StockInsights Screener Top Pick
The StockInsights Screener Top Pick model portfolio publishes an auditable live track record for a simple rules-based experiment: once per week, the current StockInsights Screener is ranked by valuation upside and the first eligible stock with fresh required data is selected. Decisions are immutable after they are recorded and are never recreated from later backfills.
Since inception TWR
+8.43%
Live inception Aug 24, 2026
Performance
Portfolio performance uses time-weighted return so recurring virtual contributions do not create artificial outperformance. Both series are normalized to 100 at inception.
Model TWR
S&P 500 (SPY)
Relative performance
Data as of
Normalized track record
Current holdings
Allocation
Immutable decision and execution history
Successful, skipped and failed scheduled runs remain visible. A later Screener refresh or strategy version cannot rewrite an earlier decision snapshot.
| Scheduled | Decision | Selection | Execution | Status | Version / audit |
|---|---|---|---|---|---|
| Sep 28, 2026, 03:00 PM UTC | Sep 28, 2026, 05:12 PM UTC | IHSrank 1 Valuation +832.05% · Coverage 65% | Sep 29, 2026, 01:30 PM UTC Open $8.42 | Succeeded | Strategy v1 |
| Sep 21, 2026, 03:00 PM UTC | Sep 21, 2026, 05:12 PM UTC | IHSrank 1 Valuation +832.05% · Coverage 65% | Sep 22, 2026, 01:30 PM UTC Open $8.44 | Succeeded | Strategy v1 |
| Sep 7, 2026, 03:00 PM UTC | — | No selection | — | Decision Failed MISSED_DECISION_WINDOW | Strategy v1 |
| Aug 31, 2026, 03:00 PM UTC | Aug 31, 2026, 05:12 PM UTC | TALrank 1 Valuation +816.99% · Coverage 65% | Sep 1, 2026, 01:30 PM UTC Open $11.74 | Succeeded | Strategy v1 |
| Aug 24, 2026, 03:00 PM UTC | Aug 24, 2026, 04:57 PM UTC | TALrank 1 Valuation +867.21% · Coverage 65% | Aug 25, 2026, 01:30 PM UTC Open $11.39 | Succeeded | Strategy v1 |
Methodology
The current rules below are read from immutable strategy version 1; historical runs retain the version that actually governed them.
Selection
The live StockInsights Screener uses DCF, DDM, RVM and sorts by valuation-desc. The engine checks up to 25 ranked candidates and selects the first eligible one.
Required freshness groups: price, valuation, fundamentals, models. Missing or stale required data fails closed; it is never guessed from a later backfill.
Repeat selections are allowed, so the rules do not change merely because a stock is already held.
Schedule and execution
Mondays at 17:00 Europe/Berlin. The documented live inception is Aug 24, 2026, 03:00 PM UTC. The scheduled time is the model's eligibility boundary; the actual decision is processed after the next healthy daily Screener-details refresh and its recorded timestamp is published in the history above.
Each successful selection adds a virtual $100.00 contribution. The fee assumption is explicitly $0.00 per execution.
Execution uses the next real session open strictly after the decision. Weekends and exchange holidays naturally advance to the next observed session; a missing open is not replaced with a close or estimate and can end in a visible failed run after 7 days.
Benchmark
Benchmark: S&P 500 (SPY) (SPY), versioned with the strategy contract.
The comparison uses Yahoo adjusted closes as a total-return proxy so dividend adjustments remain in the benchmark series. It is normalized to 100 at the same inception boundary as portfolio TWR. Missing adjusted-close data makes the benchmark unavailable; no price-only or alternate benchmark is substituted.
Because portfolio performance is TWR, recurring virtual contributions do not mechanically increase the return shown against the benchmark.
Auditability and changes
Every scheduled decision stores the ranking snapshot, engine/model versions, historical rank and selected ticker before execution. Decision snapshots and successful executions are protected from later mutation at the database layer.
The track record begins only with real scheduled live runs. No historical Screener ranking is reconstructed, no retroactive purchase is inserted, and strategy changes create a new immutable version instead of rewriting older results.
Failed and skipped runs remain part of the public history. Delisted or later-closed positions are not silently removed from the historical record.
Disclosure
This is a simulated/model portfolio maintained by StockInsights for educational and product-evaluation purposes. It is not a brokerage account and StockInsights does not send actual orders to a broker.
Published returns are hypothetical results of the documented rules and data availability. Past performance is not a guarantee of future results. Taxes, slippage, spreads, liquidity constraints and real-world execution differences can materially change investor outcomes.
The content is informational and is not individualized investment, tax or legal advice. Always evaluate securities and risks independently before making an investment decision.