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For professionals · Enterprise

A valuation desk with an
Excel round-trip & SEBI reports.

A copy-on-write valuation sandbox over the live engine, a zero-dependency Excel model you can export, edit, and re-import with flagged overrides, and versioned SEBI-format research reports with AI-use disclosure and target/rating history.

See enterprise pricing→See pricing
Excelround-trip model
VersionedRA reports
Engine-exactvaluation base
🧪
Valuation sandboxCopy-on-write scenarios over the stateless engine — tweak assumptions without touching the base case.
📑
Excel round-tripExport a branded, engine-exact model; edit in Excel; re-import with every override clearly flagged.
📜
SEBI-format RA reportsVersioned research reports with AI-use disclosure, rating and target-price history built in.

What you get

Everything in Research Analyst.

🧪Valuation sandboxCopy-on-write scenarios over the stateless engine — tweak assumptions without touching the base case.
📑Excel round-tripExport a branded, engine-exact model; edit in Excel; re-import with every override clearly flagged.
📜SEBI-format RA reportsVersioned research reports with AI-use disclosure, rating and target-price history built in.
🗂️Coverage & research memoryMaintain coverage lists and a research desk that remembers your theses per name.

Faithful to the engine, honest on paper

  • Sandbox ties the engine base exactly
  • Overrides are flagged, never hidden
  • Reports carry target/rating history
  • AI-use disclosed per SEBI RA norms

Questions

Fair questions, straight answers.

Does the Excel model need plugins?

No — it’s a zero-dependency .xlsx with cached formula values, so it recalculates anywhere.

Is this available to individuals?

The Research Analyst workspace is an Enterprise, plan-locked feature.

Bring your practice onto NiveshIQ.

See enterprise pricing→

Free to start · algorithmic research, not investment advice