Product guide
How to use Upsignum
Learn how the two strategies work, how to read each dashboard, and how to filter, share, and save the stocks that matter to you.
What is Upsignum?
- Upsignum surfaces entry and exit signals across major US indexes every week — without chart patterns, indicator tuning, or hours of research.
- Two independent strategies cover different time horizons: weekly momentum for shorter-term trend trades, and long-term value for patient quality investors.
- Everything runs on the weekly timeframe so daily noise stays out of your process.
When data refreshes
- The momentum engine runs across each supported index after the weekly market close. Green and red states, Upsignum Scores, and summary counts update when that run completes.
- The value strategy runs on the same schedule across all supported indices. Buy-zone and watchlist membership can shift as prices move toward or away from the 200-week moving average.
- Check the freshness note on each dashboard for the latest scan timestamp.
Short / medium term
Weekly Momentum
Buy when price reclaims the basis with momentum, exit when it fades.
- Each stock gets a Signum Band around its EMA basis. When price reclaims the basis from below with confirming RSI momentum, the stock turns green — a buy candidate. When it breaks below with fading momentum, it turns red.
- Upsignum Score (0–100) ranks conviction. Summary cards let you filter to green, red, or names that flipped state this week.
- Presets such as Entry Zone, Ready to Enter, Trending, Strong Uptrend, Breakout, and High Conviction are curated slices on top of the full table.
- Open any row for the price chart, fair value, entry readiness checks, and a suggested trade setup.
Long term
Long-Term Value
Quality businesses near their 200-week average — bargains with room to compound.
- Stocks must pass a quality screen (ROIC, margins, balance sheet, growth) before they appear on the watchlist.
- The buy zone fires when a quality name pulls back to its 200-week moving average — the Munger-style entry trigger.
- Value Score blends quality with proximity to the 200WMA. The detail panel adds fundamentals, a 200WMA chart, fair value, and momentum confirmation from the signal engine.
- Presets filter quickly to Buy Zone, Watchlist, or names trading below the 200WMA.
Filters on every dashboard
- Index — choose the universe: S&P 500, Nasdaq 100, Russell 1000/2000, Dow 30, or Mag 7.
- Presets — strategy-specific shortcuts (see each strategy section above).
- Search — filter by ticker symbol or company name.
- Sector — focus on one industry; the match count updates live.
- State (momentum only) — green, red, newly green, or newly red via the dropdown or summary cards.
- Sort & paginate — click column headers; use the pager for long lists.
Watchlist
- Sign in and star any row to save it to your watchlist. Strategy watchlists are separate — momentum picks and value picks do not mix.
- Open the watchlist page to review saved tickers with the same table and filters as the main dashboards.
Upsignum is for informational purposes only — not financial advice. See our disclaimer.