Desktop Service

Consists of Insider transaction data, analysis, and advanced presentation materials to provide additional insight. Our desktop service allows industry professionals to identify the trades that matter the most to them and the stocks most likely to outperform based on insider activity.

Smart Insider’s desktop service turns insider transaction data from merely interesting into a true source of investment insight

Our methods identify nuanced characteristics within discretionary trades and offer a way of achieving alpha, developed and proven through quantitative historical analysis.

Our analysis tools, offering derived data points, yield consistently valuable guidance on an insider’s view of the shares they own.

Such methods, based on the rigorous back-testing of key criteria, inform our high-performing Stock Signals.

Our customised delivery service ensures this approach fits any investment style and adds value to your research process.

Perspectives derived from insider trades

Around 2,000 transactions are reported by directors and senior managers across global markets daily. Most trades are considered to be noise, unlikely to prove indicative of future movements in share price.

Our team of skilled analysts, based in three time zones, apply quantitative and qualitative methods in order to identify meaningful transactions.

Our data inputs go beyond transaction-related announcements. The quality of our analysis has proven itself over decades.

DATA USAGE

Tasks & Solutions

Quickly identify the trades that matter the most to your stock universe and receive alerts as new trades are executed.

Become awareness of investment opportunities emerging from significant trades that would otherwise go unnoticed.

Discover investment perspectives using sophisticated filters, stock ranks as well as insider ratings. Portfolio reports include customised alerts and analysis to meet your needs.

Gain a comprehensive understanding of our service

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Company Signals

Smart Insider has an impressive ten-year track record of generating alpha.
Use our Stock Ranks to guide your investment process and enhance your research strategy.

reliable information

We rate stocks based on whether the insider activity noticed has met our stringent tried and tested criteria.
Such activity is rare; most stocks are considered ‘Neutral’ the majority of the time because there are very few trades that meet our ranking standard.
Our stock analysts then consider key trades in a wider context in order to provide detailed stock commentary for our clients.

Perspectives on INSIDER TRADes

Our stock rankings are designed to complement a broader investment process that accounts for factors other than Insider transactions.
We consider contextual factors related to insider activity such as directors’ tenure, track record and the share price context.
These judgments do not consider additional factors related to the stock such as fundamentals or news flow. We leave that to our clients.

information about specific insiders

Our analysts are available for direct consultation on the characteristics of insiders including details related to their buys and sells, directorships, trade performance analysis, graphs and charts, and full trade summaries for up to 20 years of activity.

Our desktop service enables our clients to remain informed about transactions and our analysis in real-time.

Client focused

Investment styles vary and it’s our job to help you to access the relevant data in the most time-efficient manner.

Our interactive website makes portfolios easy to maintain and constructs reports according to different requirements.

Client support staff are available to personalise the user experience by configuring web pages, alerts, portfolios, and proposing ideas for data visualisation.

OUR CLIENTELE

Analysts and Fund Managers seeking to incorporate perspectives derived from Insider activities and signals into their investment process
Buyside and Sellside analysts looking for market sentiment data
Quants looking to enhance their systematic strategies with alternative data sources
ESG specialists seeking to discover aspects of corporate governance

People

Head of Research
Quantitative Analyst
Quantitative Research Analyst
Quantitative Strategist
Senior Analyst

Institutions

Hedge Funds
Family Offices
Institutional Portfolio Managers
Institutional Investors
Assets Managers

Please do not hesitate to contact us for further information

REQUEST A TRIAL

How to start

Step 1: Talk to Our Experts

Our Sales team can discuss your investment approach and how you might incorporate insider data to improve your investment performance.

Step 2: One Month Trial

You can set up specific portfolios for a quick check, or create custom lists using filters and settings. Our professional Support team will be happy to help you with that if necessary.

Step 3: Terms

Get a clear understanding of subscription costs based on the regions you invest in, and licence terms required.

Step 4: Delivery

Adjust or customise your portfolios and filters to receive daily or intra-day updates according to the terms agreed.

FAQ

Why should I trust your data?

Our proprietary method of analysing and reporting data means that experienced analysts read and classify transactions, accurately recording the true nature of a reported trade in a consistent manner.
Our software minimises that risk through a series of checks and verifications.
Complex announcements are escalated for a second opinion. Survivor bias is eliminated, historic data includes defunct companies, we never delete transactions.

Does your data contain subjective opinions?

Whilst our product incorporates data from multiple sources using proprietary data classifications and analysis fields, our pure quant delivery remains factual and free from subjective analysis or interpretation.
Supplemental fields are based on algorithms and give clients the tools needed to identify trends within transactions.
The aim is to simplify analysis by giving clear signals as to where to find the alpha.

What kind of data do you collect and analyse?

– Every share transaction in listed stocks globally reported by directors and senior management where reporting standards exist.
– Every regulatory report of insider transaction received.
– Every regulatory report of insider transactions reported in any market.
– Every listed stock is monitored.
– Every regulatory report of insider transaction received.
– Over 60 markets – we are global.
– Up to 25 years of historic data depending on the market.
– We have wider coverage and deeper history than any other provider.

How do you get your data?

Data is uploaded into our database using proprietary software and delivered in near real-time to quant clients. Usually, it is around 1,000 trades per day.
Regulatory reports are tracked in real-time ensuring that we know where and when transactions are reported in every market. We use proprietary software to categorise and analyse the metadata before passing it to the appropriate analyst to process.
While processing requires manual oversight by skilled analysts, much of the production and QA process is automated to ensure data is of the highest quality.

Where do you get your data from?

– The core – individual transaction reports authored by issuers (listed companies) and made public under listing rules within each market.
– Additional data from ancillary datasets: corporate reporting dates, salary, buyback data.

How do you process data?

– Our know-how process verifies and supplements reported data.
– Built-in algorithms identify data flags and analysis fields, for example, a Director Score.
– Various transaction flags are added to enable sophisticated filtering.