Institutional-Style Equity Research for Serious Investors

Analyze U.S. stocks and ETFs through a repeatable research workflow built on 22 years of historical market data and proprietary trend-pattern analysis.

  • Scan and filter large universes of stocks and ETFs

  • Identify measurable trend, momentum, volume, and accumulation conditions

  • Build repeatable research workflows instead of relying on emotional chart browsing

Stop Searching Thousands of Symbols Manually

Most investors waste time switching between charts, indicators, watchlists, and disconnected research tools. Innovest brings the research process into one structured workflow.

See the Research Process, Not Just Another Dashboard

1

TrendTracker identifies historical and current market conditions.

2

FilterBuilder narrows the universe using defined criteria.

3

Innovest produces a focused research list for further independent analysis.

What Innovest Includes

TrendTracker

  • 22 years of daily historical data

  • KnoWhen pattern identification

  • Buy and sell indicators

  • Accumulation and distribution analysis

  • Trend Points

  • Velocity and disparity ratings

  • Price and volume alerts

  • Trend persistence

  • Rally and decline analysis

  • Composite Ratings

FilterBuilder

  • Symbol and portfolio selection

  • Pattern searches

  • Buy and sell signal filters

  • Price and volume ranges

  • ADL, velocity, disparity, and Composite Rating filters

  • Date-range filters

  • Saved watchlists and portfolios

Daily Research Brief

  • Trend changes

  • Accumulation and distribution shifts

  • Filtered research lists

  • Daily portfolio summaries

  • Email alerts

Built for a More Consistent Research Process

Innovest does not make investment decisions for you. It helps organize market information so you can research more consistently, compare conditions using defined criteria, and spend less time manually searching for opportunities.

Documented Institutional Heritage

[PLACEHOLDER: approved proof only. Named organizations or professionals permitted to be named, dates of use, what the system was used for, approved screenshots or documentation, and a clear distinction between historical use and future results. Do not publish until approved.]

Your First Innovest Workflow

  • Live setup session

  • Build your first watchlist

  • Create one saved screening workflow

  • Learn how to interpret the platform's reports

  • Access to weekly group walkthroughs during onboarding

Join Innovest Institutional Trend Intelligence

  • One year of platform access

  • TrendTracker

  • FilterBuilder

  • Saved watchlists and portfolios

  • Daily research reports

  • Email alerts

  • Guided onboarding

  • Founding-member access to future platform releases

[PLACEHOLDER: confirm a real capacity limit before stating one]

$1,500 for 12 months

Is Innovest investment advice?

No. Innovest is a research and analysis platform. It does not provide individualized investment advice, guarantee results, or make decisions for users.

Does Innovest guarantee profits?

No. Market outcomes are uncertain. Innovest provides data, indicators, filters, and research tools.

Who is Innovest for?

Serious self-directed investors, active traders, research professionals, and small investment teams.

What markets does it cover?

U.S.-traded equities and ETFs covered by the platform's available data.

How much does it cost?

$1,500 for 12 months, paid upfront.

What happens after I book?

You choose a time for a live walkthrough, bring one stock or ETF symbol, and see how Innovest analyzes it.