Multi-Factor Alerts · Use Case

Insider + analyst alignment (the conviction stack)

When insiders are buying and analysts are upgrading at the same time, it's one of the highest-conviction setups. Both informed parties betting the same direction. Get alerts when both signals align on the same stock.

Why alignment matters

Insiders know the business from the inside. Analysts know the business from Wall Street. When both are bullish at the same time, the probability of success increases dramatically. A CEO buying $1M of stock while Goldman upgrades to Buy is a very different signal than either event alone.

Example
Insider buying cluster and a recent analyst upgrade, both in the last 30 days
CRSP 3 insider buys totaling $1.8M + upgraded to Buy by JP Morgan.

How Tickerbot tracks both signals

Tickerbot ingests both SEC Form 4 insider filings and Benzinga analyst events in real time. When both conditions fire on the same ticker within your specified window, the alignment alert triggers automatically.

Adding price action confirmation

The setup is even stronger when price confirms the thesis. Tickerbot lets you stack insider/analyst alignment with technical conditions like breakouts or golden crosses. This creates a triple-confirmation signal: fundamental, analyst, and technical all pointing the same direction.

Example
Insider buying + analyst upgrade + golden cross, all in the last 30 days
NVDA CEO bought $2.1M, upgraded by 2 firms, golden cross at $142.

Common variations you can build

  • CEO buying above $500K + price target raise of 15%+
  • Insider cluster + analyst initiation on small-cap
  • Multiple insiders buying + consensus rating shift to Buy
  • Insider buying + upgrade + earnings in 7-14 days (pre-earnings conviction)

Related alerts

Other multi-factor alerts that combine different signal types

Set up your first alignment alert