For advisors
Choosing a holding and justifying one are different jobs. The second needs a document somebody else can read — one that says where every figure came from.
What changes when someone else reads it
A screen run for yourself can end in a judgment. A screen handed to a client or an investment committee has to survive being asked where a number came from.
Each figure taken from a filing is printed beside its arithmetic and linked to that filing. A peer median is drawn across companies rather than from one, and four of the nineteen tests weigh a price, which no filing contains.
None of that changes when the page leaves your desk, and none of it changes with the plan. What a plan changes is how many companies you can ask about and how many investors’ rules you can ask through — not how any of it is computed.
What the Advisor plan adds
- Import a positions file from your custodian. The export you already download, read as it comes. Rows that are not holdings are reported rather than silently dropped.
- Save a portfolio and track what changed. The same holdings re-checked as companies file their annual reports, so the question is what moved since last time rather than what is true today.
- A printable report, cited to filings. One document per portfolio, carrying your firm name, with the filing links intact.
- Up to twenty years of history per holding, for the first 200 in a portfolio. One year says what a company is. Twenty says whether it has been that all along — and where a company has filed for less than that, the page says so rather than leaving a short series to look like a gap.
Where client positions go
The positions file is read in your browser and is not uploaded. Saved portfolios and your firm name live in that browser’s storage and nowhere else, which also means clearing it clears them, and a second machine starts empty.
One exception, because it is the kind of thing that should be stated rather than discovered: asking for twenty years of history sends one request per holding, each naming a single ticker, since the long history is not part of the dataset your browser downloads. The list is never sent as a list — but each request carries your subscription token, so it would be wrong to call them anonymous.
Screening and comparing run against data your machine already has, and the report is produced in the browser rather than fetched.
What it does not do
Research, not investment advice. Nothing here is a recommendation to buy, hold or sell anything, and a company clearing an investor’s published tests is a statement about arithmetic rather than a judgement about the company.
It is not a compliance product and makes no claim about any obligation you owe a client. No screen can assess management, or how long a business can defend what it has. What this one does is say which companies clear which published rules, and show the working.
More than one seat, or a question first? Ask on the contact page.