Find Your Edge
Investment management, trading tools, and data products for hedge funds and registered investment advisors (RIAs) including quantitiative trading algorithms, data aggregation, and market information all within a dashboard configured to your firm's needs. Our algorithms and products actively scan 10,000+ stocks and derivatives for specific trading parameters and execution strategies.
Dashboard Products
Investor+
Manages your investor information and communication in one centralized place.
Deep Value
Finds targeted long-term trading options for value investors.
Dividends+
Highlights upcoming dividends backtested against trading strategies to seek the absolute return.
Options+
Screens mispriced short-term and long-term call and put options for leveraged equity market traders.
Kairos Entry Finder
Real-time intraday entry and exit finder for active traders.
Signal Replay
Backtests single targets - equities, options, or forex - or backtests full markets with hundreds of signals in seconds.
Stockzi BotTrader
Builds your firm's trading algorithm with custom rules based on 300+ filters
Earnings Forecaster
Screens upcoming earnings with expectations, scoring, and backtests. Includes options strategies.
Portfolio Suite
Analyzes portfolios with multiple tools highlighting rebalancing, scoring, diversification, and the Stockzi "Find Next" Tool
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.
Stockzi FinCast
Analyzes the public financial statements for any stock and delivers Stockzi insights
Analyst+
Notifies or trades off changes to expectations by highest performing analysts in all of finance, allowing your firm to beat others to the next big move.
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 the hedge funds and RIAs that make up 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.
Contact
Do you want to join our exclusive client list? Are you a registered investment advisor or a hedge fund manager looking to take the next step in your firm's evolution?
Reach out to set up a meeting and we'll email back with a list of meeting options for the next two weeks. You will talk with an account manager face-to-face in a video conference.
We don't do newsletters. We don't do marketing. It's word of mouth only.
Contact us at info@stockzi.com today.