Everything you need to know about how Quaevo works.
Quaevo is a systematic, factor-based equity screening platform. It scores thousands of US stocks daily across momentum, quality, and valuation factors and identifies the top 20 to hold each quarter. There is no discretion — every signal is driven by the model.
No. Quaevo provides quantitative investment signals for informational and educational purposes only. Nothing on the platform constitutes personalized financial advice. You are responsible for your own investment decisions. Please read our Investment Disclaimer before using the signals.
Self-directed investors who want a systematic, rules-based approach to equity selection — without relying on gut feel, financial media, or advisor bias. If you're comfortable executing trades yourself and want a repeatable edge, Quaevo is designed for you.
Each stock in our universe is evaluated daily across a proprietary set of quantitative factors spanning momentum, quality, and valuation. The factors are combined into a composite score using a weighting methodology refined through nine years of walk-forward testing. The top 20 stocks by composite score form the portfolio — no discretion, no overrides.
Nine years of walk-forward data consistently identified momentum as the dominant predictor of near-term outperformance within large-cap equities. Quality acts as a filter to avoid low-quality momentum traps, and valuation provides a constraint against extreme overvaluation. The precise factor weightings are proprietary — what matters is that they are empirically validated, not arbitrarily chosen.
Quaevo screens US large-cap equities. The universe is reviewed and updated quarterly to reflect current market composition.
Letter grades (A through F) represent the composite factor score for a holding relative to the universe. An A-grade stock is in the top tier on composite score. Grades update daily as factor data is refreshed.
The regime indicator uses a quantitative trend-following signal to assess broad market conditions in real time. In a bull regime, the strategy maintains full equity exposure. When the indicator shifts to bear mode — typically during sustained market deterioration — the strategy automatically reduces equity exposure and rotates a portion of the portfolio into investment-grade fixed income until conditions recover. The shift is rules-based and requires no action from you.
The portfolio rebalances quarterly — in March, June, September, and December. The dashboard shows the exact days remaining to the next rebalance and the date of the upcoming rebalance.
The core portfolio holds 20 positions, equally weighted at 5% each (in a full bull regime). Some strategies use a slightly different number of positions — the dashboard always shows the current holdings count.
Enter the current holdings at today's prices. Backtesting across 36 quarters confirms this is the statistically optimal mid-quarter entry — the momentum runway effect means existing holdings continue to outperform fresh picks on average.
BUY indicates a new position added at the latest rebalance. HOLD means the position was carried over from the previous quarter. WATCH flags holdings near the score boundary — still in the portfolio but worth monitoring. EXIT marks positions being removed at the next rebalance.
Yes — all new accounts get 30 days of full platform access at no cost. No credit card required to start. After the trial, access defaults to the free tier unless you subscribe.
The free tier shows the full dashboard and portfolio but locks the top 5 ranked positions. You can see the strategy structure, regime indicator, and lower-ranked holdings, but the highest-conviction picks require a subscription.
Quaevo Pro is $39/month, billed monthly. You can cancel at any time — access continues through the end of the billing period.
Go to Account → Plan & Billing → Manage Billing. This opens the Stripe customer portal where you can cancel, change your plan, or update your payment method. Cancellation is immediate and takes effect at the end of the current billing cycle.
Paid and trial users get an AI-generated investment assessment for each holding, powered by Claude. It synthesizes the holding's quantitative factor data and recent news into a plain-English thesis, bull case, bear case, and key risk. It updates multiple times daily alongside the factor scores.