Built for individual investors who want to see the whole board.

TrendArc Invest is an independent publisher of US market research — a research Terminal that scores 2,417 US stocks every trading day on Health, Momentum and Moat, reads the macro regime in real time, and surfaces ArcCount™ buy and sell signals at the moments that count. It’s the output of a full research desk, distilled to one screen.

Start free — three full stock cards a week, the top-10 rankings, and the weekly newsletter, no card required. Insider unlocks the full Terminal; the two real-money portfolios put our own capital on the line. The recipe stays ours; the readings are yours, live.

Behind it: S.D., Founder & Editor — trained in finance (Morgan Stanley, BNP Paribas), a decade at Google in cloud product strategy and engineering program management, and ten years investing his own capital through the TrendArc Method™. Ten years private; now public.

Health

Fundamental durability. Five-year ROIC stability, gross-margin consistency, FCF conversion, R&D intensity — what survives a real downcycle.

Momentum

Price + breadth. Distance from 40-week MA, RSI regime, relative strength vs SPY, weekly MACD, 12-month RS rank — leadership before reflexivity.

Moat

Structural quality. 48% gross-margin stability + 41% ROIC durability + 7% FCF conversion + 4% R&D intensity. Sigmoid-normalized so fortress names like V / MA / MSFT aren't penalized for low R&D.

How the TrendArc Score works

The TrendArc Score is a single 0–100 conviction reading distilled from our three component lenses — Health, Momentum, and Moat. Higher means a stock the framework views as worth a serious look; lower means caveats the framework wants you to weigh before you commit capital.

The blend is not a textbook weighted average. The weights, the component normalizations, and the distribution shape were arrived at over hundreds of hours of real-money decision-making across our own portfolios — tested against names we already held, names we had rejected, and names we wished we’d caught earlier. We re-ran the same backtests and live-trade audits dozens of times, tuning until the ranking the score produced matched the ranking we’d have written down ourselves after weeks of fundamental work.

What that buys you is a score with the same opinions an experienced analyst would have, delivered in 0.3 seconds across 2,400+ US stocks. The distribution is anchored so that the median large-cap sits near 50, the genuine compounders separate cleanly into the upper quartile, and the structurally damaged names settle in the lower one — without bonus bumps, sentiment overlays, or look-ahead bias smoothing the picture.

We use this score every day, for our own capital. That’s the calibration discipline behind it — the formula stays proprietary because the time and the tested judgment that went into it are what makes the output trustworthy in the first place. The component scores and their drivers are fully visible on every stock’s detail card; the proprietary part is how we weigh and shape them into the final conviction number.

Data sources

  • Fundamentals: SEC EDGAR (10-K / 10-Q XBRL filings, 5-year aggregates)
  • Macro: FRED (Federal Reserve), ISM, ICE BofA, BEA, CNN Fear & Greed, Squeezemetrics GEX
  • Prices: Alpaca (IEX feed) for equities, Polygon for options, CoinGecko for crypto
  • Index components: official US 500 / US Tech 100 / US 30 / US 2000 membership

Legal framing

TrendArc Invest publishes financial newsletters under the publisher's exclusion of the Investment Advisers Act of 1940 (Section 202(a)(11), Lowe v. SEC). Our content is impersonal, bona fide, and circulated on a regular schedule. We do not manage subscriber accounts, hold subscriber funds, or give individualized investment advice.

Full legal language is on the Disclaimer page.

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