Demo
Login
Demo

PERFORMANCE MANAGEMENT PLATFORM

A cloud-based platform that utilizes ratings and other trend-based metrics to enhance fundamentally driven strategies’ stock selection and allocation processes. Generate new investment ideas by easily screening and comparing trends across individual securities, markets, sectors, and industries. Gain timely insights into potentially exhausted trends for improved risk control.

Key Features

  • Validate investment ideas and analyst opinions.
  • Identify investment opportunities.
  • Get alerts on critical trend reversals.
  • Create, test and track personalized strategies.
  • Perform a macro analysis across markets.
  • Fine tune the allocation of sectors and markets.
  • Analyze and optimize portfolios.
  • Control risks across all your holdings.
  • Run a sanity check across portfolios via aggregated portfolio ratings.
  • Analyze, compare and rate sectors.
  • Prepare rich and compelling reports.
Experience the results

STRATEGY MANAGEMENT SOLUTION

A cloud-based platform for designing, testing, and validating active strategies. Select parameters from a comprehensive library of fundamental and trend analytics. Test the chosen combination against a benchmark to generate statistical evidence covering up to 15 years of historical data. Investors can track and monitor rebalancing, ensuring strategies align with investment goals.

Key Features

  • Replicate your current strategies and test them for up to 10 years.
  • Create alternative strategies for best practice comparison, and possible optimization by choosing parameters from a rich list of data and fundamental analytics.
  • Combine and weigh different approaches (market cap, value, growth, low volatility) to identify opportunities for improving the risk-return profile.
  • Add a trend validation filter on the individual stocks selected, in order to maximize returns and reduce risks.
See what sets us apart

SYSTEMATIC MODEL PORTFOLIOS

Our approach is entirely systematic, with no human intervention or subjective influence. The stock selection rules are rigorously tested over 15 years and are combined and weighted using our algorithmic models. To capitalize on the wide performance dispersion among stocks, a well-tested sequence of selection criteria is essential. Our Smart Model Portfolios identify stocks that blend the strongest fundamentals with confirmed positive price trends.

Key Features

  • Transparecy and discipline.
  • Improved performance.
  • Stronger risk control.
  • Full scalability.
  • Time saving.
  • Cost cutting.
Access our full set of model portfolios

ADVANCED ANALYTICS DATA FEED

Now delivered via a secure and scalable API, the Trendrating Data Feed provides daily access to a comprehensive suite of advanced analytics covering over 20,000 financial instruments globally. Instruments are classified using multiple industry-standard identifiers, including FIGI, ISIN, and exchange tickers, ensuring broad compatibility across platforms and systems. FIGI is natively supported by Bloomberg.

Uncover the potential

Key Features

Global Ratings

Trendrating delivers analytics on more than 20,000 instruments, including indices, sectors, ETFs, stocks, commodities, and major currencies across 40+ countries.

Ease of Integration

Delivered via API, the Trendrating data feed integrates seamlessly with third-party platforms like Factset and Bloomberg, as well as proprietary systems built using Matlab, R, S-Plus, and other environments.

Diverse Analytics

The data feed includes a wide range of analytics beyond ratings, such as trend strength indicators and performance analytics, empowering more informed investment decisions.

Customizable Data Access

Users can define their own universe of instruments, fetch the latest end-of-day (EOD) analytics, and access historical data to support backtesting, model validation, and time-series analysis.