DIY Retail Investors
Take control of your investment research without black-box tools. Test your ideas rigorously before putting capital at risk-with transparent data and honest backtests.
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Why Serious Retail Investors Choose FactorBench
🔍 No Black Boxes
See exactly where data comes from (TTM/MRQ basis), how factors are calculated, and what goes into backtest results.
🎯 Test Before Investing
Backtest your investment ideas on up to 25 years of historical data before risking real money. See realistic performance expectations.
📊 Professional-Grade Tools
Access the same rigorous screening and backtesting tools used by professional investors-at retail-friendly prices.
🧮 Custom Strategies
Build your own screening criteria with multi-factor ranking or create custom formulas-test your unique investment thesis.
🔬 Point-in-Time Data
Backtests use only data actually available on each date with fundamental lag-no cheating with hindsight, realistic results.
📋 Actionable Watchlists
Export screens as watchlists to monitor over time or for execution. Track your strategy as markets evolve.
How It Works
Start with an Idea
What kind of stocks do you want? Value? Growth? Dividend payers? Define your criteria based on your thesis.
Build a Screen
Use simple filters like P/E < 15 and ROE > 10%, or advanced multi-factor ranking. Start simple, refine as you learn.
Test It
Backtest your screen on historical data to see how it would have performed. Adjust criteria based on results.
Monitor & Execute
Export your watchlist and track stocks over time. Use transparent methodology to make confident investment decisions.
Example: DIY Value Investor Journey
🎯 Starting Point
Retail investor wants to find undervalued companies with solid fundamentals for long-term holding.
⚙️ First Screen
Starts simple: P/E < 15, P/B < 2, ROE > 10%. Backtests 7 years. Results look good but high volatility.
✅ Refinement
Adds quality filters: Debt/Equity < 0.6, positive earnings growth. 15-year backtest shows better risk-adjusted returns.
Initial Screen: P/E < 15 P/B < 2 ROE > 10% Result: Good returns but high drawdowns Refined Screen (after learning): P/E < 15 P/B < 2 ROE > 12% (raised quality bar) Debt/Equity < 0.6 (added safety) Earnings growth > 0 (added growth filter) Ranking: Composite value-quality score (1/PE + ROE/10) / 2 Selection: Top 20 stocks Portfolio: Equal-weight Rebalance: Annually Result: 11.2% CAGR with 18% lower max drawdown Confidence: High - strategy validated over 15 years
Built for DIY Investors
Learn by Doing
Start with simple screens and build complexity as you learn. See immediate feedback on how criteria affect results.
Transparent Data
Every metric shows its source/basis (TTM/MRQ). No hidden formulas, no proprietary scores-just clear, honest data.
Test Before Investing
Backtest strategies on point-in-time data to see realistic performance before committing capital. Learn from history.
Affordable Access
Professional-grade tools at retail prices. Free screener to start, paid plans from $29/month with 7-day free trial.
For serious investors: FactorBench is for retail investors who want to do their own research rigorously, not follow tips or black-box recommendations.
FAQ
Why should retail investors use FactorBench?
FactorBench gives you transparent, rigorous tools to test investment ideas before risking capital-no black boxes, no hidden formulas.
Do I need to be a quant to use FactorBench?
No. Start with simple screens like P/E < 15 and ROE > 10%. The interface supports both beginners and advanced users.
How does backtesting help me as a DIY investor?
Backtesting shows how your screening criteria would have performed historically, helping you test ideas before committing money and understand potential risks.
Can I use the free plan?
Yes. The free plan includes full screener access with multi-factor ranking. Upgrade to a paid plan when you want to backtest your strategies.
How is FactorBench different from other screeners?
Transparent data sourcing (TTM/MRQ), point-in-time backtesting (no look-ahead bias), custom formula language, and full diagnostics-no black boxes.
Your Money. Your Research. Your Decisions.
Build and test investment strategies with transparent tools and honest data.