CALTROPIASystematic
Research
Sign in
INDEPENDENT THINKING. SYSTEMATIC RESEARCH.A different perspective

FOR THE CURIOUS INVESTOR

SEE THE MARKETDIFFERENTLY.

Find the signal. See the context.
Build your own perspective.

Equity signals. Value, momentum and low-volatility factors. Market regimes, thematic baskets and systematic portfolios—all connected in one research platform.

Create your free account Take a look inside

Start with Core. Free with an account.

THE ART OF SEEING MORE01—03
An animated ribbon sculpture connecting signals, context and portfolios SIGNALSPERSPECTIVE
Individual signals. A connected view.
SCROLL TO CONNECT THE DOTSResearch with structure.
Room for your own thinking.

01 / LOOK BENEATH THE SURFACE

ONE MARKET.MORE DIMENSIONS.

A price tells you where the market is.
Our research helps you explore how it got there—and what sits underneath.

THE SIGNAL VIEWEXPLORE THE RESEARCH

DIRECTION + PARTICIPATION

A trend is more
than a line.

See a stock’s trend alongside the strength of the wider market. Explore momentum, value and mean reversion without losing the bigger picture.

  • Individual equity & macro signals
  • Sector and industry breadth
  • Factor scores in context
Start with Core signals
DIRECTION & BREADTHILLUSTRATIVE EXAMPLE
Illustrative trend line and participation barsTRENDPARTICIPATIONEarlier observationsLater observations
Trend ParticipationThe direction. And the conviction underneath.
FOLLOW YOUR CURIOSITYExplore the factors Sectors & themes Global macro

02 / THE CONNECTION IS THE POINT

GOOD QUESTIONS.A WIDER PERSPECTIVE.

Go from an individual signal to the context around it.
Then bring the views that matter into your own workspace.

01 / OBSERVE

START WITH
WHAT’S MOVING.

Read trends across individual equities and global markets. Compare the signal with the participation around it.

Short and intermediate trends · Sector & industry breadthExplore Core equity signals
02 / COMPARE

SAME MARKET.
DIFFERENT FACTORS.

Value, momentum and low volatility offer distinct ways to compare equities. Read the scores, examine the differences, and explore each factor’s portfolio.

Value Momentum Low volatility
Core value & momentum are free with an account.
Expanded factors and low volatility require paid membership.
03 / CONTEXTUALIZE

STEP BACK.
READ THE CYCLE.

Compare equity and bond regimes. Put faster and slower model readings beside the signals you’re following, and explore their history.

Multiple models. Different horizons. More context.Explore the regime collection
04 / MAKE IT YOURS

BRING YOUR
RESEARCH TOGETHER.

Keep factors beside regimes, follow model portfolios and add your own notes. Your workspace brings the research you can access into one place.

Choose your widgets. Save your boards. Return to your thinking.Build your free workspace
FOLLOW THE CONNECTIONSCONCEPT ILLUSTRATION
The same marks move from individual signals into factor groups, a cycle and a personal workspaceINDIVIDUAL SIGNALSDirectionParticipationContextVALUEMOMENTUMLOW VOLTHREE DISTINCT WAYS TO READ THE SAME UNIVERSEMARKETCONTEXTExpansionSlowdownContractionRecoveryYOUR SIGNALSYOUR FACTORSYOUR NOTESYOUR MARKET VIEW
01 / Observe the signalsContinue scrolling

03 / MAKE ROOM FOR YOUR THINKING

YOUR MARKET.YOUR WAY.

Build a workspace around what matters to you.

Put signals beside regimes. Keep a portfolio in view. Move, resize and arrange your widgets into boards that fit the way you research.

Choose your widgetsBuild your boardsPick up on another device
Make your workspace
YOUR WORKSPACEILLUSTRATIVE DASHBOARD
CORE EQUITY SIGNALSSAMPLE
Signal watch

DEMO UNIVERSE

UNIVERSE
3 ROWS
NAMEST / ITSCORE
DEMO ATECH / DEMO
DEMO BINDUSTRIAL / DEMO
DEMO CMIXED / DEMO
CORE PREVIEW3 NAMES
REGIME LENSSAMPLE
Current state

EXPANSION

Prior stateSLOWDOWN
12 PERIODSNOW
Model exposure62% EQUITY
PLUS VIEW12 PERIODS
RESEARCH NOTESSAMPLE
Questions for the next pass

THREE THREADS

03
  1. 01

    Compare DEMO A breadth with the intermediate read.

  2. 02

    Mark the handoff from DEMO B to DEMO C.

  3. 03

    Keep the regime shift beside the factor view.

Notebook previewDEMO
MARKET BREADTHSAMPLE / CORE
Positive trend66.7%
24 / 36names positive
UP 24MIXED 7DOWN 5
CORE PREVIEW36 NAMES
Try a different arrangement above.Demo names & values · No live signals
A CONNECTED WAY TO RESEARCH

OBSERVE.UNDERSTAND.EXPLORE.

04 / YOUR NEXT PERSPECTIVE STARTS HERE

GET CURIOUS.START WITH CORE.

Get to know the research with a free account.
Go further when you’re ready.

THE STARTING POINT01

COREFree with an account

A useful place to begin. Build a routine around systematic research.

  • Core equity and macro trend signals
  • Core value, momentum and mean reversion
  • Your personal workspace, boards and notes
Create your free account
THE WIDER PICTURE02

PLUSPaid membership

More of the market. More context for your research.

  • Expanded signals and factor research
  • Regimes, sectors and thematic baskets
  • Model portfolio positioning and performance
Explore Plus membership
One account. Your own perspective.Already a member? Sign in

BEFORE YOU GET STARTED

A FEW GOOD
QUESTIONS.

What can I use for free?

Create an account to use Core equity signals, macro trends, value, momentum and mean reversion. You can also create a personal workspace with the widgets available to your membership.

Is this a brokerage or a trading service?

Caltropia is a research platform. You explore signals, models and portfolio information; you make your own investment decisions. The platform does not place trades for you.

Are the charts on this page live?

These are interactive illustrations of the research tools, not current market readings or investment returns. Sign in to see the available research, with source dates shown in the individual workspaces.

Can I use my workspace on my phone?

Yes. Your saved boards and widget arrangements belong to your account, so you can return to them on another device. The layout adapts to smaller screens.

THE MARKET KEEPS MOVING. KEEP YOUR PERSPECTIVE.

LOOK A LITTLE
DEEPER.

Your free Core account is a good place to start.

Join Caltropia