Portfolio · Screening · Ideas
Know exactly what’s working — and what we own.
The same dual-lens engine behind every call we make. 800+ compounders and 300+ ETFs, each scored on a great business and a market that agrees — plus investment ideas, deep-dive research and our complete live portfolio. Built for people who are here for the ideas.
Ideas & research
Ideas worth reading — and sharing
Deep dives that turn the screening into a story you can act on — and talk through with your clients. New essays most weeks, free and paid.
Breakout
Strikes Back
We Trust
The framework
Good Story & Good Chart®
A great investment needs two things to be true at once — a great business, and a market that agrees. We score every name on both, and only get interested when the two line up.
Good Story
Businesses with enduring competitive advantages — built to compound over decades, not quarters.
- A real moat that protects returns
- High returns on invested capital
- Exceptional, disciplined management
- Sustainable organic growth
- A reasonable free-cash-flow valuation
- Low leverage — survives the bad years
- A structural tailwind at its back
Good Chart
Price behaviour reveals what narratives cannot. Great fundamentals mean little if the market disagrees.
- Price structure — the health of the trend
- Accumulation vs. distribution
- Relative strength vs. the market
- New highs — strength confirming strength
- Linearity — orderly, not jagged
- Risk managed when conviction isn’t real
Buy great businesses, don’t overpay, and hold them as long as the trend works in your favour. Think like a long-term investor; act with the risk discipline of a trader.
Story × Chart map
The whole universe, in one picture
Every subsector plotted on two axes — Good Story across, Good Chart up. Bubble size scales to how many names sit inside. The top-right corner is where we live.
Leaders, laggards — at a glance.
Hover any bubble to read the subsector. Click to drill into its constituents. The map turns 800+ names into a single read on where strength is rotating.
Sector heatmap
Watch leadership rotate
A great business in a weak sector swims against the tide — three of four stocks follow their sector. Eleven sectors, ranked over time. Red is weaker, green is stronger. The story of the market is right there in the colours.
Johnson & Johnson
No black box. Every number, in the open.
Click any name and the full picture opens up — quality, margins, growth, leverage, risk and valuation, side by side, on one screen.
What it’s for
Not predictions. A way to see.
No price targets, no promises. A tool to generate ideas, pressure-test your own, and always know what’s actually moving.
Generate ideas
Filter 800+ compounders and 300+ ETFs by sector, country, currency or moat — and surface names you’d never have found on a list.
Know what’s running
One glance at the heatmap and the Story × Chart map tells you where strength is — and where it’s rotating away.
Challenge your positions
Pull up what you already own and check it against both lenses. Conviction is better when it’s been tested.
Build a watchlist
Star the names that interest you and follow how their Story and Chart scores evolve over time.
See what changed
Monthly snapshots and score history show you the movers — what climbed, what cooled, and why it matters.
See what we own
Our complete, live portfolio sits right next to the engine that generates it — opportunity set on one side, what we did about it on the other.
The live portfolio
The part subscribers ask for most.
Exactly what we own, what we don’t, and how we adjust as trends evolve — sitting right next to the screening that generates it. The screening shows the opportunity set; the portfolio shows what we actually did about it.
A fresh dated snapshot every month, live in the subscriber area.
Unlock the portfolio →How to get in
Two minutes to full access
No password to remember. Your Substack subscription is your key.
Subscribe
Become a paid subscriber on Substack — monthly, or annually at 20% off.
Enter your email
Go to screening.arvy.ch and enter the exact email Substack has on file.
Open your link
A confirmation email lands in your inbox. The link stays valid for a month — request a fresh one anytime.
FAQ
Good questions
What do I actually get?
How do I get access once I subscribe?
Is this investment advice?
Do you cover ETFs too?
What does it cost?
Portfolio · Screening · Ideas
The upgrade that pays
for itself.
Full access to the screening, the ETF universe, the heatmap, the map — and the live arvy portfolio. For everyone who’s here for the ideas.
Rather have it managed for you? Meet the arvy app & equity fund →
The screening is a research tool, not investment advice. Holdings shown reflect arvy’s positioning and may change. Figures shown are illustrative of the tool and may not reflect current data. Past performance is not a reliable indicator of future results. arvy AG is authorised by FINMA as a manager of collective assets under CISA Art. 24.