Qualtix
Qualtix is a web-based stock research platform that combines a rules-based quantitative scoring model with an AI-generated natural-language explanation layer. Users enter a ticker and receive three separate scores — Business Quality, Valuation, and Entry Timing — which are combined into a single overall verdict such as Strong Buy, Buy, or Hold. The company states that the model is driven by SEC filing data and is refreshed daily across more than 1,000 supported stocks. In addition to per-stock analysis, Qualtix offers a screener that ranks the covered universe by score, a portfolio view that scores existing holdings and flags positions worth reviewing, a portfolio builder for testing how a new ticker fits an existing mix, and a side-by-side comparison tool that scores two tickers on identical factors. An AI assistant referred to as an AI Coach answers questions grounded in the computed scores rather than overriding them. Qualtix publishes research on a regular cadence, including daily model rankings, weekly radar reports, and periodic performance reports. The site advertises backtested results from 2017 to 2025 claiming the Strong Buy portfolio beat the S&P 500 in eight of nine years, plus early paper-trading results, while repeatedly stating that the output is research only, that there is no brokerage connection, and that it does not constitute financial advice. Pricing details are not specified on the homepage beyond a free trial, and the platform is delivered entirely as a hosted service.
- Category
- Search
- Pricing
- Unknown
Problem solved
Retail and self-directed investors often lack access to the kind of structured, repeatable equity research that institutional desks use, and popular alternatives rely on either opaque black-box scores or time-consuming manual reading of filings. Qualtix addresses this by running every supported stock through one transparent rules-based model that produces consistent quality, valuation, and entry-timing scores, then having AI explain the result in plain English so users can understand why a verdict was assigned instead of treating it as an unexplained rating.
Use cases
- Screen a universe of 1,000+ US stocks daily for high-scoring Strong Buy or Buy candidates
- Check the business quality, valuation, and entry-timing scores of a single ticker before buying
- Score an existing portfolio and identify holdings whose model verdict has deteriorated
- Compare two stocks side by side on identical factors to decide which is stronger
- Test how a prospective new position would fit an existing portfolio mix before purchasing
- Ask an AI assistant why a stock received a given verdict and what would change it
- Follow daily ranking changes and weekly radar reports to surface names worth reviewing
Audience
- Business Users
- Enterprise
- Researchers
Pros
- Presents three transparent, separately scored factors rather than a single opaque rating
- Scores a large universe (1,000+ stocks) on a daily refresh cadence
- AI explanations are explicitly grounded in the model scores rather than generating independent verdicts
- Includes practical portfolio, comparison, and screener tools alongside single-stock analysis
- Publishes backtest and live paper-trading reports with stated caveats
Cons
- Only a limited set of supported US tickers is covered, per the site description
- Model methodology details are summarized on the marketing pages rather than fully documented
- Backtested performance claims are historical simulations and may not hold going forward
- Pricing is not clearly stated on the homepage, so cost must be checked separately
- No brokerage integration, so any resulting decisions must be executed elsewhere
Official website: https://www.qualtix.app/
Canonical LambdaBase page: https://www.lambdabase.com/tools/qualtix