Free beta · In development

The strategy builder for investors who read earnings reports.

Turn your stock-picking rules into a strategy you can test against history and follow from today forward. Built on company fundamentals, not price charts.

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Cash-rich growers Quarterly
  1. UniverseUS large cap
  2. FilterCash to debt ≥ 1.0
  3. FilterRevenue growth (latest quarter, YoY) > 10%
  4. Rank byFundamentals score, high to low
  5. Hold15 companies, equal weight
Growth82
Valuation64
Balance sheet91

Example rules for illustration. Not investment advice.

The problem

Fundamentals investors have research tools, but no way to run their method.

Research tools stop at the screen

Screeners let you filter and read about companies. None let you say "hold the 15 best-scoring companies by my rules, rebalance every quarter," then test that rule and run it on a schedule.

Strategy platforms speak technicals

Automated strategy tools are built on moving averages and momentum. A fundamentals investor has to translate their thinking into chart logic that does not match it.

Track records are unverifiable

Forums and social media are full of claimed picks. There is no neutral place where a method and its results are recorded as they happen.

How it will work

Score. Build. Test. Follow.

  1. 1

    See a transparent score for every company

    A score out of 100 across growth, valuation, and balance-sheet strength, with every input shown.

  2. 2

    Build a strategy from rules, with no code

    Pick a universe, filters, a ranking metric, number of holdings, weighting, and how often to rebalance.

  3. 3

    Backtest it honestly

    Tests use only data that was public at each point in time and include companies that later failed. Every result is labelled hypothetical.

  4. 4

    Follow it from today forward

    A paper portfolio tracks the strategy with no real money, and an email tells you when its holdings change.

What we will not compromise on

Principles

Honest records over flattering ones

Leaderboards rank by live paper records, never by backtests. When an honest number makes a strategy look worse, we show the honest number.

Show the math

Every score, filter result, and backtest traces back to its inputs. No black-box or AI-generated scores.

Licensed data only

Prices and trading come from Alpaca, a licensed US broker. Company financials come from public financial data today, with official SEC filings being added.

Fundamentals first, price second

Price is used only for valuation and to measure performance. This is a tool for people who invest for years, not minutes.

Pricing (planned; every account is free during the beta)

Start free. Upgrade when you need more.

Free

$0

  • Community Analysis
  • Price-target predictions, graded daily
  • Watchlists and portfolio view
  • Build, share, and copy pies
  • During the beta: build strategies and paper trade them
Create free account

Pro

$1/month

or $10 a year · available after the beta

  • Build your own fundamentals strategies
  • Community Strategies
  • Backtests (hypothetical)
  • Paper trading through your Alpaca paper account
Join free, upgrade later

VIP

$15/month

or $100 a year · pending legal review

  • Everything in Pro
  • Real-money trading of your pies and strategies
  • Through your own live Alpaca account
  • Kill switch and size limits

Questions

Frequently asked

What is Automate Fundamentals?

A stock research and strategy platform for long-term investors who judge companies by their financials. You can research US stocks, post price-target analysis that is graded against real prices, and build pies and rule-based strategies from company fundamentals instead of price charts.

Is this investment advice?

No. The platform shows data and lets you build and test your own strategies. It does not tell you personally what to buy.

Where does the data come from?

Company fundamentals come from public financial data, and prices and trading come from Alpaca, a US broker. Official SEC filings are being added as a source.

Can I trade through the platform?

Yes, through your own Alpaca account. During the beta, every member can deploy pies and strategies to an Alpaca paper (practice money) account. Real-money trading comes with the VIP plan, after legal review. Deploys use cash only, never margin.

Are backtest results real?

No. Backtests are hypothetical: they show how rules would have performed using information available at the time. Past performance does not predict future results.

What does it cost?

Nothing during the beta. Planned plans: Free, Pro at $1 a month for strategies and paper trading, and VIP at $15 a month for real-money trading, pending legal review. No paid plan can be bought yet.

Get in early.

Create a free account now. You will get access to each feature as it ships.

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