EPSMomentum: Transforming Market Insights for Stock Investing

Stock Investing has become increasingly popular over the last few years. The self-directed investing trend is in full swing and retail investors are looking for smarter and better ways of looking at the markets to identify winning stocks. A plethora of web services and chats now exist solely to service this market. Many of these services process the same limited types of data, such as market prices and tape, fundamental data, filings or even news sentiments.

Navigating Investment Services

How can investors navigate this crowded landscape of services? It all depends on what the investor is looking for. Broadly, there are three levels of investing behaviour and tools:

Level 1: The Stock Tip. 

This investor just wants a stock tip – simply what to buy and when to sell without trying to understand the why. He may “ask the audience” and use a Telegram chat or Discord chat service for that, “phone a friend” who just takes a “50/50” guess. The platforms providing these services are usually unsophisticated operations often with one or two individuals animating a series of chats. Speculation, misinformation and meme stock “pump and dump” schemes are frequent.

Outcome: This looks great on the surface as the user gets an immediate stock tip, but what happens later is worrying. The investor will have no idea about when to sell since they did not work to understand the real reasons of why the trade has been initiated in the first place.

Level 2: Raw and Calculated Data

The investor relies on data platforms for  research and to decide how to identify promising candidates. From Yahoo Finance to Investing.com, many platforms offer raw and calculated data in tables and charts. These include financial data from the company (either as reported or harmonised), analysts’ recommendation price targets or estimates, company filings (13F, Form 4, 8k …) even public databases of senatorial and congressional registered trades.

This overabundance of data can create information overload, sometimes leaving users more confused than when they started. With hundreds of fields and ratios, it takes significant financial literacy and experience to know where to look, which metric to focus on and the ones to leave out. Coupled with the information already available via a brokerage platform, often the investor is now facing a “wall” of data. Recently, new conversational AI tools that use natural language have been touted as game changers that can make sense of it all. Unfortunately these tools come with their own limitations and biases that are not always visible..

Outcome: The investor is more confused than at the beginning of the process, unless he is trained in using the right metrics for his analysis, this is a losing game. These ChatGPT-like platforms bring a false sense of intelligence as they combine news and data from various sources in a nice summarized paragraph, which is neither reliable, accurate or fool-proof.

Level 3: Derived Proprietary Data

At this level, the investor would turn to a team of financial market professionals who would generate proprietary rating or scoring for each stock helping an investor focus on the right opportunities.

These methodologies are either “proven” or “tested” representing many years of financial market expertise. This layer of human experience makes all the difference in generating valuable insights. Investor’s Business Daily has one of the best known services, providing ratings alongside a respected news bureau that has helped investors for decades.

This approach is probably one of the best for a serious investor – one that would consume this proprietary derived data and combine it with news and other market events for a comprehensive investing picture.

Level 4: LLMs

This level of investing is where not only human experience and skills are in the mix but also Large Language Models processing vast amounts of unstructured data. It is processed from news or filings for a comprehensive view of market conditions and sentiment from text based data. It also brings the most important “human insight” contained in the ranks and scoring in the service.

Stock Investing Solutions

Beyond this vertical hierarchy, there is also a horizontal challenge; that is that the breadth of data is also an issue. Many platforms provide their own niche services, such as focusing on 13F filings, a specific technical analysis, earnings estimates or option flow. As a result, investors often end up subscribing to several services to gain a comprehensive view of the market.

The solution: a flexible, comprehensive platform that delivers everything an investor may need including scoring, rankings and proprietary indicators but while integrating AI models to enhance and supercharge research efforts.

Making data meaningful is the future of investing. Human expertise can be blended with intelligent technology, while modern platforms close the intimidation gap between professional insight and everyday understanding. The world is overflowing with information and trustworthy innovation lies in simplification.

Alex Carteau is the CEO and Founder of EPSMomentum, with more than 25 years of expertise in financial market software across Asia, Europe, and the United States. He spent more than a decade at Bloomberg, advising investment managers through advanced data and market insights. Following his work on Bloomberg’s specialised equity derivatives team, he expanded his career with leadership roles at RaisePartner and TradingScreen.  

At EPSMomentum, Alex applies his deep knowledge of hedge fund technology, stock-picking analytics and trading systems to create tools that simplify investing for everyday investors. Drawing on his background in financial technology, his work emphasises clarity and actionable insights. With a drive to challenge outdated approaches, he is committed to providing investors with professional-level resources and advancing the evolution of smarter investing drawing on insight gained over decades of experience.