AlphaSteady
US Equity Research
Research technical screens, prior-session price backtests, and target-position plans. Historical financial factors and automatic broker orders remain restricted pending validation.
Tech Leaders Top 5 Momentum
Monthly top 5 by 12-month price momentum from seven named tech leaders. Equal weights; 5 bps slippage.
Replace 4 Disconnected Tools with One Unified Closed-Loop
Self-directed traders waste hours jumping across screeners, spreadsheets, and brokers. AlphaSteady bridges the entire cycle.
Dynamic Universe Screener
Filter tracked symbols using 1M/3M/12M price momentum, RSI, volatility and trend metrics. Available results depend on session coverage and indicator warmup; historical financial factors remain restricted.
Point-in-Time Backtesting
Price-factor research uses prior-session signals and configured slippage. Historical financial factors are blocked pending validation; survivorship bias may remain.
Automated Broker Execution
Execution planning supports broker-authorized rebalancing. Automatic order submission remains disabled pending integration acceptance tests.
Price-Based Strategy Research
Validated through academic factor models and real historical market data. 1-click backtest and deployment.
Tech Leaders Top 5 Momentum
Monthly top five from seven named technology leaders using prior-session 12-month price momentum.
Quality & Value ETF Blend
Monthly inverse-volatility allocation to QUAL and VLUE using observed ETF prices.
Dividend ETF Low-Volatility Rotation
Low-volatility rotation across VIG, SCHD and DVY. Distributions are not reinvested.
AlphaSteady Capabilities & Availability
Availability does not imply live-execution acceptance or guaranteed returns.
| Feature / Capability | Current Availability |
|---|---|
| Dynamic Multi-Factor Screener | Technical factors available; historical financial factors restricted |
| Cross-Sectional Rotation Backtest | Price-return simulations available; survivorship and coverage limits apply |
| Point-in-Time Filing Dates | Filing dates retained; historical revision and duration acceptance pending |
| Automated Broker Execution | Automatic broker orders disabled pending integration acceptance |
| Fractional Share Rebalancing | Notional-weight plans available; fractional rules depend on broker and account |
| Custody & Account Security | Non-custodial research software; no account insurance provided |
| Pricing & Open Architecture | Availability and checkout status are shown on the pricing page |
Data Provenance & Research Limitations
Why do most retail backtests collapse in real-world trading? Rigor makes all the difference.
Point-in-Time Filing Dates
While Q2 ends on June 30, companies typically file their 10-Q between July 25 and August 10. Filing dates alone do not validate historical revisions or reporting duration. Financial-factor backtests remain blocked pending those checks.
Realistic Slippage & Friction Costs
Every trade incorporates a 5 bps (0.05%) liquidity slippage penalty by default. This is a simplified research cost model, not proof of executable prices or future alpha.
15:50 ET Execution Schedule & Availability
15:50 ET is a configured scheduling time, not a guaranteed closing-auction fill. Automatic broker execution is disabled pending integration acceptance tests.
Frequently Asked Questions
Everything you need to know about our architecture, compliance, and execution mechanics.
What is Point-in-Time (PIT) backtesting, and why do typical backtesters fail? ▼
Standard backtesting software mistakenly uses the fiscal quarter end date (e.g. 2023-06-30) to populate fundamental ratios. In reality, that 10-Q filing wasn't publicly accessible until August 5. Using unreleased data in July introduces fatal lookahead bias, causing inflated paper returns. AlphaSteady stores filing dates. Historical revisions and reporting periods remain unverified, so financial-factor backtests are currently blocked.
How does AlphaSteady connect to brokerages? Is Paper Trading supported? ▼
The execution workspace includes account connection and target-position planning. Automatic orders remain disabled pending broker integration acceptance. Paper balances and permissions must come from your actual broker account; no virtual balance is assumed.
Do I need to pay expensive external market data or exchange subscription fees? ▼
Research uses stored split-adjusted daily observations and SEC company facts. These are not real-time exchange feeds. Coverage, corroboration and financial reporting limitations are shown in the data center; licensed datasets may be needed for unresolved history.
Does AlphaSteady hold custody of my funds? How is my account protected? ▼
AlphaSteady does not custody funds. Broker and account protections depend on official terms and do not cover market losses. Automatic broker orders are disabled; API permissions should follow least privilege.
How does the 'Sell-First' rebalancing algorithm protect cash balances? ▼
Target plans separate sell and buy requirements, but planned sale proceeds are not proof of settled buying power. Broker balances, order status and account permissions must be confirmed. Automatic orders are disabled, and no overdraft prevention guarantee is made.
Can beginners use the prebuilt strategies immediately? ▼
Three research examples cover tech momentum, quality/value ETFs, and dividend ETF low-volatility rotation. Each displays its actual data interval and limitations. Automated broker execution remains disabled pending acceptance tests.
Ready to Upgrade Your Systematic Trading Workflow?
Explore tracked equities and price-based strategies with visible data dates, cost assumptions and limitations.