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 (129)
- 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 · 2 min read
- Senate Trades: Tracking the Upper Chamber's Equity Flow per Ticker
April 18, 2026 · 7 min read
- Congressional Trades on a Single Stock: Reading the Per-Ticker Congress Card
April 18, 2026 · 6 min read
- Corporate Lobbying Disclosures: The Quietly Reliable Policy Signal Hiding in Plain Sight
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: Daily Probability Shifts Across Your Universe
April 18, 2026 · 7 min read
- Recent Alerts on the Dashboard: Your Rule Triggers, In One Place
April 18, 2026 · 7 min read
- User Signals: Your Custom Rules, Consolidated on the Dashboard
April 18, 2026 · 7 min read
- Watchlist on the Dashboard: A Live Grid of What You Actually Follow
April 18, 2026 · 6 min read
- ETF Holdings: How Passive Flows Shape a Stock's Path
April 18, 2026 · 2 min read
- Google Trends Interest Over Time: Consumer Demand as a Leading Indicator
April 18, 2026 · 7 min read
- Rising Queries: The Narrative Shift Detector
April 18, 2026 · 7 min read
- Top Related Queries: What People Are Actually Searching About This Stock
April 18, 2026 · 6 min read
- Government Contracts: Tracking Federal Revenue Concentration in Real Time
April 18, 2026 · 7 min read
- Insider MSPR: What Net Insider Buying Actually Tells You
April 18, 2026 · 2 min read
- Reading Form 4: Insider Transaction Codes Decoded
April 18, 2026 · 2 min read
- 13F Holders: Who Owns This Stock, and Who Just Bought In
April 18, 2026 · 2 min read
- Investor Diff: What Changed Between This Quarter and Last
April 18, 2026 · 2 min read
- Investor Holdings: Following the Funds Who Actually Know the Name
April 18, 2026 · 2 min read
- Paper Trading Account Summary: Running a Real Book Without Real Money
April 18, 2026 · 7 min read
- Paper Trading Coach: AI Review of Your Execution
April 18, 2026 · 2 min read
- Paper Trading Order Entry: Practicing the Trade, Not Just the Idea
April 18, 2026 · 7 min read
- Paper Trading Order History: The Audit Trail That Teaches You
April 18, 2026 · 6 min read
- Alt-Data Sentiment at the Portfolio Level: Rolling Up the Signals
April 18, 2026 · 7 min read
- Portfolio Attribution: Where Your Returns Actually Come From
April 18, 2026 · 7 min read
- Portfolio Audit Trail: Every Decision, Timestamped and Queryable
April 18, 2026 · 7 min read
- Portfolio Credibility: Scoring Your Book Against an Evidence-Based Baseline
April 18, 2026 · 2 min read
- Portfolio Earnings: Calendar, Exposure, and Per-Position Risk Into Prints
April 18, 2026 · 2 min read
- Factor Exposure on Your Portfolio: Value, Momentum, Quality, Size
April 18, 2026 · 2 min read
- FX Exposure in Your Portfolio: The Currency Risk You Didn't Know You Took
April 18, 2026 · 2 min read
- LP Report: Institutional-Grade Portfolio Summaries, Automated
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, Boring Trades
April 18, 2026 · 7 min read
- Transaction Cost Analysis: The Slippage You're Not Measuring Is Eating Your Alpha
April 18, 2026 · 7 min read
- Price Alerts That Actually Trigger at the Right Time
April 18, 2026 · 2 min read
- Screener Filters: Composable Queries Over the Full Universe
April 18, 2026 · 2 min read
- Screener Results: Ranking, Scoring, and Acting on the Matches
April 18, 2026 · 2 min read
- Universe Portfolios: Model Books Built From the Full Universe
April 18, 2026 · 2 min read
- Universe Trends: Which Sectors and Factors Are Actually Leading
April 18, 2026 · 2 min read
- Choosing the Right Benchmark: Why the S&P 500 Is Lying to Most Portfolios
April 17, 2026 · 5 min read
- Brinson Attribution: Did You Pick Good Stocks, or Just Good Sectors?
April 14, 2026 · 5 min read
- Half-Kelly Position Sizing: The Practical Middle Ground Between Timid and Reckless
April 11, 2026 · 4 min read
- Regime-Aware Strategy Selection: Why One Rule Set Is Not Enough
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: Focus on What Moved and Why
April 4, 2026 · 5 min read
- The 10-Minute Daily Stock Research Workflow That Actually Works
April 3, 2026 · 5 min read
- From Signal to Action: How Cockpit Panels Keep You One Step Ahead
April 2, 2026 · 5 min read
- Cockpit Cards: Quick-Glance Intelligence for Every Stock You Track
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: Learn from the Best Performers
March 6, 2026 · 4 min read
- Custom Compliance Rules: Build Guardrails for Your Portfolio
March 5, 2026 · 4 min read
- TradingView vs alphactor.ai: Which Stock Analysis Tool is Right for You?
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, Get a Data-Backed Answer
March 2, 2026 · 4 min read
- Stress Testing Your Portfolio: What Would 2008 Do to Your Holdings?
March 1, 2026 · 4 min read
- The Strategy Marketplace: Share What Works, Adopt What's Proven
February 28, 2026 · 4 min read
- Why Most Backtests Lie (And How Our 8-Layer Credibility Pipeline Fixes It)
February 27, 2026 · 4 min read
- Industrial Stocks: Betting on the Real Economy
February 25, 2026 · 4 min read
- Utility Stocks for Income: Yield, Safety, and the Rate Sensitivity Trap
February 23, 2026 · 4 min read
- Defense Stocks: Government Contracts as a Revenue Moat
February 21, 2026 · 4 min read
- Semiconductor Stocks: Cyclical, Essential, and Permanently Volatile
February 19, 2026 · 4 min read
- Consumer Staples as Portfolio Defense: The Boring Stocks That Save You
February 15, 2026 · 4 min read
- Energy Stocks and the Commodity Cycle: When to Buy and When to Run
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: Metrics That Matter Beyond Revenue Growth
February 7, 2026 · 4 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: Where Money Flows in Each Market Phase
January 10, 2026 · 4 min read
- How Fed Policy Actually Affects Your Stock Portfolio
January 6, 2026 · 4 min read
- Market Regimes: Why the Same Strategy Works in Bull Markets and Fails in Bear Markets
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: The Habit That Separates Amateurs from Pros
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: What It Tells You and What It Hides
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 — Which One Saves You?
November 23, 2025 · 4 min read
- A 30% Drawdown Requires a 43% Gain to Recover — And Other Math That Should Scare You
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: It's Probably Not the S&P 500)
November 3, 2025 · 4 min read
- Sector Allocation: How Much Tech Is Too Much?
October 30, 2025 · 4 min read
- Monte Carlo Simulation: Stress Testing Your Portfolio's Future
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 (And When to Leave It Alone)
October 14, 2025 · 4 min read
- Correlation: The Number That Makes or Breaks Your 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 (Without Overfitting)
July 10, 2025 · 4 min read
- The Overnight Edge: Why Holding Stocks Overnight Has an Anomalous Return
July 6, 2025 · 4 min read
- Dual Momentum: The Strategy That Beat Buy-and-Hold for 40 Years
July 2, 2025 · 4 min read
- Trend Following on Stocks: Why Most Retail Traders Get It Wrong
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 Simple Mean Reversion Strategy That Survived Walk-Forward Testing
June 16, 2025 · 4 min read
- Breakout Strategies: What 10 Years of Backtests Actually Show
June 12, 2025 · 4 min read
- Your Trading Signals Have a Noise Problem (Here's How to Fix It)
June 8, 2025 · 5 min read
- Relative Strength (Not RSI): The Metric That Changed How I Pick Stocks
June 4, 2025 · 5 min read
- Building a Momentum Score: How I Rank Stocks by Trend Strength
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: How to Trade Low Volatility Before It Explodes
April 1, 2025 · 4 min read