Validea on Interactive Brokers

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Validea's Stock Research suite is a web-based investment research tool that analyzes stocks using a series of systematic, fundamentally-oriented investing models that are based on the strategies of Wall Street legends and other demonstrable investing methods. The service consists of 22 "guru"-inspired models and time-tested investment strategies that are used in individual stock analysis, new investment idea generation, model portfolios, trade alerts, stock ratings and additional features like Validea's ETF models portfolios and more. The guru models on Validea include approaches based on Warren Buffett, Peter Lynch, Ben Graham, Joel Greenblatt, Martin Zweig and many others.

Validea Stock Reports: Access individual stock reports based on guru strategies and point in time fundamental data.

Validea Standard: Access stock selection models based on Buffett, Lynch, Graham and other Great Investors.

  • Guru Analysis: Real-time analysis of any stock using proven factor-based strategies.
  • Guru Stock Screener: Screen for stocks that pass any guru models.
  • Model Portfolios: 14 easy to follow model portfolios that make following Validea's system easy. Users also have access to ETF Asset Allocation models, which have been tested back to 2006.
  • Trend Following: Buy and sell signals for stocks and major asset classes based on a proven technical timing system.

Validea Professional: Elite research tool with 22 demonstrable investing models, including portfolio set and much more.

  • Get All 22 Guru Models: Models based on fundamental momentum, private equity, value composites and shareholder yield are available in the model portfolios, guru analysis and guru stock screening features.
  • Model Portfolios: Unlock all 22 guru-based models. Users also have access to all ETF model portfolios (factor, sector and asset allocation strategies).
  • Trade Alerts: Individual stock alerts based on high conviction guru signals.
  • Industry and Country Portfolios: Industry- and country- based portfolios that contain the top stocks according to Validea's guru models.
  • Trend Following: Buy and sell signals for industries and investing styles based on a proven technical timing system.
  • My Validea Pro: Follow any industry or country/region and receive email alerts on upgrades and downgrades within them.

View Sample Report *Visit Website

  • * This sample research report is published by Validea and is being posted with permission from Validea. The views expressed in this article are solely those of the author and/or Validea and IB does not endorse or recommend any investment, trades or trading strategies discussed in the article. This material is provided for information only and is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad-based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation by IB to buy, sell or hold such security. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.