Cached score snapshot
US.ERIE · Erie Indemnity
110分制 40.2/110;5D動能v2 3/50;排序分 43.2/160 · Incomplete inputs
Score breakdown
避免
Score and price trend
Main score, 5D momentum v2, close price, and improving or exit-review turn signals are plotted from archived daily snapshots.
Move the mouse over the chart lines to inspect readings.
- Main score
- 5D momentum v2
- Candlestick
- Historical projection
- Score turn
- Setup grade
| Model | Median | P25/P75 | 歷史相似情境上漲比例 | Down5 | Actual / compare |
|---|---|---|---|---|---|
| Rolling DOE best | +2.72% | +0.30% / +5.88% | 76.3% | 5% | Actual outcome pending · 0 / 3 bars observed |
| 30D observation | +16.71% | +7.56% / +21.64% | 90% | 2.5% | Actual outcome pending · 0 / 30 bars observed |
| Historical projection 10D n=160 | +2.07% | -0.79% / +4.60% | 66.9% | 8.8% | Actual outcome pending · 0 / 10 bars observed |
歷史情境統計基於已存檔相似 setup;圖中投影中位線為統計中位數的線性插值展示,並非價格路徑預測或買賣建議。
2026-06-16 → 2026-10-23 · 120 archived points · 3 Improving turn signal · 4 Deteriorating signal
Summary
score_with_momentum_v2 = main score + 5D momentum v2
Rolling setup rating
Setup quality, historical edge, and risk are combined into a rolling S/A/B/C/D/F grade for this snapshot date.
Score turn monitor
Has the score quality changed?
Run more market refreshes to build enough archived points for a turn check.
Signals
技術信號 13.7 · 風險管理 6.1 · 5D動能v2 3 · Incomplete inputs
INSTITUTIONAL_DATA_OPTIONAL: Institutional ownership unavailable; neutral money-flow treatment used. FMP_INSTITUTIONAL_FAILED: FMP HTTP 402
Audit trace
Full calculation detail
Calculation detail · 8 sections
Incomplete score
此 snapshot 已計出評分,但以下輸入仍不完整;缺失維度以 0 分處理,請留意 audit 明细。
- VIX_MISSING: VIX market context is required for market environment scoring
Market inputs
Metrics snapshot
110-point main rating
基本面5 + 資金流20 + 市場環境15 + 催化劑20 + 風險管理10 + 技術信號30 + 情緒10
基本面 — 3.5/5 · 良好
Sub-items
資金流 — 5.2/20 · 較差
Sub-items
institutional
details
warning
市場環境 — 5.6/15 · 較差
Sub-items
vix
details
trend
details
qqq
spy
催化劑 — 2/20 · 較差
Sub-items
catalyst
details
風險管理 — 6.1/10 · 一般
Sub-items
position
details
stopLevels
strength_details
diversification
details
技術信號 — 13.7/30 · 較差
Sub-items
vcpPayload
vcp_metrics
情緒分析 — 4/10 · 較差
Sub-items
sentiment
details
sentimentData
Dimension contribution
5D momentum v2 breakdown
Cursor_18.25 5D momentum v2 0-50
Risk management
position
details
stopLevels
strength_details
diversification
details
Calculation audit log
基本面分析總分: 3.5/5分 資金流分析總分: 5.2/20分 市場環境分析總分: 5.6/15分 催化劑分析: 2/20分 風險管理總分: 6.1/10分 技術信號分析總分: 13.7/30分 情緒分析: 4/10分 共振率(僅顯示不加分): 0%
Technical indicators
adx
atr
cci
cmf
kdj
mfi
obv
rsi
sar
ma50
macd
vwap
volume
derived
ma_cross
bollinger
rsi_short
macd_short
volume_ratio
Raw calculation JSON
{
"risk": {
"level": "Elevated",
"reason": "risk management score >= 5/10",
"position": {
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"details": {
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"turnoverUsdM": 38.467504573009,
"liquidityPoints": 0.2,
"volatilityPoints": 0.7
}
},
"rrPoints": 1.4,
"stopLevels": {
"symbol": "US.ERIE",
"rr_range": "1:1.0-1:2.5",
"risk_profile": "中等",
"stop_loss_price": 229.1578,
"strength_details": {
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"atr_score": 1,
"rsi_score": 2.5,
"macd_score": 1,
"volume_score": 1
},
"market_adjustment": 1,
"risk_reward_ratio": 1,
"stop_loss_percent": 6.5,
"take_profit_price": 257.2815,
"target_multiplier": 1.6,
"technical_strength": 1.4,
"take_profit_percent": 5
},
"positionPoints": 0.9,
"stopLossPoints": 1.8,
"diversification": {
"score": 2,
"details": {
"method": "sector concentration proxy; no portfolio holdings used",
"sector": "Financials",
"concentratedSectorPenalty": 0
}
},
"riskRewardRatio": 1.2,
"stopLossPercent": 6.477655823685491,
"diversificationPoints": 2
},
"total": {
"max": 160,
"result": 43.2,
"formula": "score_with_momentum_v2 = main_score + momentum_5d_v2_score",
"baseScore": 40.2,
"modelVersion": "cursor_18_27_news_v2_160",
"momentum5dScore": 3
},
"market": {
"ma20": 255.639,
"ma50": 246.6422,
"close": 245.03,
"prevClose": 240.4,
"avgVolume20": 298500,
"volumeRatio": 0.53,
"changePercent": 1.93
},
"sources": {
"catalyst": "finnhub_news_keyword_model",
"sentiment": "finnhub_news_keyword_model",
"fundamentals": "fmp_stable",
"institutional": null,
"marketContext": "twelvedata+fred"
},
"barCount": 60,
"momentum": {
"max": 50,
"result": 3,
"details": {
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"max_score": 50,
"max_total": 50,
"raw_total": 3,
"vcp_bonus": 0,
"vol_ratio": 0.5090416822035959,
"ret_points": 0,
"vol_points": 0,
"range_ratio": 0.724141165376776,
"volat_points": 0,
"day_range_pct": 0.023364445265332556,
"model_version": "cursor_18_27_news_v2_160",
"available_bars": 30,
"breakout_points": 0,
"partial_history": false,
"pullback_points": 3,
"breakout_vol_bonus": 0,
"first_breakout_20d": false,
"return_window_days": 5,
"first_breakout_bonus": 0,
"breakout_quality_points": 0
},
"formula": "Cursor_18.25 5D momentum v2 0-50",
"modelVersion": "cursor_18_27_news_v2_160"
},
"scoreMax": 110,
"composite": {
"max": 160,
"result": 43.2,
"formula": "Cursor_18.25 ranking score v2 (score_with_momentum_v2)",
"weights": [
{
"raw": 3.5,
"label": "基本面",
"weight": "5/110",
"normalized": 70,
"contribution": 3.5
},
{
"raw": 5.2,
"label": "資金流",
"weight": "20/110",
"normalized": 26,
"contribution": 5.2
},
{
"raw": 5.6,
"label": "市場環境",
"weight": "15/110",
"normalized": 37.33,
"contribution": 5.6
},
{
"raw": 2,
"label": "催化劑",
"weight": "20/110",
"normalized": 10,
"contribution": 2
},
{
"raw": 6.1,
"label": "風險管理",
"weight": "10/110",
"normalized": 61,
"contribution": 6.1
},
{
"raw": 13.7,
"label": "技術信號",
"weight": "30/110",
"normalized": 45.67,
"contribution": 13.7
},
{
"raw": 4,
"label": "情緒分析",
"weight": "10/110",
"normalized": 40,
"contribution": 4
}
],
"modelVersion": "cursor_18_27_news_v2_160"
},
"momentumMax": 50,
"scoreStatus": "incomplete",
"standard110": {
"rating": "避免",
"result": 40.2,
"details": [
"基本面分析總分: 3.5/5分",
"資金流分析總分: 5.2/20分",
"市場環境分析總分: 5.6/15分",
"催化劑分析: 2/20分",
"風險管理總分: 6.1/10分",
"技術信號分析總分: 13.7/30分",
"情緒分析: 4/10分",
"共振率(僅顯示不加分): 0%"
],
"formula": "基本面5 + 資金流20 + 市場環境15 + 催化劑20 + 風險管理10 + 技術信號30 + 情緒10",
"dimensionScores": {
"催化劑": 2,
"基本面": 3.5,
"資金流": 5.2,
"市場環境": 5.6,
"情緒分析": 4,
"技術信號": 13.7,
"風險管理": 6.1
},
"dimensionDetails": {
"催化劑": {
"max": 20,
"grade": "較差",
"items": {
"catalyst": {
"score": 2,
"details": {
"source": "finnhub_news_keyword_model",
"articleCount": 3,
"catalystCount": 0
}
},
"catalystPoints": 2
}
},
"基本面": {
"max": 5,
"grade": "良好",
"items": {
"pbPoints": 0.2,
"pePoints": 0.5,
"epsPoints": 0,
"roePoints": 0.75,
"debtPoints": 0.5,
"marginPoints": 0.4,
"turnoverUsdM": 38.467504573009,
"volumePoints": 0.4,
"revenuePoints": 0,
"dividendPoints": 0.4,
"marketCapPoints": 0.4
},
"source": "fmp_stable"
},
"資金流": {
"max": 20,
"grade": "較差",
"items": {
"cmfPoints": 0.8,
"mfiPoints": 0.8,
"obvPoints": 0.8,
"vwapPoints": 0.8,
"institutional": {
"score": 2,
"details": {
"source": "optional-neutral",
"warning": {
"code": "INSTITUTIONAL_DATA_OPTIONAL",
"symbol": "US.ERIE",
"message": "Institutional ownership is unavailable; neutral 2/4 money-flow treatment used."
},
"optional": true,
"holderCount": null,
"holderPoints": 2,
"top10ShareRatio": null,
"concentrationPenalty": 0
}
},
"institutionPoints": 2
}
},
"市場環境": {
"max": 15,
"grade": "較差",
"items": {
"vix": {
"score": 0,
"details": {
"source": "twelvedata+fred",
"missing": true,
"vixClose": null
}
},
"trend": {
"score": 2.8,
"details": {
"qqq": {
"ma20": 715.6679992,
"ma50": 710.4063990999997,
"name": "QQQ",
"close": 714.88,
"points": 1.4
},
"spy": {
"ma20": 766.87899445,
"ma50": 758.61640102,
"name": "SPY",
"close": 764.28998,
"points": 1.4
},
"source": "twelvedata+fred"
}
},
"atrPct": 3.2388279118427454,
"atrPoints": 2,
"cciPoints": 0.8,
"vixPoints": 0,
"marketTrendPoints": 2.8
}
},
"情緒分析": {
"max": 10,
"grade": "較差",
"items": {
"sentiment": {
"score": 4,
"details": {
"source": "finnhub_news_keyword_model",
"articleCount": 3,
"negativeHits": 0,
"positiveHits": 1,
"sentimentScoreRaw": 0.8
}
},
"sentimentData": {
"raw": [
{
"id": 142024397,
"url": "https://finnhub.io/api/news?id=ecf121f6d543b48c7e0710d95cc7038507093ed84ec601ee9acbe58c6c59aa57",
"image": "https://www.chartmill.com/images/uploads/thumbnail_article_luc_kroeze_c1f44c837d.webp",
"source": "ChartMill",
"related": "ERIE",
"summary": "Erie Indemnity (ERIE) quality analysis: 25.5% ROIC, no debt, solid cash conversion, but pricey at P/E 22. Learn more.",
"category": "company",
"datetime": 1788957689,
"headline": "Erie Indemnity (NASDAQ:ERIE) Demonstrates the Hallmarks of a Quality Investment"
},
{
"id": 141365840,
"url": "https://finnhub.io/api/news?id=894d89920e22be49b2acce9948b80bee4d183ab5ca86b1f97a1c4f4e8aa304a9",
"image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
"source": "Yahoo",
"related": "ERIE",
"summary": "Bloomberg Indices plans to remove Erie Indemnity (ERIE) from the Bloomberg 500 Index on 10 September 2026 as part of its regular reconstitution, a move that can influence trading by index-tracking funds. Erie Indemnity's share price has been volatile this year, with the stock down over the year to date despite a 30 day share price return of 12.71% and a 90 day share price return of 17.91%. The 1 year total shareholder return declined 25.11% as index related selling around the Bloomberg 500...",
"category": "company",
"datetime": 1787822249,
"headline": "Is Erie Indemnity (ERIE) Fairly Valued On Its Bloomberg 500 Removal?"
},
{
"id": 141365838,
"url": "https://finnhub.io/api/news?id=100dfb703a414ba9500b3a4cf4ff9d0c3f140fc56db72d62e3ec1eb665bc9c9b",
"image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
"source": "Yahoo",
"related": "ERIE",
"summary": "Erie Indemnity stock has delivered a solid 5 year gain, yet current valuation checks suggest the shares are not an obvious bargain. The Excess Returns intrinsic value estimate sits close to the recent market price, while traditional multiples lean expensive. The stock is up about 58.5% over the past 5 years, which may encourage long term holders to focus more on downside protection than on chasing additional upside at any price. Future fee income growth from managing policies for the Erie...",
"category": "company",
"datetime": 1787804101,
"headline": "Erie Indemnity (ERIE) Stock May Be 2% Undervalued Despite Rich Earnings Valuation"
}
],
"raw_source": [
{
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"url": "https://finnhub.io/api/news?id=ecf121f6d543b48c7e0710d95cc7038507093ed84ec601ee9acbe58c6c59aa57",
"image": "https://www.chartmill.com/images/uploads/thumbnail_article_luc_kroeze_c1f44c837d.webp",
"source": "ChartMill",
"related": "ERIE",
"summary": "Erie Indemnity (ERIE) quality analysis: 25.5% ROIC, no debt, solid cash conversion, but pricey at P/E 22. Learn more.",
"category": "company",
"datetime": 1788957689,
"headline": "Erie Indemnity (NASDAQ:ERIE) Demonstrates the Hallmarks of a Quality Investment"
},
{
"id": 141364893,
"url": "https://finnhub.io/api/news?id=e12bea4aabe368c32808f06a50f13664c483e1d3070c385a3c39d4a8569366d0",
"image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
"source": "Yahoo",
"related": "ERIE",
"summary": "Financial stocks are the first to crack when markets panic, yet a handful of them kept handing investors bigger checks through both the 2008 meltdown and the 2020 shock. Four names cleared that bar, and their current yields tell only part of the story.",
"category": "company",
"datetime": 1788194782,
"headline": "4 Financial Stocks That Kept Raising Dividends Through 2 Historic Crashes"
},
{
"id": 141336283,
"url": "https://finnhub.io/api/news?id=d92db7b94ab38deb8d45bd11ce337de7df789b48d477823807203626cf4038b8",
"image": "https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2215519735/image_2215519735.jpg?io=getty-c-w1536",
"source": "SeekingAlpha",
"related": "ERIE",
"summary": "Dividend Aristocrats (NOBL) nearly match SPY in 2026, with top gainers, rising dividend growth, and 29 undervalued picksâsee which to buy now.",
"category": "company",
"datetime": 1787894920,
"headline": "Best Dividend Aristocrats For September 2026"
},
{
"id": 141365840,
"url": "https://finnhub.io/api/news?id=894d89920e22be49b2acce9948b80bee4d183ab5ca86b1f97a1c4f4e8aa304a9",
"image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
"source": "Yahoo",
"related": "ERIE",
"summary": "Bloomberg Indices plans to remove Erie Indemnity (ERIE) from the Bloomberg 500 Index on 10 September 2026 as part of its regular reconstitution, a move that can influence trading by index-tracking funds. Erie Indemnity's share price has been volatile this year, with the stock down over the year to date despite a 30 day share price return of 12.71% and a 90 day share price return of 17.91%. The 1 year total shareholder return declined 25.11% as index related selling around the Bloomberg 500...",
"category": "company",
"datetime": 1787822249,
"headline": "Is Erie Indemnity (ERIE) Fairly Valued On Its Bloomberg 500 Removal?"
},
{
"id": 141365838,
"url": "https://finnhub.io/api/news?id=100dfb703a414ba9500b3a4cf4ff9d0c3f140fc56db72d62e3ec1eb665bc9c9b",
"image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
"source": "Yahoo",
"related": "ERIE",
"summary": "Erie Indemnity stock has delivered a solid 5 year gain, yet current valuation checks suggest the shares are not an obvious bargain. The Excess Returns intrinsic value estimate sits close to the recent market price, while traditional multiples lean expensive. The stock is up about 58.5% over the past 5 years, which may encourage long term holders to focus more on downside protection than on chasing additional upside at any price. Future fee income growth from managing policies for the Erie...",
"category": "company",
"datetime": 1787804101,
"headline": "Erie Indemnity (ERIE) Stock May Be 2% Undervalued Despite Rich Earnings Valuation"
},
{
"id": 141337053,
"url": "https://finnhub.io/api/news?id=c3c6d6b76c788113efddd79bd3fc98e7ad59df9c98e3fbb9fd6a878afa997360",
"image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
"source": "Yahoo",
"related": "ERIE",
"summary": "Bloomberg Indices announced the following changes to the Bloomberg 500 (B500) Index, effective prior to the open of trading on Thursday, September 10, 2026, to coincide with the September reconstitution of the index. The B500 contains 500 of the most highly capitalized US companies, weighted by float-adjusted market capitalization, representing more than USD 60 trillion in aggregate market capitalization.",
"category": "company",
"datetime": 1787779980,
"headline": "Bloomberg 500 (B500) Index Adds Ten Securities Following September Reconstitution"
},
{
"id": 141247855,
"url": "https://finnhub.io/api/news?id=0c34c0b3b03ebf33b5cdb2e2aa62df9dea0c5b400ba5098836973b6aae6b94b7",
"image": "https://www.chartmill.com/images/uploads/CM_Top_Movers_Small_free_2b4ff2fc22.webp",
"source": "ChartMill",
"related": "ERIE",
"summary": "Curious about the S&P500 stocks that are in motion on Tuesday? Join us as we explore the top movers within the S&P500 index during today's session.",
"category": "company",
"datetime": 1787079901,
"headline": "Discover which S&P500 stocks are making waves on Tuesday."
}
],
"data_source": "finnhub_news_keyword_model",
"article_count": 3,
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},
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},
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"up_expand_ok": false,
"lookback_used": 59,
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},
"vcp_name_en": "Volatility Contraction Pattern",
"vcp_name_zh": "波動收縮形態",
"vol_contraction": true
},
"kdjAdxPoints": 0.5,
"rsiKdjPoints": 1.6,
"volumeWeight": 2,
"maCrossPoints": 1.6,
"shortRsiPoints": 0,
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"volumePointsTechnical": 0.4
}
},
"風險管理": {
"max": 10,
"grade": "一般",
"items": {
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"details": {
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"liquidityPoints": 0.2,
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}
},
"rrPoints": 1.4,
"stopLevels": {
"symbol": "US.ERIE",
"rr_range": "1:1.0-1:2.5",
"risk_profile": "中等",
"stop_loss_price": 229.1578,
"strength_details": {
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},
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"take_profit_price": 257.2815,
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"take_profit_percent": 5
},
"positionPoints": 0.9,
"stopLossPoints": 1.8,
"diversification": {
"score": 2,
"details": {
"method": "sector concentration proxy; no portfolio holdings used",
"sector": "Financials",
"concentratedSectorPenalty": 0
}
},
"riskRewardRatio": 1.2,
"stopLossPercent": 6.477655823685491,
"diversificationPoints": 2
}
}
}
},
"modelVersion": "cursor_18_27_news_v2_160",
"providerErrors": [
{
"code": "VIX_MISSING",
"symbol": "US.ERIE",
"message": "VIX market context is required for market environment scoring",
"missing": [
"VIX"
],
"provider": "scoring"
}
],
"rankingScoreMax": 160,
"dataCompleteness": {
"complete": false,
"missingFields": [
"VIX"
],
"optionalInputs": [
"institutionalData"
],
"requiredInputs": [
"fundamentals",
"marketContext.VIX",
"marketContext.SPY",
"marketContext.QQQ",
"catalystData",
"sentimentData",
"ATR",
"sector"
],
"optionalInputWarnings": []
},
"technicalIndicators": {
"adx": 85.71,
"atr": {
"atr": 7.9361,
"rule": "ATR / current price; lower volatility scores higher",
"score": 4,
"atr_pct": 3.24
},
"cci": {
"rule": "Cursor_18.24 CCI bands",
"level": "超買或超賣風險",
"score": 2,
"value": -147.36
},
"cmf": {
"rule": "Cursor_18.24 CMF bands",
"level": "派發",
"score": 2,
"value": -0.1908
},
"kdj": {
"d": 25.65,
"j": 23.17,
"k": 24.83,
"rule": "Cursor_18.24 K/D cross",
"score": 0,
"signal": "死叉"
},
"mfi": {
"rule": "Cursor_18.24 MFI bands",
"level": "超賣或超買風險",
"score": 2,
"value": 30.8
},
"obv": {
"rule": "Cursor_18.24 recent_slope vs previous_slope",
"score": 2,
"trend": "資金流出",
"value": -835291,
"recentSlope": -194660.9,
"previousSlope": 53240
},
"rsi": 30.01,
"sar": {
"rule": "Cursor_18.24 Parabolic SAR",
"score": 4,
"trend": "下降",
"value": 256.9218,
"position": "SAR喺價上",
"distancePct": 4.85,
"previousTrend": "下降"
},
"ma50": 246.6422,
"macd": {
"macd": -0.5614546307005526,
"trend": "看跌",
"signal": 2.2712607675817558,
"histogram": -2.8327153982823083
},
"vwap": {
"rule": "Cursor_18.24 VWAP 20D consecutive close",
"score": 2,
"value": 256.4624,
"position": "<VWAP",
"consecutiveAbove": 0
},
"volume": {
"rule": "Cursor_18.24 volume ratio",
"level": "空升",
"ratio": 0.53,
"score": 2,
"avgVolume": 298500,
"currentVolume": 156991
},
"derived": {
"ma20": 255.639,
"ma50": 246.6422,
"prevClose": 240.4,
"avgVolume10": 378969,
"avgVolume20": 298500,
"changePercent": 1.93,
"avgVolumeForScore": 298500
},
"ma_cross": {
"ma20": 255.639,
"ma50": 246.6422,
"rule": "Cursor_18.24 MA20/MA50 cross",
"cross": "多頭",
"score": 4,
"prevMa20": 256.179,
"prevMa50": 246.727,
"spreadPct": 3.65,
"isVolumeBreakout": false
},
"bollinger": {
"lower": 240.1216,
"upper": 271.1564,
"position": "中間"
},
"rsi_short": 21.65,
"macd_short": {
"macd": 0,
"trend": "中性",
"signal": 0,
"histogram": 0
},
"volume_ratio": {
"ratio": 0.53
}
}
}
Raw metrics JSON
{
"close": 245.03,
"volume": 156991,
"changePercent": 1.93
}
Scores are derived from cached daily market data using the Cursor_18.25 standard. Solorank.ai provides research support only and does not provide financial advice or buy/sell recommendations.