Stock Doctor's Model Portfolios are ready-made portfolios built using a disciplined, rules-based investment process. The AI Models section in Stock Doctor is where members can access both Quant Model Portfolios and AI Model Portfolios in one place.
It brings together the Stock Doctor's two model portfolio approaches, a rules-based Quant framework and a Machine-learning-based AI framework, so members can explore, compare, and follow different systematic investment strategies.
The section is designed to help members understand how each type of portfolio works, view model portfolio holdings, performance, and track the latest changes at each rebalance.
How to access Stock Doctor's Model Portfolios
- Log in to Stock Doctor.
- Select AI Models from the top menu bar or via the home screen
- Choose either a Quant Model Portfolio or an AI Model Portfolio from the listing page.
- Open the portfolio to view its details.
Financial Health still comes first
Regardless of whether a model portfolio is built using a Quant or AI method, all stocks must pass Stock Doctor's Financial Health framework. Stocks with a weak Financial Health rating of Early Warning, Marginal or Distressed are excluded regardless of how highly they rank in the model.
This is an important part of how Stock Doctor applies machine learning. The model helps identify opportunities, but portfolio eligibility still depends on financial health and risk measures.
Why this matters
Both Quant and AI Model Portfolios are designed to give members access to a disciplined portfolio process. The difference is that Quant Model Portfolios rely on predefined factor rules, while AI Model Portfolios add a machine-learning stock-ranking layer before Financial Health screening and portfolio construction are applied.
AI Model Portfolios vs Quant Model Portfolios
Both portfolio types use systematic, rules-based processes and apply Stock Doctor's Financial Health screening as a first filter. The key difference is in how stocks are ranked and selected:
- AI Model Portfolios use a supervised machine-learning model that ranks stocks by expected return at each rebalance. The model learns from past outcomes and adapts as market conditions and company fundamentals evolve. These portfolios are available to Core (Limited) and Signature members.
- Quant Model Portfolios use Stock Doctor's Golden Rule framework to rank stocks by defined growth or growth-and-value factors. The selection rules are fixed and transparent. These portfolios are available to Foundation, Core, and Signature members.
This distinction matters because not every model portfolio in Stock Doctor is AI-driven. Some portfolios are based on more traditional quantitative ranking methods, while AI Model Portfolios use machine learning as an additional decision-support layer within a controlled investment framework.
Both portfolio types are research reference tools. They do not automatically trade your personal portfolio or constitute financial advice.
How AI Model Portfolios work
AI Model Portfolios use a supervised machine-learning model to rank stocks by expected return potential. The model analyses historical relationships between financial data, market information, macroeconomic inputs, and subsequent share returns. It scores and ranks all eligible stocks at each rebalance date.
The model does not operate autonomously. It provides a systematic, rule-constrained ranking layer. Portfolio construction rules then determine the final holdings and weightings, balancing return potential, diversification, turnover, and risk. Learn More
How Quant Model Portfolios work
Quant Model Portfolios use rules-based stock ranking grounded in defined company factors such as profitability, earnings quality, return measures, valuation and free cash flow metrics. Depending on the portfolio, stocks may be ranked on growth factors alone or on a mix of growth and value factors, then selected into equal-weight or no-rebalancing style portfolios.
These portfolios also apply Stock Doctor Financial Health and growth criteria and minimum liquidity requirements before stocks are included. This creates a structured and repeatable portfolio process based on transparent financial rules. Learn More
Membership access
- Stock Doctor Foundation – Access to 2 Quant Model Portfolios.
- Stock Doctor Core – Access to 2 AI Model Portfolios and all 4 Quant Model Portfolios.
- Stock Doctor Signature – Access to all AI Model Portfolios and all Quant Model Portfolios.
What you can do in Model Portfolios (AI Models)
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Browse all model portfolios: View summary metrics including Return 1Y, Return 5Y p.a., Avg. Tenure, Sharpe Ratio, Maximum Drawdown, and Estimated Yield.
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View details: Each portfolio provides an overview, investment objective, sector exposure, and performance charts.
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Track holdings and changes: Monitor current holdings (with entry prices and returns) and track rebalance updates (Latest Changes).