Transparency
Ranking Methodology™
Power Investor™ rankings are produced by a transparent, fully-disclosed algorithm, not opinions, forecasts, or discretion. Every security is scored the same mechanical way; you decide how much each factor counts. The full method is disclosed below, and the same inputs and weights always produce the same ranking.
How the composite score works
- Every covered security is scored 0–100 on each factor by its percentile rank within the selected universe (i.e., the share of securities it scores above on that factor).
- Where a factor doesn't apply to a security (for example, a P/E ratio for a diversified fund), that factor is assigned a neutral 50 so it neither helps nor hurts.
- The factor scores are blended using weights you choose (the published defaults are shown below) into a single composite score (0–100), and securities are ranked from highest to lowest. Ties break alphabetically. Set your own weights on the rankings page.
- A letter grade is assigned from the composite for quick reading (A+ ≥ 85, A ≥ 75, B+ ≥ 67, B ≥ 58, C+ ≥ 48, C ≥ 38, D below).
The eight factors (default weights; set your own on the rankings page)
| Factor | Weight | What it measures | Higher score when | Input |
|---|---|---|---|---|
| Value | 18% | Valuation relative to earnings (cheaper is scored higher). | Lower P/E ratio | Trailing P/E |
| Income | 12% | Cash yield returned to holders. | Higher dividend yield | Dividend yield |
| Momentum | 12% | Recent price trend over the latest session. | Higher recent return | Last vs. previous close |
| Quality / Scale | 8% | Size and establishment as a durability proxy. | Larger market capitalization | Market capitalization |
| Stability | 10% | Short-term price steadiness (lower volatility scored higher). | Smaller absolute price swing | Absolute session move |
| Profitability | 15% | Return generated on shareholder capital. | Higher return on equity | Return on equity |
| Financial Health | 13% | Balance-sheet leverage (less debt scored higher). | Lower debt-to-equity | Debt-to-equity |
| Growth | 12% | Recent revenue growth. | Higher revenue growth | Revenue growth |
| Total | 100% | |||
How the screener works
The screener answers one narrow question: which securities meet every criterion you wrote. It is mechanical field comparison, and nothing about it is a view on a security.
- The universe is your own. A screen runs over one watchlist you built or the securities you actually hold, never over a list we picked for you. Nothing enters your results that you did not put on the list or buy yourself.
- The criteria are yours. You choose every field, comparison, and value. We supply no starter screens and no default criteria. Where a badge appears beside a result, it classifies that one indicator's value against a standard reference line we chose, independent of the values you screened on, and it plays no part in whether a security matched.
- Objective data only. Criteria compare published fundamental metrics, raw price fields, and standard technical studies computed from public-domain formulas. There is no estimate, forecast, or opinion in any of it.
- Results are alphabetical. Matches are listed A to Z by symbol and in no other order. There is deliberately no score, no strength, no match quality, and no ranking among them: every security that meets your criteria meets them equally, and the order carries no preference.
- The bar range is pinned per screen. Each screen saves the window its criteria are measured over. Several studies are recursive and seed-dependent (an EMA seeds from an average of its first values; RSI uses Wilder smoothing), so the same criterion over six months and over one year converges but does not match. Pinning the range is what makes a saved screen reproducible.
- A criterion is never silently dropped. If any criterion cannot be read, the whole screen refuses to run and names the one at fault. Skipping a criterion would widen the screen and hand you securities that fail a test you believe was applied.
- "We do not know" is not "no". A security whose data is missing or whose study has too few bars is reported separately as unchecked, never as a match and never as a rejection.
Principles
- Objective. Rankings are mechanical. No analyst overrides, no discretionary adjustments.
- Transparent. The factors, scoring, and orientation are published here in full; the weights are yours to set.
- Reproducible. Given the same data and the same weights, anyone arrives at the same result.
- Not advice. The score describes structural characteristics of a security relative to its peers. It is analytics. It is not a recommendation, and it does not consider your personal circumstances.
Important. Market data shown across Power Investor™ is sourced from public feeds (Yahoo Finance), may be delayed, and can occasionally be approximate or unavailable. Nothing here is investment, legal, or tax advice. Power Investor™ provides objective analytics and research tools only.