QT Tools

QuoTrend ships a handful of proprietary tools that turn raw market data into decisions: a composite score per stock, a set of curated screens, a what-if simulator for economic releases, and a diagnostic X-ray for any portfolio.

QT Score

QT Score is a single 1–99 rating that measures how strongly a stock is performing — its price strength relative to the rest of the market — reinforced by its growth and underlying quality. A higher score means a stronger, better-performing stock. It blends four factor groups, each scored 0–100, with momentum the lead driver.
  • Momentum — relative strength: how the stock's price performance ranks against the whole market across recent windows. The largest driver of the score.
  • Growth — historical and forecast growth of earnings and revenue.
  • Quality — profitability, balance-sheet health, capital efficiency.
  • Valuation — how cheaply the stock trades against its fundamentals.

How to read it

Each stock falls into one of four buckets, ranked by where its score sits against the whole live universe (a relative ranking, so the buckets re-balance as the market moves). Hover over the badge anywhere it appears to see the four sub-scores broken out.
  • Leader — the top 10% of scores. Among the market's strongest performers, with supporting fundamentals.
  • Strong — above-median (50th–90th percentile). Solid relative strength; check which sub-score leads.
  • Steady — below-median (10th–50th percentile). Mixed — strong on one factor, soft on another.
  • Laggard — the bottom 10%. Weakest on price and the supporting factors; often beaten-down or out-of-favor names.

Where it appears

The QT Score badge appears on the Screen page (as a sortable column and filter), every Quote page header, the Signals board, your Watchlist and Dashboard, Sectors rows, and the Compare page snapshot. The sub-scores are visible on hover everywhere.
Not a recommendation
QT Score is a quantitative, momentum-led summary of how a stock has been performing — not a forecast of where it goes next. It doesn't factor in news or your own risk tolerance, and a strong performer can also be more volatile. Treat it as a starting filter, not a buy signal.

Signals

A signal is a rule-based setup we detect on a stock — a catalyst, a chart or candlestick pattern, a rating change, or a shift in sentiment — matched against every comparable case in roughly 20 years of history. The Signals board is the live daily feed of what's firing now; “Today's signals” on the home page is the short list of the strongest ones.

The four families

  • Catalyst — a corporate event: an earnings beat or miss, insider buying or selling, an analyst change.
  • Price-action — a chart or candlestick pattern: a gap, a channel, a wedge, a reversal.
  • Rating — a move in the QT Score, an analyst upgrade, or a bullish drift in the overall sell-side consensus (analysts collectively turning more positive over the past month).
  • Sentiment — positioning and crowd mood, such as a short-squeeze setup.

What each signal shows

  • Direction — bullish (historically followed by gains) or bearish (historically followed by declines). We show both.
  • The “why” — a one-line explanation of what triggered it.
  • Magnitude — where past cases of this exact signal landed over the next 20 trading days, shown as the full distribution of outcomes with the sample size, the median, and how often it was positive. It's a historical distribution, never a forecast of this stock.
  • QT Score — the quality stamp on the company behind the signal (see QT Score above).

Promoted vs informational

Some signals are “promoted” — they cleared a backtest bar across multiple market regimes (survivorship-corrected, with delisted companies included). Others are shown for information only. We only promote the ones the evidence supports, and we publish the misses too.

Track record

The “Where recent signals actually landed” section on the Signals board is a factual record of recently closed signals — wins and misses — each measured 20 trading days after it fired.

Free vs Premium

Every ticker, name, direction and QT Score is free, daily. Premium unlocks the full magnitude distribution and the “why” on every signal, plus signal alerts.

Signal alerts

Premium members can get a once-a-day digest when a signal fires on a ticker, a watchlist, a family, or all signals — by email or Telegram. Set them up under Account → Alerts → Signals.
Not advice
Signals describe historical patterns and statistics — educational information, not investment advice or a recommendation to buy or sell. Past patterns don't guarantee future results.

QT Strategies

QT Strategies are six curated screens, each expressing a single investment thesis as a stack of filters. Open Strategies to see the hero card and full grid; click any strategy to load its matches into the Screen page. Match counts refresh every trading day.
  • QT Momentum — stocks in healthy uptrends with positive momentum across multiple periods, without being overbought.
  • QT Value — names trading at undemanding multiples (P/E, P/B, EV/EBITDA) while still showing solid fundamentals.
  • QT Dividend Safe — steady dividend payers with sustainable payout ratios, consistent growth, and durable cash flows.
  • Double-Buy — stocks getting two bullish signals at once: insiders buying while analysts upgrade, with fresh news coverage.
  • QT Turnaround — beaten-down names showing early signs of reversal — oversold technicals against improving fundamentals.
  • QT Compounder — high-quality, long-term growers with strong returns on capital and safely-leveraged balance sheets.

How to use them

Use a strategy as a starting universe, then add your own filters on top — sector, market cap, country, or any fundamental constraint. Saving the result keeps the strategy filters plus your additions as a reusable preset.

How the risk rating is measured

Strategies carry a Low, Mid or High risk rating next to the rule count. It is measured, not assigned by us, and it describes how much the strategy's basket has moved — never how much it has returned, and never a prediction.
  • How it is measured — we re-run each strategy's rules at the end of every month using only information that was public on that date, hold the stocks that pass in equal weight for a month, and chain the results into a continuous track record going back as far as 2006. Delisted companies are included, so a strategy is judged on the names that collapsed as well as the ones that survived.
  • What the tiers mean — we compare two figures against the S&P 500 over the same months: how much the basket bounced around, and its worst peak-to-trough fall. Low needs both to be within 1.15× the index; High means either reached 1.5× or more; Mid is in between.
  • Why most strategies are not Low — the S&P 500 spreads your money across 500 companies, while a screen hands you a short list. We tested this directly: a basket of randomly chosen stocks moved about 1.3× as much as the index whether it held 6 stocks or 90. A short list is simply bouncier than a whole index. For QT Momentum, QT Value and QT Dividend Safe that accounts for nearly all of the movement; for Double-Buy, QT Turnaround and QT Compounder, a substantial part comes from what the screen actually selects.
  • When we show nothing — a strategy with fewer than 36 months of history, or a basket that typically holds fewer than 5 stocks, gets no rating at all, since it would describe those few stocks rather than the strategy. Where a rule cannot be rebuilt from data we do not retain far enough back, it is left out of the measurement — QT Compounder's borrowing limit is one such rule, and applying a stricter stand-in for it leaves its rating unchanged.
What the rating is not
These figures are historical, and past movement is not a guide to future movement. A strategy that has been calm can still fall sharply, and a rating says nothing about returns. It is not advice or a recommendation — QuoTrend is an information tool, not an investment adviser.

Impact Simulator

The Impact Simulator answers a what-if question on the economic calendar: given a hypothetical Actual reading for an upcoming release, how have SPY, QQQ, TLT and DXY historically reacted to comparable surprises?

How to read a scatter panel

Each of the four panels (SPY, QQQ, TLT, DXY) is the same chart with the same axes:
  • X-axis (-3σ to +3σ) — how much the actual release surprised vs. the consensus expected value, measured in standard deviations. 0σ = the print matched expectations. +1σ = the print came in one standard deviation hotter than expected. -1σ = one standard deviation cooler.
  • Y-axis (%) — the instrument's percent price change over the chosen window (1 hour, 1 day, or 1 week post-release).
  • Each dot — one historical release event. Its X position is that release's surprise magnitude; its Y position is how the instrument actually moved.
  • The colored line — summarizes “on average, what reaction does this instrument show per σ of surprise?”
  • The highlighted point — sits on the colored line at your slider's σ value. It's the model's predicted reaction if the next release prints at that surprise level.
  • N RELEASES — the sample size feeding the fit. Small samples (n < 20) make the line sensitive to outliers; treat the prediction as illustrative, not authoritative.

Reading the example: SPY at +1σ for an inflation print

You drag the slider to +1σ on the SPY panel for, say, Core Inflation Rate YoY. The dialog says: “if this CPI release comes in 1 stdev hotter than consensus, the {n} historical episodes with comparable surprises produced an average SPY reaction of X% over the chosen window.” The footer pill spells out the same X% plus a hit-rate caption — e.g. (n=10, 60% negative) means 6 of those 10 episodes produced a negative SPY day. The footer's 2×2 grid runs the same calculation for QQQ, TLT, and DXY so you can compare risk-on / bond / dollar reactions side-by-side.

Controls — and what they're actually for

  • σ slider — sets your hypothetical surprise. The thumb's position is rendered in the slider header both as the implied Actual value (in the release's native units) and as the equivalent σ offset from Expected. Drag to explore different what-ifs; charts and footer pills update as you drag.
  • Window selector (1 Hour / 1 Day / 1 Week) — picks which post-release reaction window the scatter and the estimates use. Knee-jerk reactions in the first hour can look very different from where the dust settles a week later, so flip between them to see how persistent the move was historically.

Where to find it

On the Calendar, click the “Simulate” chip on any row that has one — a small teal pill in the Impact column. The full set of supported releases is curated based on market relevance.
What “surprise” means
One σ is the historical standard deviation of (actual − prior) for that release. So a slider value of +1σ means “the print came in one standard deviation above the prior reading” — about as big as a typical surprise.
Illustrative, not predictive
Historical reactions don't guarantee future ones — a scatter cloud is a distribution, not a forecast. Use the simulator to understand asymmetry and typical magnitudes, not as a trading signal.

Portfolio X-Ray

Portfolio X-Ray is a four-panel diagnostic that tells you what your portfolio is actually exposed to — beyond the obvious list of tickers. It renders inline on the Portfolio page for whichever portfolio is active.

Concentration Risk

A donut chart of your top positions plus a roll-up of everything else. The Herfindahl-Hirschman Index (HHI) translates the spread into a single number; a band label (diversified / moderate / concentrated) puts it in context. A red callout fires when any single position exceeds 25% of the portfolio.

Factor Exposure

A six-axis radar — Value, Growth, Momentum, Quality, Size, Low Volatility — comparing your portfolio against a chosen benchmark (SPY, QQQ, or DOW). Below the radar, a delta table calls out the largest tilts in either direction.

Asset Mix

A stacked bar showing how your value splits across asset classes (Stocks, Stock ETFs, Bonds, Commodities, Real Estate, Cash, Other), followed by a stock-sector sub-breakdown so equity-heavy portfolios still get a legible sector view.

Risk Profile

Four KPI tiles — weighted-average beta, annualized volatility, correlation to the chosen benchmark, and the number of holdings. Colored by sign and threshold so high-beta or high-correlation portfolios surface immediately.
Use it to decide what to rebalance
The X-Ray flags concentration and tilt — it doesn't prescribe trades. Pair it with the Compare page to test what a swap would do to your factor exposure before executing.