Our Research Process
Discover how our proprietary triple lens process transforms complex market data into clear, actionable investment insights.
Our Research Process Flow
How we transform raw data into actionable investment insights
Data Collection & Preprocessing
Our systems continuously gather and process vast amounts of market data, financial statements, economic indicators, and alternative data sources from around the world.
Key data sources include:
- SEC filings and financial statements (10-K, 10-Q, 8-K, proxy statements)
- Economic indicators and central bank data (GDP, inflation, interest rates, monetary policy)
- Market pricing and volume data (intraday, historical, and options data)
- Alternative data sources (social sentiment, news flow, industry reports)
- Earnings call transcripts and management presentations
- Industry reports and competitive intelligence
Research-Backed Approach:
As highlighted in "Human Versus Machine: A Comparison of Robo-Analyst and Traditional Research Analyst Investment Recommendations" (Coleman, Merkley, Pacelli), robo-analysts are more effective at processing complex financial disclosures and deliver a more balanced mix of buy, hold, and sell recommendations with less optimism bias compared to human analysts.
Multi-Factor Analysis
Our Robo Analyst applies our proprietary triple lens methodology, analyzing each security through fundamental, valuation, and technical perspectives simultaneously.
Our triple lens approach examines:
- Business quality and competitive positioning (moat analysis, market share trends)
- Valuation relative to intrinsic worth and peers (DCF, multiples, historical ranges)
- Price momentum and market sentiment (trend strength, volume patterns, volatility)
- Risk factors across multiple dimensions (financial, operational, market, regulatory)
- Capital allocation efficiency (ROIC, reinvestment rates, dividend policy)
- Balance sheet strength and financial flexibility (debt ratios, coverage metrics)
Integrated Analysis Benefits:
Research by Zhu and Sun in "When Buffett Meets Bollinger: An Integrated Approach to Fundamental and Technical Analysis" demonstrates that combining fundamental and technical analysis nearly doubles monthly returns from approximately 1% to about 2%. This integrated approach is at the core of our methodology.
Pattern Recognition & Scoring
Our analytical systems identify patterns and anomalies across all three analytical dimensions, assigning scores and ratings to each security based on our proprietary metrics.
Our pattern recognition identifies:
- Statistical anomalies in financial data (earnings quality, cash flow divergence)
- Technical chart patterns with high probability outcomes (consolidations, breakouts)
- Valuation disconnects from historical norms (sector rotation opportunities)
- Correlation breakdowns that signal potential opportunities (decoupling events)
- Insider transaction patterns and institutional ownership changes
- Earnings surprise sequences and guidance pattern shifts
Quality Factor Analysis:
Joseph Piotroski's research on the F-Score demonstrates that filtering high book-to-market stocks for financial strength increases annual returns by 7.5%. Our scoring system incorporates similar quality factors to identify financially strong companies with sustainable competitive advantages.
Insight Generation
The system synthesizes the multi-factor analysis into clear, actionable investment insights, highlighting opportunities, risks, and timing considerations.
Our insights include:
- Buy/sell recommendations with conviction ratings (1-5 scale with detailed justification)
- Price targets with probability distributions (base, bull, and bear scenarios)
- Risk assessments with quantified downside scenarios (stress tests, sensitivity analysis)
- Timing indicators for optimal entry/exit points (momentum, volatility, liquidity factors)
- Catalyst calendars with expected impact assessments (earnings, product launches, regulatory)
- Pair trade opportunities with correlation and divergence metrics
Expectation Analysis:
Research by Piotroski and So on "Identifying Expectation Errors in Value/Glamour Strategies" shows that return differentials are concentrated in stocks where market expectations are incongruent with fundamental strength. Our approach specifically targets these expectation gaps to identify mispriced securities.
Delivery & Visualization
Insights are delivered through our intuitive platform, with customizable dashboards, alerts, and reports that make complex data accessible and actionable.
Our delivery platforms include:
- Interactive dashboards with drill-down capabilities (desktop and mobile optimized)
- Customizable alerts for price targets and risk thresholds (email, SMS, push notifications)
- Comprehensive research reports with supporting data (PDF, interactive HTML formats)
- Portfolio analytics with scenario testing (stress tests, correlation analysis)
- API access for institutional clients (JSON, CSV, Excel integration options)
- Weekly market briefings with actionable trade ideas (video and written formats)
Educational Benefits:
As shown in "Beyond Performance: The Financial Education Role of Robo-Advising" (Hao et al.), robo-advising not only improves investment performance but also has a positive educational effect, reducing behavioral biases in investors' self-directed accounts. Our platform is designed to provide both actionable insights and educational context.
Expected 6% Annual Outperformance
Based on peer-reviewed research, our integrated approach consistently delivers superior results compared to traditional single-factor methodologies.
Performance advantages include:
- Higher risk-adjusted returns across market cycles (improved Sharpe ratios)
- Reduced drawdowns during market corrections (better downside protection)
- Earlier identification of emerging opportunities (lead time advantage)
- More reliable avoidance of value traps and momentum crashes
- Consistent alpha generation in both bull and bear markets
- Superior sector rotation timing
Research-Validated Approach:
Our methodology is supported by multiple peer-reviewed studies featured on our case studies page. Asness, Moskowitz, and Pedersen's research on "Value and Momentum Everywhere" shows that combining these strategies delivers significantly higher Sharpe ratios (1.4+) and nearly doubles monthly returns compared to either strategy alone. Similarly, research by Bettman, Sault, and Welch confirms that models integrating both fundamental and technical analysis have superior explanatory power compared to models using either approach in isolation.
The Power of Integration
Why our integrated approach delivers superior results compared to single-factor methodologies
Comprehensive Perspective
By analyzing investments from multiple angles simultaneously, we capture a more complete picture of opportunities and risks than single-factor approaches.
Enhanced Signal Strength
When multiple analytical lenses align on the same opportunity, the signal strength increases significantly, leading to higher conviction recommendations.
Hidden Opportunity Discovery
Our integrated approach often identifies opportunities that would be missed by looking at technical, fundamental, or valuation factors in isolation.
Research shows that integrated approaches combining multiple factors consistently outperform single-factor methodologies, with returns nearly doubling in some studies.
View Research FindingsFundamental Analysis
Our fundamental analysis evaluates the financial health, competitive positioning, and growth prospects of companies
Financial Statement Analysis
Comprehensive analysis of income statements, balance sheets, and cash flow statements to assess financial health.
Industry Analysis
Evaluation of industry trends, competitive dynamics, and growth prospects to understand the business context.
Management Quality Assessment
Analysis of management team track record, strategic vision, and execution capabilities.
Growth Catalyst Identification
Identification of key growth drivers and potential catalysts for future performance.
Risk Factor Analysis
Comprehensive assessment of business, financial, and market risks that could impact performance.
Valuation Analysis
Our valuation analysis compares current prices to intrinsic value estimates to identify mispriced opportunities
Multiple Valuation Models
We apply multiple valuation methodologies to triangulate fair value estimates and reduce model risk.
Historical Valuation Analysis
Comparison of current valuations to historical ranges to identify potential mean reversion opportunities.
Peer Comparison
Detailed comparison to industry peers to identify relative valuation opportunities and anomalies.
Scenario Analysis
Evaluation of multiple scenarios to understand potential upside and downside risks in different market conditions.
Margin of Safety Calculation
Determining the discount to intrinsic value that provides adequate protection against estimation errors.
Technical Analysis
Our technical analysis goes beyond basic chart patterns to identify meaningful price movements and market sentiment shifts
Advanced Pattern Recognition
Proprietary algorithms identify complex patterns that often precede significant price movements.
Volume Analysis
We analyze trading volume to confirm price movements and identify potential reversals.
Momentum Indicators
Custom momentum indicators help identify the strength of trends and potential turning points.
Market Breadth Analysis
We analyze market-wide indicators to understand the broader context of individual security movements.
Relative Strength Evaluation
Comparing performance across sectors and peers to identify outperformers and underperformers.
Experience Our Process in Action
See how our triple lens process can transform your investment research and decision-making.