TICKER,BUY/SELL,SHARES,PRICE,DATE — one trade per lineThe Screener tab shows all companies ranked by their FORGE Score — a composite score built from 19 signals including revenue growth, FCF trajectory, gross margin, and operating leverage.
Results are cached from a nightly 2am scan. Click Refresh Results to reload the latest cached data without burning API calls.
Type any ticker in the Analyze tab to pull a full deep-dive: live FORGE Score, 4-year revenue and FCF trend, gross margin trajectory, operating leverage signal, and all scoring breakdown signals.
The TTM LIVE row shows the current trailing twelve months — updated with the latest quarterly earnings.
Click any ticker in the Screener or Portfolio to jump directly to its Analyze view.
Select your portfolio, enter the dollar amount to deploy, and click Calculate Deployment Plan. FORGE will allocate across the current top scoring companies using Kelly-weighted sizing.
Each position shows either Dollar order (fractional shares available) or Buy X shares (whole shares only).
After executing trades in your brokerage, log them in the Trade Entry tab. Use Bulk Import to paste multiple trades at once.
Shares can be fractional. Date must be YYYY-MM-DD format. Price is per share.
The Portfolio tab shows your live positions with real-time prices, unrealized P&L, FORGE score per position, and sector allocation.
The Position Heat Map gives a visual snapshot — box size = position weight, color = unrealized P&L. Click any box to analyze that position.
The FORGE Score is a composite of 19 signals. The four primary factors carry the most weight:
Scores above 75 are rare — that is the point. The screener is designed to be selective, not exhaustive.
The four core factors total 100 points, but bonus signals — including 200-day MA, insider ownership, gross margin expansion rate, and operating leverage — can push exceptional companies above 100. A score of 110 or 120 means a company is excelling across nearly every dimension. Scores are intentionally uncapped so elite compounders are not artificially flattened.
A high score is not a buy signal — valuation and qualitative review are always the final step.
FORGE is a custom stock screening system built around one core belief: the best long-term investments are companies that grow revenue rapidly, generate increasingly strong free cash flow, and have a durable business model that competitors cannot easily replicate.
It is not a trading tool. It is not a get-rich-quick system. It is a disciplined, data-driven filter that narrows thousands of publicly traded companies down to the ones most likely to compound wealth over 5 to 10 years.
Version 2.0 introduces the Durability Score — a parallel 0–100 score measuring business model resilience and moat strength, feeding directly into FORGE rankings through a sector-relative penalty system.
| Signal | Max Pts | Threshold |
|---|---|---|
| Revenue Growth (3Y CAGR) | 30 | >25% = max, >15% = strong, >8% = moderate |
| FCF Growth (YoY) | 25 | >20% = max, >0% = partial, improving burn = credit |
| Gross Margin Trajectory | 15 | >65% = max, >45% = good, >25% = acceptable |
| Rule of 40 | 13 | >60 = max, >40 = strong, >20 = partial |
| ROIC (sector-adjusted) | 20 | Sector-relative thresholds |
| Operating Leverage | 10 | Revenue growing faster than opex |
| + 13 additional signals: growth acceleration, consistency bonus, scale bonus, FCF volatility penalty, debt/equity penalty, 200-day MA, insider ownership, revenue mix shift, reinvestment ratio, revenue quality, price dislocation, guidance momentum, sector-relative durability penalty | ||
Components: Moat Direction (25pts) · Revenue Consistency (20pts) · R&D Reinvestment (20pts) · Operating Leverage (20pts) · Disruption Exposure (15pts)
| Sector | FRAGILE | AT_RISK |
|---|---|---|
| Technology / Software / Semiconductors | -15% | -25% |
| Financial / Consumer / Communications | -10% | -18% |
| Healthcare / Biotech | -8% | -15% |
| Industrials / Energy / Utilities | -3% | -6% |
| Year | Invested | FORGE Value | FORGE Ret | SPY Value | SPY Ret | Winner | Best Pick |
|---|
Identified by FORGE in 5 separate cohort years before becoming the world largest company by market cap. In 2009 it was scoring highly for GPU gaming FCF — the AI revolution was not even a consideration at the time.