How the Investor Score Is Calculated
Every stock is checked against 37 different signals, divided into 7 categories. Each category carries a fixed weight in the final score (0-100), so the result reflects a balanced picture — not just a price chart, and not just a financial statement.
Technical · 25%
About 23 technical indicators: SMA 50/200, MACD, RSI, Stochastic, ADX, Bollinger Bands, CMF, and pivot points.
Fundamental · 20%
Current ratio (liquidity), debt-to-equity, interest coverage, and profit margins.
Growth · 15%
Revenue and earnings growth rate across several reporting periods.
Fair Value · 15%
DCF model (discounted cash flow), tangible net asset value (NAV), and P/E multiple comparison.
News · 10%
Sentiment analysis of recent news headlines about the company.
Quality · 10%
Return on invested capital (ROIC), operating margin stability, and conservative leverage.
Risk · 5%
Beta versus the market, daily volatility (ATR), leverage risk, and liquidity risk.
Technical
25% of the scoreAbout 23 technical indicators: SMA 50/200, MACD, RSI, Stochastic, ADX, Bollinger Bands, CMF, and pivot points.
Checks trend, momentum, and the strength of price movement based on actual price history — not a forecast, but a read of what's already happening on the chart.
Fundamental
20% of the scoreCurrent ratio (liquidity), debt-to-equity, interest coverage, and profit margins.
Checks the company's financial health: whether it can pay its debts and operate without relying on others.
Growth
15% of the scoreRevenue and earnings growth rate across several reporting periods.
Measures whether the company is trending up, holding steady, or declining — not just the current state, but the trend.
Fair Value
15% of the scoreDCF model (discounted cash flow), tangible net asset value (NAV), and P/E multiple comparison.
Tries to answer the question: is the stock expensive, cheap, or fairly priced relative to what the company actually generates and is worth.
News
10% of the scoreSentiment analysis of recent news headlines about the company.
Checks the tone of recent press coverage — not a substitute for financial analysis, but a complementary signal.
Quality
10% of the scoreReturn on invested capital (ROIC), operating margin stability, and conservative leverage.
Checks whether the company is run efficiently and generates a real return on the capital it deploys, not just growing in size.
Risk
5% of the scoreBeta versus the market, daily volatility (ATR), leverage risk, and liquidity risk.
Checks how "risky" the stock is relative to the broader market — high volatility lowers the score even if the rest of the data is positive.
Data sources
All raw data — prices, financial statements, indicators, and news — is pulled from Financial Modeling Prep and Finnhub, two commercial financial data providers. The AI on the site (Claude, by Anthropic) receives the already-calculated data and drafts a plain-language explanation of it — it does not take part in calculating the score itself and is not a data source. Data is cached for a short period to protect our request quota with these providers, so for high-traffic stocks there may be a small gap between the actual update moment and the moment you view it.
Want a more in-depth explanation? Read the full guide to the StockIQ score in the Learning Center.
The information on this page is presented for transparency purposes only and does not constitute investment advice. Full details on the disclaimer page.