Turn your investment approach into a structured strategy.
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.
How Codify works
Review opportunities against technical, fundamental and macro signals.
Understand concentration, exposure and risk before acting.
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.
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.
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.
Why investment decisions break down
Changing standards or moving the goalposts as markets move.
Technical, fundamental and macro evidence remains fragmented or unclear.
Individually attractive ideas can create hidden concentration and correlated risk.
The full decision stack, in one system
Go beyond scanning, Codify Markets brings evidence review, historical testing, portfolio analysis, and organised research together—so every decision is clearer.
Strategy Builder
Define rules, screens, and weights that reflect your investment approach.
Market Scan
Scan markets with intelligent screens to surface high-quality opportunities.
Evidence Review
Dive into the evidence, Fundamental, technical, and macro—side by side.
Historical Testing
Backtest ideas and strategies across market cycles to validate edge.
Codify
MarketsInsight Engine
MarketsInsight Engine
Portfolio Lab
Model allocations, stress test scenarios, and understand risk before you act.
Market Overview
Keep in touch with market trends across sectors, regimes, and global markets.
AI Consultant
Review and improve your strategy with Codify’s AI consultant.
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.
Why Portfolio Fit Matters More Than Most Stock Analysis Suggests
A practical guide to understanding concentration, correlation and risk before adding another investment to your portfolio.
09 Aug 2026
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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
Read article
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