Investment Club AI Analyst
BetterInvesting SSG + Quality Growth Portfolio Intelligence
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Holdings
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Flagged
reduce or exit
Degrading
winners in decline
Cap mix
S/M/L/Mega vs 25/50/25/0
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myICLUB Valuation Statement
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Columns: Ticker, Company, Shares, Cost, Cap (small/mid/large), Sector
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PROCESS DISCIPLINE SCORE
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0 — Critical40 — Weak70 — Adequate85 — Strong100
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3% Rule — Sub-threshold positions
Size diversification — by weight, not count
Concentration cap — Single-position risk
Thematic concentration — 30% stress test
Sell discipline — Positions in SELL zone
Endowment effect — Long-term winners eating their own gains
Evaluate watch list candidates against BetterInvesting SSG criteria and your current portfolio gaps.
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Portfolio signals (existing holdings)
SignalMeaningWhen to actTrigger thresholds
HOLD Quality fundamentals intact — stock remains a strong BetterInvesting-grade position. No action. Continue to monitor quarterly earnings.
Quality ≥ 6Valuation ≥ 6Not degrading
WATCH Mixed signals — one or more metrics are weakening but not yet critical. Review at next meeting. Identify the specific concern.
Quality 4–6Any metric borderline
REDUCE Fundamentals weakening or degrading-winner pattern detected. Position should be trimmed. Consider selling 25–50% of position. Re-evaluate in 1–2 quarters.
Degrading + Quality ≥ 5Quality < 5 or Valuation < 5
EXIT Significant fundamental deterioration. Position no longer meets BetterInvesting criteria. Initiate sell process. Present at next club meeting for vote.
Quality ≤ 4Valuation ≤ 4Degrading + Quality ≤ 4
SSG zone signals (7-layer BetterInvesting model)

The SSG zone model evaluates where the price sits within its 52-week range and applies seven quality filters. It answers: "Is now a good time to buy, hold, or sell this position?"

SignalDefinitionAction
SSG: BUY Price in the lower 25% of 52-week range, U/D ≥ 3:1, uptrend confirmed, valuation reasonable. All or most criteria met. Strong candidate to add shares or initiate a new position.
SSG: WATCH Price in Buy zone but one or more criteria not met: U/D < 3:1, elevated P/E, Death Cross, negative FCF, or price below EMA200. Monitor closely. May flip to BUY when criterion resolves.
SSG: HOLD Price in the middle 50% of 52-week range. Not cheap enough to add, not expensive enough to sell. Hold existing shares. Wait for a better entry or exit opportunity.
SSG: SELL Price in the upper 25% of 52-week range. Stock is near its year high — potential to take gains. Consider taking partial profits. Confirm with full SSG before club vote.
LayerWhat it measuresKey thresholds
1 · Price Zone Where in the 52-week high/low range the price sits. Lower 25% = buy zone, upper 25% = sell zone.
≤ 25%ile → BUY zone25–75%ile → HOLD≥ 75%ile → SELL zone
2 · U/D Ratio Upside (distance to 52W high) ÷ Downside (distance to 52W low). Measures reward-to-risk from current price.
≥ 3:1 → meets BI threshold ✓< 3:1 → downgrades BUY → WATCH
3 · Valuation Trailing P/E categorized as Reasonable/Moderate/Elevated/High. Relative Forward P/E checks if earnings are expected to grow.
< 15 → Reasonable15–25 → Moderate25–40 → Elevated (→ WATCH)> 40 → High (→ HOLD)
4 · Trend Price vs EMA200 for long-term direction. EMA50 vs EMA200 for Golden/Death Cross confirmation.
Price > EMA200 → Uptrend ✓Price < EMA200 → downgrades BUY → WATCHDeath Cross → downgrades BUY → WATCH
5a · Dividend Yield Annual dividend as % of price. High yield is an income quality qualifier that can support a borderline BUY.
≥ 5% → HIGH — supports BUY2–5% → MODERATE< 2% → LOW
5b · FCF Yield Free Cash Flow ÷ Market Cap × 100. Measures quality of earnings — harder to manipulate than net income.
≥ 8% → STRONG: upgrades WATCH → BUY5–8% → GOOD2–5% → FAIRNegative → downgrades BUY → WATCH
6 · Momentum RSI and MACD as final confirmation layer. Oversold RSI in buy zone supports accumulation. Overbought RSI in sell zone adds caution.
RSI < 30 in buy zone → oversold recovery signalRSI > 70 in sell zone → overbought confirmationMACD above signal → bullish crossover
Quality & valuation scores (1–10)

Measures growth and profitability. Base score: 5. Adjusted up/down by the factors below.

FactorPoints
EPS growth > 15%+2
EPS growth 8–15%+1
EPS growth < 0%−2
Revenue growth > 10%+1
Revenue growth < 0%−1
ROE > 15%+1
ROE < 5%−1
Profit margin > 10%+1
7–10 → Strong4–6 → Moderate1–3 → Weak

Measures price attractiveness. Base score: 5. Adjusted by earnings expectations and price ratios.

FactorPoints
PEG ratio < 1.0+2
PEG ratio 1.0–1.5+1
PEG ratio > 2.5−2
PEG ratio 2.0–2.5−1
Forward P/E < Trailing P/E+1
Forward P/E > 120% of Trailing−1
Price-to-Book < 3+1
Price-to-Book > 10−1
7–10 → Attractive4–6 → Fair1–3 → Expensive
Key metrics reference
MetricDefinitionTargets & thresholds
EPS Growth (YoY) Year-over-year change in earnings per share. Core BetterInvesting growth indicator.
> 15% → Strong8–15% → Good0–8% → Slow< 0% → Declining
Revenue Growth (YoY) Year-over-year change in total revenue. Confirms that EPS growth has a real sales foundation.
> 10% → Strong5–10% → Moderate< 0% → Contracting
P/E Ratio (Trailing) Price ÷ trailing 12-month earnings per share. Measures how much the market pays per $1 of current earnings.
< 15 → Reasonable15–25 → Moderate25–40 → Elevated> 40 → High
Relative Forward P/E Forward P/E ÷ Trailing P/E. Values < 1.0 mean the market expects earnings to grow — the stock is cheaper on a forward basis.
< 0.85 → Strong growth expected ✓0.85–1.0 → Modest growth1.0–1.15 → Flat> 1.15 → Earnings decline expected
PEG Ratio P/E ÷ EPS Growth Rate. Normalises valuation for growth speed. A PEG of 1.0 means the P/E matches the growth rate exactly.
< 1.0 → Undervalued for growth1.0–1.5 → Fairly valued1.5–2.0 → Slightly expensive> 2.0 → Expensive
Return on Equity (ROE) Net income ÷ shareholders' equity. Measures how efficiently management generates profit from the equity base. BetterInvesting target: consistent ROE growth.
> 15% → Strong5–15% → Acceptable< 5% → Weak
Profit Margin Net income ÷ revenue. A wide and stable margin indicates a durable competitive advantage (moat).
> 20% → Exceptional moat10–20% → Quality indicator ✓5–10% → Moderate< 5% → Thin — risk of compression
U/D Ratio (52W High − Price) ÷ (Price − 52W Low). The BetterInvesting reward-to-risk ratio from the current price. Requires ≥ 3:1 to qualify as a buy.
≥ 3.0:1 → BI buy threshold met ✓1.5–3.0:1 → Below threshold< 1.5:1 → Poor risk/reward
50/200 EMA Cross Compares the 50-day and 200-day exponential moving averages. The Golden Cross (50 > 200) confirms a long-term uptrend; Death Cross (50 < 200) signals a downtrend.
GOLDEN → Uptrend confirmed ✓FLAT → TransitioningDEATH → Downtrend — downgrades BUY → WATCH
Dividend Yield Annual dividend per share ÷ price × 100. A high yield provides a cash return independent of price appreciation and can support a borderline buy signal.
≥ 5% → HIGH — income qualifier ✓2–5% → MODERATE< 2% → LOW
FCF Yield Free Cash Flow ÷ Market Cap × 100. How much free cash the business generates per dollar of market value. STRONG FCF upgrades WATCH → BUY; Negative FCF downgrades BUY → WATCH.
≥ 8% → STRONG: upgrades WATCH → BUY5–8% → GOOD2–5% → FAIR< 2% → WEAKNegative → downgrades BUY → WATCH
RSI (14-day) Relative Strength Index. Oscillates 0–100. Used as a confirmation layer — not a standalone buy/sell signal.
< 30 → Oversold (recovery candidate)30–70 → Neutral> 70 → Overbought (short-term caution)
Degrading Winner Club-specific flag for stocks that were strong performers but show 3–4 consecutive quarters of decelerating EPS growth and/or revenue compression. Triggers REDUCE or EXIT signal.
EPS deceleration 3–4 quarters → REDUCERev compression + Quality ≤ 4 → EXIT
High-conviction signal combinations
Portfolio SignalSSG ZoneInterpretation & recommended action
HOLD SSG: BUY Strong position in buy zone — ideal candidate to add shares at a favourable entry. Present at next meeting.
HOLD SSG: HOLD Quality position, fair price. No action needed — continue holding and monitor fundamentals.
WATCH SSG: BUY Good zone entry but portfolio fundamentals are mixed. Dig into the specific concern before adding.
REDUCE SSG: SELL Both frameworks suggest reducing — strong case for selling. Present for club vote.
HOLD SSG: SELL Fundamentals still intact but price is near year-high. Consider partial profit-taking; full SSG review recommended.
EXIT SSG: WATCH Fundamental deterioration is the primary driver. Initiate exit process regardless of zone signal.