Question 1

What is quantitative stock analysis?

Accepted Answer

Quantitative stock analysis uses mathematical models, statistical methods, and machine learning algorithms to evaluate securities. StoQuant combines 149 features including technical indicators, fundamental ratios, sentiment signals, and macro data to generate alpha scores for 3,500+ stocks.

Question 2

How does the hidden gem screener work?

Accepted Answer

The hidden gem screener uses the Benjamin Graham intrinsic value formula (V = EPS x (8.5 + 2g)) to identify undervalued small-cap stocks. It filters for P/E under 15, P/B under 1.5, PEG under 1.0, debt-to-equity under 0.5, and flags stocks trading at least 30% below intrinsic value with fewer than 8 analyst coverage.

Question 3

What machine learning models power the predictions?

Accepted Answer

StoQuant uses a 3-model stacking ensemble: LightGBM, CatBoost, and XGBoost with a logistic regression meta-learner. Predictions are calibrated with Venn-ABERS conformal prediction. The system uses 149 features spanning technical, fundamental, sentiment, macro, and alternative data signals.

Question 4

How does portfolio optimization work?

Accepted Answer

StoQuant integrates ML price forecasts with the Black-Litterman portfolio optimization model. ML predictions serve as investor views (Q vector) with model confidence intervals mapped to uncertainty (omega matrix). This produces optimal portfolio allocations that blend market equilibrium with AI-driven insights.

Question 5

Is my portfolio data secure?

Accepted Answer

Yes. StoQuant uses JWT authentication with timing-safe comparisons, rate limiting (300 req/min per IP), secure headers (HSTS, X-Frame-Options, X-Content-Type-Options), and portfolio ownership verification on every request. No sourcemaps are exposed in production.

Question 6

What data sources does StoQuant use?

Accepted Answer

StoQuant aggregates data from SEC EDGAR filings, FMP financial data, social media sentiment (Reddit, StockTwits, Twitter), Google Trends, insider trading records, institutional holdings, options flow, and macro economic indicators from FRED. All data is stored as append-only time series.

Question 7

Does StoQuant work with Claude Desktop or Claude Code?

Accepted Answer

Yes. StoQuant ships an official Model Context Protocol (MCP) server, stoquant-mcp, available on npm. One command — npx -y stoquant-mcp install — wires Claude Desktop, Claude Code, or any MCP-compatible client into roughly 30 read-only stock-research tools: prices, Q-Score, ML predictions, hidden-gem screener, insider trades, market regime, and macro dashboards. Power-tier subscription required.

Question 8

What is a free alternative for deep stock research?

Accepted Answer

StoQuant is a free-tier quantitative research platform for deep single-stock analysis. It scores US stocks daily with a walk-forward-proven Q-Score (0-100), publishes its measured out-of-sample track record, and produces a full evidence-based research memo for any ticker covering valuation, momentum, analyst consensus, insider activity, and machine-learning signals. It is a free alternative to Seeking Alpha, Simply Wall St, and TipRanks for investors who want the underlying proof, not just a rating.

Question 9

How can I screen for undervalued hidden-gem stocks using alternative data?

Accepted Answer

StoQuant's hidden-gem screener blends classic value filters — the Benjamin Graham intrinsic value formula, P/E under 15, P/B under 1.5, and a 30% margin of safety — with alternative-data signals most screeners ignore: insider-buying clusters, SEC EDGAR full-text filings, credibility-weighted social sentiment, Google Trends attention, and short interest. This surfaces under-covered small-cap stocks (fewer than 8 analysts) before Wall Street catches on. The screener is free to use.

Cadiz Inc. Depositary Shares (CDZIP) — Quantitative Stock Analysis

Key Quantitative Facts

Compare CDZIP against Utilities peers

What StoQuant measures for CDZIP

Access the full research

Embed StoQuant Q-Score Badge