Changing standards or moving the goalposts as markets move.
Build a clearer investment process before you put capital to work.
Codify Markets helps active investors define their strategy, check market evidence, scan for matching opportunities, and understand portfolio risk - so you can act with conviction and consistency.
Why investment decisions break down
Technical, fundamental and macro evidence remains fragmented or unclear.
Individually attractive ideas can create hidden concentration and correlated risk.
How Codify works
Turn your investment approach into a structured strategy.
Review opportunities against technical, fundamental and macro signals.
Understand concentration, exposure and risk before acting.
A structured workflow for active investors
Define your process
Global Quality-GARP Momentum Strategy. Fundamental 50%, Technical 30%, Macro 20%. Representative strategy checks include Positive revenue momentum, Price above 200DMA and Supportive risk appetite.
Turn your investing approach into clear, editable strategy checks.
Check the market
Apply a named strategy to a defined universe and review ranked assets by strategy score, with analysis detail for each result.
Scan assets and see where your strategy currently finds alignment.
Review portfolio impact
Compare the current portfolio with a robust illustrative allocation using expected return, volatility and Sharpe context.
Understand how an opportunity affects allocation, diversification and portfolio risk.
Your investment process, systematically applied.
Not another stock screener. Codify carries your strategy through market scanning and portfolio review.
Build from your investment process, not a universe of generic filters.
See where an asset fits, fails or lacks supporting evidence.
Assess each result in the context of existing allocations, concentration, correlation and risk.
Apply the same standards as markets and conditions change.
Codify Research Notes
Short resources on building repeatable, evidence-led investment workflows.
How to Build a Repeatable Investment Process
A practical guide to building a clearer investment process before buying, selling, or sizing a position.
09 Jul 2026
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