Business value, guarded fair value, cash flow, and entry setup for the public score <= 5 universe.
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TickerForge Stock Discovery
Start with practical free idea buckets: business value, guarded fair value, cash flow, and technical entry. Free Personal Cabinet opens basic Timing. Standard and Pro unlock growth, quality, insider activity, Top Funds evidence, stronger universes, and exports.
TickerForge Stock Discovery
Free preview starts with practical idea buckets: business value, guarded fair value, cash flow, and technical entry. Free Personal Cabinet opens basic Timing. Standard and Pro unlock growth, quality, insider activity, Top Funds evidence, and exports.
Business value, guarded fair value, cash flow, and entry setup for the public score <= 5 universe.
Login to your private cabinet to unlock the basic Next Step preview for public candidates.
Standard adds growth, quality, and Insider Activity. Pro adds Top Funds evidence, exports, and stronger universes.
No rows found for this bucket yet. Rebuild the latest CompanyDecisionSnapshot if this is a fresh environment.
Educational research screen. Not financial advice.
TickerForge separates idea buckets from entry filters.
Idea buckets answer "what kind of company am I looking for?":
<= 5, data-collection/liquidity screened, sorted by strongest current TickerForge business quality first.Filters answer "why might this be actionable now?":
Turnaround + exclude Healthcare is the common case. Include and exclude combine as include AND NOT excluded, so excluding the only included sector returns nothing.Standard or Pro.Turnaround discovery excludes companies whose recovery has relapsed. A relapse keeps the score it earned before it broke down and only the stage records it, so without the exclusion a relapsing company sorts straight back to the top of a score-ranked recovery screen. The exclusion is listed in the Active filters line and in the Excel export header. An explicit turnaroundStage=RELAPSE link still returns exactly those companies.
Business Improving and the Quality Score Up bucket are related but not the same test. Quality Score Up ranks by a numeric TTM-versus-fiscal-year score delta; Business Improving asks whether the business-quality tier itself moved up. A company can do either without the other.
Free web preview keeps ownership values visible at a high level, but locks Timing / Next Step. Free Personal Cabinet opens the basic Timing preview. Standard unlocks Turnaround, growth, quality, and insider filters. Pro unlocks Top Funds evidence, stronger universes, and exports.
Use this to verify the broad public universe used by the default Business Value screen:
with latest_snapshot as (
select max(as_of_date) as as_of_date
from company_decision_snapshot
),
public_universe as (
select
cds.ticker,
cds.company_id,
coalesce(cds.ticker_forge_ttm_overall_score, cds.ticker_forge_ttm_score, cds.overall_score) as public_score,
cds.market_cap,
cds.average_volume3m
from company_decision_snapshot cds
join latest_snapshot ls on ls.as_of_date = cds.as_of_date
left join company_profile cp on cp.id = cds.company_id
where coalesce(cds.etf, false) = false
and coalesce(cds.fund, false) = false
and coalesce(cds.adr, false) = false
and coalesce(cds.ticker_forge_ttm_overall_score, cds.ticker_forge_ttm_score, cds.overall_score) <= 5.0
and (
(
coalesce(cp.excluded_from_market_data_collection, false) = false
and (
coalesce(cp.is_enabled_for_daily_collection, false) = true
or coalesce(cp.is_market_data_collected, false) = true
or coalesce(cp.is_stats_collected, false) = true
)
)
or (
coalesce(cds.market_cap, 0) >= 200000000
and coalesce(cds.average_volume3m, 0) >= 100000
)
)
)
select count(*) as public_universe_count
from public_universe;If your company_profile table still uses quoted camelCase legacy columns, replace the three collection flags with:
cp."isEnabledForDailyCollection", cp."isMarketDataCollected", cp."isStatsCollected"