Private portfolio intelligence for momentum investors

Track short and long momentum across your holdings. Scheduled reports. Research workflows. Built for portfolio managers who need systematic momentum screening without spreadsheets.

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Proprietary model · Invite-only access

Momentum worksheet Private
Ticker 5d 1m 6m Signal
NVDA 8.4% 18.2% 14.4% Accelerating
MSFT 2.1% 6.8% 4.2% Steady
TSM 1.7% 9.4% 22.8% Building
Private signal framework

A disciplined way to compare momentum across time horizons without exposing the underlying method.

Institutional workflow

Scheduled reports, research runs, API access. Tools built for portfolio managers, not retail platforms.

Current market context

Pricing, fundamentals, and watchlist changes stay close to the decisions you are making now.

Built for systematic momentum screening

Momentum worksheet

Track multiple time horizons for your entire watchlist. See direction, persistence, and portfolio context in a single view.

Research mode

Run batch analysis across ticker lists. Compare patterns and narrow large ideas into a smaller review list.

Scheduled reports

Automated email delivery on your schedule. Keep your team aligned with consistent momentum updates.

API access

Integrate momentum data into your existing tools. Programmatic access to reports, watchlists, and research runs.

Fits your portfolio workflow

1

Maintain your watchlist

Add tickers and share counts. Update positions as your portfolio evolves.

2

Review momentum signals

Refresh on demand or schedule automated reports. Spot trend changes before they appear in headlines.

3

Run research

Test thesis. Compare sectors. Run batch analysis on custom ticker lists separate from your core holdings.

Ready to track momentum systematically?

Access is by invitation. Request access or sign in if you already have an account.