Marcus Chen
Quantitative Strategist
Pen name used for the alphactor.ai editorial team.
Marcus covers backtesting methodology, risk management, and systematic strategies on alphactor.ai. He reads too many academic papers and argues that most retail strategies overfit. Publishes under a pen name on behalf of the alphactor.ai editorial team.
Background
- 10+ years building systematic portfolios
- Focus: credibility testing, walk-forward analysis, drawdown control
- Former contributor to internal research desks
Covers
Posts by Marcus Chen (136)
- 54 New Paper-Backed Alpha Families: Wave-7 Expansion
May 23, 2026 · 7 min read
- 39 New Alpha Families: Wave-6 Alt-Data Expansion
May 20, 2026 · 14 min read
- How AMERISAFE's 8-K Reveals Insurance Quality
April 22, 2026 · 8 min read
- CME Group's 8-K Is Not a Press Release: How to Read an Item 2.02 Filing
April 22, 2026 · 8 min read
- AMD Trending on StockTwits for the 40th Time This Year: How to Read Zero Information
April 22, 2026 · 8 min read
- Boeing on the Trending List: Why Put Skew Tells You More Than the Direction
April 22, 2026 · 7 min read
- GEV on the Yahoo Trending List Tells You One Thing. ATR Tells You Everything Else.
April 22, 2026 · 7 min read
- Congress Diff: What Legislators Bought and Sold This Quarter
April 18, 2026 · 6 min read
- House Trades: Per-Ticker Flow From the Lower Chamber
April 18, 2026 · 7 min read
- Congress Live Activity: Legislator Trades in Near-Real-Time
April 18, 2026 · 7 min read
- Senate Trades: The Upper Chamber's Equity Flow
April 18, 2026 · 7 min read
- Congressional Trades on a Single Stock
April 18, 2026 · 6 min read
- Corporate Lobbying Disclosures
April 18, 2026 · 7 min read
- Market Signals on the Dashboard: Macro Context in One Card
April 18, 2026 · 7 min read
- Dashboard News: A Filtered Stream Across Your Holdings
April 18, 2026 · 7 min read
- The Prediction Heatmap
April 18, 2026 · 6 min read
- Recent Alerts on the Dashboard: Your Rule Triggers
April 18, 2026 · 7 min read
- User Signals: Your Custom Rules
April 18, 2026 · 7 min read
- Watchlist on the Dashboard
April 18, 2026 · 6 min read
- ETF Holdings: How Passive Flows Shape a Stock's Path
April 18, 2026 · 7 min read
- Google Trends Interest Over Time
April 18, 2026 · 7 min read
- Rising Queries: The Narrative Shift Detector
April 18, 2026 · 7 min read
- Top Related Queries
April 18, 2026 · 6 min read
- Government Contracts
April 18, 2026 · 7 min read
- Insider MSPR: The Ratio That Cuts Through Form 4 Noise
April 18, 2026 · 7 min read
- Form 4 Decoded: Insider Trades That Mean Something
April 18, 2026 · 6 min read
- 13F Holders: Who Owns This Stock
April 18, 2026 · 7 min read
- Investor Diff: Turning Quarterly 13Fs Into Signal
April 18, 2026 · 7 min read
- Investor Holdings
April 18, 2026 · 7 min read
- Paper Trading Account Summary
April 18, 2026 · 7 min read
- Paper Trading Coach
April 18, 2026 · 8 min read
- Paper Trading Order Entry: Practicing the Trade
April 18, 2026 · 7 min read
- Paper Trading Order History
April 18, 2026 · 6 min read
- Alt-Data Sentiment at the Portfolio Level
April 18, 2026 · 6 min read
- Portfolio Attribution: Where Your Returns Actually Come From
April 18, 2026 · 7 min read
- Portfolio Audit Trail: Every Decision
April 18, 2026 · 7 min read
- Portfolio Credibility
April 18, 2026 · 7 min read
- Portfolio Earnings: Calendar, Exposure
April 18, 2026 · 7 min read
- Factor Exposure
April 18, 2026 · 7 min read
- FX Exposure: The Currency Risk Hiding in Your USD Portfolio
April 18, 2026 · 6 min read
- LP Report: Institutional-Grade Portfolio Summaries
April 18, 2026 · 7 min read
- Portfolio Optimizer: From Holdings to an Efficient Frontier
April 18, 2026 · 7 min read
- Portfolio Rebalance: Turning Drift Into Scheduled
April 18, 2026 · 7 min read
- Transaction Cost Analysis
April 18, 2026 · 7 min read
- Price Alerts That Fire at the Right Time: Not Every Time
April 18, 2026 · 7 min read
- Screener Filters: Composable Queries Over the Full Universe
April 18, 2026 · 6 min read
- Screener Results: Ranking, Scoring
April 18, 2026 · 6 min read
- Universe Portfolios
April 18, 2026 · 6 min read
- Universe Trends
April 18, 2026 · 7 min read
- Choosing the Right Benchmark
April 17, 2026 · 5 min read
- Brinson Attribution: Did You Pick Good Stocks
April 14, 2026 · 5 min read
- Half-Kelly Position Sizing
April 11, 2026 · 4 min read
- Regime-Aware Strategy Selection
April 8, 2026 · 5 min read
- Turn Your Watchlist Into an Active Research System
April 6, 2026 · 5 min read
- What Is a Stock Universe and How Smart Investors Use One
April 5, 2026 · 5 min read
- Portfolio Monitoring With Less Noise
April 4, 2026 · 5 min read
- The 10-Minute Daily Stock Research Workflow
April 3, 2026 · 5 min read
- From Signal to Action
April 2, 2026 · 5 min read
- Cockpit Cards: Quick-Glance Intelligence per Stock
April 1, 2026 · 4 min read
- A Position Sizing Framework That Won't Keep You Up at Night
March 21, 2026 · 4 min read
- Factor Investing in Plain English
March 19, 2026 · 4 min read
- Risk Management for Retail Portfolios
March 17, 2026 · 4 min read
- How to Backtest a Trading Strategy (The Right Way)
March 15, 2026 · 3 min read
- How to Build a Watchlist That Beats the Headlines
March 12, 2026 · 4 min read
- Free vs Pro: Which Plan Fits Your Trading Style?
March 8, 2026 · 4 min read
- Alphactor on Mobile: Full Analysis Power in Your Pocket
March 7, 2026 · 4 min read
- Leaderboards and Social Profiles
March 6, 2026 · 4 min read
- Custom Compliance Rules: Build Guardrails for Your Portfolio
March 5, 2026 · 4 min read
- TradingView vs alphactor.ai
March 5, 2026 · 4 min read
- 3 Universe Scanner Workflows for Finding Your Next Trade
March 3, 2026 · 4 min read
- The AI Copilot: Ask Your Portfolio a Question
March 2, 2026 · 4 min read
- Stress Testing Your Portfolio
March 1, 2026 · 4 min read
- The Strategy Marketplace: Share What Works
February 28, 2026 · 4 min read
- Why Most Backtests Lie
February 27, 2026 · 5 min read
- Industrial Stocks: Betting on the Real Economy
February 25, 2026 · 4 min read
- Utility Stocks for Income: Yield, Safety
February 23, 2026 · 4 min read
- Defense Stocks: Government Contracts as a Revenue Moat
February 21, 2026 · 4 min read
- Semiconductor Stocks: Cyclical, Essential
February 19, 2026 · 4 min read
- Consumer Staples as Portfolio Defense
February 15, 2026 · 4 min read
- Energy Stocks and the Commodity Cycle
February 11, 2026 · 4 min read
- Healthcare Investing: Pharma, Biotech, and the FDA Calendar
February 9, 2026 · 4 min read
- How to Analyze Tech Stocks
February 7, 2026 · 5 min read
- Dark Pool Activity: Reading the Institutional Order Flow
February 3, 2026 · 4 min read
- Stock Market Seasonality: Which Calendar Effects Still Work?
January 30, 2026 · 4 min read
- Sentiment Extremes: When Fear and Greed Become Tradeable
January 22, 2026 · 4 min read
- Market Breadth: The Health Check Most Investors Skip
January 18, 2026 · 4 min read
- Small Cap vs Large Cap: When Size Matters in Stock Selection
January 14, 2026 · 4 min read
- The Sector Rotation Playbook
January 10, 2026 · 4 min read
- How Fed Policy Actually Affects Your Stock Portfolio
January 6, 2026 · 4 min read
- Market Regimes: Why One Strategy Can't Do Both
December 29, 2025 · 4 min read
- Knowing Your Emotional Triggers Isn't Soft: It's Edge
December 25, 2025 · 4 min read
- Keeping a Trading Journal
December 21, 2025 · 4 min read
- The 5 Position Sizing Mistakes That Blow Up Accounts
December 17, 2025 · 4 min read
- Value at Risk in Plain English
December 13, 2025 · 4 min read
- In a Crisis, All Correlations Go to One
December 9, 2025 · 4 min read
- Survivorship Bias: The Invisible Flaw in Your Stock Screener
December 5, 2025 · 4 min read
- Revenge Trading: How One Bad Day Becomes a Bad Month
December 1, 2025 · 4 min read
- Why Maximum Drawdown Is More Important Than Annual Return
November 27, 2025 · 4 min read
- Stop Losses: Fixed, Trailing, or Volatility-Based
November 23, 2025 · 4 min read
- A 30% Drawdown Requires a 43% Gain to Recover
November 19, 2025 · 4 min read
- The Quarterly Portfolio Review Checklist
November 15, 2025 · 4 min read
- Portfolio Strategy When You Have Under $25K
November 11, 2025 · 4 min read
- Tax-Loss Harvesting: The Free Lunch That Actually Exists
November 7, 2025 · 4 min read
- Choosing the Right Benchmark (Hint
November 3, 2025 · 4 min read
- Sector Allocation: How Much Tech Is Too Much?
October 30, 2025 · 4 min read
- Monte Carlo Simulation
October 26, 2025 · 4 min read
- Risk Parity: Allocating by Risk, Not by Dollars
October 22, 2025 · 4 min read
- Concentrated vs Diversified: The Portfolio Sizing Debate
October 18, 2025 · 4 min read
- When to Rebalance Your Portfolio
October 14, 2025 · 4 min read
- Correlation: The Number Behind Real Diversification
October 10, 2025 · 4 min read
- How to Export Your Research and Share It With Your Team
August 27, 2025 · 4 min read
- How to Paper Trade Without Fooling Yourself
August 23, 2025 · 4 min read
- How to Compare Two Stocks Side by Side (The Right Way)
August 15, 2025 · 4 min read
- How to Use AI Conviction Scores to Filter Noise
August 11, 2025 · 4 min read
- How to Build Your First Portfolio: A Step-by-Step Guide
August 7, 2025 · 4 min read
- How to Track Congressional Stock Trades (And Why You Should)
August 3, 2025 · 4 min read
- How to Read 13F Filings Without Falling Asleep
July 30, 2025 · 4 min read
- How to Set Up Trade Alerts That Actually Tell You What to Do
July 26, 2025 · 4 min read
- How to Screen 1,000 Stocks in Under a Minute
July 22, 2025 · 4 min read
- Walk-Forward Testing: The Only Backtest That Matters
July 18, 2025 · 4 min read
- The 7 Optimization Traps That Kill Backtested Strategies
July 14, 2025 · 4 min read
- Combining Multiple Signals Into One Strategy
July 10, 2025 · 4 min read
- The Overnight Edge
July 6, 2025 · 4 min read
- Dual Momentum: Beating Buy-and-Hold for 40 Years
July 2, 2025 · 4 min read
- Trend Following on Stocks
June 28, 2025 · 4 min read
- Pairs Trading for Retail Investors: Simpler Than You Think
June 24, 2025 · 4 min read
- Sector Rotation Using Momentum: A Rules-Based Approach
June 20, 2025 · 4 min read
- A Mean Reversion Strategy That Survived Walk-Forward
June 16, 2025 · 4 min read
- Breakout Strategies
June 12, 2025 · 4 min read
- Your Trading Signals Have a Noise Problem
June 8, 2025 · 5 min read
- Relative Strength (Not RSI)
June 4, 2025 · 5 min read
- Building a Momentum Score
May 31, 2025 · 5 min read
- Mean Reversion Signals: Buying the Dip With Math, Not Hope
May 27, 2025 · 5 min read
- Divergence Trading: The Signal That Saved My Account
May 15, 2025 · 4 min read
- ADX: How to Measure Whether a Trend Is Worth Trading
April 25, 2025 · 4 min read
- The Bollinger Band Squeeze
April 1, 2025 · 4 min read