Momentum Scoring
- Volume z-score (relative to 20d)
- Catalyst weight (earnings/8-K/news)
- Gap + follow-through heuristic
Model Presets
Drop-in templates you can explain to investors — with thresholds, guardrails, and deterministic fallbacks.
Income Screen
- Min yield threshold + payout cadence
- Payout ratio & dividend history sanity
- Sector caps to avoid over-concentration
Summarization (PII-safe)
- Entity redaction rules
- 3-bullet TL;DR with sources
- Tone: neutral, evidence-first
Lead Scoring
- Source credibility + intent features
- Firmographic fit & stage gates
- Manual override + approvals
Want a custom preset? Talk to us.