| Provider | Start | History | One-off Pay In | Withdrawal | Monthly In / Day | Monthly Out / Day | Invested | Current Value | Gain | Performance (%) | vs Last | Est. Annual Perf % |
|---|
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| Provider | Start | History | One-off Pay In | Withdrawal | Monthly In / Day | Monthly Out / Day | Invested | Current Value | Gain | Performance (%) | vs Last | Est. Annual Perf % |
|---|
Average single-stock implied vol (VIXEQ) minus index implied vol (VIX), both sourced from Cboe. Wider = stocks expected to move more independently (low correlation / high dispersion); narrow = moving together.
VIX − VIX3M (30-day vs 90-day) and VIX9D − VIX (9-day vs 30-day). Above 0 = backwardation — near-term fear priced above longer-dated vol, one of the more reliable short-term risk-off warnings. Below 0 is normal contango (calm).
How jumpy the options market itself is; often leads VIX. Flags mark crossings above 110 (elevated) / 130 (extreme) and sudden jumps.
How much the market is paying to hedge a left-tail crash. Flags mark crossings above 145 (elevated) / 150 (heavy tail-risk hedging).
A slow, macro backdrop, not a short-term timer. Below 0 = inverted — historically a recession warning (usually months ahead). Flags mark inversion and re-steepening.
The extra yield demanded to hold junk bonds; credit markets tend to crack before equities. Rising = risk-off. Flags mark crossings above 5% (stress building) / 8% (crisis-level) and sharp one-day widening.
Each cell is that calendar month's % change for the index selected in the Index Chart above. The "Year" column is the full calendar-year return.
| Select an index above to view its monthly returns. |
Relative money flow between S&P 500 sectors — each column is a sector, each row a captured snapshot (most recent first). Colour is relative strength vs. the S&P 500 itself, leaning on pre/post-market moves in each sector's most liquid names and any volume surge, since sector ETFs alone barely trade outside regular hours. The snapshots below are shared by every account. Capture frequency is set by the admin account and applies to everyone; set your own alert email below to opt in (or out) of emails at that same frequency.
Scans for durable long-term compounders: proven revenue growth, strong returns on capital, positive free cash flow, and a structural uptrend.
Scans for stocks off their 52-week high with accelerating quarterly earnings — a swing setup, not buy-and-hold. Fixed gates: price above SMA200, RSI ≥ 40, EPS growth ≤ 300%.
Mark Minervini's 8-rule Trend Template, plus a 0-100 Volatility Contraction Pattern (VCP) score. Rule 8 (Relative Strength) is a true percentile computed once the scan finishes, so the live "found" count can drop at the end.
Return on Invested Capital — a pure capital-efficiency screen. Must clear the floor in every one of the last N fiscal years, not just the latest. Banks and insurers are excluded.
Mature businesses aggressively shrinking their share count with free cash flow, so EPS compounds even when income growth is modest. Must clear all four gates: share reduction, FCF yield, low dilution, and a debt ceiling.
Companies at an inflection point where fixed investment is largely done, so revenue growth drops straight to the bottom line. Must clear all four gates: expanding gross margin, flat/declining SG&A, falling CapEx, and FCF above net income.
Companies with enough net cash to survive a crash or buy back stock at trough valuations, confirmed by a healthy Piotroski F-Score. Must clear all gates: positive net cash, net cash/market cap above the floor, interest coverage, and F-Score.
No preset thesis — set your own thresholds directly. Every field below is optional; leave any of them blank to not filter on that metric at all.
Pulls trending Google searches and news events (US & UK) and maps them to listed stocks that may benefit — e.g. a run of hailstorms surfaces roofing and building-materials names. Ideas only, not advice; not every name may be available on Trading 212. Refreshes automatically every few hours.
Connects to your Trading 212 Invest / Stocks ISA account (not CFD or pensions) and uses your saved scans + the Sector Heatmap to buy and sell automatically within the limits you set below. The API is in beta — start in Demo. Your key and secret are encrypted server-side and are never stored in this browser.
Strategy: Minervini Trend (8-rule trend template + volume). The engine scans the selected universe, ranks candidates by their trend score, and the Sector Heatmap then gates which names it will actually buy. It automatically re-runs the scan when the latest one gets stale.
A separate high-risk sleeve: goes 3x long a Nasdaq-100 ETP when the trend is up and
3x short (inverse ETP) when it's down, flat in the chop. These reset daily — held over
several days a 3x ETP does not return 3× the index and decays in choppy markets. US TQQQ/SQQQ
aren't available to UK retail; use the LSE-listed UCITS 3x ETPs. Enter the exact T212 order ticker
for each side plus a Yahoo symbol (e.g. QQQ3.L) used only to price the entry.
Rotates a sleeve into the strongest-flow S&P 500 sectors using the Sector Heatmap: it holds the top-ranked sector ETFs (equal weight) while their money-flow stays strong, and rotates out of a sector when it drops out of the top set. US SPDR sector ETFs (XLK, XLE…) aren't tradable by UK retail — enter the T212 order ticker for the UCITS sector ETF you'll actually trade in each row below; the Yahoo price symbol is prefilled with the SPDR (edit it to match your ETF for correct sizing). Leave a row's ticker blank to exclude that sector.
Don't guess the ticker — search your account's instrument list by name or ISIN (e.g.
“S&P 500 Information Technology”) and copy the exact SYMBOL_EXCH_EQ code into the table.
| Sector | T212 order ticker | Yahoo price symbol |
|---|---|---|
| Loading sectors… | ||
Clears the auto-trader's history — order log, trade plans, learning outcomes, tuning proposals, daily caps and the duplicate-order guard — for a fresh start (e.g. after resetting your Trading 212 practice account). Keeps your connection and all strategy settings.
| Ticker | Qty | Avg | Now | P/L |
|---|---|---|---|---|
| — | ||||
| When | Side | Ticker | Qty | Status | Note |
|---|---|---|---|---|---|
| No orders yet. | |||||
Each closed trade is recorded with the signal that caused it. Once a week the engine reviews the results and, only after enough closed trades, may suggest small bounded changes to the strategy — emailed to you and listed below. Nothing changes until you approve it. Code/structural ideas come as suggestions only.
Upload one or more bank statements (CSV or PDF) — you can select several at once, each up to a year. Card purchases are read, each town is located, and your spending is plotted as dots on the map below. Overlapping months are de-duplicated automatically. Drag to pan/spin, scroll to zoom to street level, and hover a dot to see what you spent there.
Reconstructed from changes in the History total between saved snapshots — each row is the net change since the previous snapshot, so it reflects pay-ins, withdrawals, and any manual History corrections combined.
| Date | Amount |
|---|
Renaming updates every historical snapshot for this provider too, so history stays intact. Moving copies the provider and its full history to the other portfolio, then removes it from this one.
It compounds two things forward to your target year and adds them together:
1. Your current pot grows on its own as a lump sum:
future value = current pot × (1 + r)n
2. Your monthly contributions are added each month and each instalment compounds from when it goes in (a standard "ordinary annuity"):
future value = monthly × [ ((1 + r)n − 1) ÷ r ]
where r is the monthly rate (annual rate ÷ 12) and n is the number of months from now to the end of your target year.
Annual rate: if left on "auto", it uses your own time-weighted annualised return so far; otherwise it uses the rate you type. For very short histories the auto rate is capped to avoid wild extrapolation.
Today's £ (real terms): when ticked, the annual rate is first discounted for inflation using the Fisher formula — real rate = (1 + nominal) ÷ (1 + inflation) − 1 — so the result is shown in today's spending power rather than the larger headline future number.
A projection based on your inputs, not a guarantee — real returns vary year to year.