Exent Methodology: How Every Number Is Calculated
How Exent computes the returns, risk ratios, crash drawdowns, correlations, analyst track records, backtests and studies on its pages, how often they refresh, and where the numbers have limits.
ResourcesGuide
Editorial Policy: How Exent Researches and Reviews Its Pages
Who writes and reviews Exent’s research library, where the numbers come from, how AI is used, the compliance rules every page follows, and how to report an error.
Key takeaways
- Every page in Exent’s research library is reviewed by David, Senior Analyst at Exent, before it is published, and every number on it is sourced and dated.
- Numbers come from two places only: Exent’s own calculations on market data, labelled with an “as of” date, and verified public sources that are linked inline.
- Quantitative models compute the numbers; AI helps draft and explain; a person reviews every page.
- Pages are education, not advice: no personal recommendations, performance in the past tense, and backtests labelled as hypothetical.
- Exent sells a subscription, and says so. To report an error, email support@exent.ai.
Who writes and reviews Exent’s pages?
Pages are prepared by Exent Research and reviewed by David, Senior Analyst, whose name appears in the byline. Review means checking each number against its source, checking that the page answers the question it sets out to answer, and checking it against the compliance rules below. A page is not published until that review is done.
The research library covers portfolio risk and diversification, returns versus risk, benchmarks, hedging, Wall Street analysts and market conditions. Comparison pages also cover other investing tools.
How are pages researched?
Each page starts from a question investors actually ask, and the first lines of the page answer it directly. The supporting numbers come from one of three places, and the page says which:
| Type of figure | Where it comes from | How it is shown |
|---|---|---|
| Exent data | Exent’s own calculations on a dated snapshot of market data | Stated as Exent’s data with an “as of” date |
| Public figures | Primary sources: index providers, regulators, central banks, fund research firms and peer-reviewed papers | Linked inline, with the year of the source |
| Examples | Made-up numbers that illustrate a calculation | Labelled “Illustrative” |
If a figure cannot be verified, it is left out and the point is made in words instead. Pages do not use invented statistics, quotes, testimonials or customer stories. How each data product is calculated is described on the methodology page.
What data sources does Exent use?
Exent’s calculations draw on three kinds of source:
- Market data from commercial providers: daily prices, dividends and corporate actions for stocks and ETFs, used to compute returns, volatility, drawdowns, correlations and crash replays.
- SEC filings: public filings such as 13F holdings reports and Form 4 insider transactions.
- Wall Street analyst ratings data: ratings and price targets, used to measure how analysts’ past calls played out. Public pages show analyst accuracy as past track record and in aggregate studies.
Data pages show the date their snapshot was taken. Returns include reinvested dividends unless a page says otherwise.
How does Exent use AI?
Numbers are computed by quantitative models, not by a language model. Returns, ratios, correlations, backtests and accuracy rates all come from deterministic calculations on the data above.
AI is used for words: drafting and explaining pages, summarizing research with its sources, and turning calculated results into plain English. Every AI-assisted draft is checked by a person against the underlying data and sources before publication. The same split applies inside the product, where AI reads uploaded screenshots and explains results, while the calculations are done by models. See how Exent works with AI assistants.
What rules does every page follow?
- Education, not advice: no personal recommendations and no “buy this” or “sell that”.
- No promises or predictions of returns. Performance is written in the past tense and sourced.
- Backtests are labelled as backtests or hypothetical results, with their period and assumptions.
- Pages about beating the market start with the evidence that most investors and funds do not.
- Hedging and trading pages explain how things work, what they cost and how they behaved, not what to trade.
- Every number has a source and a date; illustrative examples are labelled.
Conflicts of interest
Exent sells a subscription to its platform, and its pages mention the product where it helps the reader do what the page explains. That is a commercial interest, and you should read the pages with it in mind.
To keep comparisons fair, pages that compare Exent with other tools name each competitor’s real strengths, use prices taken from the vendor’s own site with the date checked, and say where another tool is the better fit. Exent is not a financial advisor or broker: it does not hold client funds, execute trades or give personal advice. See also is Exent legit? and how Exent handles your data.
Corrections and updates
If you find an error, email support@exent.ai with the page address and what you believe is wrong. Reported errors are checked against the source; confirmed errors are corrected and the page’s “updated” date changes.
Pages are reviewed again when their underlying data is refreshed or a cited source publishes a newer edition, for example a new index scorecard. Data pages are regenerated from each new data snapshot. Every page shows when it was published and when it was last updated.
About the reviewer
David is a Senior Analyst at Exent and reviews the research library.
Frequently asked questions
David, Senior Analyst at Exent, reviews every page in the research library before it is published.
Either from Exent’s own calculations on dated market data, labelled with an as-of date, or from verified public sources that are linked on the page. Made-up examples are labelled illustrative.
AI helps draft and explain pages, but numbers are computed by quantitative models and a person reviews every page before publication.
No. The pages are education. Exent is not a financial advisor or broker and does not give personal recommendations.
Email support@exent.ai with the page address and the issue. Confirmed errors are corrected and the page’s updated date changes.
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Educational content, not investment advice. Examples are illustrative; past performance does not guarantee future results.