Institutional-style equity research for serious investors
Analyze U.S. stocks and ETFs through a repeatable research workflow built on 22 years of historical market data and proprietary KnoWhen trend-pattern analysis.
- Scan and filter large universes of stocks and ETFs
- Identify measurable trend, momentum, volume, and accumulation conditions
- Build repeatable research workflows instead of emotional chart browsing
- Trend Points
- +64
- Velocity
- B+
- Disparity
- 1.08
- Composite
- 78
Stop searching thousands of symbols manually
Most investors lose hours switching between charts, indicators, watchlists, and disconnected research tools. Each tab answers a different question, and none of them remember how you decided last time. Innovest brings the research process into one structured workflow, so the same criteria get applied the same way every day.
See the research process, not just another dashboard
Read the conditions
TrendTracker identifies historical and current market conditions for each symbol: trend, momentum, volume, and accumulation or distribution.
TRENDTRACKERNarrow the universe
FilterBuilder applies your defined criteria across thousands of symbols and returns only the ones that meet them.
FILTERBUILDERResearch what's left
Innovest produces a focused research list you take into further independent analysis. The decision stays with you.
RESEARCH LISTWhat Innovest includes
Pattern and trend reporting
Daily condition reports built on the proprietary KnoWhen pattern engine.
- 22 years of daily history DATA
- KnoWhen pattern identification PATTERN
- Buy and sell indicators SIGNAL
- Accumulation / distribution ADL
- Trend Points SCORE
- Velocity and disparity ratings RATING
- Trend persistence DURATION
- Rally and decline analysis SWING
- Price and volume alerts ALERT
- Composite Ratings RATING
Criteria-based screening
Turn your research rules into saved, repeatable screens.
- Symbol and portfolio selection
- Pattern searches
- Buy and sell signal filters
- Price and volume ranges
- ADL, velocity, disparity, Composite
- Date-range filters
- Saved watchlists and portfolios
What changed overnight
A morning summary of shifts across the symbols you follow.
- Trend changes
- Accumulation and distribution shifts
- Filtered research lists
- Daily portfolio summaries
- Email alerts
Built for a more consistent research process
Innovest does not make investment decisions for you. It helps organize market information so you can research more consistently, compare conditions using defined criteria, and spend less time manually searching for opportunities.
Documented institutional heritage
We list only professional use we can document and have permission to name.
| Organization / professional | Period of use | What the system was used for | Documentation |
|---|---|---|---|
| AWAITING APPROVAL | — | — | — |
| AWAITING APPROVAL | — | — | — |
| AWAITING APPROVAL | — | — | — |
Historical professional use describes how the methodology was applied in the past. It does not indicate or predict future results for any user.
Your first Innovest workflow
You get a working setup, built with you, during onboarding.
- FirstLive setup sessionAccount configured with a member of the Innovest team.
- FirstBuild your first watchlistThe symbols you already follow, loaded and tracked.
- NextCreate one saved screening workflowYour criteria turned into a FilterBuilder screen you can run daily.
- NextLearn to read the reportsTrend Points, velocity, disparity, ADL, and Composite Ratings explained on your own symbols.
- During onboardingWeekly group walkthroughsLive sessions throughout onboarding to answer questions and share workflows.
Join Innovest Institutional Trend Intelligence
Everything in the platform, for twelve months
- One year of platform access
- TrendTracker
- FilterBuilder
- Saved watchlists and portfolios
- Daily research reports
- Email alerts
- Guided onboarding
- Founding access to future releases
Founding access is limited to 25 customers so the Innovest team can personally support onboarding and improve the platform from user feedback.
Bring one symbol. Watch Innovest analyze it.
Pick a time, name one stock or ETF you already follow, and we'll run it through TrendTracker and FilterBuilder with you live. No slides, just your symbol.
Straight answers
Is Innovest investment advice?
No. Innovest is a research and analysis platform. It does not provide individualized investment advice, guarantee results, or make decisions for users.
Does Innovest guarantee profits?
No. Market outcomes are uncertain. Innovest provides data, indicators, filters, and research tools.
Who is Innovest for?
Serious self-directed investors, active traders, research professionals, and small investment teams.
What markets does it cover?
U.S.-traded equities and ETFs covered by the platform's available data.
How much does it cost?
$1,500 for 12 months, paid upfront.
What happens after I book?
You choose a time for a live walkthrough, bring one stock or ETF symbol, and see how Innovest analyzes it.
Innovest and KnoWhen are provided for educational and research purposes only. Nothing on this website or within the platform constitutes personalized investment, legal, or tax advice, or a recommendation to buy, sell, or hold any security.
Investing in securities involves risk, including the possible loss of principal. Indicators, ratings, patterns, and signals describe historical and current data conditions and do not predict future price movements.
Past performance is not indicative of future results. Any historical use of the methodology by professionals or institutions does not imply similar outcomes for any user.
Interface examples on this site use fictional symbols and illustrative values. Users are responsible for their own investment decisions and should consult a licensed professional where appropriate.