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Rules-BasedScreener
Build a rule book for each portfolio sleeve and watch every holding get scored pass, watch or breach in real time — add a rule and the whole book re-screens instantly.
Growth Equity
Quality compounders, secular growth · vs Broad Growth Index
10
Holdings
5
Pass
0
Watch
5
Breach
50%
Pass rate
Rule book
Revenue growth floorhigh
Revenue growth (YoY) >= 12%
8 pass0 watch2 breach
PEG ceilingmedium
PEG ratio <= 2.5x
9 pass0 watch1 breach
EPS revision trendhigh
EPS revisions (30d) >= -3%
9 pass0 watch1 breach
Leverage disciplinemedium
Net debt / EBITDA <= 3x
10 pass0 watch0 breach
RSI overbought watchlow
RSI (14d) <= 75
8 pass2 watch0 breach
Sentiment compositemedium
Sentiment composite >= -0.4
8 pass0 watch2 breach
Holdings status
10 holdings screened
Loading chart…
Add a rule — re-screens instantly
Results matrix
| Holding | Sector | Status | Revenue growt… | PEG ceiling | EPS revision … | Leverage disc… | RSI overbough… | Sentiment com… | |
|---|---|---|---|---|---|---|---|---|---|
ARTX Artemis Compute | Semiconductors | pass | 16.1% | 1.75x | 10.7% | 2x | 48 | 0.66 | |
NOVL Novalume Software | Software | breach | 1.50% | 1.38x | 5.8% | 0.40x | 35 | -0.09 | |
HELX Helios Robotics | Industrial Tech | pass | 35.1% | 1.59x | 1.40% | 1.10x | 45 | 0.19 | |
QNTA Quantica AI | Software | breach | 1.70% | 1.30x | 8% | 1x | 64 | -0.23 | |
VERT Vertex Cloud | Software | pass | 17.4% | 1.17x | 2% | 1.30x | 47 | 0.82 | |
ZPHR Zephyr Networks | Networking | breach | 23.7% | 0.78x | -5% | 1.20x | 67 | -0.51 | |
ORBT Orbital Dynamics | Aerospace | pass | 40% | 1.17x | 3.70% | 2.50x | 65 | 0.12 | |
NXCM Nexus Commerce | E-Commerce | breach | 19.1% | 2.93x | 9% | 1.60x | 72 | 0.22 | |
SOLR Solaris Energy Tech | Clean Energy | breach | 41.2% | 1.78x | 5.3% | 2.30x | 43 | -0.57 | |
DRFT Driftwood Media | AdTech | pass | 38.1% | 1.14x | 3.90% | 1.70x | 40 | 0.85 |