InvestaTrend is our online stock performance modelling tool that helps you make stock selections for long-term investment. We focus on 2 metrics to rank a stock’s historical performance - growth and volatility, as these are often the most reliable indicators of how a stock might perform over the long-term.
The algorithm behind InvestaTrend was developed by Robert Anderson, an engineer and programmer in Western Australia, with the aim of creating accurate models of stock performance to inform his own long-term investments. After applying the insights from InvestaTrend to his own stock selections and generating his best-ever returns, he recognized that it would be useful to many others too, and spent most of 2024 working to get the tool online.
InvestaTrend now models the largest individual company stocks and ETFs across the US market, enabling investors to make strategic, data-driven decisions.
Unlike many stock trading tools and apps that focus on making short-term trades using real-time market data, InvestaTrend caters to the investor who is looking for long-term capital growth. Short-term investing often focuses on timing the market to take advantage of market fluctuations. While it can be lucrative, it can be risky, requires lots of time spent watching the market, and can incur additional costs such as frequent brokerage and taxes on profits.
In contrast, long-term investing emphasizes maximizing the time spent invested in stocks with consistent performance. Buying and selling is less frequent, which means less brokerage cost, and the focus is either on regular dividend income or capital growth. Using its innovative algorithm, InvestaTrend helps those looking at capital growth by providing year-on-year growth and volatility metrics based on short- and long-term windows, to help investors assess how a stock is likely to perform over time.
InvestaTrend metrics and stock price trend lines are modelled using machine learning (numerical optimization) techniques that reflect the compounding nature of stock performance data. We use these models to calculate year-on-year compounded growth, as well as a volatility metric that is adjusted for changes in price magnitude over time.
Unlike many other stock price monitoring tools that calculate price growth by taking the price difference between 2 points in time, InvestaTrend modelling produces an average year-on-year growth metric, enabling us to say, for example, that stock X grew an average of 15% per year over the past 20 years. This gives a better indication of yearly returns.
In addition, InvestaTrend’s innovative algorithm enables the calculation of a stock’s measure of volatility in a way that takes price magnitude into account. This means that a $1 fluctuation around a $10 stock price is weighted equally to a $10 fluctuation in a $100 stock price, both being a 10% change. This is important for stocks that have grown exponentially over time, giving us a more reliable indication of volatility over the life of the stock.
Check out our videos if you’re interested to know more.
To generate growth and volatility metrics and data displays on InvestaTrend, we use end-of-day historical closing stock prices adjusted for stock splits. All data is sourced from US stock exchanges and properly licensed under applicable US laws.
Our data provider is Intrinio (https://intrinio.com/).
No, the information on EZcalc.net does not constitute financial advice and does not take your personal needs, goals, or circumstances into account. Use this website as a guide only and be aware that while investing can be rewarding, all investing also carries risk. We recommend that you consult a licensed financial advisor with any questions regarding your personal situation.
We want to reach as many people as possible with InvestaTrend and welcome the opportunity to discuss and share our investment philosophy. You may display screenshots and video capture of InvestaTrend results, including tables, metrics, and data displays, for the purposes of discussion or promotion of InvestaTrend, as long as you do not alter any results that you attribute to us.
We also ask that you attribute and/or link any publicly displayed material, such as in print, broadcast, or social media, back to us (EZcalc.net, InvestaTrend, or Conjecture Data Solutions).
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If you have found InvestaTrend useful, please spread the word by sharing the link to our website with others. Note that we provide our growth and volatility metrics for US Exchange Traded Funds (ETFs) with a free account on InvestaTrend, which will get most investors off to a great start.
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