Every filter, factor, and formula — documented. Search or browse by category.
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Six binary pass/fail checks that remove financially distressed, manipulated, or illiquid stocks before scoring begins.
All 20 factors across Quality, Value, and Momentum pillars — formulas, academic sources, and what each one measures.
How the dual-track system evaluates stocks as Compounders, Mispricings, or Both — and determines composite tiers.
How machine learning models are trained on Margin Invest's own scoring history to refine predictions — and why they're optional.
How 13F filings from institutional investors feed into scoring — accumulation signals, curated managers, and what it means.
Where Margin Invest's data comes from, how often it updates, and what the known lags and limitations are.