Investment Tools

A collection of investment tools is available for Site Pass holders. The general purpose of the tools is to assist your position taking. Depending on investment style and instrument types used, you might find something useful here. Many of the tools are used in our Proprietary Trading.

The collection is regularly updated with new tools and content. Stay tuned.

A Site Pass provides access to the Investment Tools. Click here to sign up.

Macro-Economy | Environment | Growth/Price Quadrant

For top-down and bottom-up investors it is essential to gauge the current state of the business cycle, as it is highly correlated to price moves of financial assets. In the Growth/Price Quadrant we split the business cycle into four phases - Reflation, Inflation, Stagflation and Deflation. Current and recent environments are indicated as well as which asset classes and hedge fund strategies that, in general, are favored in the different phases.

You need to login to view the Growth/Price Quadrant.

Note that macro-economic data is released with a time lag. For the Growth/Price Quadrant the lag amounts to 1 - 2 months.

Asset Classes | Indicator ScoreCard

Timing of trade entry and exit is of great importance for all investors, irrespective of investment style. The Indicator ScoreCard presents, in a heat-map format, the current normalized readings for a number of price-based market indicators. There are cross-overs, oscillators, rate of change and other trend-focused indicators.

Want to know if a particular asset class is trending and if so by how much? Answers to these and similar questions are found in the Indicator ScoreCard.

You need to login to view the updated Indicator ScoreCard.

Asset Classes | Overbought/Oversold

For macro-styled value investors and momentum traders, it is important to gauge when the prices of asset classes have moved extensively in one direction, up or down. The following reports show how much 'overbought' and 'oversold' a number of asset classes currently are, over 2-month and 12-month periods.

You need to login to view current reports.

Do remember that markets can stay extended for a long time, or as John Maynard Keynes is attributed to having said - "the market can stay irrational longer than you can stay solvent". Ensure that your position sizing can withstand irrational markets.

Equities | Stock Ranking System

Given the large number of stocks to choose from and the vast amount of information available, it is easy to feel overwhelmed.

To your aid is our stock ranking system - FF Stock Rank - that currently ranks more than 2,000 listed US companies/stocks along quality and sentiment dimensions. The stocks are assigned ranks from 'Strong Buy' (rank #1) to 'Strong Sell' (rank #5). You can use the ranking to find buy and sell candidates for your stock portfolio. Read more.