PROPRIETARY METHODOLOGY

Institutional Conviction Engine™

The industry's most advanced algorithm for estimating true institutional cost basis. Know what the Smart Money paid — before they exit.

$4.2T+
Assets Tracked
8,000+
Funds Analyzed
10+ Years
Historical Data

Why "Average Cost" Changes Everything

Smart Money doesn't buy all at once. They scale in, trim, and adjust. Knowing where they accumulated their position is the difference between following the herd and understanding the driver.

Most platforms show you the current filing value. Our proprietary engine goes further. We reconstruct the trading history of every institutional investor to answer the golden question:

"Are they underwater,
or sitting on a fortune?"

The question that separates amateurs from professionals.

Multi-Quarter Reconstruction

We don't just look at the last filing. Our system ingests 10+ years of historical 13F data, linking sequential filings to detect accumulation patterns invisible to standard screeners.

  • Tracks every share added or removed
  • Identifies multi-year accumulation phases
  • Detects conviction vs. opportunistic trades

Weighted Cost Logic

Our proprietary Weighted Average Cost (WAC) algorithm dynamically adjusts cost basis when funds add shares, while preserving entry price during reductions.

  • Split-adjusted historical prices
  • Real-time market data integration
  • Accurate to within 2-5% of actual cost

How Traders Use Cost Basis Intelligence

Support Levels

When institutions are in profit, they often defend their cost basis as support. Know where the "wall" might be.

Capitulation Risk

Funds underwater for multiple quarters may be forced sellers. Anticipate forced liquidations before they happen.

Conviction Signals

Funds adding at higher prices show increasing conviction. Track the "averaging up" behavior of top managers.

Estimates are derived from public quarterly filings and market data. Actual execution prices may vary due to intra-quarter volatility, dark pools, and derivatives execution.