Volum Invest scores a universe of about 1,900 stocks and ETFs every 15 minutes on one composite signal, then shows you where each name sits, how the strategy has performed, and what is correlated with what. This guide walks through every page on the site and how to actually use it.
What it is. Volum Invest watches about 1,900 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, which is your cue to review it.
What it is not. It's a data-driven opinion, not financial advice, and most of 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.
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:
The score is relative. Every name is ranked against the whole universe that day, so a signal of 0.65 does not mean "65% likely to go up". It means this name currently sits well up the ranking on the evidence the model weighs.
When the score is high enough and those factors line up, the name shows a BUY. TRIM means it has run up near the top of its band, so you might take a little off. SELL means the case has weakened (often the market turned jumpy). A dash (-) means no action right now, either you're 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.
Each name carries a volatility regime letter from A to F, based on how much it has actually been moving over the last 30 days. A is the calmest, F is crisis-level. The engine only opens positions in A, B or C, and it force-exits anything that reaches E or F. You'll see the letter as a badge on the ticker page and in the Vol regime column tooltip.
On top of that, the market-wide VIX reading in the header switches the board between Calm and Elevated. When VIX runs hot enough, new entries stop firing entirely, no matter how good an individual name looks. That is deliberate: the strategy's worst historical trades came from buying into rising market-wide fear.
The score is a weighted blend of four families of evidence, each measured per name and then ranked across the whole universe that day, so it's always relative to everything else on offer:
| Component | What it captures |
|---|---|
| Momentum | Price strength versus its shorter and longer-term trend, plus rate of change. The rate-of-change budget is split across two horizons, so the engine prices the speed of an advance that has already been confirmed, not just the fact that one exists. |
| Volume | Whether participation is rising or fading versus the trailing average. |
| Volatility | Realised volatility trend. The engine prefers calming, not spiking, volatility. |
| Range position | Where price sits between its support and sell bands (the Range % column). |
A BUY fires when the signal crosses the entry threshold and holds there (a one-day flicker is not enough), with the volatility regime in A, B or C, the VIX below its cap, the name sitting favourably in its range, and a multi-year minimum-return quality filter passed. The position then stays open until one of five things happens: the signal drops below the exit floor, the volatility regime turns hostile, market-wide stress trips the macro exit, it has been held about a month and the signal fades below a tighter profit-taking bar (the timed exit), or a winner already up double digits sees its price trend break on heavy volume for two straight days (the momentum hand-off - it closes strong trades whose run has visibly ended, rather than holding them indefinitely just because they are profitable). That last rule is why a winner can exit while price is still high, the engine exits on signal, not price.
Positions already showing a healthy gain are exempt from the ordinary signal-floor exit, because the composite naturally cools once a winner is no longer cheap in its range. The risk-based exits still apply to them.
On a name the engine already holds you will sometimes see BUY (re-entry). It means every entry condition has fired again on that day, the same full test a fresh BUY passes, on a position that is still open. If you never bought the name, a re-entry day is a valid late entry; if you already hold it, it is not a signal to add more. Waiting for it is the honest answer to "I missed the BUY, can I still get in?": our research found that buying an open position on any other day, including days when only the Range % looks attractive, carried essentially none of the strategy's edge. The engine's exit rules apply exactly as normal, whichever day you got in.
The exact thresholds and weights are the product's core intellectual property and are retuned as the research warrants. When they change, the change applies to every published signal from that moment, and the track record is rebuilt to match, so what you see is always one coherent strategy rather than a mixture of old and new rules.
The default view: every name ranked by signal, strongest first. Each row carries the score, an action label, and the supporting columns.
| Column | How to read it |
|---|---|
| Signal | 0 to 1 conviction score (the bar plus the number). Higher means a stronger case. |
| Action | BUY / BUY (re-entry) / TRIM / SELL / dash (see the engine section above; re-entry means the full entry case fired again on a name the engine still holds). |
| Range % | Position in the daily band. Green means the lower half (near support, the favourable buy zone), red means the 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 or below the short-term "trade level". A broken trade level is an early warning. |
| Trend % | Distance above or below the longer-term "trend" level. Negative means the trend is broken. |
| RV30 / RV30 5D | 30-day realised volatility now, and where it was 5 sessions ago. Is the name getting calmer or jumpier? |
A small chip appears directly underneath the number it refers to, so it always belongs to the column it sits in: Near trade level and Trade broken sit under Trade %, Trend at risk and Trend broken sit under Trend %. They flag a name whose price structure is weakening even when the headline signal is still high. Treat them as a veto on a borderline candidate rather than as the headline itself.
Top right shows the market Regime (VIX Calm or Elevated) and the live VIX. The board refreshes every 15 minutes. The As-of and Updated stamps tell you how fresh the data is, which matters most right after a market open.
This is the record 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?
| KPI | Meaning |
|---|---|
| Portfolio Return | A realistic 15-slot simulation: each position is sized as the book's current equity divided by the slot count, profits compound, and trading costs are charged on both sides. The headline figure includes open positions marked at the last completed session close, with the realised and open split shown underneath. Marking at the close rather than at a live intraday price means the number holds steady through the trading day and updates once per session, so it reads as a track record rather than a ticker. |
| Total Signals | How many entries fired, including still-open ones. |
| Win Rate | Share of closed signals that finished positive. |
| Mean / Median Return | Average and midpoint return per closed signal. Median is the more honest "typical trade". |
| Closed | How many signals have already exited, split into backtested and live. |
Every tile states its own basis, and those labels are load-bearing rather than decoration. Win rate, mean and median are always closed only, so an open position that happens to be up cannot flatter them. They read "backtested + live" once real closed trades exist, and simply "backtested" when they don't. Where a real trade and its backtested twin overlap, the real one is counted and the simulated one is dropped, so nothing is ever counted twice.
The Portfolio Return tile is labelled compounded, net of costs and incl. open for the same reason. The Portfolio Simulator page uses this identical basis, so the two pages cannot appear to disagree.
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.
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 percentage distance), Daily Range, plus this name's own Win Rate and Mean Return from history. The volatility regime badge (A to F) sits here too.
Below, four stacked charts share one timeline:
Which names you can open depends on your plan. Starter covers the top 20 by signal, Pro the top 100, and Max the whole universe. A ticker outside your range sends you to the upgrade page rather than failing silently, so you always know why.
The deep dive behind the headline Portfolio Return. It runs the same fixed-allocation book and lets you compare slot counts side by side.
Below the charts: every trade taken and every signal missed because the book was full, useful for judging whether you'd want more slots.
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.
Correlations tell you how two names relate to each other. This page asks a different question: which names are moving on their own reasons rather than simply riding the index? Those are the positions that still do something for you when the whole market turns.
The panel at the top reads the market's current mood. Market grip is how tightly the universe is moving as one block. When grip is high, almost everything is really the same trade, and stock picking matters less than exposure. The high-beta spread and the breadth and dispersion figures alongside it tell you whether the market is rewarding risk-taking or punishing it right now.
| Bucket | What qualifies, and why you'd care |
|---|---|
| Against the market | Names with genuinely negative beta, which have tended to rise when the index falls. The closest thing to a natural hedge inside the equity universe. |
| Own direction | Names with a persistent trend of their own that the market barely explains. Statistically, the drift is strong enough that it is unlikely to be noise. |
| Decorrelated | Free agents: barely correlated with the index or with the average stock. They add diversification without taking a directional view. |
Each row shows beta versus the market, correlation to the index, correlation to the average stock, and a persistence figure. Click any column header to rank by it. ETFs, index tickers and the macro anchors are excluded, since they are independent by construction and would crowd out the interesting names.
A market-wide pulse, independent of the signal, over your choice of day, week or month. It runs across both the stock universe and a dedicated ETF set, so you can see whether a move is stock-specific or sector-wide.
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.
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:
List sizes depend on your plan: Pro holds up to 10 portfolio names and 5 watchlist names, Max is unlimited. Both lists are saved to your account, so they follow you across devices.
Three plans, differing in how much of the universe you can see and how much of the site you can use. Every plan sees the same engine and the same signals, the difference is depth.
| Starter | Pro | Max | |
|---|---|---|---|
| Names you can open | Top 20 by signal | Top 100 by signal | The whole universe |
| Portfolio list | Not included | Up to 10 | Unlimited |
| Watchlist | Not included | Up to 5 | Unlimited |
| Flows | Not included | Included | Included |
| Signals, Signal History, Simulator, Correlations, Independent, Currencies | Included | Included | Included |
Limits are enforced on the server, so a page you can't reach redirects to Upgrade with the reason stated, rather than half-loading. Profile holds your account and subscription details, and Home returns to the public site.
Linked from the footer of every page:
Both are available in English and Norwegian.
| Term | Definition |
|---|---|
| Signal | Composite 0 to 1 conviction score (momentum, volume, volatility and range), ranked across the whole universe each day. |
| Entry / Exit | A BUY fires when the signal crosses the entry threshold and holds there. 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" means price fell below it. |
| Trend | The engine's longer-term price level. "Trend broken" means price fell below it. |
| Range % / RR | Where price sits in its daily band. A high percentage means near support (the buy zone), a low one means near the sell band. |
| RV30 | 30-day realised volatility, annualised. Falling RV30 is favourable for the engine. |
| Vol regime | A letter from A (calmest) to F (crisis) set by RV30. The engine buys only in A, B and C, and force-exits in E and F. |
| VIX regime | Calm versus Elevated market-wide volatility. New entries stop when VIX runs hot enough. |
| Episode | One entry-to-exit trade in the track record. |
| Win rate | Share of closed episodes that finished positive. |
| Slot | One position in the fixed-allocation portfolio simulation, sized as equity divided by the slot count. |
| Trim | Partial reduction when price runs into the upper target band, not a full exit. |
| Beta | How much a name moves for a given market move. Negative beta means it has tended to move the opposite way. |
| Market grip | How tightly the universe is moving as one block. High grip means stock selection matters less than exposure. |