The Visualizer
Six capabilities in one platform. Every weekday before market open, the Visualizer scores 1160 companies on 54 factors, surfaces high-conviction ideas, and stress-tests every position in the book.
1.Universe Expansion
1,160 companies
Monitored across US, Canada, and global ADRs. Wider than any single-team manager could cover with rigour.
2.Alpha Zone Selection
Top 10 by composite
Each day we identify the 10 highest composite scores in the universe. Composite is quality conditional on cheap valuation, scored across 54 factors (40 quality plus 14 valuation) and six peer groups.
3.Pipeline
620,000 datapoints / day
Bloomberg and FMP feeds refreshed every weekday before six. Four 24×7 detectors flag insider, earnings, estimates, and news in real time. Every artifact mtime-verified.
4.Research Analyst
Four lenses
IDEAS, MOVERS, LEADERBOARD, HISTORY LAB. Today’s high-conviction call, biggest composite-score shifts in the universe, full leaderboard rankings, and a rolling backtest of the basket.
5.Hedge Lab
4 strategies
Trim, covered call, collar, replacement. Ranked per holding against live Bloomberg option chains, with Canadian tax math attached.
6.Portfolio Tracking
4 daily feeds
SEC filings, Congressional buying and selling, insider Form 4s, and earnings-call transcripts. Refreshed daily and surfaced per holding on a single click.
See it in motion.
The Visualizer is a live platform. The best way to understand it is to see it run. Request a walkthrough.
Request more informationWant the methodology in detail? Read Our Approach.