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Learn · Investor education

Learn to read a research call

Short, plain-language lessons on using SEBI-registered research: reading and acting on a call, sizing a trade, F&O and MCX basics, keeping a journal, and checking who you pay. Open to everyone, with no sign-up.

Start with lesson 1Glossary

18

Lessons

~68 min

Reading

60

Terms

Published by Investology Quant Data Services Private Limited (Investology), a SEBI-registered Research Analyst (INH000029528).
Last reviewed

Start here

New to research calls? Read these in order: what a call asks of you, how to act on it, and how to check who publishes it.

8 lessons · 32 min

  1. Intraday, swing, positional and long-termWhat each holding period means for the chart timeframe, screen time, overnight risk, product type and margin.4 min
  2. How to read a research callEntry zone, stop-loss, targets, R and R:R, trailing stops and sizing, on a made-up sample call. In English and Hindi.9 min
  3. Entry zone, fill and late entriesWhat the entry zone means, why your fill can differ from the call's, and what to do when price has left the zone.3 min
  4. Stop-loss: intraday basis, closing basis, slippage and gapsIntraday and closing-basis stops, how to place each, and why an exit can fill beyond the stop.3 min
  5. Position sizing and risk per tradeChoose a risk per trade, turn the stop distance into a quantity, and round down to whole lots.3 min
  6. Booking part of a position, and trailing stopsThree ways to handle Target 1, what trailing a stop does, and why your result can differ from the call's.3 min
  7. Keeping a trading journal, and reviewing itWhat to record for each trade, measuring in R, and a weekly review that separates the call from your execution.3 min
  8. How to verify a SEBI Research AnalystFind the INH number, match it on SEBI's register, check the BSE (RAASB) enlistment and how you are asked to pay.4 min

Reading our research

How a call is written, entered, managed and closed, and the words it uses.

6 lessons · 26 min

Risk and position sizing

Turn a stop-loss into a quantity, and keep a run of losses survivable.

2 lessons · 6 min

F&O essentials

What SEBI found about individual F&O traders, the rules since 2024, and how an option is priced.

2 lessons · 6 min

IPOs

How a public issue works, how to apply, and how an IPO view is formed: apply, for what, or avoid.

1 lesson · 6 min

Commodities

MCX contracts, the evening session, expiry and sizing in lots.

1 lesson · 3 min

Journaling and review

Record your own trades, measure them in R, and catch the habits that turn small losses into large ones.

2 lessons · 6 min

Stay safe

Check who is behind a call, how you are asked to pay, and where to complain.

3 lessons · 11 min

Glossary

60 terms, each in one to three sentences, with the lessons that use them: the words on a research call, trading and risk terms, the bodies and checks in SEBI’s rules, and the sign-up words.

Open the glossary

Official sources

Check anything you read here, or anywhere else, against the regulator’s own pages.

Investology publishes these pages as investor education. About Investology

Regulatory disclosure

Investology (SEBI RA INH000029528) publishes research recommendations under the SEBI (Research Analysts) Regulations, 2014. It does not manage portfolios, provide personalised investment advice, execute trades, or guarantee returns. KYC is mandatory before accessing any research service.

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, enlistment with BSE and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

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