How to use Volum Invest

Start here - 60 seconds

What it is. Volum Invest watches about 1,500 stocks and ETFs and, every 15 minutes, gives each one a score from 0 to 1. A higher score means the model thinks it's a better moment to own that name.

What to do. Open Signals and look for a green BUY - a name the model likes right now. Click any row to read, in plain English, why. When the case fades, the same name turns to SELL - your cue to review it.

What it is not. It's a data-driven opinion, not financial advice, and the track record you'll see is a backtest - a simulation of the rules on past data, not a promise. How much to buy, and whether to act at all, is always your call.

Stuck on a term? Hover any underlined word for a plain-English definition. Want the full mechanics of a page? Open its "How it works" panel.

01 · The core ideaHow the signal works

Everything on the site comes from one number per name: the signal, a score from 0 to 1. Think of it as how confident the model is that now is a good time to own that name - the higher the number, the stronger the case. It moves as four simple things change:

Trend - is the price generally heading up?
Volume - are more people trading it (backing the move), or fewer?
Calm - is it getting steadier rather than wilder? The model prefers calmer names.
Value in its range - is it sitting low in its recent price band (cheaper), not stretched at the top?

When the score is high enough and those line up, the name shows a BUY. TRIM means it has run up near the top of its band - maybe take a little off. SELL means the case has weakened (often the market turned jumpy). A dash (-) means no action right now - you're either already holding it, or it isn't a candidate.

One thing that surprises people: a winning name can be sold while its price is still high. That's on purpose - the model lets go when its confidence fades, not when price drops, so it banks the gain before the case unwinds.

The one habit to build Don't read the signal as a price target - read it as conviction. A high score means "the evidence has tipped in favour"; a middling one means "the case is fading, even if price hasn't turned yet." The whole site is built to help you act on those shifts before price confirms them.

How it works under the hood

The score is a weighted blend of four families of evidence, each measured per name and then ranked across the whole ~1,500-name universe that day - so it's always relative to everything else on offer:

Component	What it captures
Momentum	Price strength vs its shorter- and longer-term trend, plus rate-of-change.
Volume	Whether participation is rising or fading vs the trailing average.
Volatility	Realised volatility trend - the engine prefers calming, not spiking, vol.
Range position	Where price sits between its support and sell bands (the Range % column).

A BUY fires when the signal crosses the entry threshold with momentum, trend and a multi-year minimum-return quality filter all aligned. The position then stays open until one of three things happens: the signal drops below the exit floor, the volatility regime turns hostile, or it has been held about a month and the signal fades below a tighter "take the profit" bar (the timed exit). That last rule is why a winner can exit while price is still high - the engine exits on signal, not price.

◉

02 · SignalsThe live board

The default view: every name ranked by signal, strongest first. Each row carries the score, an action label, and the supporting columns.

The columns

Column	How to read it
Signal	0-1 conviction score (the bar + number). Higher = stronger case.
Action	BUY / TRIM / SELL / - (see the engine section above).
Range %	Position in the daily band. Green = lower half (near support, the favourable buy zone); red = upper half (near the sell band). The bar's fill shows exactly how far.
1D % / 5D %	Price change over the last day and over five sessions.
Trade %	Distance above/below the short-term "trade level". A broken trade level is an early warning.
Trend %	Distance above/below the longer-term "trend" level. Negative = trend broken.
RV30 / RV30 5D	30-day realised volatility now and where it was 5 sessions ago - is the name getting calmer or jumpier?

Controls

Filters - ALL / STOCKS / ETFS / BUY / SELL / OPEN·HOLD / PORTFOLIO. Start with BUY to see only fresh candidates, or OPEN·HOLD to review what you're already in.
Search - jump to any ticker.
☆ star adds a name to your Watchlist; P adds it to your Portfolio.
Click any row to expand the plain-English rationale for that name's current state.
Warning chips - Near trade level, Trade broken, Trend at risk, Trend broken - flag a name whose structure is weakening even if the signal is still up.

The header strip

Top-right shows the market Regime (VIX Calm / Elevated) and the live VIX. The board refreshes every 15 minutes; the As-of and Updated stamps tell you how fresh the data is.

Get the most out of it The best setups stack: a signal above the entry threshold, Range % green (near support), trade and trend both positive, and RV30 falling. When all four line up on a name you don't already own, that's the cleanest read the board offers. Use the warning chips as a veto, not the headline.

◷

03 · Signal HistoryProof the engine works

This is the backtest of the exact logic the live board uses, over the trailing 12 months. It answers the only question that matters: has following these signals actually paid?

The performance summary

KPI	Meaning
Portfolio Return	A realistic 15-slot, $1,000-per-signal simulation: every BUY takes a slot, cash recycles on exit, signals are skipped when the book is full.
Total Signals	How many entries fired (incl. still-open).
Win Rate	Share of signals that finished positive.
Mean / Median Return	Average and midpoint return per signal. Median is the more honest "typical trade".
Closed	How many of those signals have already exited.

The table

Every episode: ticker, entry date, exit date (or open), days held, the signal at entry, the return, upper-target trims, and the exit reason. Filter by All / Open / Recent entries / Recent exits. The exit reason is the most instructive column - it tells you why the engine let go.

Why a winner sometimes exits high If an exit reason is a timed exit, the position was held over a month and its signal faded below the tighter profit-taking bar - so it banked the gain even though price was still elevated. That's the strategy locking in conviction before it evaporates, not a mistake.

Get the most out of it Don't fixate on the single headline return. Read Win Rate and Median together: a high win rate with a healthy median means consistent, repeatable trades - which is what you can actually live with. Scroll to the bottom for any long-running open positions the strategy has held the longest.

▶

04 · Ticker detailOne name, in full

Click any ticker anywhere on the site to drill in. The KPI strip gives you the current state at a glance: Current Signal, Trade Level and Trend (the underlying levels, with the % distance), Daily Range, plus this name's own Win Rate and Mean Return from history.

Below, four stacked charts share one timeline:

Price with the trade and trend levels overlaid, plus green entry / red exit markers from the backtest.
Signal with the entry and exit threshold lines - watch where the line sits relative to those.
Volume coloured by above/below its average.
RV30 realised volatility.

Get the most out of it The signal panel is the one to study. A signal riding well above the entry line on calming volatility is a strong hold; a signal rolling over toward the exit line while price keeps climbing is the classic "take profits soon" divergence. The entry/exit markers show you how the engine has historically played this exact name.

◢

05 · Portfolio SimulatorWhat the strategy would have done with real money

The deep dive behind the headline Portfolio Return. It runs the same fixed-allocation book and lets you compare slot counts side by side.

How to use it

Compare slot configs - the table shows 10 / 15 / 20 / 25 slots with return, Sharpe, signals taken and missed. Click any row to switch the active config. Fewer slots = more concentrated (higher return per slot, more misses); more slots = more diversified (smoother, more signals captured).
Portfolio Return over time - the equity curve in %. Above the dashed line = in profit.
Cash on hand - idle cash as a % of your starting pool. 100% = all cash uninvested; dips toward 0% = book nearly fully deployed; above 100% = banked profit sitting in cash waiting for the next signal (not phantom money).
Portfolio RV30 - how jumpy the book itself was, month by month.
Hover any chart for the exact date and value at that point.

Below the charts: every trade taken and every signal missed because the book was full - useful for judging whether you'd want more slots.

Get the most out of it Use the Taken-vs-Missed counts to pick your slot count. If 15 slots miss a lot of signals but 20 catch nearly all of them at a similar Sharpe, more slots is the freer lunch. The "missed" list also shows what you'd have needed more capital to capture.

▦

06 · CorrelationsWhat moves together

Pairwise return correlations across the top names by signal plus the macro anchors (indices, oil, gold, yields, FX). Two panels: most correlated and most negatively correlated pairs.

How to use it

Search one ticker to see everything it correlates with, ranked.
Search two tickers to get a specific pair's correlation.
Window selector - shorter windows react faster but are noisier; longer windows are steadier.

Get the most out of it Before adding a BUY candidate, check it here against what you already hold. Two names at +0.80 are effectively one position with double the size - you're not diversified, you're concentrated. Negative correlations are where real diversification lives.

⇄

07 · FlowsWhat's actually moving

A market-wide pulse, independent of the signal. Top risers and fallers over the day / week / month, the biggest volume vs average, light-volume moves (weak conviction), volatility expansion, and a signal-strength cut - across both the stock universe and a dedicated ETF set.

Get the most out of it Pair Flows with the signal. A big riser on heavy volume with a rising signal is real participation; a big riser on light volume is a move to distrust. The light-volume fallers list is a quiet hunting ground: names dropping without conviction, sometimes into the buy zone.

08 · CurrenciesFX at a glance

Pick a base currency - NOK, DKK, SEK, EUR, GBP or USD - and see how the other majors have moved against it over the last day, week and month, each with a one-month sparkline. A positive change means the other currency strengthened against your base.

Get the most out of it If you hold foreign-listed names, your real return is the stock move plus the currency move. Set your home currency as the base to see whether FX is quietly helping or hurting your book before you read too much into a stock's local-currency return.

▣

09 · Portfolio & WatchlistYour two lists, watched for you

Two ticker lists you build with the star (Watchlist) and P (Portfolio) buttons. The page enriches them with the things you'd otherwise have to check by hand:

Portfolio

Worsening - review now: names where volatility is spiking or trend has broken.
Watch - signals weakening and Strengthening: momentum drift in each direction.
Portfolio overlap - too correlated: watchlist names that move with something you already hold (so a "new" buy wouldn't actually diversify).

Highlights

Correlation risk within portfolio - your holdings' high-correlation pairs.
Buy suggestions - top names by signal that stay below a correlation cap vs your book (genuine diversifiers).
Portfolio macro exposure - what your holdings are collectively tied to (oil, indices, yields, FX).
Per-ticker cards with a signal trail (1m / 5d / 1d / now) so you see momentum direction at a glance.

Get the most out of it This is your daily review page. Start at the highlights: act on Worsening, watch Weakening, and use Buy suggestions to add names that actually broaden the book instead of doubling a bet. The macro exposure panel is your early-warning for "everything I own is one trade" (e.g. all oil-correlated).

10 · Putting it togetherA workflow that gets the most from the site

1Start on Signals, filter to BUY. Skim the fresh candidates. Note the ones where the signal is above the entry threshold, Range % is green, trade/trend positive, RV30 falling.
2Click into the strongest one's Ticker detail. Confirm the signal is riding above the entry line, not rolling over. Check the entry/exit markers for how the engine has played it before.
3Check Correlations against what you hold. If it's > ~0.50 correlated with an existing position, it's not a diversifier - weigh whether you want the concentration.
4Glance at Flows. Is the move backed by real volume, or is it a light-volume drift? Conviction matters.
5If you hold it, star/P it. Then let Portfolio & Watchlist do the monitoring - it'll flag worsening, overlap and macro concentration for you.
6Sanity-check the strategy on Signal History & the Simulator. Win rate, median return, and how many signals your slot count would actually capture.

11 · ReferenceGlossary

Term	Definition
Signal	Composite 0-1 conviction score (momentum + volume + volatility + range).
Entry / Exit	A BUY fires when the signal crosses the entry threshold; the position exits when it falls below the exit floor (or a risk rule trips).
Trade level	The engine's short-term price level. "Trade broken" = price fell below it.
Trend	The engine's longer-term price level. "Trend broken" = price fell below it.
Range % / RR	Where price sits in its daily band: high % = near support (buy zone), low % = near the sell band.
RV30	30-day realised volatility, annualised. Falling RV30 is favourable for the engine.
VIX regime	Calm vs Elevated market volatility - the engine adapts how aggressive it is.
Episode	One entry-to-exit trade in the backtest.
Win rate	Share of episodes that closed positive.
Slot	One position in the fixed-allocation portfolio simulation ($1,000 each).
Trim	Partial reduction when price runs into the upper target band - not a full exit.

12 · Read thisHonest limits

Backtest is not a promise Signal History and the Simulator apply today's strategy to past data. They show what the current rules would have done, not a live trading record - and past performance never guarantees future results.

Data is end-of-day-ish. Prices come from a market-data feed on a short delay and refresh every 15 minutes, so intraday signals lag the tape a little.
Signals are not advice. They're a quantitative read of the evidence. Position sizing, risk and the decision to act are yours.
Correlations are univariate and noisy over short windows - treat values under ~0.20 as within statistical noise, and use them as a directional guide, not a precise risk model.
Newer or thinly-traded names may have gaps; the engine filters out anything without enough history, but always sanity-check an unfamiliar ticker before acting.