Frequently Asked Questions
General Site FAQs
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We are a quantitative multi-factor analytics firm that is completely changing how you research, as well as where and how you invest. Our innovative platform empowers our subscribers with actionable and transparent quantitative research leading to better investment decisions. Our research covers stocks, options, ETFs and cryptocurrencies. With one simple click, you have access to our robust set of global trading and investment ideas.
The best way to use our platform is to check in multiple times per day. Check out the "Getting Started" page
by clicking the "About" button above for the best ways to tailor Quantamize to your exact needs. Content is constantly being updated so you can make the most informed decisions for your investments!
Daily! Markets change quickly, so our content is constantly being updated. The majority of our products are updated daily, so we recommend you check in, at minimum, at the start and end of your day to make sure you are fully informed on what's going on.
Your personal Stock Watch List
can be found on your Member Homepage, this is the first page you see after logging in. There are multiple ways to add to your list. On the homepage, use the search box located at the upper right of your Stock Watch List-- simply enter a name or symbol, choose the appropriate suggested company and click "+". You can also add any company to your list from the Stock & ETF Ranking Search
results page. Click the "Add to Watchlist" box next to the company name and that company will be immediately added to your Stock Watch List.
We are strictly a research analytics platform. Quantamize does not offer brokerage services.
The Quantamize stock coverage universe currently includes 10,000 stocks in 30 countries...but we're only just starting. Our Stock & ETF Ranking Search
lookup also includes all 20,000 stocks in the S&P universe. Quantamize models stocks in both developed markets (e.g. US, Europe, Japan, & Australia), and emerging markets (e.g. China, Brazil and Mexico).
We provide stocks quotes for 20,000 stocks around the world. Quotes for stocks and indices on Quantamize are provided with a delay that varies for domestic and international markets. US stocks and indices are provided with a 15 minute delay during market hours, after hours the end of day quote is provided. Due to limitations with non-US data, international stocks and indices are provided with a quote of the previous day's close.
Our data and models never remain static. We constantly update the price and relative fundamental data used in our models to account for such changes.
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Everything is available now to you for free!
Every stock rating, every stock trade idea, every option trade idea!
All ETF ratings & signals, every crypto signal and all model portfolios!
No, we don't offer investment advice. What we offer you is transparent, actionable and independent research to assist you in making your investment decisions.
To log in to Quantamize.com, simply click the "log in" icon in the upper right part of your screen, and then enter your username and password.
You can change your password at any time by clicking "My Quantamize" and then "My Account". If you forget your password, click "Did you forget your password" on the Member Log-In page to reset your password.
Are you having an issue? We're sorry to hear that. Reach out to our customer service support at [email protected]
, and we will assist you in any way we can.
Please make sure Quantamize emails are not being marked as spam/junk by your email provider. If you're still having issues, email us at [email protected]
right away so someone on our team can assist you directly.
Everything on our site is easily accessible across any device. Just open up your browser & go to Quantamize.com to get started!
We are sorry you are experiencing an issue. Please reset your password and try again. If you're still experiencing an issue, email us at [email protected]
so someone on our team can assist you directly.
Your profile can be updated at any time by clicking "My Quantamize" and then "My Account". You can update all credit card information directly on the "Payments" tab.
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Introduce a global dimension to your portfolio with a comprehensive view of our top longs and top shorts across global equity markets organized by region, country and sector. Quantamize models 10,000 stocks across 30 countries.
Global Top Stock Ideas
is designed to help you makes decisions about relative value, diversification and risk allocation with models for each major international market:
- Hover over any name and you will see important price valuation points. Click on “more detail” to be taken to more financial data, expanded valuation analytics and charts.
- You can not only easily identify attractive individual stocks, but more importantly also flexibly compare stocks among and between different regions, sectors and capitalization levels in a way that fits your risk profile and your investment strategies
- A powerful tool to help you introduce a global dimension to your portfolio. There are models for each major international market
- You are in control of the relative value, diversification and risk decisions. All this can be managed with a few simple clicks.
Stock Research Reports
take the noise out of stock analysis and are a quick way to get the information you need. Stock Research Reports are reports highlighting individual companies among the 30 countries and 10,000 stocks we model. All of our equity reports present quantitative analysis combined with critical information data points, including price and volume history, trending news and sentiment measures, RSIs and Bollinger Bands.
Think traditional portfolio, but with a quantitative spin. Stock Model Portfolios are multi-factor risk adjusted theme-based portfolios.
A Stock Model Portfolio
enables you to create an optimized “sleeve or bucket” in your portfolio. For example, the European Consumer Discretionary Stock Model Portfolio captures an important segment of the European equity markets. You can place the European Discretionary Stock Model Portfolio as an allocation within your portfolio to have exposure to this sector. The allocation amount is for the Stock Model Portfolio, not the individual stocks composing it. This can be done with any of the Stock Model Portfolios.
"Sleeves or buckets" are used in portfolio composition to create focused investment exposure while managing risk. Risk is managed by controlling the portfolio allocation to the "sleeve". It is very important not to over-allocate to a "sleeve". "Sleeves" will have periods of outperformance and underperformance, but over time are an effective method to create a diversified portfolio.
Used in this way, the Stock Model Portfolio functions like a single security comprised of multiple stocks. With a Stock Model Portfolio you are in total control of the portfolio and each stock in the portfolio. You can tax manage the portfolio and avoid the negative effects of redemptions or the over concentration.
The use of a Stock Model Portfolio
is limited by the size of your portfolio. However the increasing ability to cost effectively trade in small odd lots on the internet brokers is mitigating the portfolio size issue.
are options trading ideas that are transparent and easily executable. Option Strategies are derived from and optimized by our multi-factor quantitative models combined with advanced volatility analytics. There are Option Strategies for all risk levels.
Crypto Trading Signals
are Buy/Don't Own signals. These signals are derived from our proprietary machine learning algorithms.
REMINDER: All Buy/Don't Own signals are "probabilities", and are meant to be used over a period of time to allow the "probability effect" to be realized.
Crypto Model Portfolios
are multi-factor risk adjusted cryptocurrency portfolios that are optimized using proprietary quantitative risk models.
A Crypto Research Reports
provides important information on salient elements of the crypto ecosystem including wallets, exchanges, currencies, etc.
Stock Model Portfolios
are optimized theme-based portfolios with targeted risk levels. They are optimized around metrics applied to a group of stocks. Global Top Stock Ideas
are individual stocks on which a variety of quantitative multi-factor metrics are applied to assess the risk/return rating compared to other individual stocks.
Both products are derived using our proprietary quantitative multi-factor models and applying them to the respective markets, sectors and themes.
For all us "big data" lovers out there, multi-factor analysis uses advanced mathematical analytics and sophisticated "big data" technology to identify underlying investment characteristics, known as "factors
", that materially influence investment performance and portfolio market risks.
Our factors are proprietary, but their construction is influenced by the traditional factor concepts of value, momentum, volatility, quality & size. We have built upon these concepts with our unique quality, growth, & technical factors to derive these proprietary models and signals.
Each month our Quantamize proprietary multi-factor models score and rank over 10,000 stocks from 30 countries. A Q-Factor rating is assigned to each stock ranging from A, Top Buy to F, Top Short. These Q-Factor ratings represent our models’ expectation for performance for the month. Click here
for more details.
We model US stocks, grouping them in 2 different equity universes, market capitalizations and sectors. Quantamize market capitalization universes are Large Cap, SMID (small and medium) Cap and Micro Cap. Sector universes are Information Technology, Consumer Discretionary, Consumer Staples and Industrials. For each stock, a rating is generated within these distinct universes of stocks, enabling you to better identify a risk benchmark based on either universe. Put more simply, we're giving you 2 ways to evaluate the potential success of the stock so that you're more confident about your decision!
Quantamize groups its proprietary factors which are components of our quantitative multi-factor algorithms into 4 baskets of "quality value", "low volatility & momentum", "growth" and "technical". These 4 baskets are components that compose a stock's overall Q-Factor
Our quantitative multi-factor models are run monthly for all the global markets we cover to account for any recent changes. By incorporating the most recent month's data, we are able to give the most up-to-date ratings at the beginning of each month in the Quantamize Global Top Stock Ideas
If our ratings change, that means something happened in the market which is reflected in the data captured. Our models are never static, so you can always rest assured that you're getting the most robust insight available.
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RSI, "Relative Strength Index", compares the strength of recent gains and losses over a specified time period to gauge the speed and change of price movements of a stock.
Bollinger Bands are the plotted lines 2 standard deviations away from a given moving average. Many believe the closer the price is to the upper band, the more overbought the market. In contrast the closer the price is to the lower band, the more oversold the market.
A Moving Average is the average price of a security over a defined number of time periods. The most common Moving Averages quoted are 50, 100 or 200 day Moving Averages.
News Sentiment scores are a measure of bullishness and bearishness of equity prices calculated as statistical index of positivity and negativity of news corpus. Scores are defined on a scale of -5 to 5 where -5 and 5 are extremely bearish and bullish indicators, respectively.
News Buzz scores are normalized values of change in standard deviations of periodic news volume. Buzz scores reflect a sharp change in news volume thus serving as a risk alert indicator. Defined on a scale of 1-10 high buzz score reflects higher volatility.
News Volume is the number of news articles about a stock, published and parsed on a given day. Volume of news provides a good indicator of a trend breakout or a trend reversal.
Models, Benchmarks & Backtests FAQs
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Something we do pretty often! It is the process of testing an investment strategy on relevant historical data to analyze its potential performance before risking any real money. It's one of the many ways we assist you in making smart investment choices!
All Quantamize models are built internally by our big data loving investment team.
While our models are unique to us, we do purchase primary traditional & alternative data from a variety of vendors.
We use benchmarks appropriate to the respective models, including indexed ETFs, long/short indices and market indices.
You can check out any model's historical performance on the individual investment product page. All returns shown are based on a simulated systematic back-test (no human interaction) and no live assets were invested in the trades. Consequently, these returns represent the hypothetical performance of the Quantamize Multi-Factor Model. The hypothetical returns do not include transaction costs. Portfolios are re-balanced monthly at the end of the month with an equal-weight portfolio allocation.