Discover the proprietary applications and analytical tools that power our research capabilities, available to both Substack members and full-service clients.
Our analysts leverage three core proprietary applications to deliver unparalleled research insights and analytical capabilities.
Our comprehensive portfolio tracking system monitors all portfolios built by our proprietary models in real-time, providing instant visibility into performance metrics and position changes.
Advanced valuation engine utilized by our analysts to evaluate companies across multiple methodologies, generating fair value prices and forecasted target prices with precision.
Sophisticated ETF analysis platform that enables our analysts to forecast ETF performance based on underlying holdings, sector allocations, and macroeconomic variables.
Choose your access level and start leveraging our proprietary technology stack for your investment research needs.
Daily insights & summaries
Complete technology suite
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