Investment Selection & Screening Course
Master a full investment selection process: define your market universe, create fundamental and technical screens, rank high-conviction stocks, and build risk-managed recommendations for 6-24 month portfolios. This course provides practical tools to screen, select, and monitor investments effectively.

4 to 360h flexible workload
certificate valid in your country
What will I learn?
Gain a practical framework to define market universes, construct fundamental and technical filters, and create focused shortlists. Master designing reliable screens, evaluating financial health, examining price trends, and integrating scores into documented medium-term recommendations featuring risk controls, monitoring protocols, and reusable tools for immediate use.
Elevify advantages
Develop skills
- Build robust fundamental stock screens using professional-grade filters.
- Combine technical and fundamental signals for precise entry and exit timing.
- Analyze balance sheets, cash flows, and valuations to rank top stocks quickly.
- Design client-suited portfolios with defined risk rules, sizing, and exit triggers.
- Develop reproducible spreadsheet workflows with free data and screeners.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students are saying
Your classes are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of interest without needing to switch platforms... I thank you for everything you do, I've already recommended you to other people...

Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the presentation style and video transcription, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos really help with learning.

André FelipePrompt Engineering Student
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