Conviction · Research Platform

Discover differentiated equity ideas with conviction

Build custom research models using factors, insider activity, political signals, hedge fund positioning, and industry momentum — inside one structured workflow designed for serious investors.

No card required · 20-minute walkthrough

Factor Screener — Custom Model
5 Results
Ticker
Company
Score
Momentum
Insider
Political
NVDA
NVIDIA Corp
94
+12.4%
Buying
Active
COST
Costco Wholesale
91
+8.2%
Buying
Moderate
LLY
Eli Lilly & Co
89
+15.7%
Neutral
Active
META
Meta Platforms
87
+6.3%
Buying
Low
UNH
UnitedHealth Group
85
+4.1%
Buying
Moderate
Sorted by: Composite Score (desc)Model: Quality + Momentum + Insider Alignment
US-listed equities scored
6,000+
Signal families
5
Refresh cadence
Daily
Backtest depth
2018
Why Conviction

Move beyond generic screeners

Custom factor models

Build scoring systems around your own investment philosophy instead of relying on static ratings.

Signal-aware workflows

Overlay insider activity, political trading behavior, and hedge fund positioning directly into your screening process.

Explainable rankings

Understand why a company ranks highly — not just that it does.

Platform

One platform for structured idea generation

SCREENER

Multi-factor screening

Filter and rank securities using customizable factor combinations.

FORMULAS

Weighted formula builder

Create scoring models with adjustable weights and thresholds.

POLITICAL

Political activity signals

Track congressional trading activity and legislative exposures.

INSIDER

Insider activity tracking

Monitor executive buying patterns and Form 4 filings.

13F

Institutional positioning

See hedge fund and institutional ownership changes.

MOMENTUM

Industry momentum signals

Identify sector rotations using taxonomy-based momentum.

THEMES

Thematic tagging system

Organize research by themes, catalysts, and exposures.

HISTORY

Historical factor tracking

Analyze how factor scores evolve across time periods.

Workflow

Designed for repeatable research

  1. Define your factors

    Select the metrics that reflect how you actually evaluate companies.

  2. Build scoring models

    Create weighted formulas aligned with your investment philosophy.

  3. Rank and investigate

    Screen the market using explainable signals across entities and industries.

  4. Save and refine

    Organize research using tags, watchlists, and reusable workflows.

Built for

Focused investment teams

REGISTERED ADVISORS

RIAs

Generate differentiated ideas and support portfolio decisions with explainable research infrastructure.

RESEARCH FIRMS

Independent research

Build repeatable screening workflows without maintaining internal data pipelines.

ASSET MANAGERS

Boutique funds

Overlay political, insider, and thematic signals into concentrated conviction strategies.

Compared

Not another generic screener

Generic screeners

  • Static filters
  • Limited signals
  • No workflow layer

Traditional terminals

  • Expensive
  • Fragmented workflows
  • Rigid interfaces

Conviction

  • Custom formulas
  • Signal overlays
  • Historical factor tracking
  • Taxonomy intelligence
  • Team-ready workflows

Bring institutional-grade research workflows to your investment process