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Offered by Trendrating
15% Discount off List Price of Standard & Premium Versions
  • Description
  • Advantage
  • Benefits

Adding a layer of intelligent price trend analysis to fundamental research of equities is a rock-solid choice, as it validates ideas and provides an extra level of quality and risk control that has a direct impact on investment performance.

Trendrating is the leader in “Trend Capture” models, analytics and cloud-based technology, serving over 100 institutions worldwide and premier partners including Bloomberg. A powerful complement to fundamental research.

Providing advanced analytics designed to capture trends, measuring the strength and quality over a quarterly to yearly horizon. Trendrating's model output is actionable: A and B indicate a bull trend and C and D mark bear phases. Delivering a unique edge where A and B rated stocks on average outperform those rated C and D. All results in Trendrating are measured and tracked on a daily basis for full transparency and oversight.

Trendrating covers more than 20,000 instruments including stocks, ETFs, countries, sectors, industries and indices on a global scale. The rating model was tested for nearly five years on decades of data before going live in 2014.

This technology is a web-based solution that can be used as an overlay to your existing portfolio management workflow, or to build, test and implement fully automated Systematic Portfolios on any desired investment universe.


  • 30 Day Free Trial
  • 15% Discount off List Price of Standard & Premium Versions



  • Screen from over 20,000 listed securities to validate investment ideas and challenge analyst opinions
  • Rank your investment universe with an extra layer of intelligence
  • Focus on stocks that check all the boxes


  • Control risks across all your holdings using our Ratings and Analytics
  • Improve sell discipline and allocation with alerts on critical trend reversals
  • Prepare rich and compelling reports for client and investment committee meetings


  • Perform macro analysis across over 50 equities markets globally with our visual heat map
  • Analyze, compare and rate countries, sectors and industries to visualize the “Performance Dispersion” to help with Tactical Allocation for stock and ETF holdings


  • Eliminate hassle of manual discretionary stock/ETF selection to create unbiased Model Portfolios that cost much less than what you’re currently paying
  • Load up a “White List” or use the Trendrating Screener to set your universe
  • Codeless interface has over 50 variables to choose from or you can modify an existing Trendrating template
  • Back test up to 15 years and export results to Excel or PDF
  • Launch live investment products based on market cap, themes (ESG, Post-Covid) or global regions and create custom Fact Sheets
  • Buy/Sell lists are generated automatically on the rebalance date and performance is tracked in the system