Smart Screener
Screen stocks by combining insider activity, institutional ownership, supply chain relationships, and fundamentals. Cross-signal screening that surfaces opportunities others miss.
Preset Screens
Cross-Signal Screening Methodology
Traditional stock screeners filter companies by a single dimension such as price-to-earnings ratio, market capitalization, or dividend yield. The MyAllies Smart Screener takes a fundamentally different approach by combining multiple independent data signals into composite screens that surface opportunities where several bullish indicators converge simultaneously. When company insiders are buying shares at the same time that institutional investors are accumulating positions, and the company sits within a supply chain showing positive momentum, the resulting signal is far stronger than any single indicator alone.
Each preset screen is built on data parsed directly from SEC regulatory filings. Insider transaction data comes from Form 4 filings that corporate officers and directors must submit within two business days of any securities transaction. Institutional ownership data comes from quarterly 13F filings submitted by investment managers with over one hundred million dollars in assets under management. Supply chain relationships are mapped from annual and quarterly reports where companies disclose their major customers and suppliers. By combining these distinct regulatory data sources, the screener identifies patterns that would be nearly impossible to detect manually.
Available Preset Screens
Smart Money Convergence
This screen identifies companies where both insider buying and institutional accumulation are occurring simultaneously. The convergence of these two independent signals is particularly meaningful because insiders and institutions have access to different information advantages. When a CEO is buying shares out of their own pocket while multiple hedge funds are adding to their positions in the same quarter, it suggests broad confidence in the company's near-term prospects from parties with deep knowledge of the business.
Insider Cluster Buys
A cluster buy occurs when three or more corporate insiders purchase shares within a ten-day window. This pattern is one of the most well-researched insider trading signals in academic finance. Individual insider purchases can happen for many personal reasons, but when multiple executives coordinate their buying activity within a short time frame, it strongly suggests that the insiders collectively believe the stock is undervalued. The screener flags companies showing active cluster buy patterns with the total dollar value and number of participating insiders.
Supply Chain + Insider Buying
This screen combines supply chain relationship mapping with insider transaction analysis to find companies that sit within healthy supply chains and also show insider buying activity. If a major supplier reports strong earnings and raises guidance, that positive momentum often flows downstream to the supplier's largest customers. When insiders at those downstream companies are also buying shares, it creates a dual signal combining fundamental supply chain health with direct insider confidence.
High Conviction Small Cap
Small cap companies under two billion dollars in market capitalization receive less analyst coverage and institutional attention, which means insider signals carry disproportionate weight. This screen filters for small caps where insiders have made purchases with high conviction scores, meaning the purchase size is large relative to the insider's total holdings and compensation. A director at a small cap company spending several hundred thousand dollars of personal funds on open-market share purchases represents a very different signal than a routine exercise-and-hold of stock options.
Institutional Accumulation
This screen identifies companies where five or more institutional investors have increased their positions in the most recent 13F filing period. Institutional accumulation across multiple funds suggests that professional money managers with significant research resources have independently reached similar conclusions about the company's prospects. The screen shows which institutions are accumulating and the total change in institutional ownership percentage, helping you understand whether the buying is concentrated in a few large funds or spread across many smaller managers.
Understanding Conviction Scoring
Every insider transaction in the screener results includes a conviction score ranging from zero to one hundred percent. This proprietary metric evaluates the strength of an insider's purchase signal by analyzing several factors: the purchase size relative to the insider's annual compensation, the purchase size relative to their existing holdings, whether the purchase was made on the open market versus through an option exercise, and whether the insider has a historical track record of profitable purchases. A conviction score above seventy percent indicates a high-confidence purchase where the insider is putting meaningful personal capital at risk, while scores below forty percent may indicate routine or compensation-related transactions that carry less predictive signal.