Methodology

Six factors. Exact weights. Public record.

Every score is a transparent weighted blend of six published factors — no black box, no mystery AI, no chat assistant required. You see each contribution on every ticker.

The six factors

Composite = weighted sum of 6 sub-scores

25%

Trend

Slope of 20/50/200-day moving averages, MACD direction, distance from 200DMA.

20%

Relative strength

Price performance vs SPY and sector ETF over 3M, 6M, 1Y.

15%

Fundamentals

Revenue growth, margin trend, P/E, debt/equity, ROE, EPS surprises.

15%

Smart money

Insider net buying, institutional holdings change, Congressional activity.

15%

Macro

Current market regime, sector rotation, rate direction, VIX level.

10%

Momentum

RSI, Bollinger Band width percentile, volume expansion, breakout proximity.

The formula

score = 0.25 × trend
      + 0.20 × relative_strength
      + 0.15 × fundamentals
      + 0.15 × smart_money
      + 0.15 × macro
      + 0.10 × momentum

Each sub-score is normalised to 0–100 using factor-specific rules. Weights are fixed and visible. We publish changes before rolling them out, tracked on the public scorecard.

Per-ticker confidence

Not every signal has the same evidence behind it.

We surface a confidence percentage on every row. It varies based on which underlying data feeds returned data for that ticker — not every name has Quiver 13F coverage, not every ETF has a P/E, not every stock has recent insider filings.

95%+Full data on every signal feature — strongest evidence

80–95%Most features present, missing 1–3 minor data points

60–80%Core scoring data + most fundamentals — typical liquid stock

40–60%Only basic price/trend data — caution

<40%Sparse data — unreliable signals, deprioritise

Signal labels

Descriptive, not prescriptive.

Each score maps to a label that describes the state of factor data. We never tell you what to do with it.

HIGH CONVICTION

All six factors aligned positive.85–100

STRONG SETUP

Most factors favourable.70–84

CONSTRUCTIVE

Net positive, not decisive.55–69

NEUTRAL

Factors cancel out.40–54

CAUTION

More factors negative.25–39

WEAK

Broadly negative.0–24

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