india-news-tracker

India News Tracker

Overview

This skill fetches, categorizes, scores, and summarizes Indian market news from multiple sources. It tracks corporate announcements, SEBI circulars, bulk/block deals, insider trades, earnings calendars, and breaking market news — then feeds actionable insights to the user or other skills (like Scenario Analyzer).

Architecture

Skill (Orchestrator)
├── Phase 1: News Collection
│   ├── Web search across Indian financial media
│   ├── BSE/NSE corporate filings
│   ├── Regulatory circulars (SEBI, RBI)
│   └── Bulk/block deal data
├── Phase 2: Processing
│   ├── Categorize by event type
│   ├── Score market impact (1-10)
│   ├── Tag affected sectors and stocks
│   └── Detect sentiment (bullish/bearish/neutral)
├── Phase 3: Analysis
│   ├── Identify top movers from news
│   ├── Cross-reference with price action (via broker MCP)
│   ├── Flag earnings surprises and guidance changes
│   └── Detect theme clusters
└── Phase 4: Report
    ├── Daily briefing format
    ├── Stock-specific news digest
    ├── Sector news roundup
    └── Actionable alerts

News Source Priority

Use web search to fetch news from these sources, in order of reliability:

Tier 1 — Official / Regulatory (Highest Priority)

| Source | What to Fetch | Search Query Pattern | |--------|--------------|---------------------| | BSE India (bseindia.com) | Corporate announcements, board meeting outcomes, results | site:bseindia.com [company] announcement | | NSE India (nseindia.com) | Bulk deals, block deals, insider trades, F&O ban list | site:nseindia.com [topic] | | SEBI (sebi.gov.in) | Circulars, new regulations, enforcement orders | site:sebi.gov.in circular 2026 | | RBI (rbi.org.in) | Monetary policy, banking regulations, forex data | site:rbi.org.in [topic] |

Tier 2 — Financial Media (Primary News)

| Source | Strength | Search Query Pattern | |--------|----------|---------------------| | MoneyControl | Fastest Indian market news, earnings analysis | site:moneycontrol.com [topic] | | Economic Times Markets | Corporate news, policy analysis | site:economictimes.indiatimes.com markets [topic] | | LiveMint | Policy, macro, premium analysis | site:livemint.com [topic] | | Business Standard | In-depth corporate and policy coverage | site:business-standard.com [topic] |

Tier 3 — Supplementary

| Source | Strength | Search Query Pattern | |--------|----------|---------------------| | NDTV Profit | Quick market updates | site:ndtvprofit.com [topic] | | Trendlyne | Technicals, bulk deals, DII/FII data | site:trendlyne.com [topic] | | Screener.in | Financials, results calendar | site:screener.in [topic] | | Tijori Finance | Earnings summaries, sector data | site:tijorifinance.com [topic] |

Tier 4 — Social / Real-time Sentiment

| Source | Strength | Search Query Pattern | |--------|----------|---------------------| | X/Twitter | Breaking news, market sentiment | site:x.com [topic] NSE OR BSE | | Reddit (ISB) | Retail sentiment, trading ideas | site:reddit.com/r/IndianStreetBets [topic] |

Broker MCP Integration

Use broker MCP tools to cross-reference news with live market data:

Groww MCP (if connected)

• fetch_market_movers_and_trending_stocks_funds with STOCKS_IN_NEWS — stocks currently in news
• get_ltp — check price reaction to news
• fetch_historical_candle_data — verify price movement post-announcement
• fetch_stocks_fundamental_data — earnings data to compare with announced results
• fetch_market_movers_and_trending_stocks_funds with VOLUME_SHOCKERS — abnormal volume (often news-driven)
• resolve_market_time_and_calendar — trading day context

Zerodha Kite MCP (if connected)

• get_ltp — last traded price for news impact verification
• get_quotes — real-time quotes with depth
• get_historical_data — price history for post-news analysis
• search_instruments — resolve company names to trading symbols

No Broker Available

• Use web search for all data (MoneyControl, Google Finance for prices)
• yfinance as fallback for historical price data

Workflow

Mode 1: Daily Market Briefing

Trigger: "What's the market news today?", "Daily briefing", "Morning update", "What happened in markets today?"

Steps:

1. Determine market context
2. Call resolve_market_time_and_calendar to get current date and market status
3. If market is closed, note it and provide previous day's wrap + upcoming catalysts

1. Fetch top market news (run searches in parallel) ``` WebSearch: "Indian stock market news today [date]" WebSearch: "NSE BSE market update today [date]" WebSearch: "site:moneycontrol.com market news today" WebSearch: "site:economictimes.indiatimes.com stock market today" ```

1. Fetch stocks in news (if broker MCP available) ``` Groww: fetch_market_movers_and_trending_stocks_funds(["STOCKS_IN_NEWS"]) Groww: fetch_market_movers_and_trending_stocks_funds(["VOLUME_SHOCKERS"]) Groww: fetch_market_movers_and_trending_stocks_funds(["TOP_GAINERS", "TOP_LOSERS"]) ```

1. Fetch regulatory updates ``` WebSearch: "SEBI circular [current month] [year]" WebSearch: "RBI announcement today [date]" ```

1. Fetch corporate actions ``` WebSearch: "corporate actions NSE [date] ex-date dividend bonus split" WebSearch: "board meeting results today NSE BSE" ```

1. Categorize each news item using the Event Classification table below

1. Score market impact for each news item (1-10 scale, see Scoring Framework)

1. Cross-reference with price action
2. For top 5-10 news items, check stock price movement using get_ltp
3. Flag significant gaps or volume spikes matching news

1. Generate Daily Briefing using assets/daily_briefing_template.md

---

Mode 2: Stock-Specific News

Trigger: "News about Reliance", "What's happening with TCS?", "Any announcements from HDFC Bank?"

Steps:

1. Resolve the company symbol
2. Use curate_symbols or search_instruments to get the correct trading symbol

1. Fetch company-specific news (parallel searches) ``` WebSearch: "[company name] stock news [current month] [year]" WebSearch: "site:moneycontrol.com [company name] [year]" WebSearch: "site:bseindia.com [company name] announcement" WebSearch: "[company name] quarterly results [year]" WebSearch: "[company name] corporate action dividend bonus split" ```

1. Fetch fundamental context ``` Groww: fetch_stocks_fundamental_data(company, view='stats_only') Groww: get_ltp([company]) ```

1. Check for recent price impact ``` Groww: fetch_historical_candle_data(symbol, last 30 days, daily) ```

1. Compile and present categorized news with impact scores

1. Highlight actionable items:
2. Upcoming earnings dates
3. Pending corporate actions (ex-dates)
4. Regulatory changes affecting the company
5. Management changes or M&A activity
6. Insider trading activity

---

Mode 3: Sector News Roundup

Trigger: "What's happening in banking sector?", "IT sector news", "Pharma sector update"

Steps:

1. Map sector to NSE sectoral index and constituent stocks
2. See references/sector_mapping.md for sector → index → stocks mapping

1. Fetch sector-specific news (parallel searches) ``` WebSearch: "[sector] sector India stock market [current month] [year]" WebSearch: "site:moneycontrol.com [sector] sector India" WebSearch: "[sector] policy regulation India [year]" ```

1. Fetch sector movers (if Groww MCP connected) ``` Groww: fetch_market_movers_and_trending_stocks_funds(sector-specific filters) Groww: fetch_technical_screener(sector filter) ```

1. Identify sector themes:
2. Policy/regulatory changes (e.g., banking NPA norms, pharma FDA)
3. Earnings trend across sector
4. FII/DII sector rotation signals
5. Commodity input cost changes

1. Present sector roundup with:
2. Top 3-5 sector headlines
3. Sector index performance
4. Notable stock moves within sector
5. Upcoming sector catalysts

---

Mode 4: Earnings Tracker

Trigger: "Upcoming earnings", "Results calendar", "Who's reporting this week?", "How were [company] results?"

Steps:

1. Fetch earnings calendar ``` WebSearch: "NSE BSE quarterly results schedule [current month] [year]" WebSearch: "site:trendlyne.com earnings calendar" WebSearch: "board meeting intimate NSE [date range]" ```

1. For upcoming earnings, present: ``` | Company | Date | Quarter | Analyst Estimate | Previous Quarter | ```

1. For reported earnings, fetch and analyze: ``` WebSearch: "[company] quarterly results Q[x] FY[xx]" Groww: fetch_stocks_fundamental_data(company, view='financials_only') ```

1. Earnings analysis includes:
2. Revenue vs estimate (beat/miss/inline)
3. PAT vs estimate
4. Margin expansion/compression
5. Management guidance highlights
6. YoY and QoQ growth rates
7. Stock price reaction post-results

---

Mode 5: Corporate Actions Tracker

Trigger: "Upcoming dividends", "Stock splits this month", "Bonus shares", "Corporate actions"

Steps:

1. Fetch corporate actions calendar ``` WebSearch: "NSE corporate actions [current month] [year] ex-date" WebSearch: "upcoming dividend ex-date NSE [month] [year]" WebSearch: "stock split bonus issue NSE BSE [year]" ```

1. Present corporate actions organized by type:

Dividends: `` | Company | Type | Amount (Rs.) | Ex-Date | Record Date | ``

Bonus Issues: `` | Company | Ratio | Ex-Date | Record Date | ``

Stock Splits: `` | Company | From FV | To FV | Ex-Date | ``

Rights Issues: `` | Company | Ratio | Price (Rs.) | Open Date | Close Date | ``

---

Mode 6: Bulk/Block Deal Monitor

Trigger: "Bulk deals today", "Block deals", "Who's buying/selling large quantities?"

Steps:

1. Fetch bulk/block deal data ``` WebSearch: "NSE bulk deals today [date]" WebSearch: "BSE block deals today [date]" WebSearch: "site:nseindia.com bulk deals" WebSearch: "site:trendlyne.com bulk deals" ```

1. Analyze and present: ``` | Stock | Deal Type | Buyer/Seller | Quantity | Price (Rs.) | % of Equity | ```

1. Flag significant deals:
2. Promoter buying/selling
3. FII/DII bulk transactions
4. PE fund entries/exits
5. Deals > 1% of equity

---

Mode 7: Regulatory & Policy Monitor

Trigger: "SEBI updates", "RBI policy impact", "New regulations", "Policy changes"

Steps:

1. Fetch regulatory updates ``` WebSearch: "SEBI circular [current month] [year] new regulation" WebSearch: "RBI monetary policy [current month] [year]" WebSearch: "India financial regulation change [year]" ```

1. Categorize by impact:
2. Market-wide: F&O margin changes, STT changes, settlement cycle changes
3. Sector-specific: Banking NPA norms, insurance regulations, telecom spectrum
4. Company-specific: SEBI enforcement, listing requirements

1. Assess impact and affected stocks/sectors

---

Event Classification

Categorize every news item into one of these categories:

| Category | Examples | Typical Impact | |----------|----------|---------------| | Earnings | Quarterly results, annual results, earnings surprise | High (on specific stock) | | Corporate Action | Dividend, bonus, split, buyback, rights issue | Medium (on specific stock) | | M&A | Merger, acquisition, demerger, stake sale | High (on involved companies) | | Management | CEO change, board reshuffle, key hire/exit | Medium | | Regulatory | SEBI order, RBI circular, govt policy | Medium-High (sector-wide) | | Institutional | FII/DII flow data, bulk/block deals, MF holdings | Medium | | Sector | Industry trend, commodity price, global peer news | Medium | | Macro | GDP data, inflation, IIP, PMI, trade deficit | Medium-High (market-wide) | | Global | Fed decision, US markets, crude oil, China data | Medium-High | | IPO | New filing, listing, subscription data | Medium (on IPO stock) | | Legal | Court order, NCLT, arbitration, penalty | Variable | | Rating | Analyst upgrade/downgrade, target price change | Medium | | Insider | Promoter buy/sell, SAST disclosure, pledge change | Medium-High | | ESG | Environmental violation, governance issue, social impact | Low-Medium |

Impact Scoring Framework

Score each news item on a 1-10 scale:

| Score | Label | Criteria | Example | |-------|-------|----------|---------| | 9-10 | Critical | Market-wide impact, will move indices | RBI emergency rate cut, SEBI bans F&O | | 7-8 | High | Sector-wide or large-cap stock impact | Major M&A, earnings shock on Nifty 50 stock | | 5-6 | Medium | Significant for specific stocks | Mid-cap earnings beat, analyst upgrade | | 3-4 | Low | Limited impact, FYI value | Minor corporate action, routine filing | | 1-2 | Noise | Background info, no trading signal | Industry conference, routine compliance |

Scoring Adjustments:

• +1 if the stock is in Nifty 50 or Bank Nifty
• +1 if unexpected (vs market expectations)
• +1 if involves promoter/insider activity
• -1 if already priced in (market didn't react)
• -1 if from low-reliability source

Sentiment Classification

For each news item, classify sentiment:

| Sentiment | Signal | Indicators | |-----------|--------|------------| | Bullish | 🟢 | Earnings beat, upgrade, promoter buying, positive guidance, policy tailwind | | Bearish | 🔴 | Earnings miss, downgrade, promoter selling/pledging, negative guidance, regulatory action | | Neutral | 🟡 | In-line results, routine filing, mixed signals | | Ambiguous | ⚪ | Complex event requiring analysis (e.g., M&A — good for buyer or target?) |

Integration with Other Skills

This skill is designed to feed actionable news into other skills:

| News Type | Feed To | How | |-----------|---------|-----| | Major headline / policy event | Scenario Analyzer | "Analyze: [headline]" → 3 scenarios | | Stock earnings / corporate action | India Stock Analysis | "Analyze [stock] in context of [news]" | | Sector rotation signals | India Market Breadth | Check if breadth confirms sector narrative | | FII/DII bulk deal activity | FII/DII Flow Tracker | "What are institutional flows telling us about [sector]?" | | F&O regulatory change | Options Strategy Advisor | Check strategy impact of rule change | | Breakout candidate in news | NSE VCP Screener | Verify if news stock has VCP setup |

Output Guidelines

• Recency: Always show the most recent news first
• Source attribution: Every news item must cite the source
• Timestamp: Include date and time for each item
• Currency: All amounts in INR (Rs., Cr, L)
• Fiscal year: Use Indian FY convention (FY25 = April 2024 - March 2025)
• Trading symbol: Always include NSE symbol alongside company name
• Market hours context: Note if news came pre-market, during market, or post-market (affects price impact timing)
• Sentiment icon: Use 🟢/🔴/🟡/⚪ for quick visual scanning
• Impact score: Show [1-10] score for each significant item

Quality Standards

• Never present news older than requested timeframe without flagging it
• Cross-reference breaking news across at least 2 sources before treating as confirmed
• Distinguish between "rumor/report" and "confirmed announcement"
• Flag if a news source has known bias or is promotional content
• Include "price reaction" data when available — news without market reaction context is incomplete
• Always note the market status (open/closed) when presenting news, as impact timing differs

Error Handling

• If web search returns no results for a specific source, move to next source in priority
• If broker MCP is unavailable, proceed with web-only data
• If a company cannot be resolved, ask user to clarify
• If market is closed, note the timing context and present previous session's news
• Always provide at least a basic briefing even if some sources fail

Example Usage

User: "Market news today"

News Tracker:
1. Fetches date context → Thursday, March 12, 2026, market open
2. Parallel web searches across MoneyControl, ET, LiveMint
3. Fetches STOCKS_IN_NEWS via Groww MCP
4. Fetches VOLUME_SHOCKERS for unusual activity
5. Categorizes 15-20 news items
6. Scores each item (1-10)
7. Cross-references top items with LTP for price reaction
8. Generates daily briefing with:
   - Market overview (Nifty, Sensex, Bank Nifty)
   - Top 5 stories with impact scores
   - Stocks in focus (with price change)
   - Upcoming events (earnings, corporate actions)
   - Regulatory updates
   - Global cues for tomorrow

Resources

references/news_source_guide.md

Detailed guide on Indian financial news sources, their strengths, biases, and optimal search patterns.

references/sector_mapping.md

Mapping of NSE sectors to indices, constituent stocks, and relevant news categories.

references/sentiment_patterns.md

Historical patterns of how Indian markets react to different news categories, with lag analysis.

assets/daily_briefing_template.md

Template for the daily market briefing output format.