Name: Formula Stocks
Price: 50 USD
Author: Formula Stocks

Help Desk

Web and Video Conferencing

Customer Support

Functional Testing

Virtual Reality

Development

Learning Management

Education

Business Intelligence (BI)

Case Management

Collaboration

Document Generation

File Sharing

Supply Chain Management

Workspace Planning

Enterprise

Accounting

CTRM

Digital Banking

Treasury Management

Finance and Accounting

ACA Compliance

Applicant Tracking

Corporate Learning Management

HR Compliance

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Access Gateways

Business Internet Service Providers (ISPs)

Cloud Storage

Enterprise Printing

Fraud Detection

High Availability Cluster

Incident Response

Integration Platform as a Service (iPaaS)

Internet Security

IoT Security

Log Management

Message Oriented Middleware

Network Performance Monitoring

SOA Application Gateways

Sensitive Data Discovery

Unified Communications Monitoring

Vendor Risk Management

Information Technology

A/B Testing

AI Image Generation

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Journey Mapping

Demand Generation

Domain Registration Services

Email Marketing

Market Research

Marketing Automation

Mobile Marketing

Social Media Management

Survey & Forms Building

Technology Review

Video

Web Analytics

Marketing

Field Service Management

Project Management

Writing and Proofreading Tools

Professional Services

Customer Relationship Management (CRM)

Sales Content Management

Sales Performance Management

Sales

Cloud Security Posture Management

Secure Access Service Edge (SASE)

Security

Construction Management

Direct Secure Messaging

Membership Management

Online Voting

Real Estate

Text Analysis

Vertical-Specific

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Formula Stocks is an intelligent investing strategy offered by Formula Stocks. According to the vendor, it is designed to identify and invest in undervalued growing companies. This product caters to small to large companies and is utilized by a range of professionals and industries, including business analysts, financial advisors, investment managers, individual investors, and hedge funds.

## Key Features

**Intelligent investing**: According to the vendor, Formula Stocks offers an intelligent investing strategy that focuses on identifying and investing in growing companies. The strategy aims to find companies that are selling for less than their intrinsic value and have good growth prospects. It utilizes an artificial intelligence named Joe to analyze and select investments, based on factors such as financials, business models, and management teams.

**Technological advantage**: The vendor claims that Formula Stocks leverages artificial intelligence and technology to gain a competitive advantage in investing. Their AI, Joe, evaluates thousands of business opportunities to select the best investments. This technology allows for the analysis of multiple factors influencing investment outcomes, resulting in a more informed decision-making process.

**High returns, low risk**: According to the vendor, Formula Stocks aims to achieve higher returns without equally higher risk. The strategy follows the concept of a margin of safety pioneered by Benjamin Graham. It looks for companies trading significantly below their intrinsic value, reducing the risks associated with stock investing. The goal is to provide more upside potential while minimizing downside risk.

**Latest sell signals**: Formula Stocks provides regular updates on the latest sell signals, according to the vendor. These signals indicate when an investment should be sold based on the strategy's evaluation. The sell signals are updated monthly, allowing investors to stay informed about potential changes in their portfolio. The information includes details such as the trade duration, average buy price, sold price, and return.

**The AI Score**: According to the vendor, Formula Stocks offers the AI Score, a number between -100 and 100, indicating the attractiveness of a stock. The AI Score is derived from over 200 quantitative and qualitative factors computed for each stock. It aims to help investors identify stocks that are worth investing in or avoiding by providing insights into risk versus reward, value, growth, profitability, soundness, and more.

**Pricing**: Formula Stocks offers different pricing options based on the portfolio size, according to the vendor. They provide yearly and monthly subscription plans tailored to accommodate portfolios of various sizes, ranging from under $100k to over $1M. Additionally, a free 7-day trial is available for portfolio sizes under $100k.

**Verifiable results**: According to the vendor, Formula Stocks has a track record of delivering strong results since its inception in 2003. The company has undergone a 3-year pilot program verified by a third-party licensed auditor. The results for each year, such as +78.94% in 2009 and +44.64% in 2010, demonstrate the performance achieved. However, the vendor acknowledges that past performance does not guarantee future results.

Basic

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Premium

Platinum

RightCapital

ECOS

Formula Stocks

Investment Portfolio Management

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Formula Stocks

Overview

What is Formula Stocks?