Quantitative Investing in Stock Rover: Factors, Ranks and Repeatability

Quantitative investing replaces case-by-case judgment with a measured, repeatable process. Stock Rover supplies the parts: factor scores, weighted ranking, custom metrics and scheduled re-measurement, without ever pretending the process picks winners by itself.

The quantitative workflow

Start from factor scores. Every covered stock carries 0–100 percentile scores across six factors: Value, Growth, Quality, Momentum, Sentiment and Dividend, computed against industry peers. Morningstar A–F grades for Growth, Profitability and Financial Health sit alongside them.

Build weighted ranks. Ranked screening assigns weights to the criteria that define your model (weights sum to 100%) and scores every passing stock by fit. The same weighting applies to a portfolio or watchlist, scoring what you own against the model.

Extend the data. Custom metrics (30 on Premium Plus, unlimited on Ultimate and up) define derived quantities; equation screening runs them across up to 20 years of history, including how a screen would have populated in prior years.

Keep it accountable. Screener snapshots track membership changes over time, and the Trade Evaluator compares the results of acting on a model against simply holding the benchmark.

Related reading

Stock Rover vs Zacks compares our machinery against the best-known quant ratings service. Best Stock Screeners covers the field. The Screener page documents ranking, scoring and snapshots.

Frequently asked questions

Is this backtesting?

Not in the simulated-returns sense. Historical screening shows which stocks met your criteria at points in the past; it does not simulate portfolio returns or account for survivorship. We say so plainly because the difference matters.

Where do the factor scores come from?

They are percentile ranks computed against industry peers from the same fundamental data the rest of the platform runs on, so a score is always inspectable down to its inputs.

Build the model, keep the judgment

Factor scores, ranked screening and custom metrics, full-featured for 14 days.

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Tier gating and limits per the live Compare Plans table. See also: How we Compare · plans & pricing.