What is Equities Lab?
Equities Lab serves as a comprehensive investment research platform designed to transform investment strategies from instinct-based approaches to evidence-driven decisions. The platform offers powerful stock screening capabilities with thousands of data fields and advanced operators, enabling users to identify stocks that meet specific criteria through nuanced comparisons.
The platform features robust backtesting tools that incorporate point-in-time data and lagged information to avoid biases and provide realistic assessments of investment strategies. Equities Lab also includes educational courses covering fundamental financial concepts to advanced quantitative analysis, with auto-graded assignments to enhance learning experiences.
Features
- Stock Screener: Filter through thousands of data fields with advanced operators for nuanced stock comparisons
- Backtesting: Test complex investment setups with point-in-time data and lagged information to avoid biases
- Portfolio Simulation: Model portfolio performance and optimize investment strategies with confidence
- Educational Courses: Learn fundamental financial concepts to advanced quantitative analysis with auto-graded assignments
- Data Coverage: Access comprehensive financial data including Morningstar pricing/fundamentals and FRED macroeconomic data
Use Cases
- Developing and testing quantitative investment strategies
- Screening stocks based on specific financial criteria
- Optimizing portfolio construction and management
- Teaching investment concepts in academic settings
- Conducting investment research and analysis
FAQs
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How does the free trial work?
After signing up, users can explore Equities Lab without immediate charges. The trial lasts one month, after which billing begins according to the chosen plan. -
How do I cancel my subscription?
Cancellation can be done through the web interface, by emailing [email protected], or by phone call. -
What exchanges does Equities Lab cover?
The platform covers stocks and ETFs trading on US exchanges, with some Canadian stocks available on an experimental basis. -
Does Equities Lab provide real-time data?
Real-time data is only used for simulated trades in the simulator; otherwise, the platform does not provide real-time data. -
Are stop losses modeled in backtesting?
Yes, stop losses and trailing stop losses are modeled in backtesting using various formulas and price comparisons.
