TickerForge

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📌 Platform Features ​

TickerForge provides a complete toolkit for independent investors. From finding the right stock to stress-testing a highly leveraged portfolio, we replace emotional noise with raw data and strict mathematics.

🏗️ Smart Portfolio Builder & Sandbox ​

Test your thesis before risking real capital. TickerForge includes a high-fidelity mock investing environment.

  • Strategy Validation: Build a mock portfolio with real-time pricing and track your PnL.
  • Pre-Trade Impact: Add a stock to your sandbox portfolio to see how it changes your overall sector allocation and risk beta before executing at your real broker.
  • Multiple Portfolios (Pro): Run different strategies (e.g., Dividend vs. Tech Growth) head-to-head.

🔍 Quantitative Stock Screener & Copilot ​

Stop searching for ideas blindly. Our engine processes thousands of SEC data points so you can filter the noise.

  • Advanced Stock Screener: Filter the 3,000+ active universe by strict criteria: Piotroski F-Score > 7, EPS Growth > 20%, or low Debt-to-Equity.
  • Fair Value (DCF) Models: Automated Discounted Cash Flow estimates to spot potentially undervalued companies.
  • Composite Health Score: An automated audit of Revenue Growth, EPS, Margins, and Debt Load.
  • Model Outputs & Alerts: Subscribe to quantitative momentum and trend-reversal alerts. These aren't blind "buy signals" — they are data-driven prompts for your own research.

🧠 Decision Architecture & Trade Discipline ​

Great investors are built on discipline, not just good data. TickerForge acts as your quantitative journal and accountability partner.

  • Thesis Tracking: Record why you entered and exited a trade in the mock portfolio. Was it a macro play or a value play?
  • Bias Reduction: By focusing on the Health Score and Fair Value rather than price charts, the platform trains you to ignore emotional market noise and hype.
  • Public Accountability (Optional): Share your clean, anonymized portfolio reports to get objective feedback from peers or mentors based on structure, not feelings.

🔬 Risk Engineering & Diagnostics (For Existing Portfolios) ​

Import your real portfolio (via CSV or Broker Sync) to uncover structural vulnerabilities.

  • Stressed Margin Simulator: Calculates how a sudden market spike affects your short positions, warning you of potential Margin Calls.
  • Beta-Weighted Impact: Understand exactly how much USD you will lose (or gain) if the S&P 500 drops by 10%.
  • Sector Over-Exposure: Identifies dangerous concentration in highly correlated cyclical sectors.
  • Auto-Balancer (Coming Soon): Monthly scans that highlight allocation drift and suggest quantitative replacements to restore your target risk profile.

🗂️ Institutional-Grade Data Pipeline ​

  • 📊 37,000+ global entities tracked
  • ✅ Active Investment Universe: 3,000+ stocks (Cap > $200M, High Liquidity)
  • 🏢 Data Integrity First: Fundamentals sourced directly from raw SEC/EDGAR filings.

🌍 Macro Context Dashboard (/macro) ​

You can't pick stocks in a vacuum. Understand the market regime before deploying capital:

  • Liquidity & Currency: DXY (US Dollar Index)
  • Credit Markets: US 10Y Yields, 2Y/10Y Spreads
  • Volatility: VIX