By |Published On: September 25th, 2014|Categories: Research Insights, Investor Education|

We’ve been buried in ETF operations the past 6 months, but we are finally getting around to launching out new set of tools.

Most of the time has been spent on the back-end of the tool website so the content is limited to what we used to have on the old Turnkey Analyst website, plus a few things here and there.

Stay tuned for a lot more content.

To access the site click on the link:


Once you login you’ll see the following:


The primary tools are under “financial tools:”

Allocation Architect

IVY 5 backtesting tool and DIY tactical asset allocation model outputs.

IVY 5 Backtesting Device

And if you scroll a bit further down on the Allocation Architect page you’ll see the DIY tactical asset allocation modules.

DIY Allocation Weights

Systematic Value Tools

Under this tab we provide monthly updates for stocks that our Quantitative Value Screens and that pass the Graham Quantitative Value Screens

We’ve got a lot more ideas planned, but we’ve finally got the back-end technology in place. Adding front-end tools and content will move at a much more rapid pace from here on out.

Go ahead and bang on our basic tool and let us know if you find any bugs 

About the Author: Wesley Gray, PhD

Wesley Gray, PhD
After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). Dr. Gray currently resides in Palmas Del Mar Puerto Rico with his wife and three children. He recently finished the Leadville 100 ultramarathon race and promises to make better life decisions in the future.

Important Disclosures

For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Third party information may become outdated or otherwise superseded without notice.  Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency has approved, determined the accuracy, or confirmed the adequacy of this article.

The views and opinions expressed herein are those of the author and do not necessarily reflect the views of Alpha Architect, its affiliates or its employees. Our full disclosures are available here. Definitions of common statistics used in our analysis are available here (towards the bottom).

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