The Quantery blog
Practical notes on testing investment ideas — building screens from raw fundamentals, backtesting without fooling yourself, and reading the numbers straight from the filings. Research, not advice.
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Your first scan in 10 minutes
Install Quantery, activate a trial key, run a proven starting-point screen, and read the survivors table — then change one rule and make the screen yours.
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How to build a thesis worth testing
From a hunch to testable criteria — choosing measurable proxies, killing vague rules, and one worked example built from raw fundamentals.
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What makes a backtest honest
Point-in-time data, survivorship bias, look-ahead, excluded costs, and walk-forward testing — what a good backtest result does and does not tell you.
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Free cash flow: the number that's hardest to fake
What free cash flow is, how it's derived from the actual filings, why it diverges from earnings — and how to express an FCF screen from raw fundamentals.
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