See What Data Science and Proprietary Ratings Can Do.

Your trial includes live model portfolios and data science stock screens —
built using ERS's proprietary quantitative ratings and independently verified.

  • Model Portfolios — curated portfolios built using proprietary ratings, rebalanced quarterly
  • Idea Lists — data science screens across the full stock universe, updated monthly

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Your 30-day trial includes:

Model Portfolios

Three live portfolios — Resilient Value, Dividend Income, and Small-Cap Model — each built using multiple proprietary ratings for fundamental strength and risk management. See current holdings, closed positions, and returns. Rebalanced quarterly, independently verified.

Idea Lists

Monthly data science screens that surface the highest-rated stocks across ERS's proprietary rating systems. Use them as research starting points — see what our ratings are flagging, then decide what fits your clients.

ERS uses data science to help investment advisors
improve portfolio returns and reduce the risk of serious losses.