MySpringy team is constantly innovating to craft strategies helping you uncover promising investment opportunities effortlessly. Available under ‘Strategize’, these are built with precision and user-friendliness in mind.
Following strategies are currently available:
Discover Income and Growth Stocks: Whether you want dividends or growth, finds stocks/ETFs that match your financial goals using the ‘Income & Growth’ strategy.
Identify stocks that beat S&P 500: Stay ahead by finding stocks/ETFs that perform better than the S&P500, helping you make smarter investment choices using the ‘Beat SP500’ strategy.
Performance Pulse: Analyze stocks/ETFs by assessing their price and volume performance metrics. This strategy tracks changes in price relative to the 52-week high/low and 5-year high/low, as well as variations in moving averages, volume percentage changes, and overall price shifts to identify trends and potential opportunities.
Econoscout: Evaluate stocks based on essential financial metrics such as price ratios, dividend yields, and return metrics. This strategy focuses on fundamental indicators to gauge a stock’s financial health and investment potential, helping to uncover undervalued or high-performing stocks.
Smart Money Trail: Identify stocks/ETFs that are being actively traded by large institutional investors. This strategy tracks the movements of significant financial entities to help pinpoint stocks with strong institutional interest, potentially indicating future growth or stability.
Insider / Institution Sentiment: Analyze signals from both company insiders and institutional investors to refine your investment strategy. This approach combines insights from those with direct knowledge of the company (insiders) and large, experienced investors (institutions) to provide a comprehensive view of market sentiment and potential stock performance.
Find Undervalued Stocks with money flows: Discover stocks/ETFs that are undervalued and backed by big investors, offering great value and confidence using the ‘Money Flows - Under Valued Stocks’ strategy.
Recovering from Lows: Take advantage of market rebounds with our Recovering from Lows strategies. Identify stocks that are bouncing back from recent lows, offering a prime opportunity to buy quality assets at discounted prices and potentially maximize your returns.
Risk Adjusted Returns: Discover the true gems of the market with the Risk Adjusted Returns strategy. Using advanced metrics like Sharpe Ratio, Sortino Ratio and more, find stocks that offer superior risk-adjusted performance, ensuring your investments are as smart as they are profitable.
Price Volume Divergence: Spot the next big moves in the market with the Price Volume Divergence strategy. By analyzing the relationship between price movements and trading volumes, uncover promising opportunities early and stay ahead of the curve in your trading strategies.
What’s more, ‘Strategize’ has a feature called ‘Compare’. With ‘Compare’, you can evaluate stocks across a spectrum of performance metrics, including price performance, monthly returns, and historical risk. Empower yourself with comprehensive data to choose investments that align with your financial goals.
‘Strategize’ also provides Portfolio Management features under ‘Portfolio Playbook’. These features are detailed in Build and optimize a winning portfolio
These strategies are available under the ‘Strategize’ option in top navigation. This feature is exclusively available to signed-in users.
‘Strategize’ is the landing page for users in signed in mode or guest mode. Stock search using the search bar is not a pre-cursor to launching ‘Strategize’.
Each ‘Strategize’ tab has priority filter panel that is used to populate additional specific filters for targeted discovery. You can make selections in one or more priority filter or for a broader search, directly hit ‘Submit’ without making a selection. Hitting ‘Submit’ will present specific filters that can be used for targeted discovery. Each strategy described above is available in their own tabs. The pre-filled criteria for each strategy can be further customized as per your investing style. Hitting ‘Submit’ fill show stock cards that meet all defined criteria. To further drill-down on any stock/ETF, simply click the stock/ETF card to launch the ‘Analyze’ view of the stock.
Income & Growth
The following screenshot shows how users can search for large cap food distribution stocks that have paid dividends, will continue to pay dividends and have generated positive returns over the YTD, 1 year and 5 year horizons. Note the availability of beta, price and volume analytics as sliders for refining selections.
Beat SP500
The following screenshot shows how users can search for mid cap semi conductor stocks that are likely going to beat SP500. Note the availability of probability analytics as sliders for refining selections.
Performance Pulse
The following screenshot shows how users can search for small cap chemicals stocks that are between 20% and 30% of their 52 Week lows. Note the availability of the price to book, price to earnings, price to sales and EBITDA analytics for refining selections.
Econoscout
The following screenshot shows how users can search for mid cap consumer cyclical stocks that meet key fundamental thresholds. Note the availability of key fundamental analytics covering dividend, price to book, price to sales, price to earnings, returns (on equity, assets, invested capital & sales), margins and free cash flow as sliders for refining selections.
Smart Money Trail
The following screenshot shows how users can search for mid cap regional bank stocks in which funds in the $1B to $5B range are investing upwards of $100M are reducing their positions. Note the availability of analytics - number of investors, % of all investors and allocations of these stocks in portfolio.
Insider/Institution Sentiment
The following screenshot shows how users can search for micro health care stocks that insiders and institutions are buying over the last two quarters . Note the availability of time slicer to look for time horizons to select insider and institutional movements in.
Using the ‘Compare’ feature, you can compare your favorite stocks using multiple dimensions. ‘Compare’ provides comparisons using Performance Metrics, Price Performance, Monthly Returns, Historic Risk and Risk Adjusted Performance. ‘Compare’ also provides an AI-powered comparison summary.
We are dedicated to expanding ‘Strategize’ with additional features and strategies on an ongoing basis, catering to a wider range of investment strategies and preferences.