Tracking ideas

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Find Undervalued Stocks With a Repeatable Framework

CHEAP SURVIVAL CATALYST TIMING POSITION SIZE

Run a repeatable investing framework. Find undervalued stocks where cheap + survival + catalysts + timing align. MSPT helps you scan, track, and monitor ideas so you can deploy capital with discipline.

  • Identify undervalued stocks with fast valuation anchors
  • Track ideas and catalysts with structured watchlists
  • Confirm survival using balance sheet and cash flow data
  • Time entries with technical sentiment overlays
  • Monitor portfolio risk and position sizing
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No long tutorials. Clear signals. Built for fundamentals-first investors.

Daily MSPT loop

One place to see what changed across your stock universe

MSPT connects screening, scorecards, insider activity, options flow, technical setup detection, portfolio holdings, and trade plans into a repeatable review workflow. Universe Delta tells you what deserves attention first, then links you directly to the right research page.

1. Discover Screen, Leads, Scorecard, Fund flows
2. Track Watchlists, notes, alerts, custom action buckets
3. Prioritize Universe Delta ranks candidates and holdings by urgency
4. Act or wait Fundamentals, Trade Management, review queues

What you can do with MSPT

Universe Delta
Priority feed for candidates, holdings, events, and review queues.
Fundamentals
20y statements + TTM trends across five pillars.
Charts
Candleglance, Continuous, Paged. Scan fast, dive deep.
Scorecard
One table: Fundamentals & Valuation vs peers.
Technicals
RSI, ADX/DMI, PMO, MACD, ATR—reversal discovery toolkit.
Screen
Filter by marketcap, IPO, fundamentals, value, momentum and trend factors.
Leads
Style-based candidate feeds for deep value and setup discovery.
Insiders
12 months of insider activity to spot conviction shifts.
Options flow
Option block trades that can foreshadow price action.
Flows
Subindustry and money-flow context for where capital is moving.
Alerts
Daily updates with tier change notifications.
Portfolio
Track up to 10 portfolios vs SPY; spot over-allocations with sector/industry pies.
Trade Mgmt
Plan entries, stops, R targets, partials, and portfolio follow-up.
Analysis
One-click AI write-up from fundamentals, valuation, momentum, and insiders.

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.

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.

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.

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

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.

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

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

Alerts

Daily fundamentals updates with tier change notifications.

  • Email or push methods.
  • Price/percent and custom conditions.
  • Link back to charts or scorecards.
Alerts preview

Portfolio

Compare your portfolios to SPY and visualize allocations.

  • Create up to 10 portfolios to test strategies.
  • Table shows Actual vs SPY value, Difference, and % Difference.
  • Pie charts reveal sector/industry/subindustry over-weights.

Trade Management

Turn a candidate into a plan before capital is committed.

  • Detect technical setups and separate building, near-trigger, triggered, and extended states.
  • Create plans with entry, stop, target, reward/risk, position size, and setup family.
  • Manage after entry with R milestones: partials, breakeven, lock-profit, and trailing logic.
  • Universe Delta Portfolio Watch surfaces stop breaches, target hits, and stale plan issues.

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

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