Strategy Alignment
In short
How well a stock matches your chosen investment strategy — scored 0-100
When you pick an investment strategy (like value investing or momentum), the platform scores each stock on how well it fits that strategy. High alignment score = great match. Low score = doesn't fit your style.
Strategy alignment scores are computed by comparing a stock's financial profile against each strategy's factor requirements. Scores range 0-100 and are updated regularly as financial data changes. A score above 70 indicates strong alignment with the strategy's philosophy.
Thresholds
- 0-40
- Poor fit for this strategy
- 40-60
- Moderate alignment
- 60-80
- Good strategic fit
- 80-100
- Excellent — core holding candidate
Related concepts
- Deep Analysis — Deep analysis runs four specialist agents on a stock: fundamental, technical, sentiment and risk. Their findings are combined into one investment report.
- Portfolio Rebalancing — If your target is 60% stocks / 40% bonds but stocks rally and become 75%, rebalancing sells some stocks and buys bonds to restore the 60/40 split. It's automatic discipline — sell high, buy low.
- Analysis Allowance — Each plan includes a set number of AI analyses per week. Free includes 3, Starter 50, and Professional unlimited. Every analysis counts as one, whether it is a quick overview or a full committee run. Allowances reset every Monday and are not sold separately, so more analyses come from moving up a plan.