DIY Retail Investors
Take control of your investment research without black-box tools. Chat your ideas and test them with transparent data, backtests, charts, and seasonality before putting capital at risk.
Free Screener · 7-Day Trial on Paid Plans · Cancel Anytime
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 point-in-time data and review charts and seasonality before risking real money.
📊 Professional-Grade Tools
Access the same rigorous screening, charting, and backtesting tools used by professional investors-at retail-friendly prices.
🧮 Custom Strategies
Build your own screening criteria with multi-factor ranking, or ask the chat assistant to draft a strategy for you.
🔬 Point-in-Time Data
Backtests use only data actually available on each date with fundamental lag-no cheating with hindsight, realistic results.
📋 Actionable Watchlists
Save screens as watchlists and share results 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 ask chat to draft a screen you can refine.
Test It
Backtest your screen on historical data and review charts and seasonality to see how it would have performed.
Monitor & Execute
Save your watchlist, share results, and track stocks over time with transparent methodology.
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 tools and a chat assistant 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%, or ask the assistant to draft a screen you can refine.
How does backtesting help me as a DIY investor?
Backtesting shows how your screening criteria would have performed historically, with charts and seasonality to understand risks.
Can I use the free plan?
Yes. The free plan includes screening, charts, seasonality, and backtests up to 3 years. Upgrade for longer history and optimizer runs.
How is FactorBench different from other screeners?
Transparent data sourcing (TTM/MRQ), point-in-time backtesting, chat-first workflows, and charts/seasonality-no black boxes.
Your Money. Your Research. Your Decisions.
Build and test investment strategies with transparent tools and honest data.