Systematic Investing Platform
Research. Score.
Build. Track.
A systematic investing platform for income and long-term portfolios.
Wealth Engine combines stock and ETF research, portfolio analytics, income strategy tools, and performance tracking — all powered by transparent scoring models. Everything you need to manage investments with clarity and confidence, in one platform.
Free during beta · No credit card required
Everything you need to manage investments in one place
Research stocks with transparent scoring
Analyze ETFs and portfolio exposure
Find high-quality income opportunities
Build and manage portfolios
Track performance and allocation over time
Wealth Engine replaces scattered tools, spreadsheets, and guesswork with a unified investing system.
The Wealth Engine Scoring Systems
Every investment and income opportunity is evaluated through multiple independent models. No single metric decides anything — scores combine to give a balanced view of quality, positioning, and probability.
Confidence Score
The master composite score that combines Trend, Put-Seller Health, and Zone strength into a single confidence rating. Stocks scoring 75+ are classified as High Confidence candidates with specific strike recommendations at conservative, balanced, and aggressive risk levels.
Trend Score
Measures whether a stock is in an active uptrend using 10 technical indicators across multiple timeframes. Stocks scoring 8+ are in strong uptrends favorable for put-selling; those below 5 are flagged to avoid.
Health Score
Evaluates fundamental quality across two lenses: a Growth Score (revenue, profit, and cash flow growth) and a Put-Seller Score (balance sheet strength, profitability consistency, and cash flow reliability). Requires 5+ years of financial data.
Intrinsic Value
Calculates fair value using eight independent valuation methods — including DCF, Graham Number, and earnings-based models — weighted by sector relevance. Produces worst-case, base-case, and best-case price targets.
Zone Score
Rates the strength of nearby support and resistance levels based on historical volume, price reversals, and how recently each level was tested. Stronger support zones mean better downside protection.
Income Statement Health
Breaks down income statement quality across revenue growth, gross profit, operating income, and net income — each benchmarked against industry peers and market indices.
Balance Sheet Health
Assesses financial stability across leverage, liquidity, equity growth, and asset quality. Includes special handling for unconventional balance sheets and benchmarks against peers.
Cash Flow Health
Evaluates cash generation quality across operating cash flow, free cash flow, cash flow quality ratios, and shareholder returns including dividend coverage.
Value Score & Wealth Engine Price
Answers "Is this stock at a good price?" by combining intrinsic value analysis, relative valuation versus peers, quality adjustments, and forward-looking growth catalysts.
A complete investing toolkit
Stock Research
Fundamentals, technicals, scoring history, and visual analysis in one place.
ETF Analysis Suite
Exposure overlap, sector allocation, concentration metrics, and holdings breakdown.
Core Portfolio Builder
Generate diversified portfolios aligned to goals, risk tolerance, and income needs.
Portfolio Performance Tracker
Monitor returns, income, drawdowns, allocation, and exposure over time.
Income Opportunity Scanner
Scan the market for high-quality option income opportunities ranked by Wealth Engine scores.
Market Intelligence
Curated market context, trends, and systematic insights to support decision-making.
From scattered tools to one investing system
Most investors piece together multiple apps, spreadsheets, and research sites — with no consistent framework.
Transparent by design
Wealth Engine is built on rules you can inspect, understand, and verify. No black-box signals. No hidden logic. No hype.
Invest with clarity — not opinions.
Built for self-directed investors who want structure
Wealth Engine supports multiple investing styles within one framework.
If you want discipline, visibility, and consistency in your investing — this platform is for you.
Start building your investing system today
Research, score, build, and track investments with one unified platform.
Full access during beta