CORVIX was built for three kinds of people who share one problem: markets move fast, the information that matters is scattered across a dozen sources, and it's genuinely hard to act with real conviction. It isn't a charting tool and it isn't a stock screener, so it's worth being specific about what it actually does for each of them.
For individual investors
You're managing your own money without a research desk
It's hard to know whether now is actually a good time to add risk, whether a dip is an opportunity or the start of something worse, and whether your retirement plan survives a genuinely bad decade — and doing that research yourself means piecing it together from headlines, forums, and gut feel.
Global Business Cycle board
See where all 7 regions actually sit — Early, Mid, Late, or Recession — on one visual curve, instead of guessing from headlines.
Correction & market-bottom probability
A live, quantified read on correction risk and capitulation signals (VIX, credit spreads, breadth, the Sahm Rule), not a gut feeling about "how bad this looks."
17 Core Conviction themes
Structured secular ideas with a conviction band and a plain-English condition that would prove each one wrong, reviewed on a fixed schedule so a stale thesis can't just sit there unquestioned.
Point-in-time backtester
Check whether an idea actually held up historically, with no look-ahead bias, before you put real money behind it — including a market-timing-luck stress test on your own deposit schedule.
Satellite Rotation across 52 industries
Rank all 52 industries, across every one of the 11 sectors, by what is actually setting up well right now. Five signals drive the score: momentum, trend, macro fit, valuation, and crowding. Dial each one up or down to match how you actually invest, or start from a preset like Momentum Rider or Contrarian Value, and the whole ranking reshuffles around it.
Every client review either builds trust or costs you it
A gut-feel house view is hard to defend the moment a client pushes back, and building a consistent, up-to-date macro view for every conversation eats hours you don't have, especially when each client's tax, retirement accounts, and coverage situation is different.
A published, non-black-box methodology
Every weight and every confidence threshold is public. Show a client the actual math behind a call instead of asking them to just trust you.
Conviction bands & falsify conditions
Plain-English reasoning for why a position is held, trimmed, or added — talking points that hold up when a client pushes back, not an ad hoc house view.
Strategy Studio custom weights
Personalize the house view per client's philosophy — momentum-led, structural, macro-timed — while staying inside one defensible, systematic framework.
Per-client Planner modeling
Model each client against the rules that actually apply: US federal brackets and 401(k) balances, or Singapore income tax and CPF. Add goals and insurance coverage gaps, then hand them a one-page PDF summary instead of a spreadsheet.
A multi-client book with live risk
Track every client's portfolio against the same regime framework, with a live correction-risk read per client — never a silently-defaulted "all clear."
Downloadable market-overview reports
A print-ready market-views report per region, ready to bring straight into a client meeting.
Your allocation decisions need to survive a committee, an auditor, and a bad quarter
A single-region, single-signal view can't do that — and neither can a black box you can't explain when someone on the committee asks exactly how a number was produced.
A genuine 7-region multi-signal engine
Every region gets its own Business Cycle classification — Early, Mid, Late, Recession — from real growth, credit, policy, and momentum data. Global regime divergence, not a US view stretched over the rest of the world.
Weighted by what has actually worked
Seven checks combined so that a reading with a poor track record counts for less. Confidence rises when the checks agree with each other, not when one of them shouts.
Three separate risk books
Core (3% tracking-error budget), Offensive Satellite (1.5%), and Defensive each run on their own budget, so a sector bet can never silently eat regional conviction.
Point-in-time backtesting, stress-tested
No look-ahead bias, transaction costs modeled on turnover, and a market-timing-luck stress test — best/worst/neutral entry timing versus staying in cash — on any deposit schedule.
Every number says where it came from
Live source first, then a named backup, then a labelled estimate — and if none of those are available, it says so instead of showing you a number. Which one you are looking at is always on screen, and automated checks stop it shipping any other way.
The three descriptions above all rest on the same two claims: there is too much to track, and tracking it is not the same as knowing what to do. Neither is our observation to make unsupported, so here is where each one comes from.
There is far too much to watch
The St. Louis Fed alone publishes 845,000 economic series from 126 sources. Nobody reads that, and more of it does not reliably help. When researchers varied how many fund choices retirement savers were shown, the least knowledgeable participants stopped choosing at all — 20% fell back to the default allocation, against 2% of the most knowledgeable.
Reacting to the noise is expensive. Across 66,465 households at a US discount broker, the households that traded most earned 11.4% a year while the market returned 17.9%. What quietly decides the result instead is the mix held: roughly 90% of the variation in a portfolio’s return over time is explained by its asset-allocation policy rather than by individual security selection.
That is the whole design brief. CORVIX compresses the first problem into a small number of readings that are refreshed on a schedule, and answers the second by showing what those readings imply for the weights you actually hold. It does not select securities for you and it does not forecast a return.
Who CORVIX is not built for
If you're looking for real-time intraday execution signals, options flow, or single-stock screening, CORVIX is not that tool. It's built around slower-moving macro regimes and multi-year long-run themes and sector rotation, not minute-to-minute trading.
Curious how the scoring actually works? Read the methodology, or start with the FAQ.