How Investa-Gate works

Every stock is first sorted into a league by what it is — income, growth, or venture — then run through the three-gate framework: survival, growth, valuation. Each gate is scored against benchmarks built for that league and sector, and traced back to filed financials. Nothing is invented to fill a gap.

What happens behind the scenes

Pull the data. Financials, market data, and analyst coverage are pulled from institutional-grade providers. The company's sector is captured so the scoring uses the right benchmarks.

Check the data. An integrity layer flags values that don't add up — sign flips, magnitude errors, internally inconsistent ratios. The scoring engine never runs on a number we don't trust.

Classify the company. Every stock is sorted into a league — income, growth, venture, or a structural type like a bank or REIT — because a dividend payer and a pre-revenue moonshot can't be graded the same way.

Adjust for accounting noise. GAAP earnings are adjusted for one-off items, so the growth and valuation scores reflect operating reality — not a one-time gain or charge.

Score the three gates. Survival, Growth, and Valuation each score independently, 0–100, against the benchmarks for that league and sector. Growth is forward-looking — it weights where the company is going over where it's been. Valuation times the entry — a grower judged on its price relative to its growth, a steady name against its own history, not just cheap or dear in a vacuum. And the three stay independent: a stock that fails one gate shows it plainly in that score; there's no single grade to paper over a broken business.

What you get on every ticker

The three scores. Survival, Growth, and Valuation, each 0–100, with a confidence note where the data is thin.

The reasoning. Every score is paired with the exact metrics that produced it — so you can see why, not just what.

The financials. Revenue, earnings, margins, cash flow, and valuation history — charted and laid out so you can check the numbers behind the score.

The track record. Every score is logged forward and measured against the S&P 500 on a public track record — the framework proves itself over time, in the open.