How it works
Screen. Analyze. Review.
Narrow the market to the stocks that fit your approach, evaluate any company in seconds, and monitor your names daily.
A disciplined read on the stocks you follow, without advisory fees, hype or hot tips. Custom models, tested trade by trade and overseen by a finance executive with an audit, risk and controls background.
3,900+Stocks
scored nightly
813M+Price bars
tested
6.2M+Simulated
trades
17,700+Model configurations
tested
5+ yrsMarket history
tested
25+ yrsFinance & technology
leadership
Tools
01 · SCREEN
Stock Finder
The market, scored and ranked.
- What it does
- Scores every U.S. stock on growth, profitability, balance sheet, valuation, trend and risk.
- How to use it
- Pick an area and a time horizon for an instant, ranked short list.
02 · ANALYZE
Single-Stock Scorecard
One name, scored and explained.
- What it does
- A seven-dimension score, a quality grade, and key support and resistance zones.
- How to use it
- Enter any ticker. The report builds in seconds.
03 · REVIEW
Morning Market Brief
Your pre-market read, every weekday.
- What it does
- The market read, plus each name’s move, score, support zone, levels and earnings.
- How to use it
- Add your names and email. It arrives before the open. Advanced members also receive the Nightly Setup, support alerts and the Trade Simulator.
Go deeper
04 · ON REQUEST
Detailed Stock Report
A sourced deep dive for bigger decisions.
- Business, financials and valuation
- Catalysts, risks and what to watch
- $99 – $250
05 · BY REQUEST
Financial Coaching
One-on-one sessions on your finances.
- Budgeting and cash flow
- An investing plan that fits you
- Control of your money, step by step
06 · COMING SOON
Algorithmic Trading
Custom strategies, tested before they run.
- Based on our tested models
- Rules-based entries and exits
- Fitted to your objectives
Get started
1Get accessGo to beyourcfo.co, request access, then log in.
2Screen and analyzeUse the Stock Finder for a short list. Open any name in the Scorecard for the full read.
3ReviewAdd your names to the Morning Market Brief. Each weekday it shows what changed.
For informational and educational purposes only. Not investment advice, a recommendation, or a solicitation to buy or sell any security. Scores, zones and levels describe the data; they are not forecasts. Prices are delayed at least 15 minutes or shown as of the prior close. Markets carry risk; do your own research.
Questions and access requests: info@beyourcfo.cobeyourcfo.co