Find Your Edge
Investment management and data products for investment firms, accredited investors, and traders including quantitiative trading algorithms, data aggregation, APIs, and custom applications. Our algorithms and products actively scan 10,000+ stocks and derivatives for specific trading parameters and execution strategies.
Products
Dividends+
Daily report with upcoming dividends and backtested trading strategies
Options+
Daily and Intraday screens for finding mispriced short-term call and put options
Hedge+
Simplifies advanced options strategies like covered calls and iron condors by finding both sides of the trade to help you generate more reliable income.
Deep Value
Daily report of filtered stocks and long-term trading options for value investors
Signal Replay
Backtest single targets - equities, options, or fx - or backtest full markets with hundreds of signals.
Portfolio Suite
Portfolio analysis tools including rebalancing, scoring, diversification, and the Stockzi "Find Next" Tool
Stockzi AutoTrader
Build your trading algorithm with custom rules based on 300+ filters
Earnings Forecaster
Daily review of upcoming earnings with expectations, scoring, and backtests. Includes options strategies.
Stockzi FinCast
Analyze the public financial statements for any stock and review Stockzi insights
Services
Custom Algorithms
Have Stockzi build the algorithm for your fund using our fast, proven development team
Middleware
Transform your data, monitor your systems, manage your portfolios, submit reports. We can build it.
Custom Development
We build custom applications of all kinds for financial services firms and institutional investors.
Data Provider
At Stockzi, we've been collecting market data of many kinds for 20+ years. Integrate with our data or let us integrate any data source with your trading system.
Dashboards
Build beautiful trading dashboards for your firm that have the exact information and tools you want.
Proprietary Scanners
Build a market scanner based on any data source and hook it into market historical fundamentals that cover 30+ years of data.
Mission
First, gather the best data available, and then look where others aren't
After 20+ years of sourcing data, our core competency is the data we gather and the unique insights we glean from it compared to our competition.
Next, use that data to provide unique data-driven insights to our clients in a crowded field
We don't stop with our analysis. We keep digging until our clients have all the insight they need to make solid, data-backed investment decisions with your money.
Use that insight to build powerful tools for managing risk and finding opportunities
Our clients demand the highest returns possible for their money. We must build robust systems that are easy to use and demand exceptionalism in the design of our interfaces that make our products stand out from the crowd.
And with those tools, empower our clients where they're at to improve any strategy
Our commitment to our clients is to support them where they are at with tools that can be adopted to many different strategies of trading and investment.
