GOVXTRAC tracks federal procurement across AI, defense, space, and cybersecurity — surfacing small- and mid-cap equities (up to $10B) where a single award can meaningfully move earnings.
The screener queries federal award records published by USAspending.gov across AI, defense tech, cybersecurity, aerospace and space at the moment you run it.
Contract recipients matched to publicly traded small-cap tickers using a curated defense and tech entity database.
Award value is measured against the company's market capitalisation and annual revenue, so a contract is judged by its size relative to the business that won it.
Results are ranked by that relative impact and labelled with the evidence behind each match. Facts about awards, not predictions about prices.
Federal contract awards are public. Anyone can read them. The problem is that USAspending.gov lists recipients by legal entity name, and those names rarely resemble a stock ticker. Working out whether an award actually landed at a company you can buy meant hours of cross-referencing filings by hand.
GOVXTRAC does that work automatically. It scans awards, resolves recipients to public companies, and measures each award against the size of the business that won it — because a $50M contract means nothing at a defence prime and a great deal at a $200M contractor.
It also shows its work. Every match displays the evidence behind it, a confidence figure, and any conflict found — including when the system suspects it has matched the wrong company. Both source records are one tap away so you can check it yourself.
What it will not do is tell you what to buy. GOVXTRAC reports facts about federal awards and public filings. What those facts mean for your money is your decision, and a licensed professional is the right person to help you make it.
GOVXTRAC publishes no track record, no model portfolio and no return figures, because it has not run long enough to produce an honest one. When it has, the complete record will be published — every company surfaced, measured against a benchmark, winners and losers together. Anything less than that is marketing, not evidence.
A sample of the companies GOVXTRAC covers. Live prices and contract detail are on the dashboard.
+ 34 more companies across 6 market cap tiers in the full dashboard
GOVXTRAC is in private research beta. Join the waitlist for early access, founding member pricing, and investor updates.
By joining, you agree to receive occasional emails from GOVXTRAC. We never sell your information. GOVXTRAC is a research tool, not investment advice.
GOVXTRAC is raising a pre-seed round to build the entity-resolution and backtesting engine behind the platform. Full pitch, market analysis, and funding details are on the investor page.
A complete guide to the Screener, the Dashboard, and how the two work together.
GOVXTRAC has two components that do different jobs. Understanding the difference is the fastest way to get value from it.
A contract number on its own tells you almost nothing. $50 million is a rounding error at a defence prime and a transformation at a $200 million contractor. GOVXTRAC measures every award three ways so the size is always relative to the business that won it.
GOVXTRAC is a government contract intelligence and research platform focused on small- and mid-cap equities up to roughly $10B in market capitalisation. It tracks federal procurement awards across AI, defense technology, cybersecurity, and aerospace.
The core research question: do government contract awards correlate with subsequent equity price performance? This is not a trading system. It is a financial data research and statistical correlation platform.
GOVXTRAC pulls real-time prices and 52-week H/L ranges automatically from public market data — no signup or API key required.
Every company has a signal rating based on historical contract activity, analyst consensus, and sector positioning.
| Signal | Meaning | Action |
|---|---|---|
| STRONG | High historical correlation, strong recent contract activity, positive analyst consensus | Priority research candidate |
| BUY | Solid contract history, favorable positioning, generally positive outlook | Research and monitor closely |
| WATCH | Interesting fundamentals but more uncertainty or mixed signals | Add to watchlist, monitor for catalysts |
| HOLD | Lower near-term conviction, potential headwinds, or execution risk | Monitor, not a priority |
Each company's full-screen chart shows a full year of price history. Tap 📊 CHART or the ticker to open it.
Choose the plan that fits your research needs. All plans include the full 40-company universe across 6 market cap tiers, insider trading data, and multi-range price history. 100% ad-free, always.
For individual investors and retail traders researching small-cap defense and AI opportunities.
For RIAs, family offices, and professional analysts who need deeper data and more frequent updates.
For hedge funds, quant firms, and institutional investors needing raw data access and custom integration.
GOVXTRAC is a research platform that connects federal procurement activity to small-cap equity exposure — the layer of the market that's too small for institutional coverage and too complex for retail investors to track alone.
Defense budgets are expanding. AI, drone, and space procurement is growing faster than traditional defense spending, and small-cap contractors are capturing disproportionate share of new program awards.
Retail investors want an edge. Post-2021, retail investors have shown sustained appetite for data tools that surface information institutions have had for decades — look at the growth of Quiver Quantitative, Fintel, and similar alt-data platforms.
No one owns this specific niche. Bloomberg Government and GovWin cover this space for enterprise clients at five-figure annual contracts. Nothing exists at the $39–$499/month price point for individual investors and small RIAs.
| Platform | Focus | Price | Gov Contract Data |
|---|---|---|---|
| Bloomberg Government | Enterprise policy intelligence | $25K+/yr | Yes, deep |
| GovWin IQ | Contractor pipeline research | $10K+/yr | Yes, deep |
| Quiver Quantitative | Congressional trading, alt-data | $99–299/mo | Limited |
| Simply Wall St | General equity fundamentals | $15–20/mo | None |
| GOVXTRAC | Gov contracts × small-cap equities | $39–499/mo | Yes, purpose-built |
Retail — $39/mo: individual investors and active traders. Full dashboard, insider data, multi-range charts, unlimited watchlist.
Pro Intelligence — $149/mo: RIAs and analysts. Adds daily updates, contract alerts, backtesting access, PDF reports.
Institutional API — $499/mo: hedge funds and quant desks. Full API access, custom queries, white-label options.
100% subscription revenue. No ads, no data resale, no conflicts of interest with the research we publish.
GOVXTRAC makes none. There is no track record, no model portfolio, no return figure — because the platform has not run long enough to produce one honestly. The intended path is to log every company the screener surfaces, with dates, and publish the complete outcome against a benchmark. That record, including the failures, is worth more to a professional buyer than any selected success story. It is also the only basis on which an accuracy figure could responsibly be quoted.
Entity resolution produces false positives. A documented case: an award to a business unit sold years earlier still matched its former parent's ticker. The system now flags that pattern through location and revenue-plausibility checks and surfaces the warning to the user, but the underlying difficulty is real and is the core engineering problem of this business. Any competitor faces it too. Solving it well is the moat.
Every company the screener has surfaced on this device, from the date it first appeared. Winners and losers together. No selection.
By accessing govxtrac.com or any associated platform operated by GOVXTRAC LLC, you agree to these Terms of Service, our Privacy Policy, and all applicable laws. These Terms apply to all visitors, users, and subscribers. We reserve the right to modify these Terms at any time. Continued use constitutes acceptance of modified Terms.
All content, data, signals, ratings, fundamentals, and charts provided by GOVXTRAC are for informational and educational purposes only. Before any investment decision, consult a licensed financial advisor, conduct independent due diligence, and review all relevant SEC filings and public disclosures.
GOVXTRAC provides a data analytics and research platform studying the relationship between federal government contract awards and publicly traded equities. The Platform has two distinct components:
The Screener queries federal contract award records published by USAspending.gov, attempts to resolve each award recipient to a publicly traded company using the SEC's published company and ticker data, and expresses the award value as a proportion of that company's market capitalization. Results are generated at the time a query is run.
The Dashboard monitors a curated list of companies selected by GOVXTRAC. It displays live market price data, historical price ranges, computed technical indicators, company fundamental data, insider transaction summaries, and historical investment-growth figures. The Dashboard does not perform discovery; it monitors companies already on the list, together with any companies a user has saved from the Screener.
Technical indicators shown on the Platform (including relative strength, moving averages, volatility measures, and range position) are calculated by GOVXTRAC from historical closing prices. They are arithmetic descriptions of past price behaviour and are not forecasts.
Historical investment-growth figures (for example, the value a hypothetical $10,000 position would have reached) are calculated from unadjusted historical closing prices. They exclude dividends, commissions, fees, taxes, and slippage, and assume a single purchase held without alteration. They describe past prices only. Past performance does not indicate or guarantee future results.
All fundamental data should be independently verified through official company filings. GOVXTRAC does not display third-party advertising of any kind; the Platform is supported entirely by subscription revenue.
GOVXTRAC displays market price data, historical price ranges, and insider transaction summaries sourced from third-party public data providers. Insider transaction data reflects information reported in SEC filings (including Forms 3, 4, and 5) as aggregated and made available through third-party financial data services. This data may be incomplete, delayed, or contain errors introduced by the underlying data provider.
GOVXTRAC does not independently verify insider transaction data against original SEC filings before display. Users should verify any insider transaction information directly through the SEC's EDGAR database (sec.gov/edgar) before relying on it for any purpose. Historical price ranges across all time periods (1-day through 5-year) are provided for research and contextual purposes only and are not a guarantee of future price behavior.
Federal contract awards identify recipients by legal entity name. Those names frequently do not correspond to any stock ticker, and the relationship between a named recipient and a publicly traded parent may be indirect, historical, or nonexistent. GOVXTRAC attempts to resolve recipient names to public companies using name matching, corroborating evidence, and comparison of the recipient's filed location against the company's SEC filing address.
This process can produce two kinds of error. It may fail to connect an award to the correct company. More seriously, it may connect an award to the wrong company — for example where a business unit has been sold to a different owner but continues to operate under a name resembling that of its former parent, or where unrelated companies share similar names.
Each Screener result displays the matching method, a confidence figure, and any location conflict detected. These indicators are provided so that users can assess reliability. A high confidence figure is not a warranty of correctness.
Award amounts shown reflect obligated or ceiling values as published by USAspending.gov at the time of the query. They are not revenue, are not guaranteed to be received, may cover multiple years, may be modified or terminated, and may relate to contracts predating the selected window. An award figure expressed as a proportion of market capitalization is an arithmetic ratio, not a measure of expected financial impact.
Before acting on any Screener result, verify the award directly at USAspending.gov and confirm the recipient's corporate relationship to the traded company through that company's own SEC filings at sec.gov/edgar. GOVXTRAC accepts no responsibility for decisions made in reliance on an incorrect match.
Paid subscription plans are billed monthly. You may cancel at any time with access continuing through the current billing period. No partial-month refunds unless required by applicable law. All payments are processed by Stripe. We do not store your payment card information. We reserve the right to terminate accounts that violate these Terms or engage in fraudulent activity.
The GOVXTRAC platform, including its design, code, methodology, branding, and proprietary data compilations, is owned by GOVXTRAC LLC and protected by applicable intellectual property laws. GOVXTRAC and associated logos are trademarks of GOVXTRAC LLC. You may not reproduce, distribute, or commercially exploit any portion of the Platform without express written permission. You may use the Platform for personal research purposes only.
You agree not to: use the Platform for unlawful purposes; attempt unauthorized access to Platform systems; scrape or systematically extract data without written permission; redistribute or resell Platform data or signals; use Platform data to create a competing product; manipulate securities markets using Platform information; misrepresent GOVXTRAC data as investment advice or guaranteed predictions; or use automated tools to access the Platform in ways exceeding normal human usage.
Any performance figure shown on the Platform describes past market prices only. Past performance does not indicate and does not guarantee future results.
Historical growth figures — including the value a hypothetical $10,000 position would have reached — are calculated from unadjusted historical closing prices. They assume a single purchase made on the stated date and held without alteration. They exclude dividends, commissions, fees, taxes, bid-ask spreads, slippage, and the effect of taxes on any gain. They do not represent the return of any actual account and no investor achieved these results.
Future results are affected by conditions outside GOVXTRAC's knowledge or control. These include, without limitation: armed conflict and geopolitical events; changes in government spending, appropriations and budget authority; modification, descoping, protest or cancellation of awarded contracts; regulatory, policy and administration change; macroeconomic and interest rate conditions; supply chain disruption; and company-specific events including litigation, restatement, dilution, delisting and insolvency.
GOVXTRAC reports factual data drawn from public sources. It does not recommend any security, does not tailor information to any individual's financial circumstances, objectives or risk tolerance, and accepts no compensation of any kind from any company covered on the Platform. How you interpret this data is your own decision. Consult a licensed financial professional before acting on anything shown here.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, GOVXTRAC LLC SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING LOSS OF PROFITS, LOSS OF DATA, LOSS OF INVESTMENTS, OR ANY OTHER FINANCIAL LOSSES. OUR TOTAL LIABILITY SHALL NOT EXCEED THE AMOUNT YOU PAID IN THE THREE MONTHS PRECEDING THE CLAIM.
THE PLATFORM IS PROVIDED "AS IS" WITHOUT WARRANTIES OF ANY KIND. WE DO NOT WARRANT THAT THE PLATFORM WILL BE UNINTERRUPTED, ERROR-FREE, OR THAT DATA WILL BE ACCURATE, COMPLETE, OR CURRENT. WE EXPRESSLY DISCLAIM ALL WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.
These Terms are governed by the laws of the State of New Jersey. Any dispute shall be resolved through binding arbitration in Bergen County, New Jersey, except that either party may seek injunctive relief for intellectual property violations.
We collect minimal personal information necessary to operate the service. Waitlist email addresses are stored securely and used only for GOVXTRAC communications. We do not sell your personal information to third parties. Payment information is processed entirely by Stripe and never stored on our servers.
GOVXTRAC LLC
Bergen County, New Jersey
Email: invest@govxtrac.com
Website: govxtrac.com