Meet the New and Improved Signal Sigma

We're thrilled to share our vision for the future of financial research! This app is designed to empower YOU with hedge fund-level tools, precision, and data-driven insights, helping you achieve your financial goals with confidence.

Please note that this is a pre-release version. Bugs are to be expected and many features are not yet implemented. However, even in its current state, our new platform is able to bring you value beyond what is currently available on our website. You will need to sign up with a new username for this version.

We welcome constructive feedback, feature requests and bug reports! Scroll down to explore tips, updates, videos, and our development roadmap.

 

January 20 / Portfolio Custom Groups

Custom Groups in your portfolio!

Now, you can group your assets however you like and analyze performance, risk, and allocation through the unique lens of your custom groups.

Want to separate your portfolio into high-growth vs. dividend-focused assets? Or view performance by region or sector? Custom Groups give you the flexibility to organize your portfolio in the way that matters most to you.

Here’s how it works:

  1. Toggle the button in the upper-right corner of your portfolio interface.

  2. Click on Add New Group to create a group and set its name.

  3. Move tickers from the left-hand list into your newly created group using the + button next to each ticker.

  4. Click Save.

With Custom Groups, you can:

  • Organize assets into personalized categories.

  • Tailor performance analysis to align with your strategy - changes reflect on all Portfolio Tabs, when viewed as Custom Groups.

  • Gain deeper insights into your portfolio composition.

January 10 / Sector and Factor Correlation Views and Watchlist Updates

Watchlist and Window Management Improvements

We’ve enhanced the way you interact with our app, no matter your display configuration. You can now select from a variety of options to suit your analysis style and monitor setup.

Additionally, the bar chart in Watchlists now respects your table's sorting order, allowing for clearer and more intuitive comparisons between instruments.

Sectors and Factors Views in Portfolios

Gain deeper insights into your portfolio with our new Sectors and Factors views. You can now analyze the correlation between your instruments and major benchmark ETFs across various timeframes. This feature helps you assess whether your portfolio is well-diversified across investment themes or concentrated in specific Sectors and Factors.

The granular control over which positions are included in the weighted average calculation allows you to make informed adjustments as needed.

December 27 2025 / Watchlist Updates

We have upgraded the Watchlist with 2 functionalities:

Save Configuration Button

The Save Configuration button ensures your watchlist is preserved exactly as you’ve set it up. Here’s what it does:

  • Saves the selected chart type (e.g., bar chart or scatter plot).

  • Saves the current column and ticker selections for visualization.

  • Maintains consistency when sharing watchlists, ensuring recipients see the same setup you created.

By saving a Watchlist configuration, you can avoid reconfiguring your watchlist every time you return to it, saving time and effort on your part.

Reordering Columns in Watchlists

Reordering columns in Signal Sigma watchlists is straightforward and intuitive. Here's how you can do it:

Enter Edit Mode:

  • Click the pencil icon to switch the watchlist into edit mode.

Reordering Columns:

  • Locate the dots icon in the header of each column.

  • Click and hold the dots icon, then drag and drop the column to your desired position. Click “Save Changes” to apply.

Deleting Columns:

  • In edit mode, a trash icon appears in the row header.

  • Click the trash icon to quickly delete any column you no longer need. Click “Save Changes” to apply.

These features make it easy to organize your watchlist exactly how you want, giving you complete control over the layout and focus of your analysis.

Video Introduction & Overview

Summary of Features

Shared Objects on Signal Sigma

On Signal Sigma, anything can be shared—watchlists, portfolios, strategies, and more. Here’s how it works:

What are Shared Objects?
Shared objects are resources that other users have made available for you to view and use. These may include curated watchlists, prebuilt portfolios, or example strategies.
When you sign up, you’ll find a series of shared objects already set up for you, similar to the visualizations available on our legacy website.

Key Characteristics of Shared Objects:

  • View-Only: You cannot directly modify a shared object.

  • Duplication: You can duplicate a shared object to make it your own. Once duplicated, it becomes fully customizable.

  • Sharing: Once an object is yours, you can modify it as needed and share it with others.

Shared objects are marked with a link icon to help you easily distinguish them from your personal objects.

Example of the Link icon used on pre-shared Watchlists. These cannot be edited.

Use the Duplicate Action to create a copy of an object and make it your own.

Once you own an object, you can customize its setup to suit your analysis needs.

Watchlists on Signal Sigma

Watchlists are a powerful tool, designed to help you organize and analyze a collection of assets tailored to your needs. Here's how they work:

What is a Watchlist?
A watchlist is essentially a table where assets form the rows, and the information you want to analyze (called "views") makes up the columns.

What are Views?
A view is a customizable set of metrics (columns) associated with the assets in your watchlist.

  • You can configure multiple views to focus on specific metrics for your analysis.

  • Each view is not just a table—it also supports a visualization type to make insights more actionable.

Visualization Types:

  • Bar Charts: Display selected columns as a bar chart.

  • Scatter Plots: Compare two selected metrics by assigning one to the X-axis and the other to the Y-axis.

Aggregation:

Aggregation summarizes the metrics in each column of your watchlist, displaying the result at the bottom of the table. Aggregation is dynamic and only applies to checked items in your watchlist. As you select or deselect assets, the aggregated values will automatically update to reflect your changes.

How to Use Watchlists Effectively:

  • Select Assets: Tick the checkboxes next to the assets (rows) you want to include in the visualization and aggregation.

  • Choose Columns: Tick the columns you want displayed in the bar chart or assign specific metrics to the X and Y axes for a scatter plot.

  • Switch Views: Toggle between views to analyze different aspects of the same assets effortlessly.

Portfolios on Signal Sigma

Portfolios are designed to help you track your real-life investments and provide detailed insights into your holdings — offering information that may not be readily available on your brokerage platform.

How Portfolios Work

Portfolios are your personalized investment trackers. While they will eventually support advanced features like rebalancing and strategy integration, they currently operate in Edit Mode, which allows you to manually input and customize your holdings.

Edit Mode (Currently Available)

Edit Mode enables you to build and manage your portfolio through a simple and intuitive interface. Here's how it works:

  • Accessing Edit Mode: Click the small pencil icon in the portfolio interface to begin editing.

  • Adding and Editing Holdings: Input your holdings, such as stocks, bonds, or commodities, and edit their properties like:

    • Amount

    • Value

    • Price target

    • Holding period

    • And more

  • Spreadsheet-Like Editing: You can edit any of the marked cells just as you would in a spreadsheet.

  • Additive Updates: Changes you make in Edit Mode won’t affect other parts of the portfolio automatically (e.g., modifying the number of shares won’t deduct or increase your cash value).

Portfolio Organization and Insights

Automatic Asset Grouping:

  • Assets are grouped into categories like stocks, bonds, alternative assets, commodities, and cash, based on our understanding of asset classes.

  • In the future, you’ll be able to customize these groups using the selector in the top-right corner.

Aggregations:

  • Similar to watchlists, each group features an aggregation bar at the bottom, summarizing metrics like total value or average performance.

Custom Views and Configurable Columns:

  • You can configure which columns are displayed, tailoring the portfolio to show the metrics that matter most to you.

Risk View (Currently Available):

  • This view helps you analyze potential scenarios and evaluate upside or downside risks for various targets.

Planned Features

The portfolio feature set is expanding. Here’s what you can look forward to in the future:

  • Set benchmark instruments for each group.

  • Link strategies to portfolios for advanced analytics.

  • Rebalance positions and generate order lists for execution.

  • Maintain a trading journal to log and review your trades.

Make sure the checkboxes are ticked for display and aggregation.

When using Bar Charts, columns can be selected for display by ticking the box next to a column’s name. Only numeric columns can be used for display, and it’s best to not mix different measure types (percentages with dollars for example).

The aggregation type can be selected from the table footer.

An example visualisation of Sigma Scores using stacked bars.

The Time Machine on Signal Sigma

The Time Machine is a date-picker tool located in the top-right corner of Signal Sigma, designed to recreate trading conditions from any chosen date in the past. Here's how it works:

What is the Time Machine?
The Time Machine allows you to analyze your data as it existed on a specific day, offering a snapshot of trading conditions and metrics from that point in time.

How It Works by Default:

  • If left unchanged, the Time Machine automatically adjusts to the latest available data:

    • Watchlists: It defaults to the latest market close.

    • Portfolios: If the market is open, it defaults to the present day with delayed intra-day pricing.

When You Adjust the Date:

  • If you manually select a date, the system remembers your choice and applies it consistently across the platform, even as you navigate between objects (e.g., from a watchlist to a portfolio).

Behavior by Feature:

  • Portfolios: Displays the state of your portfolio as it was at the end of the selected day, if it existed.

  • Watchlists: Retrieves data computed at the end of the selected date (or the nearest available market close).

Why Use the Time Machine?
The Time Machine is designed to help you analyze your investment decisions by providing a historical lens. It shows you the data that was available at a specific moment in time, enabling you to assess strategies and decisions as if you were trading on that day.

In watchlists, you can toggle between two dates to assess the performance of selected assets over time. This feature allows you to easily track changes in metrics and visualize the impact of market movements on your selected assets.

Currently, this functionality is intended as a demo and is only available going back to December 02, 2024. In the full version, we’ll extend this to January 2007.

The Time Machine displaying the Latest Market Close.

The Time Machine configured to display historical data from a selected date.

The Time Machine displaying “Intraday” when the market is open (Portfolio only).

Click “Add New” to create a new Portfolio.

Click the Pencil icon to enter EDIT MODE.

Click “Add Ticker” or directly search for an asset (while in EDIT MODE) and then click the “+” sign to add it to your portfolio.

Click any editable cell in the table to make modifications, just like you would in a spreadsheet.

Linked cells will self-update using your latest input (Value and Amount of shares for example).

To get the most out of the Portfolio Tracker, set your Ownership Date + Price, as well as Price Target and Stop Loss for every instrument.

These values self-update using your latest input.

Gain insights into your holdings by using the Summary selector, or navigate to the Risk Explorer view, and select a scenario to understand your potential upside and downside.

Development Roadmap

in January 2025:

——— WATCHLISTS ———

  • Price Charts

  • Window Management

——— PORTFOLIOS ———

  • Sector & Factor Correlation Tabs

  • Custom Metric Tab

  • Portfolio Rebalancing Process

  • Custom Grouping of Assets

  • Importing from CSV files

  • Journaling Trades

  • Window Management

next development phase…

  • Migrating Strategies

  • Migrating the Stock Screener

Completed:

  • Ability to save Configurations (Watchlists)