AI-Powered Equity Research

Thousands of hours
so you don't have to.

We spent thousands of hours training an AI on institutional methodology — so it generates trade ideas, structures options, and manages portfolios with the rigor of a veteran PM.

Request Access See What It Builds
72%
Win Rate
3.8x
Avg R/R
1.82
Sharpe
42d
Avg Hold
AI-Generated Trade Ideas

Institutional-quality research. Minutes, not weeks.

The model scrapes live data, runs quant screening, scores KPIs, builds peer comps, structures options, and delivers a scored verdict — autonomously.

factorlab.app/ideas/CACI
CACI
CACI International Inc
Strong Long
PE F1
22.4
EG F1%
+18.2
R/R
3.4x
PEG
0.72
Verdict Composite
QUANT
74
33%
QUAL
81
33%
GROWTH
78
34%
Price Action — 1Y
Catalyst Calendar
Apr 24
Q3 Earnings — EPS estimate $5.12, +18% YoY
May 08
DoD Budget Release — $886B proposal, IT allocation +12%
Jun 15
JEDI Follow-On — $2.4B contract ceiling, CACI shortlisted
Self-Improving Model

It learns from every trade it makes.

60-day retrospective on every idea. Root cause analysis feeds back into the model — recalibrating scoring weights, refining entry criteria, eliminating blind spots.

factorlab.app/track-record
Equity Curve
Total P/L +$184,200
Total Trades 47
Win Rate 72%
Avg R Multiple 2.4R
Sharpe (ann.) 1.82
Max Drawdown -6.4%
Ticker Direction Entry Exit Return R Multiple Result
CACI LONG Feb 04 Mar 18 +24.1% 3.2R WIN
NKE SHORT Jan 22 Mar 10 +18.7% 2.8R WIN
ESAB LONG Feb 18 Mar 22 +12.3% 1.8R PARTIAL
CVNA SHORT Mar 02 Mar 20 -8.4% -1.1R LOSS
AI Copilot

Your entire book. One intelligent surface.

The model monitors earnings, screens 3,000+ names daily, manages your watchlist, and tracks live positions — surfacing what matters before you ask.

factorlab.app/earnings
←
W 13
Mar 24 — Mar 28, 2026
→
All
Live
Watchlist
Mon
Mar 24
KBH AMC
KB Home
BRBR BMO
BellRing Brands
Tue
Mar 25
CACI BMO
CACI International
GME AMC
GameStop Corp
Wed
Mar 26
DLTR BMO
Dollar Tree
CHWY AMC
Chewy Inc
VEEV AMC
Veeva Systems
Thu
Mar 27
LULU AMC
Lululemon
MU AMC
Micron Technology
Fri
Mar 28
NKE BMO
Nike Inc
factorlab.app/screening
Forward Momentum
PE Compression
Short Candidates
142 results
Ticker Company Mkt Cap PE F1 PE F2 EG F1% EG F2% PEG RG F1% Verdict
CACI CACI International $10.2B 22.4 19.8 +18.2 +22.6 0.72 +14.8 Strong Long
KTOS Kratos Defense $4.8B 38.2 28.4 +42.1 +34.6 0.91 +22.4 Strong Long
GVA Granite Construction $3.6B 16.8 14.2 +24.8 +18.4 0.68 +12.1 Long
NKE Nike Inc $94.2B 32.4 28.6 -8.2 -12.4 N/M -4.6 Short
factorlab.app/portfolio
Positions
8
Total P/L
+$42.1K
Win Rate
75%
Net Beta
0.74
Net Theta
+$86
Ticker Dir P/L DTE
CACI L +18.4% 32
ESAB L +12.1% 28
NKE S +6.2% 18
CVNA S -4.1% 42
factorlab.app/watchlist
12tickers
8longs
4shorts
7gainers
MOGA Modine Manufacturing $142.80 +2.4%
VMI Valmont Industries $308.40 +1.8%
SEI SEI Investments $78.60 +0.9%
WING Wingstop Inc $224.10 -3.2%
CVNA Carvana Co $186.40 -1.6%
The Model

Thousands of hours of training. Zero ramp-up for you.

We invested thousands of hours training this model on institutional portfolio methodology, backtested scoring frameworks, and 40+ tunable parameters — refined through real trade outcomes. You get the result.

01
Idea Generation
Screens 3,000+ equities daily against forward earnings momentum, PE compression setups, and macro regime alignment. Identifies inflection points before consensus.
EQ-SCREEN / EQ-RANK / EQ-KPI
02
Options Structuring
Matches conviction level to optimal structure — vertical spreads, ratio calendars, or OTM plays. Enforces hard R/R floors. Calculates Greeks, ATRP, and Black-Scholes pricing.
EQ-OPTIONS / IPLT FRAMEWORK
03
Portfolio Intelligence
Monitors beta exposure, sector tilts, correlation risk, and Greek aggregation in real time. Flags concentration, suggests hedge timing, and tracks P/L against the equity curve.
PORTFOLIO MODELING / VAR-COV
22+
Sector KPI Sets
40+
Tunable Parameters
3,000+
Equities Screened Daily
60d
Retro Feedback Loop
Pricing

Research at every scale.

From single lookups to full portfolio coverage. No contracts, cancel anytime.

Starter
$29/mo
$279/yr $348
For individuals exploring the platform
  • Full 7-tab trade idea reports
  • Stock overview + AI analysis
  • Screening + alerts
  • PDF export
  • Token rollover (1 month)
Subscribe
Pro
$99/mo
$948/yr $1,188
For active investors running a focused book
  • Portfolio tracking + Greeks
  • Macro dashboard
  • 60-day idea monitoring
  • Priority processing
  • Everything in Starter
Subscribe
Best Value
Ultimate
$249/mo
$2,388/yr $2,988
Full platform access for serious portfolio managers
  • AI stock intelligence
  • Earnings calendar + weekly brief
  • Natural language AI queries
  • Unlimited screening runs
  • Everything in Pro
Subscribe
Enterprise
Custom
Multi-seat deployment for RIAs and teams
  • Multiple seats
  • API access + webhooks
  • Custom sector KPI frameworks
  • Dedicated support + onboarding
  • Everything in Ultimate
Contact Us
1AI Query
2Stock Overview
3Weekly Brief
3Screen Run
5Trade Idea
Action Tokens Avg Time Starter (30 tkns)
Trade Idea Report
7-tab full research report
 5 ~4 min 6 / month
Screening Run
Multi-factor equity scan
 3 ~1 min 10 / month
Stock Overview
AI fundamentals snapshot
 2 ~45 sec 15 / month
AI Query
Natural language research
 1 ~10 sec 30 / month
Weekly Brief
Macro + watchlist digest
 3 ~2 min 10 / month
How many tokens do you need?
Adjust your typical weekly usage to find the right plan.
Trade Ideas 5 tokens each
4
Screen Runs 3 tokens each
4
Stock Overviews 2 tokens each
8
AI Queries 1 token each
10
Weekly Briefs 3 tokens each
4
62
tokens / month
Recommended: Pro ($99/mo)
Get Started

We did the hard work. You make the decisions.

Thousands of hours of model training, backtesting, and calibration — distilled into a platform built for PMs, analysts, and RIAs.

Request Access View Sample Report