Knowledge Base Overview
This page explains how the StockScreen.art platform works. It covers Learning and the Foundation Path, AI-powered investment research, technical analysis, quantitative rankings, market intelligence, performance tracking, testing and certificates, and the methodology behind recommendation-style research outputs. For a focused explanation of how artificial intelligence can be used in stock research, including its strengths, limitations and relationship to technical and quantitative methods, read our AI stock analysis guide.
The Knowledge Base is intended to define the platform's core entities once, then explain how they work together in a practical research process.
Platform Architecture
StockScreen.art is organized as a research workflow made of distinct tools. Each tool has a different role, and the platform is most useful when those roles are understood together.
How Should I Use StockScreen.art?
How should I use StockScreen.art? #
A practical workflow starts with the Market Screener, moves into MarketEngine™ for individual ticker analysis, compares multiple opportunities, reviews AlphaEngine™ weekly quantitative stock rankings and ends with an independent investment decision. When a concept is unfamiliar, the Foundation Path provides a structured explanation before the user returns to the research workflow.
The Market Screener helps users discover research candidates. MarketEngine™ explains one ticker in detail. Comparing opportunities helps users evaluate relative strength, expected upside and risk/reward across candidates. AlphaEngine™ provides a weekly ranked view of selected U.S. equities. The final decision should always include independent research, personal risk assessment and judgment.
Knowledge Base Index
Platform
What is StockScreen.art? #
StockScreen.art is an AI-powered investment research platform that combines quantitative stock rankings, technical stock analysis, market intelligence and evidence-based research tools to help self-directed investors discover, evaluate and monitor investment opportunities.
The platform is built around structured research rather than prediction. It helps users organize technical evidence, compare candidates and understand why a ticker may appear favorable, neutral or unfavorable at a specific point in time.
Who is StockScreen.art designed for? #
StockScreen.art is designed for self-directed investors, swing traders, position traders, active investors and market researchers who want structured technical research rather than unorganized market noise.
It can help users who want to screen markets, analyze individual tickers, compare investment opportunities and monitor how technical conditions change over time.
Why does StockScreen.art exist? #
StockScreen.art exists to help users evaluate investment opportunities consistently. Markets generate more data than most investors can review manually, so the platform organizes technical signals into a repeatable research workflow.
The purpose is to reduce research friction. Users can spend less time gathering disconnected indicators and more time judging whether a research candidate fits their own process, risk tolerance and portfolio context.
Is StockScreen.art financial advice? #
No. StockScreen.art provides educational research outputs, not personalized investment advice. The platform does not know a user's financial situation, objectives, risk tolerance or time horizon.
Recommendation-style outputs are educational research outputs, not personalized investment advice. Users should perform independent research and consult a qualified professional when appropriate.
What makes StockScreen.art different? #
StockScreen.art separates technical quality, opportunity timing, expected upside, confidence, probability, market regime and risk/reward so users can compare research candidates through a consistent methodology.
That separation matters because a stock can be technically strong but have limited expected upside, or it can have upside potential while still carrying weak technical quality or unfavorable risk/reward.
MarketEngine™
What is MarketEngine™? #
MarketEngine™ is StockScreen.art's real-time technical research engine for individual stock analysis. It evaluates one ticker at a time using technical indicators, expected upside, quality ratings, confidence, probability, market regime analysis and risk/reward levels.
MarketEngine™ is designed for detailed ticker research on the Stock Analysis page. It helps users understand the current technical setup, not simply whether a ticker has gone up or down recently. Readers who want the broader conceptual explanation can first review how AI stock analysis works, then return to MarketEngine™ to analyze a specific ticker.
How does MarketEngine™ analyze stocks? #
MarketEngine™ reviews trend, momentum, moving averages, volatility, relative strength, expected upside, market regime, technical quality and risk/reward to produce structured research output.
These inputs are evaluated together. A ticker may score well in one area and poorly in another, which is why the final output should be read as a synthesis of several technical conditions.
Why doesn't MarketEngine™ rely on one indicator? #
Single indicators can be noisy or incomplete. MarketEngine™ uses multiple signals so a recommendation-style output reflects broader evidence rather than one isolated data point. This multi-signal approach is one of the distinctions explained in the broader AI stock analysis methodology guide.
For example, momentum can look strong while risk/reward is unattractive, or a moving average trend can look healthy while expected upside is limited. Multiple indicators help show those tradeoffs.
Why can recommendations, targets and prices change? #
Recommendations, targets and prices can change because market data changes. Price movement, volatility, trend structure, momentum, relative strength and market regime can improve or weaken from one refresh to the next.
Targets can also change because model-generated levels depend on current reference price, volatility and technical structure. Price differences may occur when data refresh timing differs between views.
Why can two similar companies receive different recommendations? #
Two similar companies can receive different recommendations because their current price action, volatility, trend strength, expected upside, risk/reward and relative strength may be different.
The platform evaluates the current technical setup of each ticker. Similar businesses can have very different charts, momentum profiles and downside risk at the same time.
What is Quality Hold? #
A Quality Hold indicates strong technical quality but insufficient current expected upside or risk/reward to qualify as a Buy or Strong Buy.
Quality Hold exists because quality and opportunity are not the same thing. A strong company or strong chart may still be too extended, too close to its target or unattractive from a risk/reward perspective.
Why does StockScreen.art use Quality Hold instead of simply Hold? #
StockScreen.art uses Quality Hold to separate strong technical quality from current opportunity timing. A ticker can have a strong technical structure while lacking enough expected upside or risk/reward for a Buy or Strong Buy.
A simple Hold label can hide that distinction. Quality Hold tells users that the technical quality is notable, but the current setup may not offer enough reward relative to risk.
What is the difference between a Recommendation and a Quality Rating? #
A Recommendation describes opportunity timing, while a Quality Rating describes the underlying technical quality of the stock. A high-quality stock can still lack enough upside to qualify as Buy or Strong Buy.
This distinction helps users avoid treating every technically strong stock as an immediate opportunity. Quality Rating asks how strong the setup is. Recommendation asks whether the current setup also offers enough upside and risk/reward.
What is Expected Upside? #
Expected Upside estimates the percentage difference between the current reference price and the model-generated target. It is intended as a research comparison metric, not a prediction or guarantee.
Expected Upside helps users compare opportunities on a consistent basis. It should be interpreted alongside technical quality, risk/reward, confidence and market regime rather than in isolation.
Why isn't Expected Upside a prediction? #
Expected Upside is not a prediction because it describes the distance between a current reference price and a model-generated target under current technical conditions. It does not mean the target will be reached.
Price, volatility, trend, market regime and risk/reward can change. When those inputs change, Expected Upside can change as well.
What do confidence and probability mean? #
Confidence reflects how strongly technical signals agree with one another. Probability is a research estimate based on the overall signal mix. Neither should be treated as a guarantee.
Confidence can be higher when trend, momentum, relative strength and risk/reward are aligned. Probability should be read as decision support, not as certainty.
What do entry, target and stop levels mean? #
Entry is the current reference area, target is a model-generated upside level and stop is a risk-management reference level. These levels help users compare potential reward and downside.
The levels are research references. They are not instructions to trade, and they may change when price, volatility or technical structure changes.
Why do Buy and Strong Buy require upside thresholds? #
Buy and Strong Buy require upside thresholds because strong technical quality alone is not enough. The platform also checks whether the current setup offers enough expected upside and acceptable risk/reward.
A Strong Buy represents one of the highest-ranked opportunities identified by the platform after evaluating multiple technical factors. The threshold helps separate strong quality from a current research opportunity.
AlphaEngine™
What is AlphaEngine™? #
AlphaEngine™ is StockScreen.art's proprietary weekly quantitative stock-ranking engine. It evaluates a curated universe of U.S. equities and organizes the highest-ranked research candidates into weekly ranking tiers.
AlphaEngine™ is built for discovery. Where MarketEngine™ analyzes one ticker at a time, AlphaEngine™ ranks a broad universe so users can focus on higher-ranked investment opportunities.
How does AlphaEngine™ rank stocks? #
AlphaEngine™ ranks stocks using trend, momentum, relative strength, expected upside, market regime, technical quality, confidence, probability and risk/reward metrics.
The methodology is comparative. It evaluates stocks against a consistent framework so users can distinguish stronger research candidates from weaker or less timely candidates.
How do approximately 700 stocks become the Weekly Top 5? #
AlphaEngine™ begins with a curated universe of approximately 700 U.S. equities. Qualified names enter the Buy Watchlist, the highest-ranked group becomes the Strong Buy Watchlist and the five highest-ranked names become the Weekly Top 5.
The Weekly Top 5 is the most selective published tier. It is designed to narrow a broad universe into a small group of high-ranking research candidates for further independent analysis.
What is the Strong Buy Watchlist? #
The Strong Buy Watchlist is the highest-ranked group of AlphaEngine™ research candidates after the platform evaluates multiple technical factors, expected upside, market regime and risk/reward.
Strong Buy is not a guarantee. It indicates that the candidate ranked highly in the latest structured quantitative evaluation.
What is the Buy Watchlist? #
The Buy Watchlist contains additional qualified AlphaEngine™ research candidates that satisfy broad opportunity criteria but rank below the Strong Buy Watchlist.
Not every Buy becomes a Strong Buy because AlphaEngine™ uses relative ranking. A candidate may qualify for the Buy Watchlist while still ranking below the strongest opportunities in the current weekly scan.
What is Alpha Score? #
Alpha Score is a comparative ranking score used by AlphaEngine™ to organize research candidates by technical strength, relative strength, expected upside, confidence and risk/reward.
Alpha Score supports ranking and comparison. It should not be interpreted as a promise of performance or a substitute for independent research.
AlphaEngine™ rankings change weekly because the underlying market data changes. Trend, momentum, volatility, relative strength, expected upside, technical quality and market regime can all improve or weaken from one scan to the next. AlphaEngine™ is behind registration because it provides a protected research dashboard with weekly quantitative stock rankings, the Strong Buy Watchlist, the Buy Watchlist and historical paper-trade performance tracking.
Investors should use AlphaEngine™ as a discovery tool, then research any ticker in MarketEngine™ before making an independent decision. AlphaEngine™ ranks a curated universe weekly; MarketEngine™ analyzes one ticker at a time in detail.
StockScreen.art Learning & Foundation Path
What is StockScreen.art Learning? #
StockScreen.art Learning is the educational side of the platform. It explains how markets, instruments, valuation, technical analysis, derivatives, portfolio risk and economic forces fit together so users can understand the concepts behind the research tools rather than simply reading outputs.
The emphasis is practical understanding in plain English, supported by examples, graphics and connected concepts. Learning content is educational and does not provide personalized financial advice.
What is the Foundation Path? #
The Foundation Path is the first structured StockScreen.art Learning curriculum. It builds from fundamental market mechanics into valuation, stock analysis, derivatives, portfolio risk and real-world market behavior.
Lessons are designed to work in sequence, but each topic also has its own stable page so users can jump directly to a concept when they need a refresher while using StockScreen.art research tools.
How many lessons are in the Foundation Path? #
The Foundation Path contains 36 lessons across six modules. The curriculum progresses from how markets and financial instruments work through valuation, stock analysis, derivatives, portfolio and risk concepts, and finally the economic forces that influence real-world markets.
Browse the complete curriculum on the Foundation Path overview.
How does StockScreen.art Learning relate to AlphaEngine™? #
AlphaEngine™ applies quantitative research methods; StockScreen.art Learning explains many of the concepts underneath those methods. Users can move from an AlphaEngine™ term or ranking into a lesson, understand the concept, and then return to the research output with better context.
Particularly relevant lessons include How Stock Screening Works, Understanding Relative Strength, Volume, Breakouts and Confirmation, Risk/Reward and Position Planning, Position Sizing and Economic Cycles and Market Regimes.
Is the Foundation Path free to read? #
Yes. The current Foundation Path lessons are publicly available to read without a paid subscription. Registration is used for protected StockScreen.art features such as AlphaEngine™ and will also provide the user identity needed for assessment and certificate eligibility once certification is live.
Testing & Certification
Will StockScreen.art offer testing and certificates? #
Yes. Testing and certification functionality is currently being implemented for the Foundation Path. Once live, registered users who satisfy the required assessment criteria will be able to earn a Foundation Path certificate.
The assessment is intended to verify understanding of the curriculum rather than simply confirm that lesson pages were opened. Final testing mechanics, scoring and certificate issuance workflow are being implemented now.
Who will issue the Foundation Path certificate? #
The Foundation Path certificate will be issued by Chroma Quant Research after the learner satisfies the required assessment criteria once testing and certification are live.
StockScreen.art provides the curriculum and learning experience; Chroma Quant Research is the issuing organization identified on the Foundation Path certificate.
Who will be eligible for a Foundation Path certificate? #
Certificate eligibility is intended for registered users who complete the required Foundation Path assessment and satisfy the passing criteria once the testing system is live. Existing registered users will not need to create a separate StockScreen.art account solely for certification.
Detailed assessment rules, passing criteria and certificate-issuance steps will be published when the testing system launches.
When will testing and certification be available? #
Testing and certification functionality is targeted to be implemented within the next 30 days. The current target is to make the assessment and Chroma Quant Research certificate-issuance process available during early September 2026.
Until that functionality is live, users can complete and review the full Foundation Path, but certificates are not yet being issued.
Is the Foundation Path certificate a professional accreditation? #
No. The Foundation Path certificate issued by Chroma Quant Research is an educational certificate recognizing successful completion of the required StockScreen.art Foundation Path assessment.
It is not a university degree, professional licence, regulated financial designation or external professional accreditation, and it does not authorize the holder to provide financial or investment advice.
Core Comparisons
Methodology
StockScreen.art uses multiple indicators because markets are complex and no single data point explains an entire setup. The platform does not predict prices; it compares opportunities using consistent research inputs.
Consistency matters because it lets users compare one ticker against another using the same categories: technical quality, expected upside, confidence, probability, market regime, relative strength and risk/reward. Risk/Reward should be interpreted as the relationship between potential upside and defined downside, not as a guarantee that either level will be reached.
Performance Tracking
How does performance tracking work? #
AlphaEngine™ performance tracking follows paper trades over a 21 trading day horizon and compares them with matched SPY benchmark trades using the same entry date, exit date and notional capital.
This is historical paper-trade performance tracking for educational research. It is not live trading, it does not include every real-world execution constraint and it is not proof of future results.
Transparency
StockScreen.art relies on market data inputs that may update at different times across pages, tools or data providers. Prices can differ between pages when refresh timing differs. Targets can differ when the current reference price, volatility or technical structure has changed.
Different tools may refresh on different schedules because they serve different jobs. MarketEngine™ can refresh around individual ticker analysis, while AlphaEngine™ is based on completed ranking scans. As a result, users may occasionally see small differences in prices, targets or Expected Upside between the screener, analysis page and AlphaEngine™ dashboard.
Recommendations can change when momentum, trend, volatility, relative strength, expected upside, market regime or risk/reward changes. The platform cannot predict earnings, market crashes, breaking news, geopolitical events, regulatory decisions or sudden liquidity shocks.
Updates
MarketEngine™ is designed for real-time individual ticker research, while AlphaEngine™ is organized around scheduled weekly quantitative stock rankings. Update timing can differ because the two tools serve different research purposes.
Users should revisit analysis when price action changes, when major news occurs, when market regime shifts or when a research candidate no longer fits the user's risk framework.
Final Reminder
What is the most important reminder? #
No model predicts the future, no recommendation guarantees success and independent research remains essential. StockScreen.art is designed to organize research and compare opportunities using a consistent methodology.
Use the platform as decision support. Review the About page for platform context, visit the Home page to begin screening, read the AI stock analysis guide for a focused explanation of AI-assisted stock research, follow the Foundation Path for structured market education, read the Blog for educational research context, use MarketEngine™ for individual ticker analysis and contact StockScreen.art with platform questions.
Continue your research
Start with the market screener, build your knowledge through the Foundation Path, analyze an individual ticker with MarketEngine™ or review AlphaEngine™ weekly quantitative stock rankings.
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