Define your investment checklist
The criteria your agent will use to screen, evaluate, and score every stock in your universe.
I have my own strategy
Paste your investment checklist. Free text, any format.
Start from a template
Choose from 6 proven strategies, then customize.
Example:
I only buy companies with ROE > 15%, Net Debt/EBITDA < 2x, an identifiable moat, and a > 20% discount on my intrinsic value calculated by DCF. I want at least 5 years of consistent earnings growth and a management team with skin in the game.
Set up your investment universe
Choose what markets to screen, which instruments to consider, and how often your agent runs.
Your email
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Universe
Which markets should your agent screen?
S&P 500
NASDAQ
CAC 40
European Markets
Custom Tickers
Comma-separated ticker symbols
Instruments
What can the agent propose?
Stocks Only
Options (Calls/Puts)
Both
Frequency
How often should the agent analyze your universe?
Daily
Weekly
Manual Only
Conviction Threshold
Minimum score to surface a trade proposal.
70%