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Find Undervalued Stocks. Plan Better Entries. Manage Every Position.

VALUE SURVIVAL CATALYST ENTRY MANAGE IMPROVE

MSPT turns valuation, survival, catalysts, technical timing, and portfolio risk into one repeatable workflow, from discovery and position sizing through active management and post-trade learning.

  • Discover and prioritize undervalued candidates using fundamentals, catalysts, and technical setups
  • Define the entry, structural stop, position size, and portfolio risk before acting
  • Manage holdings, partials, add-ons, and exits, then learn from completed trades
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Clear workflow guides. Actionable signals. Built for fundamentals-first investors.

Tracking ideas

Complete MSPT loop

From candidate discovery to post-trade learning

MSPT connects screening, scorecards, insider activity, options flow, technical setup detection, portfolio holdings, and trade plans into a repeatable decision workflow. Universe Delta prioritizes what changed, Trade Management defines the plan, Trade Control manages active risk, and completed positions plus optional process check-ins feed a measurable Trade Coach learning loop.

1. Discover Screen, Leads, Scorecard, Fund flows
2. Prioritize Universe Delta ranks candidates and holdings by urgency
3. Plan Entry, structural stop, position size, targets, portfolio heat
4. Manage Trade Control, proactive alerts, partials, add-ons, stop moves
5. Review Review the exit, entry quality, plan adherence, and optional process check-in
6. Improve Use Trade Coach patterns across results, discipline, confidence, and pressure

What you can do with MSPT

Follow the same sequence in the product: discover and research ideas, prioritize changes, build a plan, then manage and learn from positions.

1 Discover
Screen
Filter by marketcap, IPO, fundamentals, value, momentum and trend factors.
1 Discover
Leads
Style-based candidate feeds for deep value and setup discovery.
1 Research
Fundamentals
20y statements + TTM trends across five pillars.
1 Research
Scorecard
One table: Fundamentals & Valuation vs peers.
1 Research
Charts
Candleglance, Continuous, Paged. Scan fast, dive deep.
1 Research
Technicals
RSI, ADX/DMI, PMO, MACD, ATR—reversal discovery toolkit.
1 Research
Insiders
12 months of insider activity to spot conviction shifts.
1 Research
Options flow
Option block trades that can foreshadow price action.
1 Research
Flows
Subindustry and money-flow context for where capital is moving.
1 Research
Analysis
One-click AI write-up from fundamentals, valuation, momentum, and insiders.
2 Prioritize
Universe Delta
Priority feed for candidates, holdings, events, and review queues.
3 Plan / 5-6 Learn
Trade Mgmt
Plan and manage every position, then improve entries and execution with Trade Coach.
4 Manage
Portfolio
Holdings, plan coverage, portfolio risk, allocation, and broker alignment.
4 Manage
Trade Control
Daily decisions for active risk, targets, broker alignment, and portfolio heat.
4 Manage
Alerts
Custom signals plus proactive stop, partial, and trailing reviews.

Screen

Filter by market cap, IPO age, value/momentum, sector presets.

  • Universe of 5k+ tickers with fast filters.
  • Save lists for Watch, Buy, Sell, Risk, and more.
  • Export or pivot into scorecards.
Screener preview

Leads

Style-based candidate discovery before a ticker enters your main workflow.

  • Switch between investment styles instead of relying on one static screen.
  • Review valuation, fundamentals, insider, momentum, entry, distress, runway, and safety components.
  • Use the feed as a hunting ground, then move names into your tracked universe for Delta monitoring.
  • Ask AI for a catalyst brief when you want a fast first-pass research note.
Leads style feed

Fundamentals

20y history + 5y quarterly TTM to confirm trends.

  • Profitability, Growth, Liquidity, Leverage, Solvency.
  • Drill into metric details; jump to filings & earnings.
  • Yearly and quarterly views for inflection checks.

Scorecard

One table that ranks each company vs its peer group.

  • As-of: last NYSE close.
  • Fundamentals Score: avg of five pillars.
  • Valuation Score: sum of value ratios (e.g., Sales/Price, EBITDA/EV).
  • Metrics trimmed at 5/95th pct; scaled 0–100 vs peers.
  • Small peer groups smoothed; six percentile tiers.
Scorecard preview

Charts

Three views: Candleglance grid, Continuous, and Paged.

  • Hotkeys: d / w / m; ← / → in Paged.
  • Infinite scroll for fast scanning.
  • Select tickers to add notes, lists, or alerts.

Technicals

RSI, ADX/DMI, MACD, ATR—reversal discovery toolkit.

  • Daily/weekly signals with trend context.
  • Combine with fundamentals to avoid traps.
  • Screen and chart with the same factors.

Insiders

12 months of activity to spot conviction shifts.

  • Count unique buyers over last year.
  • Aggregate dollar value for signal strength.
  • Sort by weekly insider flow.
Insider preview

Options flow

Block trades that can foreshadow price action.

  • Filter by size, type, and side.
  • Pair with catalysts and insiders.
  • Block trade radar with bull/bear scores (last 30 days).
  • LEAPS: OTM calls with a vs. stock comparison.

Flows

Context for where capital and industry strength are improving.

  • Use subindustry flow to avoid isolated ticker signals without group support.
  • Compare trend, breadth, and relative movement before chasing a single setup.
  • Feed the same context into Universe Delta so stronger groups can lift review priority.
Flows table

Analysis

Generate an AI-crafted equity note from your Fundamentals view.

  • Blends multi-period fundamentals with peer-median valuation.
  • Adds price action plus daily/weekly/monthly trend & momentum.
  • Includes insider-buy context in the final synthesis.
  • Essay output (4–8 paragraphs) with strict Z-Prime labels and discount/premium rules.
AI analysis preview

Universe Delta

Daily priority feed for your complete MSPT user universe.

  • Ranks candidates, action-list tickers, notes, alerts, holdings, and active trade plans.
  • Combines Scorecard, Leads, Trade Management, insiders, options flow, subindustry context, and portfolio state.
  • Separates candidate discovery from Portfolio Watch so holdings risk does not flood the main feed.
  • Turns changes into review queues: Open, Interested, Waiting, Rejected, Acted On, and Reviewed.

Trade Management

Define the trade before entry, manage it after entry, and learn after exit.

  • Detect technical setups and separate building, near-trigger, triggered, and extended states.
  • Create plans with structural stops, ATR validation, R targets, position size, and Portfolio Risk / Heat Guard.
  • Manage R milestones, partials, add-on legs, breakeven, lock-profit, trailing, and final exits.
  • Review complete position lifecycles, including linked add-ons, exit reasons, and plan adherence.
  • Use optional process check-ins to assess entry quality, plan readiness, pressure, risk acceptance, and execution discipline.
  • Measure setup expectancy over repeated samples, separate good decisions from outcomes, and work in 10-decision coaching batches.

Portfolio

Keep holdings, trade plans, portfolio risk, and broker records aligned.

  • Create up to 10 portfolios to test strategies.
  • Track quantity, cost basis, realized activity, linked stops, R targets, and unmanaged shares.
  • Connect read-only IBKR positions and review execution or quantity differences before reconciliation.
  • Pie charts reveal sector/industry/subindustry over-weights.

Trade Control

One daily control center for every active position that needs a decision.

  • Prioritize stop breaches, reached R targets, missing plans, add-on reviews, and broker drift.
  • Monitor current R, stop distance, next target, position risk, and total portfolio heat.
  • Record planned partials and stop updates without losing the original plan or R history.
  • Compare Trade Management plans, MSPT holdings, and read-only broker positions in one workflow.
  • Use delayed market prices during the session with clear quote and broker freshness context.

Alerts

User-defined signals and proactive Trade Plan notifications.

  • Create price, percentage, valuation, fundamental, technical, insider, and options-flow alerts.
  • Receive deduplicated plan alerts for stop breaches, partial milestones, and trailing-stop reviews.
  • Use in-app notifications or opt in to email delivery for time-sensitive plan reviews.
  • Open the relevant chart, scorecard, or Trade Management plan directly from the alert.
Alerts preview

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