Investment Research and Portfolio Analytics solutions for Wealth Managers

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Research up to +13,000 North American stocks based on the EVA methodology.

Idea Generation

Stocks screener with more than 100+ EVA and fundamental filters.

Model Portfolio

Follow our Canadian model portfolio trades. We outperformed the S&P/TSX composite by over 6% since inception in 2008.

Portfolio Analytics

Track your portfolio performance, sector allocation, holdings, and much more.

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Generate higher returns while saving on fees, thus increasing your actual payout. Our methodology provides confidence to your customers while reducing compliance risks and generating new trade ideas.

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February 23, 2021 in Featured, Number Cruncher

Small caps poised for growth in a post-pandemic world

What are we looking for? Small caps with solid fundamentals. We believe small capitalization stocks, generally seen as more risky than large caps, will also be more likely than large…

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