Methodology

How Investivoq turns public market activity into testable strategies and published strategy events

Investivoq tracks public disclosures and other market data to identify repeatable research patterns. Every published strategy follows a defined set of rules that can be tested historically and applied consistently to new data.

1. Public data first

Our strategies are built from publicly available information, including:

A strategy never enters a historical trade before the underlying information became publicly available.

This is important: a backtest should reflect what an investor could actually have known at the time, not information revealed later.

2. From an event to a strategy entry or exit

Each strategy defines specific rules for deciding which events matter.

For example, a strategy may consider:

Only events that satisfy those rules become strategy entries or exits.

The exact rules differ by strategy and are available in the strategy's About section.

3. Strategy variants

Many Investivoq strategies can be tested with several exit approaches.

Mirror follows the source position and exits when a corresponding sell or exit disclosure becomes available.

21D / 60D / 120D use predefined holding periods.

Variants allow the same underlying research event to be evaluated across different holding approaches rather than choosing the best horizon after seeing the result.

4. Realistic backtesting

Historical performance is calculated using only information available at each point in time.

Where applicable, simulations include assumptions for:

Open trades remain open until their strategy exit condition occurs or the backtest period ends.

We do not use future disclosures to improve historical entries or exits.

5. Smart Money portfolio construction

Published Smart Money portfolio figures are not an equal-weight average of open names.

Each Smart Money variant is backtested as a fixed-capital sleeve. The sleeve’s capacity is the maximum number of positions that were open at the same time in that historical simulation (Peak Positions). When a new entry arrives, available cash is divided across the remaining free slots. Existing positions stay as they are — they are not resized or sold to fund the new entry. When a position fully exits, its proceeds return to cash and can be used by later entries. Unrealized gains on open positions do not increase the next entry. Each day’s portfolio value is cash plus the marked value of open positions. Portfolio CAGR, total return, and max drawdown are computed from that daily value.

6. Performance and validation

We evaluate strategies using more than total return.

Depending on the strategy and available history, we review metrics such as:

A strategy is not considered stronger simply because one historical configuration produced the highest return.

The goal is to find behaviour that remains reasonably consistent when assumptions, periods, and market environments change.

7. Investivoq Prime

Prime is Investivoq's most selective strategy.

Instead of publishing every qualifying market event, Prime focuses on a much smaller number of higher-conviction strategy entries that pass additional research and validation.

Prime positions are tracked using the same core principles as the rest of Investivoq:

Prime typically produces far fewer strategy events than broader Smart Money strategies.

8. Published strategy events and historical trades

Once a strategy is published, new qualifying events generate live Investivoq strategy entries and exits using the same underlying rules.

Current shows positions that remain active.

Closed provides the historical record of completed positions.

The Signals tab shows the sequence of entries and exits generated by the strategy.

Historical results are preserved so users can evaluate both successful and unsuccessful trades rather than seeing only selected winners.

9. What backtests cannot tell you

Backtests are historical simulations, not forecasts.

They can help answer:

“How would these rules have behaved historically?”

They cannot answer:

“What return will this strategy produce in the future?”

Market conditions change, execution differs between investors, and past performance does not guarantee future results.