Top picks

Top picks groups current analyst convictions and closed positions by the analyst who made each call. Read the reasoning, research metrics, opening and closing dates, and return against the S&P 500. This page explains how to distinguish active picks from the historical track record and interpret their returns. Top picks requires Pro; Free and Pro Lite do not include access.

Before you begin

• Sign in on a plan that includes top picks. This is a Pro and above feature, so Free and Pro Lite plans do not have access. See Tier access for the current plans.
• To open a pick's full research page from the picks table, you need access to the company research surface, which is available to every signed-in tier.

Quickstart

1. 1

   Open the index

   Go to top picks. Each analyst with active picks appears as a card showing their name, role, the count of active picks, and when the picks were last updated.

2. 2

   Open an analyst

   Select an analyst to open their picks. The picks appear in a table on larger screens and as stacked cards on smaller screens.

3. 3

   Read a pick

   Select a pick's reasoning to read the full case in the analyst's own words. Select the row to open the company's research page.

4. 4

   Compare to the market

   Read the Return Since Pick chip on each row. It shows the stock's return since the pick was made next to the S&P 500's return over the same window.

What it shows

Top picks has two surfaces: an index of analysts and a per-analyst page of their picks. The following sections describe each one.

The analyst index

• A list of the analysts who have active picks, shown as cards.
• Each card shows the analyst's name, role, the count of active picks, and when the picks were last updated.
• A sidebar with model portfolios and the latest research, so you can move from a pick to related material.

A single analyst's picks

• A header and a short introduction for the analyst.
• A table of that analyst's picks, or stacked cards on smaller screens.
• Per pick: the symbol, the company name, the analyst's reasoning (select to read in full), a configurable set of research metrics, and a Return Since Pick chip.
• The research metrics an analyst can display include Safety, Quality, Rating, Fair Value, Price, Yield, and P/E. The default set shown is Safety, Quality, and Rating. The analyst chooses which columns appear, not you.

Active picks and closed positions

Active picks appear first. When active and closed picks are both present, Closed positions · Track record separates the historical positions below them. A closed position is no longer a current pick.

Read Status for Opened and, for a closed pick, Closed dates. Smaller screens show the same lifecycle details on each card. These are displayed records, not reader-editable dates. The active-pick counts exclude closed positions; the total names shown on the desk can include both.

Inputs

This surface has no user inputs beyond selecting an analyst to view. The visible metric columns are chosen by the analyst, so the same picks page looks the same for every reader who opens it.

Outputs and how to read them

Each row on a per-analyst page describes one pick. Read the columns as follows.

• Symbol and company: the stock and its name. Selecting a row opens the company's research page.
• Analyst reasoning: the analyst's case for the pick, in their own words. Select it to read the full text.
• Safety: a 0 to 100 score of financial safety. A higher number is safer. Shown as N/A when a score is not available.
• Quality: a 0 to 100 score of business quality. A higher number is stronger.
• Rating: the platform's valuation rating label for the stock, for example Strong Buy through Trim/Sell. Read it as the platform's view of value, not a guarantee.
• Fair Value: the platform's estimate of the stock's fair value per share, in dollars. Compare it to Price to gauge whether the stock looks cheap or rich on the platform's view.
• Price: the latest price per share.
• Yield: the dividend yield as a percentage of price.
• P/E: price divided by earnings per share, a common valuation gauge.
• Return Since Pick: a chip reading the stock's percentage return since the pick was made, next to the S&P 500's return over the same window. When the figure is still pending or the stock has been delisted, the chip is suppressed or greyed.
• Status: use the opening date and any Closed label and date to distinguish current convictions from historical picks. A missing return does not by itself mean the position is closed.

Safety, Quality, Rating, and Fair Value are the platform's proprietary research outputs. This page describes what each one measures and how to read it. For what feeds each score and the full scale, see the Ratings overview, the Safety rating, the Quality rating, and Fair value and valuation.

How it is calculated

The only figure unique to this surface is the return since pick, shown with an S&P 500 benchmark. It is standard return math on public adjusted closing prices, so the full method is below. The metric columns are the platform's standard research values for the symbol and are defined on their own pages.

Return since pick

Return since pick measures the change from the recorded opening date. An active pick uses the latest available completed closing prices. A closed pick stops at its closing date in US Eastern time, using the last available stock and benchmark closes on or before that date. Closed returns do not keep accumulating after closure.

The benchmark uses the same opening and ending date boundaries. Missing trading observations can make the available price dates differ. Read the gap as a historical comparison, not an executable trading return.

In these formulas:

• C pick is the stock's dividend-and-split-adjusted closing price on the first trading day on or after the recorded opening date, in dollars. A correction to the opening date can change this reference.
• C latest is the adjusted closing price at the end of the applicable active or closed period, in dollars.
• SPY pick is the S&P 500 ETF's adjusted close on that same anchor day.
• SPY latest is the S&P 500 ETF's adjusted close at the end of that period.

Both values cover the same window, measured in trading days, and each result is a percentage.

Suppose a pick was anchored at an adjusted close of 50.00 and the latest adjusted close is 57.50. The pick return is ((57.50 / 50.00) − 1) × 100, which is 15.0 percent. If the S&P 500 ETF went from 400.00 to 420.00 over the same window, its return is ((420.00 / 400.00) − 1) × 100, which is 5.0 percent. The pick is therefore ten percentage points ahead of the market over that window.

The return uses adjusted closing prices, so it reflects dividends and splits but not the exact price you could trade at. A stale active-pick price can produce a delisted indication. A closed pick's deliberately stopped return does not mean the stock was delisted. If no valid positive trading period exists between opening and closing, a return may be absent.

The metric columns and the pick count

The metric columns (Safety, Quality, Rating, Fair Value, Price, Yield, and P/E) are the platform's standard research values for the symbol. Safety and Quality are 0 to 100 scores where a higher number is better. Their definitions, inputs, and scales live on the Ratings overview and the Research terminal documentation. The active-picks count includes only the analyst's currently open picks.

Data and timing

Picks, dates, and reasoning change when the analysts update them. Research metrics follow their normal refresh cycle. Return Since Pick updates after the trading day from adjusted closing prices. Active returns follow available closing prices; closed returns stop at closure, while a correction to a recorded date can change the measured period.

Use cases

• See which stocks the analysts hold with the most conviction and read why in their own words.
• Track how each pick has performed against the S&P 500 since it was made.
• Open a pick's research page to study the full valuation, ratings, and financials before acting.
• Compare two analysts by the count of their active picks and the track record of those picks.

Tier access

Top picks is a Pro and above feature. Free and Pro Lite plans do not see it, on both the analyst index and the per-analyst pages. The current plans and what each includes are shown below.

Limitations and disclosures

The surface presents analyst picks, ratings, valuations, and performance, so the standard disclosure applies. Past return since a pick does not predict future results, and the benchmark comparison is informational. A return marked delisted or left blank means a current adjusted close was not available for the stock, not that the pick was closed.

GNG Research provides equity research and educational tools, not investment advice. Nothing on the platform is a recommendation to buy or sell any security. Do your own research and consider your circumstances before making any investment decision.

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