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Investing concepts made simple.
About tickrz
Key Concepts
Great Investors

How does tickrzbot work?


Data Download & Scrubbing


Ranking & Factor Algorithms


Natural Language Algorithms

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tickrzbot is the face we put to a collection of different technologies that work together to create the company profiles and stock screeners you see on tickrz.com. We don’t make recommendations or give advice—our mission is to inspire you to kickstart your own research. We hope these tools will help you uncover investment ideas.

Producing the reports and stock screeners is a multi-step process. It starts with importing and scrubbing the fundamental data we download from our data partners. Each week we download over 18,500 fundamental data points.

After the data has been downloaded and scrubbed, our algorithms get to work. They rank each stock on the single and multifactor models that we have designed. These algorithms are based on well-researched market anomalies such as value, momentum, yield and quality (learn more about factor investing). Over 140,000 calculations are performed to produce the screens and company profiles featured on tickrz.com.

Our tickrz ranking methodology is a multi-factor model that combines valuation, momentum, quality, and financial strength. The stocks that rank in the top 25% of all stocks based on this approach receive an “A” ranking with “B”, “C”, and “D” rankings given to the next quartiles. When a stock places in the top 50 on a specific factor (e.g., momentum, financial strength) it is awarded a factor badge to highlight its placement.

The last step in the process is the translation of the raw financial data and factor rankings into natural, easy-to-understand text via our natural language algorithms. This is our secret sauce; many websites present raw data but we go the extra step to illustrate in plain English how the data relates to others stocks and why the data is worth paying attention to in the first place. We appreciate that financial data can be complex and overwhelming and hope our presentation provides deeper insights for more informative decision making.

Learn


How tickrzbot Works

tickrzbot is the face we put to a collection of different technologies that work together to create the company profiles and stock screeners you see on tickrz.com. We don’t make recommendations or give advice—our mission is to inspire you to kickstart your own research. We hope these tools will help you uncover investment ideas.

Producing the reports and stock screeners is a multi-step process. It starts with importing and scrubbing the fundamental data we download from our data partners. Each week we download over 18,500 fundamental data points.

After the data has been downloaded and scrubbed, our algorithms get to work. They rank each stock on the single and multifactor models that we have designed. These algorithms are based on well-researched market anomalies such as value, momentum, yield and quality (learn more about factor investing). Over 140,000 calculations are performed to produce the screens and company profiles featured on tickrz.com.

Our tickrz ranking methodology is a multi-factor model that combines valuation, momentum, quality, and financial strength. The stocks that rank in the top 25% of all stocks based on this approach receive an “A” ranking with “B”, “C”, and “D” rankings given to the next quartiles. When a stock places in the top 50 on a specific factor (e.g., momentum, financial strength) it is awarded a factor badge to highlight its placement.

The last step in the process is the translation of the raw financial data and factor rankings into natural, easy-to-understand text via our natural language algorithms. This is our secret sauce; many websites present raw data but we go the extra step to illustrate in plain English what the data means and why the data is worth paying attention to in the first place. We appreciate that financial data can be complex and overwhelming and hope our presentation provides deeper insights for more informative decision making.

All Topics

About tickrz
Key Concepts
Great Investors