Quality compounders

Profitable businesses that earn a high return on equity, turn their profit into cash and carry little debt, while the share price holds a long-term uptrend.

The live rules version of Quality compounders, as it is tested against each stock. The rule wording is on the Overview. Weights are each rule’s share of the score.

Version

Rules: v0 · 3defd5c5 · engine 1.1.0
Rules hash: 3defd5c51dcb728791e10c01d859326a7e1d960f95db709a9682c67869fe19cc
Feature set: fs1

This version in the changelog

Parameters

Each rule of Quality compounders, its role, its weight and the numbers it tests
Rule	Role	Weight	Parameters
High return on equity	Core	20%	min_pct = 15
Healthy profit margin	Core	15%	min_pct = 10
Profit that turns into cash	Core	15%	min = 0.8
Little debt	Core	15%	max_multiple = 2.5
Liquid enough to trade	Core	10%	min_aud = 250000 sessions = 20
Long-term uptrend	Core · Trigger	15%	sma = 200
Revenue not shrinking	Non-core	10%	min_pct = 0

Universe and data policy

Candidates are every instrument with price history, exchange-traded products included.
A stock needs at least 60 sessions in the last 400 days to be evaluated.
There is no freshness check: a code keeps its last features after its price stops.
Short interest is the stock's latest non-zero row in the ASIC data, with no age limit.
Days to cover averages the non-zero volume over 35 calendar days.
Relative strength is ranked among the candidates.
Fundamentals are the latest reported as of the previous nightly pull, not point-in-time before November 2026.
An unknown trigger rule reads as setup.

Changelog

v0Live

3defd5c5

What changed

Initial version: the rules the engine evaluated before rules versioning, recorded so their hash and known issues can be published.

Known issues

Exchange-traded products and other non-ordinary securities are evaluated as stocks, so an ETF or a listed investment company can trigger.
A code with no price bar on the session keeps its last features, so a suspended or delisted code can keep a breakout that never ages out.
Short interest is the stock's latest non-zero row in the ASIC data, with no age limit, so a stock that stopped reporting keeps its old short position.
Days to cover averages only the non-zero volume bars over 35 calendar days, so zero-volume sessions do not count and days to cover reads low for thinly traded stocks.
An unknown trigger rule reads as setup, so a stock whose breakout or new high cannot be measured can rank as a setup.
Under the SQL views, days to cover lags one session, because mv_screener_data is refreshed before the day's prices land. The snapshot computes the same formula after they land.

Every strategy’s changelog

Not financial advice.

Parameters

Each rule of Quality compounders, its role, its weight and the numbers it tests
Rule	Role	Weight	Parameters
High return on equity	Core	20%	min_pct = 15
Healthy profit margin	Core	15%	min_pct = 10
Profit that turns into cash	Core	15%	min = 0.8
Little debt	Core	15%	max_multiple = 2.5
Liquid enough to trade	Core	10%	min_aud = 250000 sessions = 20
Long-term uptrend	Core · Trigger	15%	sma = 200
Revenue not shrinking	Non-core	10%	min_pct = 0

Universe and data policy

Candidates are every instrument with price history, exchange-traded products included.

A stock needs at least 60 sessions in the last 400 days to be evaluated.

There is no freshness check: a code keeps its last features after its price stops.

Short interest is the stock's latest non-zero row in the ASIC data, with no age limit.

Days to cover averages the non-zero volume over 35 calendar days.

Relative strength is ranked among the candidates.

Fundamentals are the latest reported as of the previous nightly pull, not point-in-time before November 2026.

An unknown trigger rule reads as setup.

Changelog

v0Live

3defd5c5

What changed

Initial version: the rules the engine evaluated before rules versioning, recorded so their hash and known issues can be published.

Known issues

Exchange-traded products and other non-ordinary securities are evaluated as stocks, so an ETF or a listed investment company can trigger.
A code with no price bar on the session keeps its last features, so a suspended or delisted code can keep a breakout that never ages out.
Short interest is the stock's latest non-zero row in the ASIC data, with no age limit, so a stock that stopped reporting keeps its old short position.
Days to cover averages only the non-zero volume bars over 35 calendar days, so zero-volume sessions do not count and days to cover reads low for thinly traded stocks.
An unknown trigger rule reads as setup, so a stock whose breakout or new high cannot be measured can rank as a setup.
Under the SQL views, days to cover lags one session, because mv_screener_data is refreshed before the day's prices land. The snapshot computes the same formula after they land.