ERS Uses Data Science & AI
That Reveals Significant Risks Others Miss

  • Identify undervalued opportunities
  • Avoid high-risk stocks before they fall
  • Improve portfolio outcomes with ERS’s ratings
  • Helps you win more and bigger clients and grow your business faster

For Financial Advisors & Fiduciaries

Portfolio Risk Analyzer™ and Active Risk Monitoring™

Instantly score your portfolio using ERS’s proprietary ratings.

  • Review each holding’s risk ratings across multiple analytical dimensions
  • Identify holdings with elevated risk factors for further review
  • See rating details and the data driving each score
  • Compare your stocks’ ratings against their own historical performance
  • Greater compliance with SEC requirements

New ERS Stock Portfolios

Curated portfolios with defined structure and ongoing tracking.

  • Income-focus emphasizing durability and cash generation
  • Conservative list designed to reduce and avoid losses
  • Aggressive stocks selected when valuation supports returns
  • Financially-strong takeover targets attractive to potential buyers
  • The most exciting and promising group of portfolios ever assembled on Wall Street

What ERS Does

ERS is a data-science investment research company. We analyze stock fundamentals, long-term price behavior, valuation patterns, solvency trends, and tangible equity — and score each company using nine proprietary risk and opportunity ratings.

Find overlooked opportunities
Identify undervalued stocks with strong fundamentals

Avoid costly drawdowns
Minimize risk exposure through quantitative analysis

Improve long-term outcomes
Make decisions based on evidence and data patterns

Evaluate your holdings
See how your positions rank across time-tested metrics

Why a Demo Matters

ERS is best understood in conversation. Our tools are powerful and different —
advisors and investors understand the value only after seeing the workflow live.

What You’ll Learn in 20 Minutes:

  • How to evaluate any stock using objective data
  • How to diagnose a portfolio in seconds
  • How to identify mis-priced opportunities
  • How ERS ratings have performed historically
  • How to integrate ERS into your investment process

About ERS

ERS is America’s Independent Stock Risk Rating Agency™ —
a data-science company built to help investors make better decisions.

Deep financial analysis
Comprehensive statement analysis across all holdings

Pattern recognition
Decades of equity data analyzed systematically

Objective ratings
Quantitative methodology, not subjective opinions

Proven methodology
Refined over 12+ years of development