Trendrating
AI-driven trend analytics and portfolio management platform for equity investors and advisors
Overview
Trendrating is a technology platform that provides trend intelligence, fundamental analytics, and systematic portfolio management tools for equity investors. The platform uses an AI-driven model to capture medium to long-term trends, enabling users to identify performance dispersion across stocks and build selection strategies. Users can design, test, optimize, and validate investment strategies with historical backtesting across market cycles, combining fundamental, quantitative, and trend-based parameters.
The solution offers stock ranking and validation, risk control through trend reversal monitoring, and a directory of pre-built selection strategies. With over 25 years of financial technology experience, Trendrating serves more than 300 investment organizations worldwide, providing analytics platforms, model portfolios, and indices to institutional investors, advisors, and strategists.
Key Features
- + AI-driven trend capture model for medium to long-term equity trends
- + Historical backtesting and strategy optimization across market cycles
- + Fundamental and quantitative parameter analysis for alpha contribution
- + Stock ranking and validation layer for selection processes
- + Model portfolio builder with systematic portfolio management tools
- + Performance dispersion analytics and trend reversal monitoring