Research library

Strategies and automation

Create strategies from technical, fundamental, economic and disclosure signals. Research the corpus, test variants, evaluate unseen dates and follow a candidate through paper and live trading.

Strategies and automation

Artificial Intelligence Revolution!

Buy stocks that are investing heavily in AI technology

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Create a strategy from congressional trading disclosures

Use publicly disclosed congressional purchases as a trading signal with explicit member, instrument and trailing-window scope.

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Create a strategy from insider trading disclosures

Build rules from disclosed insider purchases, specify officer or director scope and inspect the filing behind each signal.

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Create a strategy from institutional holdings

Use public Form 13F holdings changes, select manager scope and inspect successive disclosed quarters.

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Create a strategy using economic indicators

Use macroeconomic conditions in strategy rules, inspect units and releases, and compare fixed regime thresholds.

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Create a strategy using fundamental indicators

Build trading rules from reported company metrics, inspect the source period and test clear entry and exit conditions.

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Create a strategy using technical indicators

Turn price, moving averages and oscillators into explicit trading rules, test variants and inspect recorded signals.

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Create a strategy with mixed indicators

Combine price trends and company metrics, define complementary exits and compare each component with the combined rule.

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Diverse Tech-Focused Portfolio

Hold a diverse set of tech stocks and ETFs, including the most popular cryptocurrencies

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Diversified Long-Term Strategy

Buy a diverse set of stocks and ETFs and hold them long-term

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Ethereum and Bitcoin Split

Hold the 2 most popular cryptocurrencies, Ethereum and Bitcoin, in a 60/40 split

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Fundamentally strong Artificial Intelligence (AI) companies

Hold a list of companies with an increasing profit margin from 2023 to 2024, over $5 billion in revenue in Q3 2023, a profit margin of 60% or more, and are AI/Semiconductor stocks

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Get a weekly Aurora brief for your watchlist

Choose Friday watchlist research, check the saved schedule and keep urgent membership-change alerts separate from the weekly brief.

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Get alerts when your watchlist changes

Set up added and removed asset notifications, verify your saved preferences and inspect the source behind a watchlist update.

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How to create a strategy that looks good in a backtest

Understand how choices about rules, periods and assets improve a historical curve, then separate development from an unseen test.

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How to create, test and improve a trading strategy

Start with the backtest corpus, create indicator variants, develop on one period, test unseen dates and move through paper to live trading.

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How to maintain a manager’s disclosed holdings watchlist

Preview, save and verify a Berkshire disclosure watchlist with complete configuration and separate activation.

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How to maintain an insider purchase watchlist

Create a 90-day officer and director purchase watchlist, verify its producer and review membership changes.

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How to test a trading strategy out of sample

Freeze a developed strategy, evaluate it on later unseen dates, preserve warmup and cost choices, and optionally reserve a final lockbox.

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Let the Cash Flow!

Hold a list of companies that had the highest increase in cash flow from 2016-2020

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Magnificent Seven equal-weight rebalance

Invest equally in the 'Magnificent Seven' tech leaders, rebalancing every 14 days to maintain equal weights. These companies are at the forefront of AI, cloud computing, and digital transformation.

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Move a tested strategy from paper trading to live trading

Deploy a saved paper portfolio, observe signals and orders, then review the exact broker target and automation settings before live trading.

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New-School MAANG Buy and Hold

FAANG: Buy the most popular tech stocks and hold them using 20% of your buying power

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Old-School FAANG Buy and Hold

FAANG (with Netflix): Buy the most original FAANG tech stocks and hold them using 20% of your buying power

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Research a stock with filing sources

Use Aurora to connect stock fundamentals, disclosures and an explicit research question without mixing historical and current evidence.

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Schedule a weekly watchlist research review

Ask Aurora to review your watchlist each week with a saved research prompt.

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Strong Tech Believer

Invest the vast majority of your buying power in tech ETFs

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The "Neckbeard Index 2.0"

An experimental update to the Neckbeard Index, with a few changes

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The "Neckbeard Index"

Hold a list of companies that are popular amongst Reddit neckbeards

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the "White Girl Index"

Hold a list of companies that sell products that are popular amongst adult American women

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