One connected stack for
systematic investment workflows.
MethodTech connects risk modelling, alpha creation, portfolio construction, strategy testing, analytics, and wealth portfolio intelligence into one workflow for modern investment teams.
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Products
How MethodTech Fits Into the Investment Process
Risk Model
Alpha Machine
Portfolio Construction
Strategy Builder
Analytics
Wealth Management
Turn investment ideas into testable signals.
Alpha Machine helps investment teams move from idea generation to systematic validation. Build screens, create scoring rules, rank stocks, test signals, and convert investment logic into reusable factors that can flow into Strategy Builder and Portfolio Construction.
Good investment ideas often start as judgment. Alpha Machine turns that judgment into a structured, testable process.
Teams can define a universe, select relevant data, build screening logic, rank securities, and validate whether a signal behaves as expected. The workflow is transparent and editable, allowing users to understand exactly how every output was created.
For advanced users, Code Editor sits inside Alpha Machine as the factor engineering environment. It gives teams direct access to MethodTech’s data layer, allowing them to combine datasets, apply custom logic, write conditional rules, and create reusable factors without being limited by predefined templates.
Screener/Factor
Code Editor
Upload Factors
Alpha Model
Create custom stock screens and proprietary factors using MethodTech's research library, screening engine, and factor modelling framework. Define investment universes, apply screening rules, combine metrics into scoring models, and evaluate results before deployment.
Key Features
Build Your Universe
Define the investment universe by selecting parent universes, sector filters, industry classifications, and portfolio weighting methodologies to ensure research is performed on the appropriate opportunity set.
Refine the investable universe using configurable filters and constraints before screening, factor construction, and alpha model development.
Create Screening Rules
Build custom stock screens using MethodTech's library of financial metrics, technical indicators, style factors, and risk characteristics to identify securities that match specific investment criteria.
Combine multiple screening conditions using logical operators and reusable templates to create transparent, repeatable research workflows.
Build Factor Scores
Create proprietary alpha factors by combining multiple metrics, transformations, and scoring methodologies into a single ranked investment signal.
Use custom score equations to standardise inputs, assign relative importance to factors, and construct reusable signals that can be deployed across the investment process.
Validate & Test Results
Review screening results, portfolio statistics, and benchmark comparisons to understand the characteristics of the generated universe before deployment.
Analyse risk, concentration, factor exposures, and portfolio attributes through connected summaries and validation tools before saving factors.
How MethodTech Is Different
Proprietary Metrics Library
Access institutional-style metrics, factor exposures, risk characteristics, technical indicators, and proprietary research variables that go beyond traditional screening platforms.
Custom Score Equations
Combine multiple metrics into custom scoring models using standardisation, transformations, and ranking methodologies to create proprietary alpha signals.