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TickerForge Stock Discovery

Stock Discovery Screener

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

Stock Discovery Screener

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.

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Free web previewSimple idea buckets

Business value, guarded fair value, cash flow, and entry setup for the public score <= 5 universe.

Free Personal CabinetOpen Next Steps

Login to your private cabinet to unlock the basic Next Step preview for public candidates.

Standard / ProUnlock stronger filters

Standard adds growth, quality, and Insider Activity. Pro adds Top Funds evidence, exports, and stronger universes.

Improving vs last fiscal year Standard
Active screenBusiness Value
What it findsPublic score <= 5 universe, sorted by strongest TickerForge quality first.
Matches0
Sort: Default for screen

No rows found for this bucket yet. Rebuild the latest CompanyDecisionSnapshot if this is a fresh environment.

Standard / Pro layers

This preview keeps the idea buckets visible.

Free web shows the public score universe and high-level evidence. Free Workspace unlocks the basic Timing / Next Step view. Standard adds growth, quality, and insider-buying filters. Pro adds Top Funds evidence, stronger screens, saved research paths, and Excel exports.

  • Locked Timing / Next Step action
  • Standard Net insider buying filters
  • Pro Top Funds accumulation filters
  • Pro Stronger screens and Excel export

Next step

Want to unlock Timing and stronger filters?

Login to Free Personal Cabinet to unlock basic Timing / Next Step for public candidates. Standard and Pro unlock paid filters, stronger screens, and Excel export.

Educational research screen. Not financial advice.

How Stock Discovery Works

TickerForge separates idea buckets from entry filters.

Idea buckets answer "what kind of company am I looking for?":

  • Business Value is the broad free universe: public score <= 5, data-collection/liquidity screened, sorted by strongest current TickerForge business quality first.
  • Business + Fair Price narrows that universe to candidates with usable guarded fair-value upside.
  • Cash Flow focuses on positive latest free-cash-flow growth signals.
  • Tech Entry focuses on better current technical entry scores.
  • Growth is Standard because growth screens are stronger with paid follow-up and alerts.
  • Highest Quality and Turnaround are Standard for stronger TTM business quality and recovery-stage discovery.
  • Quality Score Up is Pro because recent quality-score improvement versus the fiscal-year view is one of the highest-value discovery layers.

Filters answer "why might this be actionable now?":

  • Sector and Industry narrow the operating universe.
  • Exclude sectors removes whole sectors from any screen. Turnaround results are often dominated by Healthcare and biotech, so Turnaround + exclude Healthcare is the common case. Include and exclude combine as include AND NOT excluded, so excluding the only included sector returns nothing.
  • Business Improving, Risk Decreasing, and Growth Improving filter on the same FY-to-TTM transitions the results table already shows in the Business, Risk, and Growth columns. Each checkbox is an independent condition and several checked together must all hold. A company with no quarterly reading is not counted as improving.
  • Price supports All, < $10, and < $100 using the latest snapshot price.
  • Turnaround Strength is a Standard filter with Early recovery (30+), Strong recovery (50+), and Confirmed recovery (70+). It replaces the old Turnaround Score and Turnaround Stage pair, which could be combined into screens that could never return a row.
  • Insider is a Standard filter. It supports All net buys, Net buys > $5M, and Net buys > $10M. These mirror the weekly insider Reel tiers: broad net buying, relaxed hero flow, and strict hero flow.
  • Top Funds is a Pro filter. It supports positive flow, Divergence >= 75 + shares +50%, Divergence >= 45 + shares +20%, and Sponsorship >= 35 + net shares up.
  • Timing filters by buyable, accumulate, or wait-for-confirmation action states. Public preview shows the filter, but it is unlocked in the Free Personal Cabinet.
  • Sort changes ranking without changing the active idea bucket. Paid rankings are marked with 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.

Useful SQL Checks

Use this to verify the broad public universe used by the default Business Value screen:

sql
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:

sql
cp."isEnabledForDailyCollection", cp."isMarketDataCollected", cp."isStatsCollected"

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