Quality scores and reverse-DCF valuations on 7,360 companies, with 13F, Form 4 and Congressional filings on the US names.
Eight tests on the accounts, a reverse DCF with its assumptions exposed, and the 13F, Form 4 and Congressional filings that concern each US-listed company. You enter your own holdings, so there is no broker connection to grant and no credential to hand over.
7 days of full Desk access. No card is taken, at any point. At the end the account becomes Sandbox — free, permanently — rather than switching off.
Illustrative figures for a company that does not exist. Not live data, and not a recommendation.
What the system currently holds.
Measured against the live database on 26 August 2026. The figures move as the nightly jobs run.
Rule-based analytics from public filings and public market data.
The same numbers, computed the same way, for every account. The tool knows nothing about your circumstances and produces nothing addressed to them.
8-Pillar quality score, audited pillar by pillar
Valuation, return on invested capital, revenue and earnings growth, share count, debt payoff, free cash flow and net margin, each with its own pass or fail and the figure behind it.
Reverse-DCF fair value with a margin-of-safety grid
Assumptions you set rather than numbers handed to you, and a grid reporting what each pair of them implies against today's price.
Portfolio record and profit and loss
Holdings you enter yourself, profit and loss in pounds, and benchmark reports against VOO and QQQ.
Alerts on levels you choose
Price levels, RSI, volume spikes and Fibonacci levels, delivered by Telegram.
A range with visible assumptions, not a single number with hidden ones.
The convergence grid
| Exit P/E | 8% | 9% | 10% | 11% | 12% |
|---|---|---|---|---|---|
| 12.0x | +60% £188.38 | +53% £179.90 | +46% £171.87 | +40% £164.26 | +34% £157.06 |
| 11.0x | +47% £172.68 | +40% £164.90 | +34% £157.54 | +28% £150.57 | +23% £143.97 |
| 10.0x | +34% £156.98 | +28% £149.91 | +22% £143.22 | +17% £136.89 | +11% £130.88 |
| 9.0x | +20% £141.28 | +15% £134.92 | +10% £128.90 | +5% £123.20 | 0% £117.79 |
| 8.0x | +7% £125.59 | +2% £119.93 | -2% £114.58 | -7% £109.51 | -11% £104.71 |
Rows are the exit P/E. Columns are the required annual return. Each cell shows the margin of safety against the current price and the fair value behind it. The outlined cell is the current setting. Illustrative figures for a company that does not exist.
Public record, collected and set beside the company it concerns.
Institutional 13F holdings, Form 4 insider transactions and Congressional trades from House STOCK Act disclosures, joined to the ticker they refer to rather than left on EDGAR.
Where it comes from
SEC EDGAR for 13F and Form 4 filings, House STOCK Act disclosures for Congressional trades, and public market data for prices and financials.
Model screens
Each screen ranks the universe on a different reading of the same public inputs. Smart Money is built from the 13F holdings above.
Not all of this is on every plan. The pricing page lists exactly what each tier includes and what it does not.
There is no broker connection, and nothing with which to grant one.
Positions arrive one of two ways: you type them, or software reads them from the account holding them.
A tracker that links to your broker
StockIQ
| Trackers that link to your broker | StockIQ | |
|---|---|---|
| Connection to your account | A standing consent or read-only API link on the account itself. | None, and no screen on which to grant one. |
| Credentials held about you | An OAuth grant, an access token, or a set of API keys, held by the provider or its aggregator. | An email address and a password hash, for signing in to StockIQ itself. Nothing that authenticates you anywhere else. |
| Which institution holds a position | Recorded, necessarily — the link is per-institution. | Recorded, because you typed it. An account is a row you create and name yourself. |
| What a breach of the provider exposes | The stored holdings, plus whatever credential or token was keeping the account link alive. | Email addresses, password hashes, and the positions you typed. There is no account link to take because none was ever created, so it cannot be used to reach or move money. That is a smaller exposure, not a zero one. |
| How it is funded | Varies by provider: subscription, referral fees, order flow, or licensed data. | Subscription only. There is no advertising integration and no data-broker integration to sell through. |
The left column describes the category, not any one competitor. Check the specific terms of anything you use, including this. The security page sets out what is stored, where, and who can read it.
Setup is four steps.
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Create an account
An email address and a password. The 7-day trial opens on Desk and takes no card, so there is nothing to cancel.
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Name your own portfolio labels
Labels are free text you choose. An account also carries a type — ISA, SIPP, GIA and so on — from a short fixed list, because a tax wrapper changes how a holding is treated. Nothing is fetched from an institution to fill either one in.
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Add holdings by hand
Ticker, share count, price paid, date. Buy lots are typed one at a time, which is the reason nothing needs to read your account. CSV import exists for the trading journal, not for lots.
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Read the analysis
Scores, valuations, filings, screens and alerts, computed from public data on a schedule and applied identically to every account. What you do with any of it is your decision to make.
Try it for 7 days without connecting anything.
Full Desk access, no card, and a free Sandbox account waiting at the end of it rather than a switch-off.
Sandbox is free and permanent. Analyst is £9.99 a month, and cannot be bought yet — every button on this site opens the same free trial, and none of them charges you. Full plan comparison.