PlusEVData/investing

About /investing

A free, open quant research platform for the Russell 3000 (and growing).

Data freshness

Daily OHLCVyfinance
UniverseiShares IWV (Russell 3000) holdings
Fundamentals snapshotyfinance .info (top 500 by weight)
Insider transactionsSEC EDGAR Form 4
Composite rankscomputed cross-sectionally each request
History depth2005-01-01 onwards (or stock IPO date)
Refresh cadencenightly cron (planned)

What's modelled, what's not

Total symbols in panel2569
Technical indicators30+
Fundamental ratios35+ (yfinance) โ†’ 150+ (FinanceToolkit, planned)
Composite rank dimensions5 (StockRank + V/Q/M/G)
BacktesterVectorized (vectorbt) + event-driven (nautilus, planned)
Live tradingnot active โ€” research only

Inspiration

  • Bloomberg โ€” rank-percent filtering, multi-asset terminal aesthetic
  • Finviz / MarketInOut โ€” fundamental + technical screener layout
  • TradingView โ€” interactive Lightweight Charts
  • Stockopedia โ€” composite Quality/Value/Momentum/Growth/Stock ranks
  • WhaleWisdom / Whale Watcher โ€” Form 4 insider transactions
  • AlphaSpread โ€” DCF calculator with editable assumptions
  • Schwager โ€” Market Wizards โ€” risk-adjusted-return discipline, position sizing

Free-data limits we accept

  • No real-time tick data โ€” daily bars only
  • No paid news / sell-side research
  • Survivorship bias in the universe (current Russell 3000 only)
  • Fundamentals are point-in-time-now snapshots, not point-in-time-correct historical (EDGAR XBRL is on the roadmap)
  • yfinance occasionally rate-limits โ€” some symbols may be missing on any given day

Not investment advice. For research only. Past performance does not guarantee future results.

Roadmap