StockSage scores 1,100+ equities across 5 factors — fundamentals, technicals, earnings, sentiment, and valuation — with adaptive position sizing powered by Kelly Criterion and KNN regime detection.
Institutional-grade risk management applied to retail-accessible picks
Composite score from fundamentals, technicals, earnings surprise, sentiment, and valuation. Champion/challenger model A/B testing built in.
Adaptive position sizing based on win rate and average return ratios. Capped by market regime — tighter in bear markets, wider in bull.
ATR-based trailing stops dynamically calibrated to market regime. Bull: 2% stop. Bear: 5%. Volatile: 8%. Never static, never emotional.
K-Nearest Neighbors analysis finds the 10 most similar historical market conditions to estimate forward return distributions.
10-minute sentiment polling from Alpha Vantage NEWS_SENTIMENT. Flags velocity spikes, congressional trades, and IPO calendar signals.
Cost-to-carry optimization across IBKR, Alpha Markets, and Coinbase. Automatically routes to lowest-cost execution venue per position.
Switch between strategies without changing your watchlist
Technical + momentum weighted scoring. Optimized for short-to-medium term breakouts and trend continuation.
Fundamental + value weighted scoring. For quality compounders held through market cycles.
Equal-weighted 5-factor model. Best for all-weather portfolios across market regimes.
StockSage v3 is in limited release. The dashboard is fully public — no account required to browse top picks. Get early access for portfolio tracking, custom alerts, and strategy configuration.
Questions? Email justin.w.sanderson@gmail.com