Trendrating: Investment Analytics Platform
Trendrating helps asset managers and financial advisors identify market trends and validate stock selections. It is designed for teams that combine fundamental research with trend-based risk management.
At a glance
- Category
- Finance & Accounting
- Best for
- Investment Firms, Financial Advisors, Portfolio Managers, Asset Managers, Risk Managers
- Pricing
- Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website, though the company offers a 15-minute demo and free trials.
- Key use cases
- Stock Validation and Ranking, Strategy Backtesting, Trend Risk Monitoring, Macro Analysis
- Integrations
- Factset, Bloomberg, Matlab, R, S-Plus
- Official website
- trendrating.com
Trendrating is a cloud-based analytics platform designed for professional investment managers. It focuses on capturing medium to long-term price trends using AI-driven models to help users identify potentially outperforming and underperforming securities.
The tool is built for professional roles, including fund managers, wealth managers, and risk managers. It provides tools for ranking stocks, testing investment strategies against historical data, and monitoring portfolios for trend reversals.
By assigning ratings to instruments, the platform helps users refine their selection process and adjust exposure based on confirmed price action. This approach is designed to complement existing fundamental research.
Buyers should confirm if the technical requirements of the platform align with their team's capabilities, as the software is intended for institutional use.
Key Features
Uses a pattern recognition algorithm to assign ratings (A and B for bull trends, C and D for bear trends) to global instruments.
Supports stock validation and ranking to help refine the selection and allocation process.
A tool for designing and testing active strategies against up to 15 years of historical data.
Provides daily access to analytics for over 20,000 global instruments via an API.
Offers algorithmic stock selection rules that combine fundamentals with positive price trends.
Includes AI technology to support the investment research and decision-making process.
Use Cases
Using trend ratings to validate investment ideas and rank securities within a specific universe.
Testing combinations of fundamental and trend parameters against historical benchmarks to evaluate potential performance.
Monitoring for critical trend reversals to help manage risk in portfolio holdings.
Comparing trends across different markets, sectors, and industries to inform allocation decisions.
Best For
Integrations
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website, though the company offers a 15-minute demo and free trials.
FAQ
It is designed for professional investors, including asset managers, wealth managers, fund managers, and risk managers at institutional levels.
The platform uses a pattern recognition algorithm and multi-factor analysis to assign ratings from A (bull trend) to D (bear trend).
Yes, it offers an API data feed that can be integrated with third-party platforms like Bloomberg and Factset, or proprietary systems.
Yes, the platform provides free trials and 15-minute demo sessions for prospective clients.
Source category: Finance & Accounting
Source subcategory: Analytics & Reporting
