Systematic Edge

The hedge fund automation platform.

Institutional process designed for individual traders.

Start for free
The problem

Copy trading platforms. AI trading bots. Signal subscriptions. Social media traders showing you their gains. The entire retail trading industry is built around one idea: that you can make serious money in the markets without putting in serious work. You cannot. If automated profits and effortless returns were real, everybody would already be rich.

The traders who grow their accounts consistently over time do not use any of that. They use a process. A rigorous, repeatable, professional-grade research and portfolio management process. The kind that takes years to learn inside an institution and requires a team to run manually.

The methodology

Professional portfolio managers do not trade on chart patterns. They do not follow signals. They do not ask an AI what to buy. They build a view of the global economy, translate that view into sector positioning, identify the individual stocks that will outperform or underperform within that context, structure the trade precisely, and manage the resulting portfolio with discipline.

EdgeFormHQ is built entirely around that process.

The methodology
A complete top-down bottom-up research framework taught across four courses. From macroeconomic cycle analysis through sector positioning to individual stock assessment, trade structuring, and portfolio management.
The tools
Every data point, screener, and analytical tool the process requires, built into the platform and updated automatically. Organised around the workflow.
The AI
Not an AI that trades for you. An AI that accelerates specific parts of the research process. A starting point for your judgment, not a replacement for it.
Once the process is mastered, the platform turns hours of manual weekly work into an efficient, focused and systematic routine.
The Academy

The Academy teaches the complete methodology across four courses. Each module connects directly to the platform tool that automates what it teaches. Course 1 is free, permanently.

Free
Course 1
The Foundation: Why Process Beats Everything
The worldview course. Professional mindset, the long/short model, volatility, GDP, systematic framework, risk management foundations, and an honest treatment of AI in trading.
Introduction + 13 modules · Free forever
Pro
Course 2
The Research Process: Macro to Micro
The complete top-down bottom-up research methodology. Every leading indicator, the full micro process from sector analysis to qualitative assessment, catalysts, and trade idea construction.
26 modules · Pro
Pro
Course 3
Trade Execution and Risk Management
Completes the stock assessment with volatility analysis, TA, PA, and trade structuring. Then the full portfolio layer from sizing through performance measurement.
14 modules · Pro
Max
Course 4
The Volatility Edge: Options
Full options curriculum from first principles. All useful strategies. Volatility masterclass. Portfolio hedging. No prior options knowledge required.
14 modules · Max
The tools
Macro Dashboard
Leading indicators, lagging indicators, money markets, commodities, COT, ESI, and portfolio bias. Organised in the sequence a professional research process actually uses them.
Thematic Chain Explorer
AI-powered mapping of sector and thematic relationships across the market. Identify connected industries, understand supply chain exposure, and find cross-sector trade ideas.
Equity Screener
3,500+ equities
Fundamental and quantitative filtering across the full US equity universe. A tool for finding names worth assessing, not a signal generator.
ETF Screener
2,500+ ETFs
Thematic and geographic exposure across the ETF universe. Filter by asset class, sector, geography, expense ratio, and performance.
Stock Assessment
The complete research workflow for any equity. Quantitative rows, TA and PA chart, trade structure, and AI-driven qualitative analysis connected directly to company filings and earnings data for in-depth assessment.
Portfolio Monitor
Long/short book management with exposure analysis, beta-adjusted volatility, margin utilisation, portfolio health, and full track record.
Pricing

Course 1 is free permanently. It covers the complete foundation of the methodology so you can decide if this approach is right for you. Free accounts also include 5 AI credits per month and access to all platform tools, so you can experience the platform before committing to anything.

Free
$0
forever
  • Platform tutorial
  • Course 1: The Foundation
  • 5 AI credits per month
  • All platform tools
Create free account
Pro
$29
per month
  • Everything in Free
  • Course 2: The Research Process
  • Course 3: Trade Execution and Risk
  • 50 AI credits per month
Start Pro
Max
$49
per month
  • Everything in Pro
  • Course 4: The Volatility Edge: Options
  • 200 AI credits per month
Start Max