Quant Screening & Equity Research Automation

What makes your screening engines more powerful than basic stock screeners?

Our engines are visually programmable and analyze 70,000+ stocks using advanced algorithms. You can access hundreds of financial metrics spanning 3, 5, and 10-year growth rates, complex valuation ratios, efficiency metrics, and financial strength indicators.

Can I create different engines for different market conditions?

Absolutely! You can build multiple custom engines for different strategies - value engines for bear markets, growth engines for bull markets, defensive engines for volatility, and hybrid engines that balance multiple factors. Our dynamic adjustment feature can automatically modify metric thresholds based on sector and industry conditions, making your engines adaptive to changing market environments.

How do I combine value and growth criteria in one screening engine?

Our platform supports complex multi-category screening where you can weight different investment styles. Create custom categories for value metrics (P/E, P/B, debt ratios) and growth metrics (revenue growth, earnings growth, ROE expansion), then assign weights to each category. You can even set up conditional logic where growth stocks get different valuation thresholds than value stocks.

What advanced filtering options are available?

You can filter by market cap ranges (from micro-cap to mega-cap), specific sectors and industries, exchange listings, and custom financial thresholds. Our advanced filtering supports complex conditions like "companies with revenue growth >20% but P/E 3% with debt-to-equity <0.5". You can also exclude certain sectors or focus on specific geographic regions.

Can I backtest my custom screening engines?

Yes! Our platform provides historical performance data and backtesting capabilities for your custom engines. You can see how your screening criteria would have performed across different market cycles, compare risk-adjusted returns, and optimize your engine parameters based on historical data. This helps you refine your approach before deploying capital.