Terminal X: guides, playbooks and tools.

By the Autowhat AI logistics team · Updated 7 Oct 2026

• Guides

• SEBI Portfolio Manager Monthly Report: Data GuideThe SEBI Portfolio Manager Monthly Report gives each registered portfolio manager’s AUM by service, clients, flows, turnover, transactions, schemes and complaints. Collect every manager, mark missing filings as “no data”, store numbers as numbers, match by registration number, reconcile counts and keep each month as a dated version.
• PMS Returns vs Benchmark: Building the DatasetA PMS returns-vs-benchmark dataset keeps, for every strategy and month, the provider, discretionary or non-discretionary type, returns from 1M to 3Y as numbers, the benchmark return and a calculated gap. Collect every strategy, keep history and compare like with like. It supports research, not investment choice.
• ETF Premium and Discount to NAV, ExplainedAn ETF trades at a premium when its market price is above its NAV and a discount when below: (price − NAV) ÷ NAV × 100. Track price, NAV, traded value and 52-week range per session, match sources by ISIN, keep history and group ETFs into liquidity tiers by traded value.

• Free calculators

• ETF Premium / Discount to NAV CalculatorETF premium or discount (%) = (market price − NAV) ÷ NAV × 100: positive is a premium, negative a discount. This free calculator shows the difference per unit, the percentage and the status. Use price and NAV from the same session; it is arithmetic for research, not investment advice.

• Playbooks

• Market Data Schema Change Detection: A PlaybookSchema change detection defines the expected shape of every source, checks each run before storing, reports layout changes as alerts instead of blanks, normalises values with explicit rules, matches by registration number or ISIN, reconciles counts, versions every run and keeps lineage on every record.

• Comparisons

• Manual vs Automated Market Data CollectionManual market data collection covers only the names there is time for, is cleaned differently each time and loses history. Automated data agents cover the full universe on a schedule, clean with the same rules, match by identifier, version every run, report source changes and keep lineage. Manual is fine for one-off questions.

The product behind these guides. Terminal X — Filings and market data, collected. Book a 30-minute working session.

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