HGSI Investment Software

What HGSI Investment Software does

HGSI Investment Software, LLC is a privately held, founder-owned software company headquartered in Bradfordwoods, Pennsylvania. Founded by George Roberts in July 1991 (originally as Investor Reference Library), the company has operated for more than 30 years under its current HGSI brand. HGSI develops and markets a Windows-based stock screening and analysis platform that serves self-directed traders, longer-term investors, day and swing traders, and a smaller base of professional investment advisors. The platform processes approximately 500 data fields for over 8,000 securities (stocks, ETFs, and market indexes) across NYSE, NASDAQ, and AMEX, and differentiates via a proprietary Designer Group Database architecture that organizes securities into user-defined hierarchical "groups" with computed group indexes, supported by SmartGroups (dynamic scanning), Volume Price Analysis (VPA) charting, visual filter backtesting, ranking, and multi-threaded processing. The product is delivered as a local desktop application (Windows 8/10/11 on PC or Mac) with clipboard-based symbol-list export to Thinkorswim.

The company monetizes via two recurring monthly subscriptions: the core HGSI Software at $69/month and the Ron Brown Investing Monthly Insider Club at $20/month, with a 30-day free trial offered globally. Distribution is predominantly self-serve through highgrowthstock.com, supplemented by phone/email sales support. HGSI runs a community-led, event-driven go-to-market: a free community forum hosted on groups.io, a YouTube channel and Twitter account, an email newsletter ("The Beat"), and recurring webinars featuring power users Dr. Jeffrey Scott (weekly Top Down Reviews), Ron Brown (Brown Investing / Insider Club), and Gil Morales (MoKa Investors). These partnerships, alongside a minority of named professional-advisor end users, drive both customer acquisition and retention through educational content delivered within the William O'Neil / Volume Price Analysis trading methodology.

Operationally, HGSI is a 1–10 employee bootstrapped business with no external funding, no parent company, and no institutional investors. It has no public revenue disclosures, no mobile app, and no patent portfolio. Notable product extensions in recent years include the 2015 VPA indicator overhaul, the 2020 Person Indicator Subscription add-on, the launch of the Ron Brown Insider Club add-on, addition of intraday data, and multi-core processing optimizations. Geographic reach is passive-global via the signup form (spanning close to 200 country options), though actual marketing investment appears concentrated on U.S. self-directed investors.

Name

HGSI Investment Software

Legal name

HGSI Investment Software, LLC

Website

https://highgrowthstock.com

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

1–10 employees

Short description

HGSI Investment Software is a founder-owned, Pennsylvania-based software company that develops a Windows-based stock screening and analysis platform for self-directed traders, longer-term investors, and investment advisors, distributed via monthly subscriptions ($69/month core, $20/month add-on) and supported by a community-led webinar and forum ecosystem.

Ownership category

akta.pro rank

Headquarters

HQ city

Bradfordwoods

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. HGSI Software Subscription: Monthly recurring subscription at $69/month that includes access to HGSI software and HGSI database. Customers are billed monthly until cancelled. Includes data for stocks, ETFs, and market indexes across NYSE, NASDAQ, and AMEX exchanges.
2. HGSI Insider Club Subscription: Ron Brown Investing Monthly Insider Club subscription at $20/month. Includes educational content and exclusive files developed by Ron Brown for HGSI subscribers.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Core offering

HGSI Investment Software provides a Windows-based stock screening and analysis platform that enables self-directed traders and investors to analyze markets, sectors, groups, stocks, and ETFs through proprietary Group Database architecture and the Volume Price Analysis (VPA) indicator. The platform processes approximately 500 data fields across 8,000+ securities and is sold via a monthly subscription.

Product overview

HGSI Investment Software is a single, unified Windows-based platform for stock screening and investment analysis. The core HGSI Software ($69/month subscription) is sold as a complete product with integrated modules including the Designer Group Database (for creating custom stock groups), Group Indexes (computed group-level indexes), Filters (stock screening criteria), Warehouse (data views), Ranking (stock comparison), Charting (including VPA indicators), Visual Filter Backtest, Reports, and Software Integration features. The platform organizes ~8,000 securities across NYSE, NASDAQ, and AMEX into user-designed 'groups' and dynamically calculates ~500 data fields per security. Add-on subscription available: Ron Brown Investing Monthly Insider Club ($20/month) for educational content.

Differentiator

Problem solved

Functional benefit

Products and services

• HGSI Software
• HGSI Data
• Ron Brown Investing Monthly Insider Club Subscription

Quantifiable outcome

• Nearly 900 participants in single webinar event
• +1 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability2 records

Feature9 records

Partnerships

Three partnerships are on record, tiered moderate and core.

• Gil Morales / MoKa Investors, LLCmoderateGTM or Marketing PartnerGil Morales, Managing Director of MoKa Investors, LLC, has been a consistent HGSI customer for 12+ years. He co-authored trading books and runs The Gilmo Report and Virtue of Selfish Investing publications. Gil has worked with HGSI's Ron Brown to implement custom scanning filters (Buyable Gap-Ups, Code Red and Code Blue Pocket Pivots). He participates in HGSI webinars and provides industry endorsement, describing HGSI as his 'cash register' for trading.
• Ron Brown / Brown Company, LLCcoreGTM or Marketing PartnerRon Brown, owner of Brown Company LLC, is an investing education company teaching Volume Price Analysis. Ron has over 25 years of experience with HGSI software (since late 90s) and created the HGSI Insider Club subscription. He has collaborated with late partner Ian Woodward to develop educational content and custom files for HGSI subscribers.
• Dr. Jeffrey ScottcoreGTM or Marketing PartnerDr. Jeffrey Scott is a power user who hosts HGSI's Webinar Series with weekly Top Down Reviews. He has been an investor since the early 1990s, used HGSI since launch, and hosts a monthly online advanced users group. His contributions provide significant educational content and market analysis for the HGSI community.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Market position

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/hgsinvestor
• YouTubeyoutube.com/user/TheHGSI
• LinkedInlinkedin.com/company/high-growth-stock-investor

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about HGSI Investment Software