Opptrix — AI-driven global multi-market investment research workspace | Open-source LLM research assistant for China A-shares. 170+ MCP tools, factor screening, backtesting, watchlists, and Electron desktop. TypeScript · React · Fastify monorepo.
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A workflow for building a linked three-statement financial model: an income statement, balance sheet, and cash-flow statement. It organises historical company data, checks that the statements agree, and can model future scenarios from stated assumptions.
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A simple company life-cycle classifier based mainly on the signs of operating, investing, and financing cash flow, with revenue growth and return on equity as fallbacks. Dickinson is the financial-research framework behind this style of classification.
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A finance tool that compares value ranges from methods such as company comparisons and discounted cash flow (DCF), which estimates value from expected future cash.
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A fund-overweight factor compares a fund’s holding weight in each asset with that asset’s weight in a benchmark index. It then ranks the differences across assets.
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A stock-screening strategy that starts with broker-recommended “top stock” lists and ranks those stocks using daily price data. Daily K-lines are daily open, high, low, close, and volume records.
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A high-frequency price-and-volume factor for stock selection. It mainly uses minute-by-minute market data and can fall back to a daily-data estimate when minute data is unavailable.
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An HHT timing method uses the Hilbert–Huang Transform, a way to study changing cycles in a time series, to estimate market phase. With full EMD data it uses the full phase path; otherwise it uses an approximate phase.
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A financial scoring method based on FFScore and Piotroski F-Score, which rate companies using financial health and improvement measures. It works from financial data already supplied to it and does not fetch that data itself.
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A structured investment-committee memo format for discussing an investment decision. An IC memo lays out the question, evidence, risks, uncertainties, and information still needed before a committee decides.
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A rule-based method for analysing price movements with a robust moving average. It fits a trend to recent closing prices and reports when the closing price moves above or below that trend.
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A financial analysis guide for judging whether a company's dividend payments can be maintained. It compares durable income with unusually high yields that may be risky or misleading.
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A financial analysis method that uses higher-order statistics of daily returns to measure whether extreme price movements are becoming more pronounced. It smooths the result and assigns a rule-based state.
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An industry map that explains how an industry’s upstream suppliers, middle stages, downstream businesses, and supporting players connect.
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A funnel for narrowing a market or investment theme from many companies to three finalists. It applies screening rules, short reviews, and a final comparison using four investing perspectives.
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An investment research workflow that maps an industry from trends and demand to bottlenecks, supply-chain stages, and publicly traded companies around the world.
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An industry market-breadth signal based on the share of companies making new highs minus those making new lows. Market breadth measures how widely a market move is spread across its members.
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An industry and exchange-traded fund rotation analysis based on price momentum and trading volume. An exchange-traded fund, or ETF, is a fund that trades on a stock exchange.
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A workflow for reading a financial instrument’s technical indicators, strategy signals, evaluation results, and price chart. Technical indicators are calculations based on market prices or trading activity.
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An investment pre-purchase checklist that tests a company through six questions, including its business, finances, competitive advantage, management, valuation, and investor discipline.
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A writing and layout workflow for turning an existing investment research draft into a decision-ready report. It focuses on explaining the business, risks, valuation, and possible actions clearly.
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A full company research workflow using four investing perspectives: business quality, financial strength, failure risks, and long-term certainty.
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A four-person-style investment research team that examines a company from business, financial, industry, and risk perspectives before combining the findings.
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An investor-sentiment timing workflow that combines market breadth, turnover, and available price-limit data into a sentiment index. Market breadth compares the number of rising and falling securities.
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A focused note-taking workflow for an IPO, meaning a company’s first public share offering. It summarises available issuance materials, business information, fundraising use, risks, and information gaps.
At most 3 mods per repository are shown here, and a mod shipped inside a plugin is left to that plugin's page — the rest are on their repository pages: