Methodology

How AlphaScala produces its data

This page is the canonical reference for where every number on AlphaScala comes from, how each score is computed, who is responsible for editorial output, and how often each surface updates. It is linked from every signals page, every broker review, the Alpha Score page, and the portfolios page.

Last updated: 2026-10-21. Reviewed quarterly. See also our Editorial Policy and Corrections workflow.

Primary data sources

Every AlphaScala number ties back to one of the following primary sources. We do not paraphrase from aggregators or unnamed sources.

  • Insider activity (Form 4) — Sourced from SEC EDGAR . Open-market transactions by Section 16 officers and directors. Updated daily.
  • Hedge fund holdings (13F) — Sourced from SEC EDGAR 13F filings . Quarterly with a 45-day lag — every 13F-derived number on AlphaScala is stamped with the as-of date so readers can judge freshness.
  • Politician stock trades (PTRs) — Sourced from periodic transaction reports (PTRs) filed with the House Clerk and the Senate eFD system . Electronically filed PTRs are parsed line by line; paper (scanned) filings are linked but not itemised. Amounts are the disclosed STOCK Act ranges, never point estimates, and identical same-day trades held in separate accounts are currently stored once. Member metadata (party, state, bioguide id) comes from the unitedstates/congress-legislators project. Checked daily; PTRs themselves disclose trades up to 45 days after the trade, and each chamber's pages show how current its data is.
  • Futures positioning (COT) — Sourced from the CFTC Commitments of Traders weekly reports. Tuesday positioning, published Friday afternoon US time.
  • Fundamentals — Sourced from Finnhub key statistics (valuation ratios, margins, returns, market cap). Covered tickers are refreshed on a rolling cycle, stalest first, about weekly; each stock page shows when its figures were last updated.
  • Prices — Stored quotes from TwelveData (FX, crypto, indices, commodities) and Finnhub (stocks), plus TwelveData daily closes. Prices are not real-time: each one is shown with its date, for reference only and not for execution.
  • Market analysis — Written from AlphaScala's own datasets and official releases (Federal Reserve, ECB, Bank of England, SNB, BLS, EIA, SEC), each article linking the filing or release it is based on. The rewritten wire-news feed was retired in October 2026.
  • Public trading records — Verifiable on TipRanks . Our Editor-in-Chief's two public portfolios are tracked there for independent verification. See /portfolios.
  • Broker information — Regulator registries (FCA, ASIC, CySEC, etc.) and broker-published documentation. Spreads are the broker's own published minimums per account type, not AlphaScala measurements.
Alpha Score methodology

Alpha Score is a 0-100 proprietary rating for US stocks. Each covered ticker is rescored on a rolling cycle (about weekly) from its latest daily closes, cached fundamentals and news sentiment. It blends four independent sub-scores into a single number; the weighting is fixed and published below.

Momentum30%
Price trend over 20 and 200 days, distance to 52-week high.
Value25%
P/E, PEG, forward P/E versus trailing P/E, and dividend yield.
Quality25%
ROE, net margin, debt/equity, revenue and EPS growth YoY.
Sentiment20%
Sentiment of recent news coverage in our article database, when there is any.

The full ranked list, sector filters, and per-stock explanations live on /alpha-score. Each ticker page also shows the per-factor breakdown that produced its score.

Recompute cadence: rolling, about weekly per ticker. Scores older than 21 days drop out of the rankings, and every page that displays a score shows its computation date.

Broker scoring rubric

Each AlphaScala broker review carries an editorial rating out of 5.0 in six categories, equally weighted. Overall rating = plain average of the six category scores, rounded to one decimal.

  • Regulation & SafetyTier-1 regulators held, segregation of client funds, compensation scheme coverage, public sanction history.
  • Spreads & FeesPublished minimum spreads per account type (the broker's own figures, not AlphaScala measurements), commissions, swap rates, withdrawal fees.
  • Platform & ToolsMT4/MT5/cTrader/proprietary platform availability, mobile execution, API access, charting, VPS support.
  • Customer SupportChannels offered, business-hours and weekend coverage, stated response times, language coverage.
  • EducationWebinar library, written guides, demo account quality, beginner-to-advanced progression.
  • Deposit & WithdrawalPayment methods, minimum deposit, stated withdrawal times, fees and FX conversion.

Editorial rating is independent of commercial relationships. Affiliate disclosure appears on every broker review. We do not accept payment to publish favorable coverage. See Editorial Policy for the full independence statement.

Review cadence: each broker is fully re-reviewed at least annually. Spreads and fees are spot-checked quarterly. Last-reviewed date appears on every broker page.

Portfolio tracking

AlphaScala's Editor-in-Chief maintains two public portfolios that are tracked on TipRanks for independent verification. We do not display performance numbers we have computed internally; the TipRanks rank is the source of truth.

  • Both portfolios are visible on TipRanks with full trade history.
  • Performance and ranking are computed by TipRanks, not by us.
  • We do not trade against our own published positions.
  • The current TipRanks rank percentile appears on /portfolios.
Market briefings

Market briefingsare a weekly summary and outlook per theme (Nasdaq, S&P 500, Bitcoin, crypto, gold, oil, forex majors). They are generated on a schedule from data AlphaScala owns — the week's price moves, the theme's Alpha Scores, insider activity (SEC Form 4) and COT positioning where relevant, plus the week's published coverage — not from generic web text.

  • Every factual claim is grounded in the supplied data; the model is instructed not to invent prices, dates, or filings.
  • Each briefing logs 1-4 forward-looking calls with a stated horizon and confidence, so they can be scored against outcomes over time.
  • Briefings are educational, not investment advice, and never recommend buying or selling.
  • Themes without an owned signal source (crypto, gold, oil) are produced from prices and coverage only — we do not fabricate proprietary signals where we have none.

Cadence: weekly. Each briefing shows the period it covers.

Update cadences
Data typeSourceCadence
PricesTwelveData / FinnhubEvery 3 hours; stock quotes rotate through covered tickers
Alpha ScoreInternal modelRolling, about weekly per ticker
FundamentalsFinnhubRolling, about weekly per ticker
Insider activitySEC EDGAR (Form 4)Every 6 hours from the EDGAR daily index
13F holdingsSEC EDGARQuarterly, 45-day filing lag
COT positioningCFTCWeekly, Friday PM US (Monday after a holiday)
Politician tradesHouse Clerk + Senate eFD PTRsDaily ingest, up to 45-day disclosure lag
Desk analysisAlphaScala data + official releasesDaily, when a qualifying filing or release appears
Broker reviewsInternal editorialAnnual full review; quarterly spot-check
Trading Q&AAI-drafted, editorially reviewedUpdated when market structure changes
Editorial process and AI disclosure

AlphaScala produces different content types through different workflows, disclosed on every page. Daily markets coverage is AI-drafted from named source material and passed through publishing checks. Long-form blog and Q&A are also AI-drafted, then reviewed by the editorial team before publication. Alpha Score and broker reviews are produced by their respective methodologies above.

Full editorial process, AI disclosure, sourcing standards, and independence statement are documented in our Editorial Policy. Corrections are handled per our Corrections workflow. Reach the team via the contact page.

AlphaScala is operated by ROGA AI LIMITED (Gibraltar). This methodology page is reviewed quarterly and updated when our data sources or scoring rubrics change. See also About, Editorial Policy, Corrections, and Risk Disclaimer.