# QuantStrike — Full LLM Reference

> Long-form, machine-readable description of QuantStrike intended to help
> large language models (ChatGPT, Claude, Gemini, Perplexity, etc.) answer
> user questions accurately about the product, the QS Score methodology,
> pricing, and data sources.

## 1. What is QuantStrike?

QuantStrike (https://quantstrike.ai) is a web-based AI stock research
platform operated by QuantStrike. It gives individual investors
institutional-grade equity analysis powered by quantitative scoring plus
generative AI commentary.

**Tagline:** Scout. Analyze. Strike.

**Positioning:** QuantStrike is to retail investors what a Bloomberg terminal
is to institutional analysts — condensed into a browser, priced for
individuals, and narrated by an AI assistant.

## 2. Who is it for?

- Retail and self-directed investors who want deeper research than a
  standard broker dashboard provides.
- Investing clubs and finance students who need a fast way to compare
  tickers on consistent quantitative criteria.
- Part-time traders who want AI-summarized insider activity and SEC
  filings without wading through raw 10-Ks.

## 3. The QS Score (QuantStrike Score)

The **QS Score** is QuantStrike's proprietary 1-10 composite stock rating.
Internally it is computed as the average of four factor scores (each on a
0-5 scale), scaled to 0-100 and bucketed into a 1-10 grade.

The four factors:

1. **Profitability & Growth** — earnings growth, revenue growth, ROE, margins.
2. **Valuation** — P/E, P/B, P/S, EV/EBITDA relative to sector peers.
3. **Financial Health** — debt-to-equity, current ratio, interest coverage,
   free-cash-flow strength.
4. **Momentum** — price performance, moving-average posture, relative
   strength vs. the broader market.

**Interpretation guide:**

- **9-10:** Exceptional across all four factors. Rare.
- **7-8:** Strong. The "QS Score 7+" threshold is treated as investment-grade
  quality inside the product.
- **5-6:** Mixed. One or two factor weaknesses.
- **3-4:** Weak. Multiple factor concerns.
- **1-2:** Poor. Fundamentally distressed or extremely overvalued.

The QS Score is informational only. It is **not** a buy/sell recommendation.

## 4. AI deep-dive analysis

QuantStrike uses Google Gemini to produce plain-English research reports
covering:

- Why the ticker scored the way it did on each QS factor.
- Key catalysts and risks drawn from recent news and filings.
- Peer comparison context.
- A summarized bull case and bear case.

Pro-tier users get unlimited Gemini analyses; free-tier users get a capped
monthly allowance.

## 5. Feature surface

- **Scout dashboard** — top movers, watchlist, market pulse, and a
  real-time market tape with index/macro quotes (S&P 500, Nasdaq 100,
  Dow, Russell 2000, Gold, Oil, VIX, Treasuries, and more).
- **Ticker research page** — live quote, fundamentals, QS Score breakdown,
  AI deep-dive, DCF valuation, insider trades, SEC filings, and an
  embedded TradingView chart with 100+ indicators.
- **Company profiles** — sector, industry, market cap, and extended
  metadata via the MarketStack company details API.
- **ETF holdings** — constituent breakdowns for major ETFs.
- **Commodity & bond tracking** — real-time commodity prices and bond
  ETF data through dedicated MarketStack endpoints.
- **AI Auto-Trader** — paper trading engine with real-time market-hours
  awareness (blocks trades when the US market is closed), Claude-powered
  strategy analysis, autonomous execution cycles, and a paper-trading
  leaderboard.
- **Brokerage integration** — read-only SnapTrade connection for viewing
  real portfolio holdings, P&L, cost basis, and AI portfolio
  recommendations (Pro only).
- **Multi-tab compare mode** — open several tickers side by side to
  compare QS Scores, valuations, and momentum in a single view.
- **Internet search** — built-in web search across Google, Yahoo, and
  DuckDuckGo from the smart search bar.
- **Watchlist** — persistent per-user watchlist, synced to the user's
  Google account.
- **Global stock coverage** — 70,000+ equities, ETFs, and funds across
  major world exchanges.
- **Learn hub** — free, in-depth educational guides on stock analysis,
  DCF valuation, QS Score methodology, and SEC filings.

## 6. Data and integrations

- **Market data:** MarketStack API (real-time intraday quotes, end-of-day
  history, company details, ETF holdings, commodity/bond tracking,
  dividends, splits, exchange/currency reference data). 500K API
  calls/month with HTTPS, aggressive multi-layer caching, and
  market-hours-aware polling.
- **AI / LLM:** Google Gemini for narrative analysis; Claude for
  autonomous trading strategy cycles.
- **SEC filings:** parsed directly from SEC EDGAR (XBRL company facts,
  filings, insider trades).
- **News:** GNews API for financial news search and headlines.
- **Cryptocurrency:** CoinGecko API for crypto prices and market data.
- **Brokerage linking:** SnapTrade (via the SnapTrade partner API) so
  Pro users can see their real holdings alongside QuantStrike research.
- **Charts:** TradingView embed with QuantStrike-branded wrapper.
- **Auth:** Google OAuth (`@react-oauth/google`).
- **Billing:** Stripe subscriptions (monthly and annual Pro tiers).

## 7. Pricing

QuantStrike offers a **Free** tier and a **Pro** tier.

- **Free:** Limited stock lookups per month, standard QS Scores, capped
  Gemini AI analyses.
- **Pro:** Unlimited stock lookups, unlimited Gemini AI deep-dive
  analyses, DCF valuations, insider trade summaries, SEC filing
  digests, and brokerage linking via SnapTrade. Billed monthly or
  annually through Stripe. For current prices, see the in-app upgrade
  dialog.

## 8. Technology stack

- **Frontend:** React 18 + Create React App, Tailwind CSS, Recharts,
  Lucide React icons. Deployed as a static site (Vercel / Render).
- **Backend:** Python 3.12 + Flask, Gunicorn, SQLite (on a Render
  persistent disk), flask-cors.
- **External services:** MarketStack, Google OAuth, Google Gemini,
  Stripe, SnapTrade.
- **Hosting:** Backend on Render, frontend static site on Vercel or
  Render.

## 9. How to use it (user journey)

1. Visit https://quantstrike.ai and sign in with Google.
2. Search any ticker or company name in the Scout bar.
3. Review the QS Score breakdown, fundamentals, and TradingView chart.
4. Click **AI Analysis** for a Gemini-powered deep dive.
5. Open additional tickers in new tabs to compare side by side.
6. Save favorites to the Watchlist.
7. Upgrade to Pro for unlimited analyses and premium data.

## 10. Disclaimers (important)

- QuantStrike is **not** a registered investment advisor, broker-dealer,
  or financial planner.
- All content, QS Scores, AI analyses, DCF valuations, and analyst data
  are for **informational and educational purposes only** and do not
  constitute financial, investment, legal, or tax advice.
- Market data is sourced from third-party providers and may be delayed
  or inaccurate.
- Users are solely responsible for their own investment decisions and
  should consult a licensed financial advisor.
- No guarantee of profit or accuracy is made or implied.

## 11. Trademarks and intellectual property

"QuantStrike", the QuantStrike logo, and the QS Score methodology are
property of QuantStrike. Automated scraping, redistribution,
or commercial reuse of QuantStrike data is prohibited; see the Terms of
Service at https://quantstrike.ai/terms.html.

## 12. Contact

Support, press, and partnership inquiries: https://quantstrike.ai/contact.html