Monthly Trading Alert Performance
A transparent look at how InvestSimple's strong alerts have performed since June 2024 — measured with clear rules to track accuracy and effectiveness.
How We Measure Alerts
Each alert is tracked using a maximum holding period and our automated trend indicator:
• 1-Day timeframe: Maximum holding period of 30 days or until the automated trend indicator signals an exit.
• 1-Week timeframe: Maximum holding period of 60 days or until the exit signal is triggered.
This method allows us to measure alerts objectively, whether or not you acted on them — giving you insight into the consistency of InvestSimple’s system.
Beyond alerts, our platform also provides company valuation ratings. By combining valuation signals with trend-based alerts, you improve your odds of entering high-conviction trades with clarity and simplicity.
| Month | Success | Unsuccessful | Open | Total | Win Rate |
|---|---|---|---|---|---|
| August 2024 | 18 | 1 | 0 | 19 | 94.74% |
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| February 2025 | 39 | 9 | 0 | 48 | 81.25% |
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| July 2024 | 15 | 4 | 0 | 19 | 78.95% |
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| September 2024 | 15 | 5 | 0 | 20 | 75.0% |
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| December 2024 | 15 | 5 | 1 | 20 | 75.0% |
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| January 2025 | 21 | 13 | 1 | 34 | 61.76% |
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| November 2024 | 19 | 12 | 0 | 31 | 61.29% |
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| May 2025 | 22 | 17 | 20 | 39 | 56.41% |
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| April 2025 | 35 | 31 | 0 | 66 | 53.03% |
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| June 2025 | 5 | 5 | 10 | 10 | 50.0% |
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| March 2025 | 22 | 22 | 4 | 44 | 50.0% |
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| October 2024 | 6 | 6 | 0 | 12 | 50.0% |
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| June 2024 | 2 | 5 | 0 | 7 | 28.57% |
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August 2024
- Success: 18
- Unsuccessful: 1
- Open: 0
- Total: 19
- DLTR - 21.05%
- TNA - 10.35%
- MRNA - 9.96%
February 2025
- Success: 39
- Unsuccessful: 9
- Open: 0
- Total: 48
- ETHUSD - 36.81%
- ANET - 31.96%
- TSLA - 27.13%
July 2024
- Success: 15
- Unsuccessful: 4
- Open: 0
- Total: 19
- TNA - 9.74%
- NVDA - 9.07%
- NVDA - 8.24%
September 2024
- Success: 15
- Unsuccessful: 5
- Open: 0
- Total: 20
- AMZN - 6.13%
- TNA - 5.93%
- HPQ - 5.39%
December 2024
- Success: 15
- Unsuccessful: 5
- Open: 1
- Total: 20
- FICO - 14.39%
- SU - 10.18%
- TNA - 7.87%
January 2025
- Success: 21
- Unsuccessful: 13
- Open: 1
- Total: 34
- SWKS - 24.97%
- NOW - 10.83%
- AXON - 10.69%
November 2024
- Success: 19
- Unsuccessful: 12
- Open: 0
- Total: 31
- SU - 13.54%
- XOM - 9.88%
- META - 7.85%
May 2025
- Success: 22
- Unsuccessful: 17
- Open: 20
- Total: 39
- LULU - 15.69%
- UNH - 11.53%
- HPQ - 10.89%
April 2025
- Success: 35
- Unsuccessful: 31
- Open: 0
- Total: 66
- UNH - 35.77%
- ETHUSD - 24.2%
- SWKS - 14.22%
June 2025
- Success: 5
- Unsuccessful: 5
- Open: 10
- Total: 10
- LULU - 12.19%
- PINS - 2.76%
- GLD - 1.33%
March 2025
- Success: 22
- Unsuccessful: 22
- Open: 4
- Total: 44
- BZUN - 27.36%
- BZUN - 20.07%
- FTNT - 16.29%
October 2024
- Success: 6
- Unsuccessful: 6
- Open: 0
- Total: 12
- NVDA - 7.21%
- TSLA - 3.42%
- PYPL - 2.93%
June 2024
- Success: 2
- Unsuccessful: 5
- Open: 0
- Total: 7
- QQQ - 1.22%
- SPY - 0.43%
- GLD - -1.62%
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