Fundamental Research Intel
2026-07-26 16:46 CT
🛡️ CAUTIOUS: 4.3 Cautious Favor: Value → Multi-Factor → Quality Exposure: 35%
⚡ QUANTITATIVE STOCK SCREENERS 🔍 Stock Research — Deep Dive →
🏛️ Quality & Value:
🚀 Growth & Momentum:
⚡ Event & Mean Reversion:

⚙ Trending Quality Growth 📆 Run Weekly / Monthly

When to Run: 1-2x Weekly (Wednesdays & Sundays). Core growth watchlist.
Strategy Purpose: Core growth holdings. Identifies fundamentally superior market leaders currently in confirmed Golden Cross uptrends.
Active Rules: Price > SMA50 > SMA200  |  ROIC ≥ 12%  |  Gross Margin ≥ 35%  |  Rev Growth ≥ 10%  |  PEG ≤ 1.8

Showing 2 of 2 tickers (Filter columns below with >10, <15, or text)
Ticker ⇅ Sector ⇅ Price ⇅ RSI(14) ⇅ ROIC ⇅ Gross Margin ⇅ Altman Z ⇅ Rev Growth ⇅ PEG ⇅ vs SMA200 ⇅ 1D % ⇅ 1W % ⇅ YTD % ⇅ 1YR % ⇅
NTAP Technology $167.74 56.0 20.60% 70.10% 2.6 +12.5% 1.8 +40.6% +1.9% +2.4% +56.6% +44.0%
IBKR Financial Services $91.74 48.7 12.70% 89.70% 0.7 +14.5% 1.76 +20.0% -0.0% +1.3% +42.7% +43.5%
📅 Daily (earnings season)
PEAD Momentum
Earnings beats with strong SUE. Trade the drift 5-20 days post-announcement. Check after market close.
📅 Hourly (cached live prices)
Momentum & Trend
Highest-conviction ideas: fundamental candidates confirmed by price momentum. Top 20, hourly fresh. Act on pullbacks to SMA50.
📆 Weekly
Quality (QARP) + Multi-Factor
Core portfolio holdings. Buy on weakness, hold long-term. Rebalance weights weekly.
📆 Weekly / Event
Value & Yield
Deploy during market weakness or Pulse shifts to BEAR/CAUTIOUS. Use for defensive positioning.
Results: 2 tickers Data: on-the-fly from Database quarterly filings + daily closes Generated 2026-07-26 16:46 CT