Who we are
Quantitative equity research with the data trail left intact
Vantage Portfolios is a quantitative research and portfolio intelligence platform for individual investors, advisors and family offices. Live market data, transparent factor models, forensic accounting screens — and no fabricated numbers anywhere in the product.
What the platform is built on
Live data first, every time
Quotes, fundamentals, price history, analyst ratings and SEC filings are pulled on demand from active upstream market-data providers. Nothing is mocked, seeded, or generated. When a provider is unreachable, the platform reports that instead of filling the gap.
Two models, both visible
Every covered name carries a 6-factor fundamental composite rating (0-100, graded A+ through F) alongside a 4-factor cross-sectional quant rank across Valuation, Growth, Business Quality and Momentum. They are separate instruments and stay separate — neither is relabeled into the other.
Forensic accounting screens
Beneish M-Score for earnings manipulation risk, Altman Z-Score for balance-sheet distress and Piotroski F-Score for fundamental momentum are published alongside the factor work, with the underlying inputs visible.
What we cover
US equities
Covered large- and mid-cap names with factor grades, valuation multiples, peer cohorts and price history.
ETFs
A screener vault of core institutional funds with holdings transparency, overlap analysis and true total cost of ownership.
401(k) & federal TSP mutual funds
A workstation over the institutional 401(k) fund universe, including fee and share-class comparisons.
Crypto
Live crypto market data with the same factor-grading framework applied to continuously traded assets.
How the models are documented
Factor construction, score calibration, data provenance and refresh windows are published in the quantitative methodology and data governance page. Legal terms, the research disclaimer and the privacy policy are linked from the footer of every page.
Vantage Portfolios — entity details
- Organisation
- Vantage Portfolios
- Quantitative equity research and portfolio intelligence platform.
- Website
- stocks.vantageportfolios.com
- This page — including the research surfaces it links to — is the canonical public presence of Vantage Portfolios.
- Contact
- support@vantageportfolios.com
- info@vantageportfolios.com
- Desk requests can also be filed through the contact desk.
Vantage Portfolios operates as a digital research service and does not publish a postal mailing address; correspondence and desk requests are handled electronically through the channels above.