Methodology

How sessions are produced, what a partial session means, and how performance is measured.

Signal cadence

One session per US trading day. The publisher runs shortly after the 4:00pm ET close, prices every covered symbol on daily closing data, and posts a dated session to this site. Sessions are never revised after publication; a later run on the same date replaces the session only if it carries the same session date.

Watchlist coverage

23 US-listed symbols, listed on the home page. Buy signals come from price against long-term averages and pullback zones, exit watch from a reclaim of the long-term average, and a market filter can hold back new buys when the broad market is below its own trend. Funds receive buy and exit signals only.

What a partial session means

When a symbol cannot be priced (a data outage, a halted name, a delisting), the session is still published and is labeled Partial coverage with the count of unavailable symbols. Signals shown are complete for the symbols that were covered; a quiet partial session may be a data gap rather than a market verdict.

How performance is measured

Three separate figures, never blended:

• Signal-rule exits: closed trades graded by the exit rule itself.
• 6 and 12 months after entry: every eligible signal marked against the price on the horizon date, regardless of whether an exit fired.
• Long-dated calls: graded at the same horizons; quoted marks and modeled marks are counted separately and modeled marks are labeled hypothetical.

Figures appear on the scorecard as soon as enough signals have reached the horizon; until then the page says so.

Markets and data

US equities and ETFs, daily closes, long-dated listed call options. Charts in the research workspace will use delayed or end-of-day prices from a provider whose redistribution terms have been verified; until then charts show fixtures and say so. Nothing in any plan is intraday or streaming, and nothing places orders.

Paper portfolios

Simulated only. Fills are entered by you or taken from a clearly labeled published reference price, marks can be delayed, and every trade is labeled simulated.