Vantage Pilot Early Access

Primary Outcome

Users unlock immediate access to a unified stock-search platform with real-time screening, backtesting against historic data, and integrated risk insights to drive faster, more informed investment decisions.

Who This Is For

• Portfolio managers seeking cross-exchange stock screening with a single conviction score
• Individual investors evaluating ideas with backtested signals against benchmarks
• Research analysts validating investment hypotheses using a unified scoring framework

What You'll Learn

• Cross-exchange stock screening (NYSE, LSE, NSE) on one platform
• Single GARP Conviction score for consistent analysis
• Backtest historic scores against S&P 500 or benchmarks
• Risk layers: governance, AI posture, geopolitical insights
• Global portfolio health checks across holdings

Prerequisites

• Interest in finance for operators
• No prior experience required
• 1–2 hours per week

About the Creator

Pawan Udernani — ◆ Financial Services Executive | Ex-Publicis Sapient | AI & Digital Transformation | Builder/Operator

LinkedIn Profile

FAQ

What is "Vantage Pilot Early Access"?

Join the Vantage pilot to gain exclusive early access to a unified stock-search platform with a single GARP Conviction score across NYSE, LSE, and NSE. Access real-time screening, backtesting against historic data, and a structured risk view that surfaces governance, AI posture, and geopolitical insights, empowering smarter, faster investment decisions across global portfolios.

Who created this playbook?

Created by Pawan Udernani, ◆ Financial Services Executive | Ex-Publicis Sapient | AI & Digital Transformation | Builder/Operator.

Who is this playbook for?

Portfolio managers seeking cross-exchange stock screening with a single conviction score, Individual investors evaluating ideas with backtested signals against benchmarks, Research analysts validating investment hypotheses using a unified scoring framework

What are the prerequisites?

Interest in finance for operators. No prior experience required. 1–2 hours per week.

What's included?

Cross-exchange stock screening (NYSE, LSE, NSE) on one platform. Single GARP Conviction score for consistent analysis. Backtest historic scores against S&P 500 or benchmarks. Risk layers: governance, AI posture, geopolitical insights. Global portfolio health checks across holdings

How much does it cost?

$1.99.

Tags

• Financial Models
• SaaS Metrics

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