Everything a decision needs, on one screen
All features below are live in the product today — bots are the one clearly-labelled exception, on the roadmap with a waitlist.
NorthStar 6-factor scoring
503 S&P stocks re-scored daily across momentum, value, quality, sentiment, macro-alignment and smart-money. Each factor is a decomposed sub-score with its inputs visible — the score never feels like a black box, because it isn't one.
- 1–5★ composite with per-factor gauges
- Verdict-first: strong / neutral / weak, matched to your risk profile
- Daily re-score with change tracking on your watchlist
Live macro regime + fear & greed index
A recommendation without macro context is a guess. CloviTrade computes the current regime — rates, inflation, credit, risk appetite — from 38 macroeconomic series and distills market mood into a daily fear-greed reading, so every score is framed by the environment it lives in.
Smart-money convergence
Three feeds of informed money — institutional holdings, insider transactions and congressional trades — tracked per ticker. When all three point the same way, CloviTrade flags the convergence on your dashboard and in alerts.
And the rest of the brain
News sentiment
Headline flow scored per ticker and folded into the sentiment factor — see when the narrative turns before you read fifty articles.
Screener
Filter the daily-scored universe by any factor, verdict, sector or smart-money signal. Saved screens re-run automatically.
Watchlists
Track any set of tickers with score-change deltas, verdict flips and convergence flags at a glance.
Portfolio guidance
Bring your holdings and get position-level scores, concentration warnings and regime-aware guidance — with every name classified into a Base / Growth / Accelerate portfolio group so allocation matches conviction and risk.
AI Coach
A conversational layer over every score — ask why, ask what-if, ask what fits your risk profile. Plain English, always.
Alerts with email
Score moves, verdict flips, smart-money convergence, macro-regime shifts — delivered to your inbox when they happen.
Export workbooks (XLSX · CSV · PDF)
One-click research workbooks: composite-score & factor-breakdown sheets, smart-money flow, macro snapshot and AI research reports — as spreadsheet-ready CSV/XLSX or a sources-cited PDF, every export carrying a research disclaimer.
Risk pyramid & portfolio groups
Every scored name is placed on a five-tier risk pyramid — from Low to High — and sorted into one of three portfolio groups, so the NorthStar score is never read in isolation from how much risk it carries.
- Base — steadier, lower-volatility holdings that anchor the book.
- Growth — higher-conviction names with room to compound.
- Accelerate — higher-risk, higher-reward positions, sized deliberately.
What a unified brain includes
Single-lens tools give you one angle. Here is what CloviTrade folds into a single scored decision.
| Capability | Manual research | Rules screeners | Single-score AI tools | CloviTrade |
|---|---|---|---|---|
| 6-factor decomposed scoring | — | — | one number | ✓ |
| Macro-regime framing | manual | — | — | ✓ |
| Smart-money convergence | — | — | partial | ✓ |
| Plain-English AI coaching | — | — | — | ✓ |
| Screener + watchlists + alerts | — | ✓ | partial | ✓ |
| Export workbooks (XLSX/CSV/PDF) | manual | CSV | — | ✓ |
| Risk pyramid + portfolio groups | — | — | — | ✓ |
See it on your own watchlist
The free tier includes daily NorthStar scores and the macro dashboard.
Start free