If you are a RIA and feel overwhelmed trying to screen stocks with discipline and data, this post is for you. You will meet Stuart, a seasoned investment adviser who faced the same frustration: too much data, too little clarity. You will see how he simplified his process using one powerful tool - the Quant Investing Stock Screener. You will learn how to apply proven strategies like the Magic Formula, adapt to any investing style, and use backtesting to gain confidence before you invest. If you want a smarter, faster way to find great stocks and manage your investment process, this article shows you how.
Estimated Reading Time: 6 minutes
The Challenge: Even Experienced Advisers Get Stuck in Data Overload
Meet Stuart, a seasoned Registered Investment Adviser (RIA) in Evanston, Illinois.
After twenty-five years in the industry, Stuart knows what most investors only suspect: markets can be beaten, but not by guesswork. They can only be beaten with a disciplined, data-backed process.
Yet, even for an experienced RIA like Stuart, the daily reality was frustrating.
He wanted to:
-
Screen and analyse thousands of companies quickly.
-
Use proven, research-backed strategies (like the Magic Formula Investing method he trusted for decades).
-
Find quality investment ideas across different styles - value, momentum, quality, or dividend - without spending hours cross-checking data scattered across multiple tools.
In short, Stuart needed a single, reliable tool that brought his belief in systematic investing to life — and freed up time to focus on his clients.
The Solution: A Stock Screener Built for RIAs Who Trust Data Over Hype
When Stuart found the Quant Investing Stock Screener, he immediately recognised a match for his investment philosophy. Here is why:
Proven Strategies Ready to Use
Stuart has always believed in the power of the Magic Formula approach - selecting stocks with high earnings yield and return on capital. The Quant Investing Screener made applying this legendary screen fast and practical.
But it did not stop there. The screener also includes multiple well-researched filters: from Piotroski F-Score to momentum, quality ratios, shareholder yield, and more - each supported by clear backtest data.
One System for Every Style
Whether Stuart wants value stocks one month, momentum trades the next, or high-quality dividend payers for client income portfolios, the screener adapts to his changing needs with a few mouse clicks.
Backtesting for Real-World Confidence
For Stuart, trust comes from evidence. The screener’s historical data and point-in-time backtesting allow him to test strategies before committing client capital.
This turns ideas into conviction - reinforcing his promise to clients that every pick is backed by disciplined research, not guesswork.
Click here to start finding ideas that EXACTLY meet your investment strategy.
The Result: More Clarity, More Trust, Less Time Wasted
Today, Stuart uses the Quant Investing Screener every single day. It has become a core part of his process, a trusted tool that saves hours, reduces noise, and delivers strategies that align with his decades of experience.
Instead of jumping from spreadsheet to spreadsheet, Stuart logs in, runs his trusted screens, tests his ideas, and presents clear, proven opportunities to his clients.
He proves what our belief: smart, systematic investing creates financial independence faster and with less stress.
The Takeaway for Other Registered Investment Advisers
If you are an RIA like Stuart - someone who knows that data and discipline win - you deserve a tool that works as hard as you do.
The Quant Investing Stock Screener was built by investors, for investors who believe markets can be beaten by following a systematic process - not market noise, hype or speculation.
- Apply proven strategies like the Magic Formula instantly
- Backtest and verify before committing client capital
- Save hours of time every week so you can focus on advising
Stuart says it best: "Whatever your investing style, the Quant Investing Screener can help you in your process. I wholly recommend it for investors."
Click here to start finding ideas that EXACTLY meet your investment strategy.
Next Step for RIAs Who Want a Better Way to Screen Stocks
If you want a screener that aligns with the exact same disciplined system Stuart uses daily, try the Quant Investing Screener today.
👉 Take the guesswork out. Bring back the edge. Prove your process with data.
Ready to see how it fits into your daily workflow? Click here to start your 30 day free trial.
FREQUENTLY ASKED QUESTIONS
1. How can I find quality stocks fast without skipping due diligence?
You can use a stock screener that applies proven strategies like the Magic Formula. Instead of starting from scratch, let the tool filter thousands of stocks based on earnings yield, return on capital, and other fundamentals. You still verify the results, but the hard sorting work is already done for you.
2. What if I do not stick to just one style of investing?
You do not have to. A good screener lets you shift between styles—value, momentum, dividend, or quality—with just a few clicks. This way, your system adapts as markets change, without needing to start over each time.
3. Can I trust backtests when making real investment decisions?
Yes—if the backtesting is point-in-time. This means it only uses data available at the time, avoiding lookahead bias. You see how a strategy would have performed in real-world conditions, not a cherry-picked history.
4. I already use spreadsheets and other tools. Why switch to a screener like this?
Because it replaces clutter with clarity. Investors like Stuart saved hours by using one reliable tool instead of jumping between spreadsheets, data sites, and calculators. You get sharper insights in less time, and fewer chances to miss something critical.
5. Is it really possible to beat the market without guessing or timing?
Yes—if you follow a system backed by research. Quant strategies use decades of academic studies and real-world data. They do not predict the market. They tilt the odds in your favour by focusing on what has worked over time: valuation, quality, momentum, and shareholder returns.
6. I want control, but not complexity. Is this system easy to use?
It is designed for exactly that. The Quant Investing Screener is built for disciplined investors who want results, not noise. It offers over 110 pre-tested indicators, but keeps your workflow simple. You only need a few clicks to filter, backtest, and analyse stocks. And you can save all your screens and output templates to make your search for investment ideas even faster.
7. What makes this different from other screeners I have tried?
Depth and discipline. Most screeners offer basic filters. This one gives you complete strategies, like Piotroski F-Score or Shareholder Yield, with transparent logic and historical proof. It is not just a tool. It is a system you can trust with real money.
Click here to start finding ideas that EXACTLY meet your investment strategy.
