Methodology
How ALB works.Closed where it must be, open everywhere else.
Every month ALB scores 941 companies on 86 inputs it keeps inside the engine, and publishes everything above them, so you can inspect it, weight it your way and challenge it.
01 — The chain
86 inputs in. One decile out.
From the dashed rule onward, everything is published for every company. Which inputs feed each family, and how, is not.
Measured
86
inputs per company
Fundamental, valuation, quality and market measurements.
Never published
Grouped
9
analytical families
The first level you can see, scored 0–10 per company.
- GROWTH SCORE
- FCF YIELD SCORE
- ERR & IMPL. G SCORE
- TRADIT VALUAT METRICS
- MARGINS & PROFITABILITY
- LEVERAGE & MGMT BEHAVIOUR
- MARKET INDICATORS SCORE
- QUALITY SCORE
- IR & RELATIVE PERF. SCORE
Published
Expressed
4
investment styles
Scored 0–10 per company. Where your weights apply.
- Growth
- Valuation
- Quality
- Momentum
Published
Placed
0–9
overall decile
One band per company. 9 is best, 0 is worst.
Published
Closed: inside the engine, and never part of a house view.
Open: published for every company, every month.
02 — Reading a score
Ten bands. 9 is best.
Higher is better everywhere. The overall score is a decile, an integer from 0 to 9. The four style scores are continuous, from 0 to 10.
Overall score
Decile · integer 0–9
- 0
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
≈94 names per band
A band, not a rank: it places a company without ordering it against every other name.
Style scores
Continuous · 0–10
One decimal, no bands: this is the finer ordering inside a decile.
03 — Breadth
Breadth, defined once.
How much of a sector is strong: the share of its names in deciles 7–9 minus the share in deciles 0–2. It recomputes whenever your weights change. ALB never sets a sector weight.
Illustration · this release, default weights
Information Technology143 names
+0.36
12% in deciles 0–248% in deciles 7–9
Utilities67 names
−0.81
82% in deciles 0–21% in deciles 7–9
Ranges from −1 to +1. A reading of where a sector’s names sit, not a view on the sector.
04 — Your judgment
Where your judgment enters.
ALB publishes four style scores per company. How much each one counts is your call.
Release default weights
Growth
Revenue and earnings growth against the universe.
22.5%
Valuation
Price against earnings, cash flow and book value.
30%
Quality
Profitability, margins and balance-sheet strength.
22.5%
Momentum
Recent price and estimate trends against peers.
25%
Presets
Starting points, not a view
- Growth
- Valuation
- Quality
- Momentum
Value
15402520Momentum
25152040GARPdefault
22.53022.525
The rule
Start from a preset. Then calibrate each style within ±5 points; the others rebalance.
Every company re-scores, every decile re-forms, sector breadth follows.
05 — Universe & cadence
One universe, one monthly release.
Default universe
≈1,000
Large caps above ~USD 8bn: the universe ALB’s founder uses day to day. This release scores 941 names.
Coverage
3 regions
United States · Canada · Developed Europe, across 10 GICS sectors.
Cadence
Monthly
A versioned release. Current: 2026.10, as of 31 October 2026.
Custom universes
Per client
Assessed for mapping and data availability before they are offered.
The count moves with model eligibility and data coverage each month.
06 — Boundaries
Three lines ALB does not cross.
Model
Never publishes the 86 inputs.
- The sub-factor metrics, their weights and their directions stay inside the engine. Everything above them is published.
- No house view: ALB never sets a sector weight or picks a style for you. Your weights do.
Data
Never holds your clients.
- No client identities, KYC files, suitability profiles or personal financial data.
- Not a CRM, a client portal or an end-investor data platform.
Decision
Never decides for you.
- A structured quantitative second opinion: judgment and accountability stay with the professional.
- A snapshot, not a forecast. No trading and no money movement.
07 — Connect your AI
Not built on AI. Built to work with yours.
No AI sits behind any score. What is open is the infrastructure: connect the assistant or agents you already use through one connector. You sign in with your own ALB account, and the assistant sees only what that account can see.
Your AI / agents
The assistants you already use
ALB Equity connector
13 read · 2 write
ALB engine
The published release
Read the release
4 read
- alb_get_profile
- alb_list_releases
- alb_get_release_info
- alb_diff_releases
Explore
3 read
- alb_screen_universe
- alb_get_security_detail
- alb_get_sector_breakdown
Portfolios
6 read
- alb_get_model_portfolio
- alb_build_tilted_portfolio
- alb_list_saved_portfolios
- alb_review_portfolio
- alb_list_reports
- alb_export_csv
Write
2 write
- alb_save_portfolio
- alb_update_portfolio
Only saves a list of tickers, or edits one of yours. Dry run, idempotent, on a separate scope that is unticked by default.
No trade execution, no money movement, no bank or brokerage connectivity.
08 — Proof map
Every claim has a place to check it.
| Claim | Where to check |
|---|---|
| Every score can be opened | Open the live release |
| Stated scope | Universe & cadence, above |
| Realised, not simulated | Evidence |
| Sector is a weak proxy | Cluster analysis |
One release in this interface; realised engine months are on Evidence.