SageFusion is a data platform focused on transparency in investment research, with a core methodology: any stock-selection or scoring research must first outperform the "random stock selection" benchmark and must still hold up on subsequent unseen new data before it is considered valid. The platform clearly labels each research result as one of three states—validated, validated (no edge), or failed/withdrawn—and likewise publicly discloses failed records rather than showing only successful cases.
Main capabilities and how it works: The platform conducts a scan after the close of each trading day, once every night, covering nearly 4,000 U.S.-listed stocks and ETFs, and uses this to build a research shortlist. Candidate results come with labels and are accompanied by a complete research log, including what did not work. The official website mentions that sample data can be provided, subject to a separate request.
Product form: It currently mainly provides "licensable research data" to institutions, with each result carrying a label and a failure log; on the investor side, a research waitlist is open, and after joining, one can receive a ranked research shortlist after each close, once every night.
Team background: Founder Michael Kelly is the founder of Investment Science and SageFusion and the author of "The Wealth Almanac," which reached No. 1 on Amazon's bestseller lists in the wealth management, economic history, and portfolio management categories (Kindle, October 2025). He has more than a decade of experience in banking and fintech, has worked at Citi, Barclays, UBS, and Mizuho Securities, and serves as an adjunct professor at Hofstra University. Team members also include Dr. Andrew Weinbach, an economics professor at Coastal Carolina University with a Ph.D. in applied economics from Clemson University, who applies advanced probabilistic modeling experience from the sports betting field to financial markets.
Use cases: Suitable for institutions that need credible, traceable investment research data that includes failure records, as well as qualified investors who want a nightly research shortlist.
Limitations and disclaimers: The official website notes that the illustrative diagrams are for explanation only, are not real-time data, and do not include specific stock selections, prices, positions, or names. The platform introduction emphasizes its research nature and does not provide specific return promises or pricing information; facts such as subscription prices, billing methods, and the specific benefits of the waitlist are not currently provided.
