Investment Analyzer

Holdings

Performance

SPY overlay

Ticker	Shares	Cost Basis	Current Price	Market Value	Gain/Loss	Return %	Actions

SMA(20) SMA(50) EMA(12) RSI(14) MACD Bollinger

Stock Screener

Stock Scorecard

20 scoring systems across Value, Quality, Growth, Momentum, Risk, and Dividend categories

Batch Scanner

Score multiple stocks automatically — pick a watchlist or enter custom tickers

Watchlists

Custom Tickers

Model Validation

Run diagnostics on the scoring engine — data coverage, distributions, correlations, biases

Scoring Backtest

Validate scoring systems against historical stock performance using quantitative finance methodology

Name

Start Date

End Date

Rebalance

Max Tickers

Data Status

Backtest Runs

Analysis Results

💰 Portfolio Simulation — Would Following Scores Make Money?

Simulates buying the top-5 meta-scored stocks each quarter with $10,000

🎯 Hit Rate by Grade — Do Grades Predict Returns?

What % of A-graded stocks beat the market? What about F-graded?

Grade	Count	Avg Return	% Positive	Beat Market %	Best	Worst

🔄 Turnover & Trading Costs

How often does the top portfolio change? High turnover = high real-world costs

🏆 Scorer Hit Rates — Which Scorers Pick Winners?

Per-scorer: what % of high-scoring stocks (≥70) beat the market?

Rank	Scorer	High Score Hit Rate	High Avg Return	Low Score Hit Rate	Low Avg Return	Spread

📊 Factor Rankings (by Information Coefficient)

Rank	Scorer	Mean IC	ICIR	t-stat	Significant

Quintile Spreads (Q5 - Q1, 3-month forward returns)

Multiple Hypothesis Testing (Harvey-Liu-Zhu)

Scorer	t-stat	Raw p	BH Adj. p	HLZ \|t\|>3.0

Factor Decay (IC across horizons)

Regime Analysis (Up vs Down Markets)

Scorer	Up Market IC	Down Market IC	Regime Stable

Scorer Detail

Portfolio Builder

From scores to portfolio — generate an optimal buy list using backtest-calibrated scoring

Investment Amount ($)

Frequency

Risk Tolerance

Max Positions

Sector Cap (%)

Sector Allocation

Stock Type Mix

Buy List

#	Ticker	Name	Score	Grade	Type	Sector	Price	Shares	Amount	Weight

Rebalance Check

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IBKR Positions

Ticker	Qty	Avg Cost	Mkt Price	Mkt Value	P&L	P&L %	Currency

Orders

Order ID	Ticker	Side	Type	Qty	Filled	Price	Status	Action

Local Order History (Audit Trail)

Time	Ticker	Side	Qty	Type	Status	Source	Batch

SANDBOX STOPPED --

Equity -- | Available -- | Max/Trade --

Configuration

Mode

Sandbox ON

Confidence Threshold

Max Positions

Sandbox Capital ($)

Max Position (%)

Strategy Slider: Balanced (0.50)

ConservativeAggressive

Approval Queue

Ticker	Type	Confidence	Conditions	Time	Actions

Agent Positions

Ticker	Qty	Entry	Current	P&L	P&L%	Score	Days	Actions

Momentum Watchlist

Ticker	Price	RSI	EMA 9	EMA 21	Volume	20d High	Actions

AI Market Analysis & Curation

No AI curation yet. Run the screener to generate one.

AI Curation — Hits & Misses

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Performance Scorecard

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Decision Log

Sandbox Performance

3-LLM Consensus Scoring

Claude · Gemini · GPT score 15 criteria + 11 vetos per ticker; consensus-multiplied mean gates entries

Grade Distribution

All Tickers

Filter:

Ticker	Sector	Score	Grade	Agreement	LLMs OK	Vetos	Gate	Detail

Gate-Blocked Tickers — Was the Block Right?

Negative excess return = gate saved us; positive = gate blocked a winner

Ticker	Blocked At	Score	Grade	Vetos	+5d Return	+5d Excess	+20d Return	+20d Excess