Market Overview
Indices, sectors, and macro at a glance — see what's moving the market before you dig in.
Coming soon · 2027
The research terminal built for established advisors
Built for advisors and wealth managers who have to defend every position. Optifine.ai scores every stock and fund on three dimensions — Fundamental, Momentum, and Quantitative — so you can screen, compare, and justify an allocation in minutes.
What it does
Everything you need to research an asset — in one place
Institutional research. Built for how advisors work. Client-ready answers.
Stock Screener
Slice the whole market by valuation, growth, momentum, and factor exposure to find your next idea.
Watchlists & Portfolios
Track holdings, live P&L, and portfolio risk — beta, exposure, and returns — in views you control.
Stock & Fund Scores
A transparent score for every stock and fund, across three lenses: fundamentals, momentum, and quantitative.
Strategy Builder
Turn the scores into rules: pick a universe, rank it, set exclusions and weights, then backtest before committing a dollar.
AI Assistant
Ask in plain English. Every figure is pulled from real data and computation — the AI narrates, it doesn't guess.
The difference
An AI analyst you can actually trust with a number
Most AI tools happily invent a financial ratio. Ours can't. Every figure the assistant shows is computed from stored market data — the language model only explains what the numbers mean. No hallucinated metrics. Ever.
How it works
From ticker to thesis
01
Screen & Research Stocks
Start from the whole market, narrow to the names that fit your criteria, and dig into scores and analytics on each one.
02
Custom Systematic Strategy
Build a basket in the Strategy Builder and see how each name has held up head-to-head against its peers.
03
Allocate
Size the positions, commit them to a portfolio, and track performance, risk, and daily changes over time.
About
Why we're building Optifine.ai
Most scores look at one slice of an asset. Ours look at the whole thing. Our methodology reads fundamentals, momentum, and quantitative behavior together, across the full universe of stocks and funds. A score reflects what is actually moving an asset, not one narrow factor that happens to be in favor.
Methodology
How every score is calculated
Three independent scores — Fundamental, Momentum, and Quantitative — each computed from the same published inputs on a 0–100 scale, then combined into one composite. Nothing is hand-adjusted, and every factor a score rests on is listed below.
0–100 · sector-relative
Answers one question: is this a good business at a defensible price? Built from reported financials and consensus estimates, scored against the company's own sector so a software name is never penalized for a bank's balance sheet.
FactorInputs it is computed from
Valuation
P/E and forward P/E, P/FCF, EV/EBITDA, EV/Sales, each as a percentile against sector peers and against the name's own 5-year history.
Profitability
Return on invested capital, return on equity, gross and operating margin, free-cash-flow margin, and the direction each has moved over eight quarters.
Growth
Revenue, EPS, and free-cash-flow CAGR over 3 and 5 years, forward estimate growth, and the consistency of that growth rather than a single strong year.
Financial health
Net debt/EBITDA, interest coverage, current ratio, debt maturity profile, and cash burn for pre-profit names.
Earnings quality
Cash conversion (FCF vs reported net income), accrual ratio, share-count dilution, and the breadth and direction of analyst revisions.
Capital allocation
Reinvestment rate and incremental return on new capital, buyback yield net of dilution, dividend coverage and growth, and how past acquisitions have affected returns.
0–100 · peer-ranked
Ranks demand rather than value: how an asset is performing against the market, against its peers, and against its own trend — with weaker weight on raw return and heavier weight on relative strength that has persisted.
FactorInputs it is computed from
Relative strength
The asset's performance versus the broad market and versus its sector peers, ranked across the universe — the core of the score.
Absolute trend
Total return over 1, 3, 6, and 12 months, blended with the most recent month down-weighted to reduce short-term reversal noise.
Trend structure
Position relative to the 50- and 200-day moving averages, moving-average alignment and slope, and distance from 52-week high.
Persistence
How long the name has held its relative-strength rank, and how many consecutive periods the trend has stayed intact — new leadership scores lower than proven leadership.
Volatility-adjusted
Return divided by realized volatility over the same windows, so a smooth advance outranks an equally large but erratic one.
Estimate momentum
Direction and breadth of earnings-estimate revisions and post-earnings drift — the fundamental counterpart to price momentum.
Funds are scored on look-through holdings: the fund's Momentum Score is the weighted average of its constituents' scores.
0–100 · universe-relative
Looks at how the investment has actually behaved: what it is really exposed to, how much risk it took to earn its return, and whether that behavior held up in both good and bad markets.
FactorInputs it is computed from
Factor exposure
Rolling regression of excess returns on market, size, value, quality, low-volatility, and momentum factors, over rolling 36-month windows.
Risk-adjusted return
Sharpe and Sortino ratios, alpha and information ratio versus the assigned benchmark, and return per unit of drawdown.
Risk profile
Realized and downside volatility, beta and downside beta, maximum drawdown and recovery time, tail loss at the 5% level.
Stability
Consistency of factor loadings and risk metrics across rolling windows and across up, down, and high-volatility regimes — a name whose behavior changes gets marked down.
Diversification
Correlation to the broad market, to its own sector, and to common factor baskets — rewarding names that add something a portfolio does not already own.
Liquidity
Dollar volume, spread, and turnover — used both as a factor and as a hard eligibility floor set at $5M average daily dollar volume.
Funds are scored on look-through holdings: the fund's Quantitative Score is the weighted average of its constituents' scores.
Launching 2027
