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Strategy Formulas

Use formulas to score all stocks from best to worst; combine multiple formulas (by weight) into a single composite ranking.

Stock Filters

Apply filters to exclude stocks that don't meet your basic criteria.

Stock Ranking

Apply your own formulas and filters to view stock rankings in real time — and make data-driven portfolio decisions with transparency.

* You have to have at least 1 formula to see the stock ranking.

Preview of stock rankings

Simulated Portfolio Performance

Simulate a historical portfolio using your formulas and filters.
Simulations are available once you've selected formulas and filters.

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Fundamental company data provided by Morningstar, updated daily.

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