HOW IT WORKS

StockViews is a platform that connects fund managers to a network of vetted independent analysts. We rank and reward analysts on their ability to generate alpha and quality of their research. Our mission is replace sell-side research with a transparent and meritocratic system for identifying great stock ideas.

Onboarding

When you first sign up to StockViews we ask you a number of questions about your investment universe, time horizon and style. We use this information to populate your dashboard with relevant research from analysts that are a good match to your profile. We have no salespeople at StockViews, but rely instead on technology to deliver the right ideas to you each week.

Onboarding

Questionnaire

You can change your selection at any point from "My Profile". Your profile will not be visible at any time to other investor or analyst on the platform.

Dashboard

Your dashboard is populated with research ideas based on your investment universe and stated preferences. You can personalize your feed further by “following” specific analysts and stocks.

Dashboard

Dashboard

Each entry on your dashboard shows the profile of the analyst, the title of the report, the rating and a short investment thesis. Select an item to access the full research report.

Research

StockViews research is presented in a standardized format and is designed to be read directly via the platform. You can comment and ask questions to the analyst via the comments field at the end of the report.

Research

Research

When you exit you will be asked to rate the research according to how valuable you found it. A high rating ensures you will continue to see research from that analyst, while a low rating will result in future research from that analyst being excluded.

Analyst Profile

Select an analyst’s icon to view their profile page. For each analyst you will be able to view the following items:

Analyst

Analyst Profile

  1. “About” showing the coverage universe, benchmark and investment style of the analyst.
  2. “Stock Views” showing all of the current and past ratings of the analyst and the performance associated with each of those ratings.
  3. “Research Ratings” showing the ratings received for each of the analyst’s reports.
  4. “Alpha Generation” showing an alpha score (ranging from 0-100) based on average performance, length of track record, number of ratings and variability of performance. A higher score represents greater confidence in the analyst’s ability to generate alpha.

Stock Page

Use the search bar to find a particular stock page. Each stock page shows all the research related to that stock in chronological order. You will also find the aggregated views of the Stockviews network, expressed as the percentage of Outperform, Underperform and Neutral ratings.

Stocks

Stock Page

Research Library

The “Research Library” contains our full catalogue of research reports from the StockViews network, presented in chronological order. You can filter this library by sector, by style, by rating or by analyst.

Research library

Research Library

Research on Demand

Custom research can be ordered at any time via “Research on Demand”. You will be taken through a series of questions about the type of research you are looking for. We then use algorithms to search our network for 2-5 analysts with the right skill set and experience to complete the report. These analysts will be invited to bid on the project and you will then be able to make a final selection from the bids received.

Research on demand

Research on Demand

You will remain anonymous at all times. Upon completion of the report (usually within 5-10 days of selecting the analyst depending on complexity) the report will be delivered to you via your feed. Unless otherwise specified in the request, you will have exclusivity on the report for a period of 30 days, whereupon the report will become available to the wider StockViews client base.