Theo Edge Analysis
Enter a ticker to run Theo's full five-step analysis — from business fundamentals all the way to a final investment decision.
How Theo Edge works
Theo runs five engines in sequence, each answering one question, then combines the answers into a single investment decision.
Reality
Scores business quality across growth, profitability, cash-flow, and capital management.
Expectations
Reverse-engineers what revenue, margin, and returns today's price is implicitly demanding.
Catalysts
Weighs near-term signals — insider trades, analyst moves — that could shift market expectations.
Probability
Estimates the likelihood the business beats the embedded bar, split across base, bull, and bear scenarios.
Decision
Compares reality vs. expectations, weighted by probability, to produce an Opportunity Score and verdict.
Disclaimer: Theo Capital provides educational analysis only. All output is generated algorithmically and reflects model estimates, not investment advice. Do not buy or sell securities based solely on this tool.
Momentum Backtest
Simulates a composite price momentum signal: 12-1 month (50%), 6-1 month (30%), and 3-1 month (20%) returns, blended and filtered by a trend-quality score that moves to cash when price action is too choppy. The “skip-1-month” convention avoids the short-term reversal effect documented in academic research. Starting capital: $10,000. Not investment advice.