How each section is calculated and how to interpret the values. Last updated August 2026.
The core scoring model. Each ticker gets a 0–100 score representing how much of its AI/growth narrative is already reflected in the stock price. A low score means the market hasn't priced in the upside; a high score means expectations are elevated.
A weighted average of 5–7 factors, each normalized to 0–100:
| Factor | What it measures |
|---|---|
| PEG | Price/Earnings divided by growth rate. Low PEG = cheaper for the growth you get. Uses forward P/E for high-growth names (≥25% revenue growth), trailing otherwise. |
| 52-week position | Where price sits in its 52-week range. Near lows = lower score (cheaper). Near highs = higher score (priced up). |
| Analyst upside | Wall Street target price vs current price. Large gap = room to run = lower score. |
| Growth valuation | Cross-check of P/E against revenue growth. Penalizes stocks with high P/E and low growth. |
| Sentiment | 3-month price momentum, optionally blended 60/40 with the options put/call ratio sentiment. |
| AI exposure | Estimated % of revenue tied to AI. Higher exposure with low price = opportunity. |
Don't use the score in isolation. A stock can be OPEN because it's genuinely cheap, or because it's cheap for a reason (deteriorating fundamentals). Always cross-reference with the divergence signals and technical analysis.
Quantitative technical analysis computed from daily OHLCV price history (1 year). This section tells you what the chart is doing right now, independent of the fundamental score.
Derived from the relationship between price and its moving averages (SMA 50 and SMA 200), filtered by ADX (trend strength):
A directionless 0–100 oscillator. It does not tell you the direction, only how strong the trend is.
Momentum oscillator from 0–100 measuring the speed and magnitude of recent price moves.
RSI > 70 during a strong uptrend can stay overbought for weeks — it's a sign of strength, not an automatic sell. RSI is most useful at extremes combined with support/resistance.
Price levels where a stock tends to find buyers (support) or sellers (resistance). Computed from:
Nearby levels (within 2%) are clustered together. For each ticker the table shows:
+2.3% means the level is 2.3% away.If price is at support (distance < 1.5%) in an uptrend, it may be a buy zone. If at resistance, wait for a confirmed breakout (close above on volume) before buying. Levels are not magic lines — they're zones where past supply/demand imbalances occurred.
Bollinger Bands are ±2 standard deviations around the 20-day moving average. A squeeze (bandwidth at a multi-month low) means volatility has contracted — a breakout (in either direction) is statistically likely.
Automated pattern detection highlighting actionable situations. Not every ticker gets a setup — many will show "—".
| Setup | Meaning |
|---|---|
| Breakout watch | Within 2% of 52-week high with above-average volume. Momentum may push through resistance. |
| Pullback to 50-day support | In an uptrend, price has pulled back to the SMA50. Classic buy-the-dip zone if the trend holds. |
| At support | Price is within 1.5% of the nearest support level. Watch for bounce or breakdown. |
| Bollinger squeeze | Volatility contracted. A sharp move is likely — direction determined by breakout. |
| Overbought / Oversold | RSI extreme. Overbought (≥70) = potential pullback. Oversold (≤30) = potential bounce. |
| Near 52-week high | Testing the 52-week high. Breakout vs rejection — watch the close. |
Risk metrics that complement the fundamental score. A stock scoring OPEN (cheap) doesn't tell you how volatile or risky it is — this section does.
Measures how much a stock moves relative to the S&P 500.
High-beta stocks (VRT 2.7, AMD 3.2) will rise faster in a bull market and fall harder in a correction. Use beta to size positions: a beta-2.0 stock requires half the dollar allocation to achieve the same market exposure. Beta (6m) is more responsive to recent regime shifts than the 1-year figure.
Standard deviation of daily returns, annualized by multiplying by √252.
Vol (20d) captures recent market regime; Vol (60d) smooths short-term spikes. A rising 20d vs 60d indicates increasing turbulence.
The worst peak-to-trough decline over the last 6 months. This is your "pain number" — how much you would have lost buying at the worst possible time and selling at the worst possible time.
How much the stock has outperformed or underperformed the S&P 500 over trailing 5-day, 1-month, 3-month, and 6-month windows. Positive = beating SPY; negative = lagging.
Persistent underperformance (<-10% over 3m) despite good fundamentals can signal a buying opportunity (mean reversion). Persistent outperformance can signal momentum continuation or exhaustion. Always cross-reference with the trend label — a stock beating SPY in a "Downtrend" is often a dead-cat bounce.
A composite classification (High / Elevated / Moderate / Low) from beta + volatility. Use it as a quick filter — a conservative portfolio should avoid "High" risk names entirely.
When the quantitative priced-in score disagrees with the qualitative Q-Score. These are the most actionable signals in the report.
| Signal | What it means |
|---|---|
| STRONG BUY | Low priced-in score (cheap) but strong Q-Score (good fundamentals). Market hasn't recognized the quality. |
| FALSE ALARM | High priced-in score (expensive) but Q-Score is also strong. Not actually overvalued — the quality justifies the price. |
| VALUE TRAP | Low score (looks cheap) but weak Q-Score. It's cheap for a reason — deteriorating fundamentals. |
| CONFIRMED | High score and weak Q-Score agree: overvalued with poor quality. Avoid. |
Divergences are hidden for tickers with data_quality = low (missing fundamentals). A divergence built on default/estimated data is noise, not a signal.
Put/Call ratio and volume from the options chain for the nearest expiration(s). Provides real-money positioning signal.
The options sentiment is blended 60/40 with the momentum-based sentiment in the priced-in score (60% original momentum, 40% options P/C).
Aggregated metrics per sector for the current trading day. Shows where money is flowing today.
Companies reporting earnings today (and tomorrow). Filtered to tracked tickers + large caps (≥$10B market cap).
Earnings are the highest-impact catalyst for individual stocks. A stock at support reporting earnings is a binary event — it either bounces on a beat or breaks down on a miss.
Macro and industry catalysts: FOMC meetings, CPI/NFP data releases, and major tech conferences. These move entire sectors.
FOMC dates after the explicit calendar are projected at a ~6-week cadence. CPI and NFP are approximated (mid-month and first-week). For exact dates, check the official sources.