Platform Overview

Structured research infrastructure for serious investors

Build custom screening workflows, layer signal intelligence, and track factor evolution — all in one unified platform.

Multi-factor screening built around your process

Filter by fundamentals, rank by custom formulas, and layer signal intelligence. The platform adapts to how you evaluate companies — not the other way around.

  • Filter by over 200 fundamental metrics
  • Rank results using custom scoring formulas
  • Layer insider, political, and positioning signals
  • Save and reuse screening templates
Factor Screener — Custom Model
5 Results
Ticker
Company
Score
Momentum
Insider
Political
NVDA
NVIDIA Corp
94
+12.4%
Strong Buy
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%
Strong Buy
Moderate
Sorted by: Composite Score (desc)Model: Quality + Momentum + Insider Alignment
Formula Builder — Quality + Momentum Model

ROE (5yr avg)

Higher is better

25%

Revenue Growth

Higher is better

20%

Price Momentum (6mo)

Higher is better

20%

Debt/Equity

Lower is better

15%

Insider Buying Score

Higher is better

20%
Total weight: 100% — Model validated

Build your own scoring models

Create weighted formulas that reflect your investment philosophy. Save model templates, track historical performance, and understand exactly why each company scores the way it does.

  • Weighted formulas with adjustable parameters
  • Reusable model templates across screens
  • Explainable score breakdowns
  • Historical score tracking and backtesting

Signal intelligence beyond fundamentals

Layer alternative data signals into your screening process for a more complete research picture.

Political activity signals

Track congressional trading activity and committee membership exposures across your universe.

Insider behavior tracking

Monitor Form 4 filings, executive buying patterns, and insider alignment scores.

Hedge fund positioning

Overlay 13F holdings changes and institutional ownership momentum.

Industry taxonomy momentum

Identify sector rotations using granular industry classification signals.

Thematic exposure tagging

Tag and filter companies by thematic exposures like AI, reshoring, or energy transition.

Custom signal layers

Combine multiple signal types into composite overlays for your screens.

Track signals through time

Understand how factor scores, signal intensities, and rankings evolve over time. Detect dislocations when fundamentals diverge from price action.

  • Historical factor score timelines
  • Score evolution tracking across periods
  • Trend awareness and momentum detection
  • Dislocation identification when metrics diverge
Score History — NVDA
Q1
Q2
Q3
Q4
Q1
Q2
Q3
Q4
8-quarter trend+44.6% improvement

See the platform in action