Research desk · Misprise
Portfolio builder from SEC financials
Four steps. Read the card, then click it. You finish with a 100% weighted book from live stock-page filings. Research only.
- 01MandateClick a card
- 02NamesAdd or skip
- 03ConstructionWait
- 04Ready bookRead + export
What is the mandate?
Read both options. Then click the card that matches your objective. The next screen opens immediately.
Any tickers already in mind?
Optional. Names you add stay as anchors. Do one of the actions below, then click the black button.
- Type a ticker or company in the search box, then click Add name.
- Or click Skip — use screener names for a model book from live data.
- Then click Prepare ready portfolio.
Assembling the book
Weighted rationale book
| Holding | Role | Weight | E[r] | σ | Sharpe | Score | As of | Source |
|---|
Darker cells are higher correlation. Negative cells are diversifying buffers.
Stocks to buy now — a process, not a headline
Searches for stocks to buy now usually want a list. A list without a mandate is a concentration bet. This builder answers the same intent with a portfolio: choose explosive growth or consistent gains, optionally pin tickers you already own, then receive a ready weighted book from live stock-page data — Misprise Score, multi-year CAGRs, beta — and GICS covariance since 2011.
Explosive growth tilts toward high CAGR and quality score with higher single-name caps. Consistent gains keep your anchors, then add lower-beta quality and UST/GLD ballast so mean pairwise correlation falls and Sharpe rises. Expected return blends five-year fundamentals with sector means. Volatility blends beta with sector standard deviation. Not a forecast and not advice.
Sharpe ratio
(E[r] − Rf) / σ. The consistent-gains objective: more excess return per unit of volatility.
Ready book
When both questions are answered — or names are skipped — weights sum to 100% with E[r], σ, Sharpe, and ρ on the blotter.
Stock pages
Complements come from the same universe as each /ticker-stock/ research page. Open a holding to read filings-backed fundamentals.
FAQ
How does the portfolio builder use SEC financials?
After you choose explosive growth or consistent gains, and optionally name tickers you already hold, the builder returns a weighted model book from live Misprise stock-page filings (Misprise Score, CAGRs, beta) plus GICS covariance. It is a research allocation, not a recommendation to buy or sell.
How are weights chosen?
A constrained mean-variance pass on the latest fiscal quarter only. Complements are ranked by Misprise Score first. Expected return blends five-year revenue and EPS CAGR with long-run GICS sector means (2011–2025). Volatility blends beta with sector sigma. Sharpe uses a 3.5% risk-free rate.
Can I get a ready portfolio without naming a ticker?
Yes. Answer the goal question, then skip names. Complements are pulled from the screener universe so you still receive a 100% weighted book with Sharpe, expected return, and volatility.
Is this investment advice?
No. Educational and quantitative research only. Verify filings on each ticker stock page before you act.
DISCLAIMER: Historical expected-return and volatility estimates. Not a forecast and not investment advice. For quantitative analysis only.