Research System
AI + Fundamentals Workflow
AI logic to identify potential winners, identify best times to sell, and maintain a running score list of market performance aligned to different end goals.
Scoring Framework
- Quality, momentum, catalysts, valuation, sentiment, and risk
- Preset weighting based on end-goal profiles
- Continuous review cadence for thesis integrity
Sell Logic
- Signal decay or thesis break
- Valuation dislocation versus risk
- Position sizing drift and volatility spikes
Governance
Process quality controls
Every thesis is tracked with pre-committed exit criteria, a review cadence, and a live risk register. Strategy shifts are documented before execution.
- Pre-mortem checks
- Scenario range mapping
- Position health scoring
- Post-trade reviews
Scorecard
Preset: Long-term compounders
Total score
67
Illustrative only. No investment advice.
quality9/10
momentum6/10
catalysts7/10
valuation6/10
sentiment5/10
risk7/10
Sample watchlist
| Company | Ticker | Score |
|---|---|---|
| Alpha Systems | ALPHA | 78 |
| Nova Grid | NGRD | 73 |
| Cipherworks | CIPR | 69 |
| Frontier Defense | FRNT | 66 |