How to use Volum Invest

Start here, 60 seconds

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.

New here? The five-minute quick start shows the three pages that matter with pictures. Stuck on a term? Hover any underlined word for a plain-English definition.

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, and how fast?
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?

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.

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.

Volatility regimes, and why they gate everything

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 Regime badge on your Portfolio & Watchlist cards, and an exit forced by it shows as Volatility regime E or F in Signal History.

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 same happens when the broad market index has been in a sustained downtrend: no new entries fire anywhere on the board until it recovers, while positions already open keep running their normal exit rules.

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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 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?

Warning chips

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.

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.
Review, the red chip next to the filters. It counts the names on your watchlist or portfolio that the engine has flagged to exit. Click it for the list. If you check one thing a day, check this.
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.
Click a column header to sort by it, and use the pager at the top right to move through the universe.

The header strip

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.

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.

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03 · Signal HistoryThe track record

This is the record of the exact logic the live board uses, since 1 January 2025 (a fixed start date, so nothing ages out of it). It answers the only question that matters: has following these signals actually paid?

The performance summary

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.
Open in Profit	Share of still-open positions whose last completed close is above entry. Unrealised, moves daily, and not a win rate: positions already well in profit are exempt from the signal-floor exit, so the open book holds winners by design and this figure runs above Win Rate for that reason, not because the signals are more accurate than the closed record shows.
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.

What the labels under each tile mean

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.

The table

Every episode: ticker, entry date, exit date (or open), the entry price, days held, 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.

The entry price is what the position was opened at, in the instrument's own trading currency, so a Norwegian name is priced in NOK and a US one in USD. Backtested entries fill at the next session's opening price and live entries record the closing price the signal fired at. Prices are adjusted for dividends and splits, exactly as the returns are, so an older entry price can sit below the raw price quoted on that date. The same column is on the Portfolio Simulator and on each ticker page.

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.

When the live record restarts The build caption at the bottom names the date the live record was last restarted, and why. When the published strategy itself changes, live trades taken under the previous version are archived rather than blended into the new record, because mixing two different rule sets under one headline number would overstate what any single strategy achieved. Archived rows are kept, never deleted.

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.

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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 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:

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

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.

Know which country a ticker is from: the same symbol is not always the same company

The header of every ticker page names the listing: the company (where we have it), the exchange, the country, and the symbol's suffix. That suffix is the part worth learning, because it is how the symbol tells you where it trades. A symbol with no suffix is a US listing.

Ending	Country	Exchange	Example
.OL	Norway	Oslo	EQNR.OL
.ST	Sweden	Stockholm	VOLV-B.ST
.CO	Denmark	Copenhagen	NOVO-B.CO
.HE	Finland	Helsinki	NOKIA.HE
.DE	Germany	Xetra	SAP.DE
.PA	France	Paris	AI.PA
.AS	Netherlands	Amsterdam	ASML.AS
.L	United Kingdom	London	AZN.L
.SW	Switzerland	SIX Swiss	NESN.SW
.MI	Italy	Milan	ENEL.MI
.MC	Spain	Madrid	IBE.MC
.BR	Belgium	Brussels	UCB.BR
.LS	Portugal	Lisbon	EDP.LS
.VI	Austria	Vienna	VOE.VI
.JO	South Africa	Johannesburg	KRO.JO
.TO	Canada	Toronto	TD.TO
(none)	United States	NYSE / Nasdaq	AAPL
.T	Japan	Tokyo	7203.T
.HK	Hong Kong	Hong Kong	0700.HK
.KS	South Korea	Seoul	005930.KS
.TW	Taiwan	Taipei	2330.TW
.NS	India	Mumbai	RELIANCE.NS
.SI	Singapore	Singapore	D05.SI

The last six are Asian venues, and they behave differently from the rest: those names are not scored by the engine and have no ticker page of their own. They appear in one place, the most-traded list under Market context on Flows, so that the volume figures there cover Asia rather than stopping at Europe.

Check the country before you act Seventy symbols in our universe trade on more than one exchange, and they are not all the same business. AC.TO is Air Canada; AC.PA is Accor, the French hotel group. AI is C3.ai in the US; AI.PA is Air Liquide. AUTO.OL is AutoStore; AUTO.L is Auto Trader. Others are the same company listed twice (ASML trades as both ASML and ASML.AS), where the two lines are the same business in different currencies and can drift apart on FX alone. When a symbol is ambiguous, the ticker page says so in an amber note and links the other listings, so you can confirm you are looking at the one you meant. Take the suffix with you when you place the order: the signal was computed on that listing's prices, in that listing's currency.

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 and exit markers show you how the engine has historically played this exact name.

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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.

The model, stated plainly

Position size is the book's current equity divided by the number of slots, so the book compounds: as it grows, each new position is larger.
Costs are charged on entry and on exit, at the rate stated on the page. Positions still open at the end of the data are marked at the last completed close and charged the exit cost too, so the figure isn't flattered by pretending you could sell for free.
Prices are dividend- and split-adjusted, so these are total returns: dividends count as reinvested, which makes the figure higher than a price-only return would be on a dividend-paying book. Foreign-currency names are treated as currency-hedged. Both are disclosed on the page.
When every slot is full and a new BUY fires, the book first looks at its worst open position: if it is down more than 5%, that position is sold (at that day's close, costs charged) and the new signal takes its slot. If no position is down that far, the signal is missed, exactly as would happen with a real fixed pool of capital. Trades closed this way show as "Evicted (slot swap)" in the trades table.

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 means more concentrated (higher return per slot, more misses), more slots means more diversified (smoother, more signals captured).
Portfolio Return over time, the equity curve in percent. Above the dashed line means in profit.
Cash on hand, idle cash as a percentage of your starting pool. 100% means all cash uninvested, dips toward 0% mean the book is nearly fully deployed, and above 100% means 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 versus 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.

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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, 15, 30, 65 or 95 days. 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.

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07 · IndependentNames that don't just follow the market

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 prevailing trade moved to Flows

The market-mood panel (market grip, breadth, dispersion, the high-beta spread) opens the Flows page, where it sits above the whole market board, and it is part of Pro along with the rest of that page. This page keeps the per-name work on every plan: which individual names are behaving independently of that backdrop.

The three buckets

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.

Get the most out of it Use this page when the Signals board is giving you lots of candidates that all look alike. A high-signal name that also appears under Own direction or Decorrelated earns its slot twice over: the engine likes it, and it isn't just another way to own the index. In a high-grip market, that second quality is the scarcer one.

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08 · FlowsWhat's actually movingPro and Max

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.

The prevailing trade, at the top

The panel that opens the page reads the market's current mood, and every column below it is one name measured against that backdrop. 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. Breadth is the share of names advancing, dispersion is how far apart their returns are, and the high-beta spread says whether the market is rewarding risk-taking or punishing it. Each number carries its own one-year average, so you can see how unusual today is rather than guessing what counts as high.

The board

One sortable row per name, with returns, volume against its own 20-day average, the change in 30-day volatility and the change in the engine's signal, each over one day, five days and one month. Click a column to rank by it; filter by market, or to moves that happened on light volume.

Market context

Folded above the board, and worth opening:

Major indices, grouped by the region each one covers: US and Canada, Europe, Asia and Pacific, and the two broad global funds.
Commodities, tracked through funds rather than spot prices.
Most traded, the heaviest names by continent. The figure is traded value in US dollars (closing price times volume), not a share count, because a share of a NOK 12 stock and a share of a USD 400 stock are not the same trade. US, Canadian and European names come from the scored universe; the Asian names are a tracked list of large caps rather than a scan of every Asian listing.
Bonds and rates, the fund ladder plus the curve and credit spreads.

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. Most improved signal is the closest thing the site has to an early-warning list for tomorrow's BUY candidates.

09 · 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. This matters most for the Nordic and European listings, which make up a large part of the universe.

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10 · Portfolio & WatchlistYour two lists, watched for youPro and Max

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.
Portfolio macro exposure, what your holdings are collectively tied to (oil, indices, yields, FX).
Per-ticker cards with a signal trail (1 month, 5 days, 1 day, now) so you see momentum direction at a glance.

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.

Get the most out of it This is your daily review page. Start at the highlights: act on Worsening, watch Weakening, and read Portfolio overlap before you add anything, so a "new" position isn't just doubling a bet you already have on. The macro exposure panel is your early warning for "everything I own is one trade", for example everything being oil-correlated without you having chosen that.

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11 · AccountYour plan, and where to find everything else

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
Market mood: breadth, market grip, dispersion, high-beta spread	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.

The legal and compliance pages

Linked from the footer of every page:

Methodology, how the signals are produced, written for a regulator as much as for you.
Holdings, a dated disclosure of positions held by the people behind the service, required under EU market abuse rules. It is updated whenever a position opens or closes.

Both are available in English and Norwegian.

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

Open Signals and check Review first. If the red Review chip shows a count, those are your own holdings the engine wants out of. Deal with exits before you go shopping for entries.
Filter to BUY. Skim the fresh candidates. Note the ones where the signal is above the entry threshold, Range % is green, trade and trend are positive, and RV30 is falling.
Click into the strongest one's Ticker detail. Confirm the signal is riding above the entry line, not rolling over. Check the entry and exit markers for how the engine has played it before.
Check Correlations against what you hold. If it's above roughly 0.50 correlated with an existing position, it's not a diversifier, so weigh whether you want the concentration.
Cross-check Independent. In a high-grip market, prefer the candidate that trades on its own reasons over one that is really just another index proxy.
Glance at Flows. Is the move backed by real volume, or is it a light-volume drift? Conviction matters.
If you hold it, star or P it. Then let Portfolio & Watchlist do the monitoring, it will flag worsening, overlap and macro concentration for you.
Sanity-check the strategy on Signal History and the Simulator. Win rate, median return, and how many signals your slot count would actually capture.

13 · ReferenceGlossary

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.
Volatility 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.

14 · Read thisHonest limits

A 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. Where real closed trades exist they are blended in and the tile says so, but the bulk of the record is simulated and should be read that way.

Data is delayed. Prices come from a market-data feed on a short delay and refresh every 15 minutes, so intraday signals lag the tape a little. If the feed degrades, the site keeps the last good universe and flags it rather than showing you numbers it doesn't trust.
Signals are not advice. They're a quantitative read of the evidence. Position sizing, risk and the decision to act are yours. Every subscriber on a plan sees the same signals and the same rankings: nothing on the site is chosen for you on the basis of what you hold. The portfolio tools measure the relationships between names you've picked yourself, they don't pick names for you. That's a deliberate line, and it's why the service is a general investment recommendation under MAR Article 20 rather than personalised investment advice.
The strategy is retuned over time. When it changes, every published signal changes with it and the record is rebuilt on the new rules, so the site never shows a blend of old and new logic.
Correlations are univariate and noisy over short windows. Treat values under roughly 0.20 as within statistical noise, and use them as a directional guide, not a precise risk model.
The Independent buckets are statistical, not structural. A name is placed there because of how it has behaved recently, not because of anything about its business. Relationships like these change, sometimes abruptly.
Newer or thinly-traded names may have gaps. The engine filters out anything without enough history or liquidity, but always sanity-check an unfamiliar ticker before acting.
Simulated returns are total returns: prices are dividend- and split-adjusted, so dividends count as reinvested. Foreign-currency positions are assumed hedged. Your real result will differ on both counts, and on tax, which the simulation ignores entirely.