Methodology & Disclosures

Quantitative Entry Signals

iStockLens generates its Buy, Buy Small, No Entry Signal, and Avoid classifications automatically using predefined mathematical rules applied to financial and market data.

These classifications are generated consistently for all users. Individual stocks are not manually assigned or overridden with different entry signals.

Entry signals describe current price conditions: the trend, momentum, and how far the price has moved from its recent average. They are designed to identify price conditions that satisfy the model's predefined entry criteria, not to predict that a stock will rise or guarantee reduced investment risk.

Stock Discovery and Market Categories

iStockLens combines third-party market data, predefined thematic stock groups, and quantitative screening rules to identify and organize stocks across its platform.

Certain categories, including Market Heat themes, use stock groupings selected and maintained by iStockLens. These groupings determine which companies are included in a particular theme, while market performance calculations are generated from underlying market data.

Other sections, including Quality, Value, Strong Trends, Setups, and Notable, use predefined quantitative rules to evaluate eligible companies. The universe of eligible companies may include both third-party market lists and iStockLens-defined thematic groups.

Editorial Selection and Featured Stocks

iStockLens may manually select or highlight individual stocks for inclusion in featured sections or discovery lists.

Such placement does not change a stock's underlying quantitative entry signal. Featured placement should not be interpreted as a separate personalized investment recommendation.

Conflicts of Interest

iStockLens earns revenue from subscriptions. It does not receive payment from issuers for coverage, ranking, or featured placement, and it does not accept sponsorships for stock selection.

Market data is licensed from third-party providers.

iStockLens, its owners, and people who select featured stocks may hold personal positions in securities discussed on the platform. Those positions are not disclosed security by security. Holding a position does not change that security's quantitative entry signal.

Research Limitations

iStockLens provides general, non-personalized quantitative research. Its classifications do not consider individual financial circumstances, investment objectives, or risk tolerance.

Model outputs depend on the quality, availability, and timeliness of underlying data and are not guarantees of future investment performance.

Financial markets involve risk, including possible loss of invested capital. Users remain responsible for their investment decisions.