Accessing the Financial Window

On the Navigation Bar, click on the Watchlist widget and locate the Financial Window, the section that appears below the Watchlist.

There you can find information about financial instruments, such as the sector, market cap, industry, average volume, and the exchange it trades on. If an earnings date is confirmed, this will also be displayed.

TIP: Click on All Strategies to be taken to the Scan Tab, where you can view all strategies for that ticker symbol.

Understanding Seasonality

When you click on a symbol within a watchlist, you will see some information about it appear in the Financial Window section. If you scroll down a little further, you’ll find the seasonality graphs over the last 10 years. Click on “more seasonality” to get a full-screen view.

Reviewing Seasonality Charts

The chart shows big green and red vertical bars with smaller horizontal ones below each. Hover over a month like March and a pop-up shows the average percentage performance for every March over the last 10 years.

The horizontal bars visually represent that breakdown, helping you understand the consistency of the performance over the years. You can switch to 'yearly' or 'weekly' views to see the performance over different time frames.