Purpose and Positioning
Sirius Investors is an investment research platform for stocks, ETFs, and cryptocurrencies. It integrates company financials, valuation, market data, and portfolio tools into a single interface, enabling users to research individual stocks, screen the market, and review portfolios within one platform.
Main Capabilities
Investment Score
Using quantitative multi-factor analysis, it combines value, quality, and momentum factors to generate an actionable 0-100 score (Investment Score) for any stock, and provides historical score trends and comparison against the S&P 500 benchmark. The model is available in annual and quarterly versions.
AI Stock Screener
Covers 10,000+ stocks and ETFs and offers 30+ screening criteria, including fundamentals, technicals, and AI-driven insights. Users can start from preset criteria (such as undervalued, dividend, growth, ETF screening) to quickly build a candidate list.
Portfolio Manager
Supports automatically building optimized portfolios based on goals and risk tolerance, and can also import existing holdings from brokers or CSV for instant analysis. It provides risk assessment, concentration analysis, rebalancing suggestions, and position sizing comparisons.
Daily Market Movers
Includes the day's biggest gainers and losers, pre-market movers, earnings calendar, and more, helping to discover momentum opportunities and schedule trades around earnings.
Reddit Trending Stocks and ETFs
Analyzes social sentiment on Reddit in real time, tracking the tickers retail investors are discussing and trading.
ETF Research
ETF pages include holdings, sector weights, country allocation, performance, and related screeners, allowing users to jump from an ETF overview to a screener or constituent stocks.
Multi-Factor Investment Model
A proprietary scoring model combines value, quality, and momentum factors with fundamental analysis to support data-driven systematic investment decisions.
AI Portfolio Intelligence
Automated portfolio construction, real-time market regime analysis, risk assessment, and actionable recommendations combine AI-driven market sentiment with quantitative factor models to provide clear action signals.
Data Sources and Reporting
Provides verified SEC filings, real-time market data, and auditable data, covering 75,000+ stocks, ETFs, and cryptocurrencies, with full source attribution and compliance reporting.
How to Use
Users can search for ticker symbols, open company or ETF research pages, run screeners, and use the portfolio manager. These features are available on the free plan; paid plans expand coverage, historical data, and portfolio analysis limits. Common workflows for professional investors include: opening financials, valuation, earnings, and analyst pages; screening by valuation, dividend, growth, quality, and liquidity to build a candidate list; importing holdings, reviewing concentration and risk, and rebalancing.
Use Cases
- Research the financials, valuation, and risk of individual stocks and ETFs
- Screen investment opportunities by fundamentals, technicals, and valuation metrics
- Automatically build and optimize portfolios
- Track social sentiment and market movements
- Perform portfolio risk analysis and rebalancing
- Compare ETF holdings, sector weights, and performance
Limitations
Sirius Investors is a research assistance tool, and the scores and signals it provides do not constitute personalized buy or sell advice. Users should treat the scores as a starting ranking and make judgments in combination with financial statements, valuation, earnings, and peer context. Regarding specific pricing, supported operating systems, or device types, the official materials do not currently provide this information.
