What’s the difference between information that makes sense and information that makes money? Trendrating.
The difference is in the ability to generate alpha that is real, measurable, and documented.
The poor value of conventional content is the main reason behind the underperformance of many active portfolio managers.
SPIVA statistics show that over the past decade, 84% of all large cap funds in US have underperformed the S&P 500. Similar results can be seen across other countries.
Investors need and deserve better market intelligence.
At Trendrating, our mission is to offer new, relevant information and market intelligence not available in other services that can maximize performance. The contribution to alpha is actual and measurable in our platform.
TRENDRATING, providing Technology and analytics for an advanced discovery process, unveiling factual insights with a measurable impact on performance.
We open a wealth of knowledge via a pragmatic, fact-finding approach.
What can be the positive impact on your investment decisions if you can:
1. Unveil which fundamental parameters best capture the outperformers.
2. Explore any combination of selection rules using a rich dataset of fundamental, quantitative, and technical analytics. Test across history, optimize, and discover the optimal sequence?
3. Use the insights to build, validate, and document your winning strategy. Design your model portfolios and create your list of investment ideas, with the rigorous value evidence of objective testing?
Better information, better decisions, better performance.
Let’s see some of the facts that can make the difference:
Ranking single fundamental parameters in the US market. Which metric works best? They can differ across markets and sectors.
(Data as of August 19, 2025).
But.. can we do better?
Here we are comparing the performance of different combinations of fundamentals. (Data as of August 19, 2025).
What about adding an intelligent trend risk control filter?
Here we are tracking the performance of active strategies, built using Trendrating technology and combining the best fundamentals and confirmed positive price trends. (Data as of August 19, 2025).
All these insights and more are available in our platform. Easy to analyze, track, and validate.
See Trendrating technology in action!
(4:33 Minutes)
Frequently Asked Questions
How does Trendrating platform differ from other services?
Our unique platform offers factual insights, market intelligence, and a discovery infrastructure that are not available in any other system or terminal.
For example, among other things:
1. Can you access, with a click, the ranking of performance production from different specific fundamental parameters across years of history and unveil what works best? and can you explore and compare different combinations of fundamentals and discover the most productive for any specific investment universe in less than 30 seconds?
You can, using the Trendrating Insights functionality.
2. Can you select different analytics (fundamental, quantitative, trend), test a strategy, and then change the parameters until you find the best combination, and validate with historical evidence, all with a few clicks?
You can with the Trendrating Strategy Builder.
3. Do you have access to a rich directory of carefully optimized active strategies, using the best mix of criteria, developed via massive testing, and able to outperform the benchmarks 80% of the quarters with a positive differential above 8% per year, strategies that you can always customize as you like in a few seconds?
You can find a list of strategies with enlightening insights in the Trendrating Directory.
4. Can you measure, track, and validate the true alpha contribution of the information and tools that you currently use?
You can do it in Trendrating. This is why we are different from other providers.
I already have my terminals and tools. Why should I consider Trendrating?
- Can you easily test, compare and unveil the true performance of different fundamental parameters with objective historical evidence in your investment universe?
- Can you just in a few minutes explore different combinations of selection rules and discover the mix that can deliver a performance far superior to what you get today?
- Can you access new factual market intelligence that can only enrich your information flow and add alpha that you can measure and track in the platform?
- Can you test and validate across history, up to 15 years, any idea, assumption and theory that you want and learn what works in little time and only a few clicks?
All this is the foundation of critical knowledge based on hard fact-finding that is the basis of a sound process, maximizing the returns and limiting the risks of underperformance.
If you can do all this with your current terminals and systems then you do not need Trendrating.
How can I measure Trendrating alpha contribution to my strategies?
The way to measure the actual value that our smart clients extract from using our system is well explained on the homepage of this website.
1) Get more control on the performance dispersion across stocks. Spot the bull trends and be vigilant on bear phases using our unique methodology to rate trends. It is not momentum. It is a multi-factor, pattern recognition, AI-driven model. The differential between stocks with positive vs. negative ratings can easily be 30% or more over 6 months.
2) Discover the facts about the true value of different fundamental metrics, single and combined. You will gain insight that can help you to pick the most productive parameters. The difference between what works and what is useless can be measured at 5-to-10% per year.
3) Explore sound, logical combinations of best fundamentals and validated positive trends, (good companies and good stocks). Use the insights and the directory of strategies in our system. The outperformance of a well-designed strategy vs. the relevant benchmark can be 10% or more on a yearly basis.
All this is easy to observe, check and validate using our platform.
How do your clients use the system?
There are several use cases:
- Portfolio management.
- Building model portfolios.
- Risk management.
- Validation of investment ideas.
- Tactical allocation.
- Sectors rotation.
- Long and short strategies.
- Customized reporting.
How can I test and validate the system?
We offer selected professional investors the opportunity to get a free trial. The trial makes it easy to assess the unique value of the system, discovering new insights in the investment universe of interest, exploring different combinations of active strategies and running a sanity check on risks across the holdings of current portfolios. Contact us to profit from the opportunity to access our exclusive discovery platform, used by smart, results-driven professionals.
What is Trendrating track-record?
The founders have 30+ years of experience in building models and software for asset and wealth managers, and a successful track record of providing innovative, world class solutions. For 10+ years Trendrating multi-award-winning technology and analytics provide real, measurable impact to 300+ global institutions.
How can your market insights add value?
This is the difference between assumptions and knowledge of facts. Our technology enables an advanced discovery process, unveiling factual insights with a measurable impact on performance. We offer a fact-finding framework to discover what delivers performance and what is irrelevant. Compare any selection parameter and unveil the rules that perform better. Explore any combination of rules and discover the best. Assess and validate the results across the years with a rigorous test over different market cycles in your investment universe. Profit from the insights and maximize your performance. Use the information for your discretionary strategies.
How can I measure the actual impact to alpha of your platform?
It is easy and fully transparent.
1. In the Insights section, you can discover the different performance of the key fundamental parameters, so you can fine-tune your selection process and measure the impact.
2. Using the Strategy Builder, you can build your strategies, extracting ideas from the Directory, then test and track the performance in real time.
I have my own process in place. Why should I use your system?
As we offer better information, based on fact-finding, you can pick any insights you like and enrich your investment process with additional market intelligence. The insights and the facts that you can find in our system are not available in any other service, and they can give you valuable knowledge to be more in control of your performance.
What is the value of back-testing?
Back-testing is a necessary step in a sound process of analysis and validation, it’s about providing the peace of mind that only comes from knowing your strategy has faced the markets and emerged resilient. It transforms your decisions from uncertain guesses into time-tested strategies with a track record you can trust. It is unwise to trust a strategy without the objective proof of back-testing, covering different market cycles.
What is the rationale of combining fundamentals and trend analytics?
Selecting the fundamentals that best capture the outperformers is essential. The right fundamentals justify the expectations of future gains. But some stocks may experience a falling trend anyway, as a result of massive selling pressure. Therefore, adding a layer of trend filter can help avoid the down moves and the ensuing losses. Combining strong fundamentals and validated positive trends is safe and wise. It is best practice, maximizing the performance and reducing the risks.
How much time should I dedicate to using Trendrating?
Little time indeed. Just a few minutes, not even every day, can have a big impact on your ability to increase returns and better manage risks. And actually, with Trendrating, you can save some of the time you use to consume data and information whose real value is uncertain and unproven.
How can your system improve my risk control?
With a sound 'trend risk control' filter, you can avoid stocks with a high probability to record a bear trend. Our trend analytics measure the buying vs. the selling pressure, the key driver of price trends.
Do I have more questions?
Send us an email at [email protected]. We will be happy to provide all the needed answers.
Request your 15-minute demo today!
See how easily you can build, test, optimize and validate your winning active strategy. Explore our directory of multi-parameter strategies.
what our clients say
The enlightening insights about the actual contribution to the alpha of popular fundamental parameters enabled me to improve my decision process.
A great technology to explore and discover the most productive combinations of selection rules.
The market intelligence and the discipline that I extract from Trendrating gives me more confidence than the conventional data and tools.
I save time and filter out the market noise thanks to Trendrating.
Building better model portfolios is easy and fast with this great tool.
The strategy builder is a game changer for developing superior active strategies.
The ability to select and document well-tested, logical rules gives me an edge in marketing my services.
The knowledge from rigorous fact-finding is the basis of a sound investment decision process. Trendrating is providing the information I want, well done!
Finally a system offering better information with actual value to navigate the market.
This is gold for active portfolio managers!
Empowering hundreds of professional investors For over a decade.
Different market cycles can reward different fundamental criteria. You can now track what works better.
Optimize your strategy as you like. Be more in control of opportunities.
Claim your free trial today!
unveil enlightening information in your investment universe. No cost, no obligation and free insights!
Our latest awards
We serve 300+ global institutions
Trendrating and its content are for investment professional use only and are not intended for the retail investment public.
Our Partners
A few selected names below.
Trendrating
Delivering Alpha.
Measurable.
Actionable.
Repeatable.