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Using Group Strategy Profiles

Group Strategy Profiles are built-in views that help you spot themes, trends, and trade setups faster. Each profile comes with a curated set of columns, filters, and default sorting logic designed to surface meaningful market activity across industries and themes.

They make it easier to:

  • Highlight where momentum or strength is building
  • Spot unusual volume or participation trends
  • Compare groups side-by-side by growth, ratings, divergence, or structural behavior
  • Quickly jump into deeper tools like the Ticker Screener, Group Viewer, or Multi-Charts

Profiles update in real time and are organized by category to match market conditions or strategy focus.

When Should I Use Each Profile?​

Different profile categories are useful at different times of the day or depending on what you’re looking for:

Default​

These profiles activate automatically based on market session — pre-market, regular, post-market, or closed. Best for:

  • Spotting early gaps, leadership themes, or setup clusters as the day starts
  • Tracking how themes shift between sessions

Momentum​

Great when you’re looking for actionable price structure:

  • Find groups breaking out or down in real time
  • Track gap-and-go setups, tight range breakouts, or confirmed reversals
  • Use when price action matters more than fundamentals

Volume​

Use when you're looking for participation and inflow signals:

  • Spot groups with unusual relative volume
  • Track pre-market activity or rotation into liquidity
  • Confirm breakouts or leadership strength based on actual trading activity

Earnings & Fundamentals​

Use when you care about what's under the hood:

  • Identify groups with strong EPS, sales, or profitability
  • Track valuation metrics and financial quality
  • Prep for earnings or build swing/trend strategies based on fundamentals

Leaders & Losers​

Ideal when you're looking for extremes:

  • Surface top/bottom groups based on short- or long-term ratings
  • Identify trend continuation or potential reversal candidates
  • Build rotation watchlists or validate market narratives

Example Workflows​

Morning Session (Pre-Market to Open)​

During the Day (Regular Session)​

After Hours (Post Market to Closed)​

Specific Use Case Examples​

  • If you want to trade high-performing, fundamentally strong themes, use Rating Leaders to surface groups with top EPS, Sales, and Profit Ratings that are also outperforming year-to-date.
  • If you’re looking to catch aggressive breakouts or breakdowns, use Bullish Activity Detection or Bearish Activity Detection to find groups with broad participation clearing key support or resistance zones.
  • If you’re anticipating a momentum shift or breakout from compression, use Tight Range or RSI Divergence profiles to track themes where multiple companies are coiling or diverging from RSI momentum.
  • If you need to confirm volume spikes or earnings-driven movement, use Unusual Volume and Earnings Activity to spot groups seeing elevated participation or clustered earnings catalysts.

Tips for Getting the Most Out of Profiles​

  • Start with a profile to get oriented, then explore further using Group Viewer or Ticker Screener
  • Profiles often complement each other — try opening a group that appears in both a volume and momentum profile
  • Many users keep 2–3 profiles open during each session to spot overlaps and high-conviction setups
  • Use Multi-Charts to visually scan all companies in a group — especially helpful after filtering by divergence or tight range
  • You can recreate or customize any profile by applying its filters manually — great for building your own saved views

Want help understanding a profile’s logic? Every profile includes a breakdown of its strategy focus, filters, metrics used, and use cases — just click into any one from the Strategy Profiles page.