We’re happy to launch PAND·AI today as a new addition to WU Advanced—our take on building a responsible AI analyst, one that is grounded in real institutional data and doesn’t spit out random, hallucinated gibberish. Every graph, feature, and output you see on our platform exists because it fits my actual needs as an investor. Saying it this way might sound selfish, but it isn’t. Instead of building features based on the naïve reflex of a product designer who wants to “add

A non-negligible number of people have contacted us recently about stocks that don’t appear in TuneMap. In almost every case, the reason we can’t find these stocks is simply that they only recently went public. A common example we’ve been asked about is Reddit (RDDT). While Reddit has been around as a social media platform for years, it IPO’d only about a year and a half ago (March 21, 2024). Some of the other stocks mentioned have even less price history.

here isn’t a single, universally successful approach when it comes to investing. For example, while some investors prefer to jump onboard high-momentum stocks to ride short-term waves, others follow the Buffett approach — entering solid companies they understand when those are trading at a discount. Both strategies can deliver outstanding returns when executed properly, and most investors don’t exclusively stick to one style.   Our Advanced Dashboard reflects this duality..

I’ve seen many recent discussions on our forum about validating some of the strategies that appear in a stock’s TuneMap optimal region by testing them on periods outside the one used to create the map. The idea of checking how a given strategy might perform — or has performed — in different situations is excellent. However, it’s also challenging and requires a solid understanding of the nuances and caveats of optimization.

As we promised when we launched WU Advanced a few weeks ago, we’re happy to unveil our new forum, exclusively for WU Advanced members.   To echo what I shared earlier: internally, a forum has been discussed since the early days of WealthUmbrella. I’ve personally resisted it until now—mainly because, from what I’ve heard, forums can easily turn into time-consuming monsters..

Dear WU Advanced users, We’ve just given you access to six new TradingView invite-only indicator and strategy files. Five of them are strategy files designed to let you explore various configurations found in TuneMap directly within TradingView. The sixth is an indicator that tracks potential exit points using an Average True Range (ATR)–based trailing stop strategy. Below is a brief explanation of each and how they work.

After a considerable delay, I’m happy to introduce WU Advanced: our solution for delivering more sophisticated signals to market junkies and our first step toward applying our methodology to individual stocks. The broad market is one thing, but individual stocks are a staple in nearly every portfolio—including mine. WU Advanced isn’t meant to replace a stock analyst; we believe the first rule of investing in individual companies is understanding what they do, how they lead th

The main purpose of our Stock Health Dashboard is to offer a quick, intuitive snapshot of whether a company is in good shape — and whether its stock is in a potentially attractive position for investing. You’re not going to find every possible financial or technical metric here. There are already countless free resources, like Yahoo Finance, that provide exhaustive detail. Instead, we focused only on the indicators we believe are most essential — or those we specifically desi

While our core S&P 500 package is built around efficient downside protection, we’ve always believed that protection alone isn’t enough to navigate today’s complex and fast-moving markets. Timing, positioning, and broader context matter — especially in an environment shaped by sector rotation, volatility cycles, and unpredictable macro shifts. That’s exactly why we created the Advanced Market Signal Dashboard: a deeper toolkit designed to go beyond binary hedge signals and

Today, let me introduce you to TuneMap, our stock-specific strategy optimizer, now part of the WU Advanced offering. This is a tool I’ve been personally and deeply involved in creating—one I was especially motivated to bring to you, as it has always been part of WU’s secret Big Mac sauce when crafting our own signals. In this post, I’ll go over the purpose of this software, its key features, how it works, and how it should be used.

It all started with a simple question we asked ourselves: How could we have spotted high-momentum stocks before they took off? That question became the foundation for the Retail Momentum Screener—a tool designed to detect early signs of retail-driven momentum before they become obvious to the broader market.

The MACD+ indicator is everything you always wanted from a MACD (but were afraid to ask). It’s our best attempt at solving two key issues with the conventional MACD — an indicator we love, but recognize isn’t perfect.