so you know why a stock is in — not just that it is.

your own lists, backtests & live XIRR

Build your own lists of stocks, ETFs or mutual funds, backtest the same rule against them, and track real returns as you go.

alerts & daily summary

A daily summary of every flip, plus price alerts for whatever you're watching — pushed to your phone and inbox.

your data isn't for sale.

Passwords are hashed — never stored readable, by anyone.
No ads, no trackers.
SmartHold never places trades.
Not a SEBI-registered adviser — an educational tool.

common questions

Why gold, and not just cash?
Gold has its own long, independent track record of holding up during exactly the kind of stress that trips up stocks — a proven shelter, not an arbitrary parking spot.
Do I have to watch charts myself?
No. The same rule applies to every holding, every day, automatically — no manual chart-watching on your end.
What if the stock bounces back right away?
The same rule that moves you out also watches for the all-clear and moves you back in. It isn't trying to catch the exact bottom.
Does it only pick stocks, or watch mine too?
Both. SmartHold isn't only a stock picker — it's a daily check on every stock in your list, whether you found it yourself or it came from SmartHold's own picks. Add any stock to a list, and it gets the same daily trend check, the same flip into gold the moment its own trend breaks, and the same flip back once it recovers.
Is it free?
Yes — SmartHold is free during its beta.
Who can join?
SmartHold is invite-only right now. Request access and we'll approve your account manually.

smarthold is invite-only.

request access