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