Each Stock Pro model is its own systematic strategy with its own approach to the market — different goals, different machinery. Each has a distinct role, research process and portfolio record.
Different investors need different tools. A long-horizon compounder doesn't need the same strategy as someone seeking an all-weather core. The Stock Pro lineup is purpose-built across that spectrum — and model holdings can overlap when strategies are combined.
Predictive models, company fundamentals and AI research come together in one 25-stock portfolio.
Follow the daily battles as challengers compete with current holdings.
Explore Flagship AIAn adaptable ETF portfolio brings stocks, bonds and gold into one clear allocation plan.
See how market trends and economic risks shape your exposure.
Explore Core AISustained momentum, fundamentals and AI research narrow the S&P 500 to a 35-stock portfolio.
Qualified challengers are checked against holdings every day.
Explore Plus AIExplore the S&P 1500 through machine-learning rankings, financial checks and source-linked research.
Discover company briefs and investment reviews behind a 25-stock target.
Explore Opportunities AIA concentrated growth sleeve turns short-horizon forecasts into a focused stock allocation.
Follow the published weights and changes. Concentration amplifies gains and losses.
Explore EdgeThree perspectives. One focused portfolio.
Predictive models, company fundamentals and AI research come together to assess leading U.S. companies. Flagship AI combines those perspectives into a Fusion Score and follows a 25-stock model portfolio with clear holdings, research and recorded decisions.
The daily battles show how challengers compete for a place. A research decision changes the portfolio only when a modeled fill is recorded. Positions start equally weighted, drift with prices and reset to equal weights quarterly.
Flagship AI is now the primary Flagship portfolio. Original Flagship remains available separately through a dashboard link, with its own holdings and performance history. The two records are never blended.
Investors who want focused stock ideas, evidence behind the selection, and a clear view of which challengers are competing with current holdings.
Investors seeking a passive index fund, multi-asset diversification or automatic execution in their brokerage account.
Available via the Stock Pro Flagship AI subscription at $199/month, or $1,990/year. 7-day free trial. Also a building block in Private Client Portfolios.
Build your foundation. Adapt as markets change.
Bring stocks, bonds and gold together in one adaptable ETF model portfolio. Core AI provides a clear allocation plan across U.S. and international equities, bonds, gold and Treasury bills, without requiring you to research individual companies.
Market trends guide which exposures qualify for capital. Capital from excluded sleeves is redirected to eligible trending sleeves within allocation caps; only the remainder goes to Treasury bills. The model reviews completed market data and rebalances monthly.
AI reviews economic conditions, supplies evidence and explains exclusions. Its guardrail can restrict new capital; it does not select holdings, size positions or execute trades.
Long-term investors who want an ETF-based portfolio foundation and a clear plan for adjusting exposure as market trends change.
Investors looking for concentrated individual-stock ideas or a portfolio that keeps the same asset weights in every market.
Available via the Stock Pro Core AI subscription at $99/month, or $990/year. 7-day free trial. Also a building block in Private Client Portfolios.
Find the leaders. Make every position earn its place.
Sustained momentum, company fundamentals and AI research bring the S&P 500 into focus. Plus AI narrows that universe to a 35-stock model portfolio, with qualified challengers reviewed against existing holdings every day.
An eligible challenger must establish an eight-point advantage over its paired holding for two consecutive market sessions before a modeled next-session-open replacement. Daily review does not mean daily trading.
Holdings persist between reviews. Weights drift with prices and reset to equal weights each quarter. Replacements use the outgoing position's net proceeds, without resetting unrelated holdings.
Investors who want an ongoing stock-discovery and portfolio-review process without screening hundreds of companies themselves.
Investors who want a diversified ETF allocation, a static stock list or a dedicated defensive cash strategy.
Available via the Stock Pro Plus AI subscription at $349/month, or $3,490/year. 7-day free trial. Also a building block in Private Client Portfolios.
Find the change. Research the opportunity.
Machine learning meets company fundamentals and source-linked AI research across the S&P 1500 universe. Opportunities AI looks beyond the largest companies to assemble a 25-stock model portfolio from candidates that pass its eligibility and research checks.
The workflow separates discovery from approval: machine learning ranks candidates, financial checks assess the business, and investment reviews examine the evidence. Monthly portfolio decisions are supported by weekly research and daily monitoring.
A searchable company library makes the research process visible. Lightweight company briefs summarize available financial facts, while investment reviews assess potential portfolio candidates. Research coverage expands as source data becomes available; a company brief alone is not an entry approval.
Investors seeking a broader stock-discovery universe, evidence-backed research and a portfolio intended for a multi-year horizon.
Investors needing short-term capital stability or expecting every company in the universe to have a completed investment review.
Available via the Stock Pro Opportunities AI subscription at $99/month, or $990/year. 7-day free trial. Also a building block in Private Client Portfolios.
Find the momentum. Focus the firepower.
Edge is Stock Pro's aggressive growth sleeve. Machine learning ranks a Nasdaq-100 stock universe using short-horizon forecasts, then portfolio optimization turns the selected ideas into clear allocation targets.
The model selects 12 candidates from its ranked universe. Allocation sizes reflect the optimization process, so the published portfolio can hold fewer names. Allocations and trade signals refresh each run, with daily updates rather than a fixed weekly trading promise.
The dashboard shows where the model is focused through allocation tiles, published weights and changes from the prior allocation. Concentration can amplify both gains and losses; these targets are model research, not orders placed in your brokerage account.
Growth-oriented investors who want a concentrated tactical sleeve and can tolerate substantial swings in individual stocks and sectors.
Investors seeking broad diversification, capital stability or a substitute for a balanced long-term portfolio foundation.
Available via the Stock Pro Edge subscription at $99/month, or $990/year. 7-day free trial. Also a building block in Private Client Portfolios.
Pick one Stock Pro model — or stack several — delivered as research. Daily signals you act on yourself in your own brokerage account. Cancel any time. Educational use only.
Stock Pro builds, executes, and rebalances a custom portfolio for you — combining the five models into a blend that fits your goals, horizon, and tax situation. Includes Opportunities and Edge.
Algorithmic strategy. This page describes how each model is constructed and how it behaves; it does not present model performance, and nothing on it should be read as a performance record or a projection. Strategies may experience higher volatility than the broader market and may underperform for extended periods. Past performance is not indicative of future results.
Model portfolios can lose value and may overlap in holdings. Research scores and star displays describe model inputs, not a probability of gains. Published allocation targets are not brokerage executions.
Stock Pro Subscriptions are educational research products and do not constitute personalized investment advice. Stock Pro Private Client Portfolios is a discretionary advisory service offered by Stock Pro, a Registered Investment Adviser in the State of Washington. Specific model parameters, caps, and access tiers are subject to change.
Subscribe to access them directly, or become a Private Client to deploy them as a custom blend.