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Diversification constraints for a research shortlist

Given a set number of candidates and a cap per sector, how can a more balanced research shortlist be built?

Screening and watchlists (examples) SCR-005 Stacked bar Sample

Sample data. Every number, symbol and holding on these pages is generated sample data dated 2026-10-16, used only to illustrate layout and method for educational and informational purposes. It is not market data, backtest output or a forecast, and the analytics described in the specifications are not running.

Example holdings. Holdings, weights and watchlist entries on this page are example holdings generated for illustration. They are not a user account, a saved portfolio or any real position.

Download CSV Sample JSON Specification JSON Sample as of

0700.HK Tencent Holdings | Hang Seng Index | 2025-10-16 – 2026-10-16 | HKD

Latest value
477 stocks
Period average
423 stocks
Period high
481 stocks
Period low
366 stocks

Shortlist sector distribution

Shortlisted candidates (stocks) (Stacked bar)

Selected and reserve candidates

Unmet constraints (items) (Line)

Unmet constraints and reasons

Shortlisted candidates (stocks) and Unmet constraints (items) (Table)

Sample data rows

Candidate sector or regionShortlisted candidates (stocks)Unmet constraints (items)Data date (sample)
2025-10 366 23 2025-10-31
2025-11 394 18 2025-11-28
2025-12 425 11 2025-12-31
2026-01 423 24 2026-01-30
2026-02 427 22 2026-02-27
2026-03 412 40 2026-03-31
2026-04 413 9 2026-04-30
2026-05 397 29 2026-05-29
2026-06 432 37 2026-06-30
2026-07 415 32 2026-07-31
2026-08 481 19 2026-08-31
2026-09 440 6 2026-09-30
2026-10 477 27 2026-10-16