01 — Screen
Find and rank opportunities
Detailed filters and a ranked table across the universe. Keep the Top-K.
Investment research is still unnecessarily fragmented.
Screeners, spreadsheets, notes, historical tests and monitoring often live in separate tools.
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01
From idea to screen
Turning an investment thesis into explicit rules takes time.
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Fragmented tools
Screeners, spreadsheets, notes and monitoring are disconnected.
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Too much subjectivity
Comparing hundreds of companies consistently is difficult.
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04
Repeated monitoring
Screens need to be rerun and changes are easy to miss.
From investment thesis to continuous monitoring.
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01
Idea
Describe or formalize an investment hypothesis.
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02
Screen
Turn it into filters, universes and explicit rules.
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03
Score
Rank companies using Quality, Growth, Valuation, Momentum and custom logic.
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04
Time Machine
Replay today's methodology using information available at a past date.
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Backtest
Evaluate the selected Top-K against a benchmark.
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06
Monitor
Track rankings, portfolio changes and daily alerts.
PrimeStrider in action
02 — Validate
Test the methodology, not just the stock
Run the selected Top-K against a benchmark. Inspect portfolio growth, drawdown and the main risk metrics.
03 — Understand
Move from ranking to company research
Open a name and read Quality, Growth, Valuation and Momentum alongside an AI-assisted summary. Judgement stays with you.
04 — Monitor
Know when your thesis changes
Watch scores and indicator thresholds. Alerts mark what moved, so the same screen does not have to be rebuilt by hand.
Atlas & Compass compare long-term allocations and relative strength. Research tools — not a portfolio management system.
Historical results are analytical tools and do not guarantee future performance.
Your methodology. Made explicit.
Example weights
Don't only screen today's market.
Replay the same methodology at a previous point in time.
Example date
Today
2021
◀ replay
Historical results are analytical tools and do not guarantee future performance.
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01
Current methodology
Filters + scoring + Top-K
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02
Replay at a past date
The same rules, with information from that date
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Information available then
Only what was known at the time
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Historical Top-K
The names that methodology would have ranked
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Backtest
The selected basket against its history
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06
Benchmark
Set next to a market index
Professional depth without unnecessary complexity.
01
Fast research
Move from an investment idea to a readable shortlist quickly.
- Intuitive screening
- Readable rankings
- Simple score interpretation
- Fast backtests
02
Advanced workflows
Make the methodology explicit, testable and repeatable.
- Detailed filters
- Targeted universes
- Weighted scoring
- Time Machine
- Historical validation
- Top-K monitoring
Built for professional investment workflows.
- Asset Managers
- Standardize idea generation and ranking across large equity universes.
- Investment Funds
- Test investment methodologies and monitor high-conviction selections.
- Family Offices
- Structure equity research and watchlists without multiplying tools.
- Independent Professionals
- Move faster from research idea to validated shortlist.
- Serious Investors
- Use professional-grade workflows to make investment research more systematic.
What PrimeStrider changes day to day.
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01
Less friction
Move from an idea to a structured screen faster.
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02
More consistency
Apply the same ranking methodology across companies.
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Better validation
Test selections against historical data and benchmarks.
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Continuous monitoring
Stop manually rerunning the same screens every day.
Idea Structured selection Historical validation Continuous monitoring