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News 1
Discover Stronger Opportunities
📊🏛️🕒🌱🛒📷
★★★★★
4++Start with stocks and ETFs rated 4 stars or higher.
HELP & TUTORIAL
Upturn: Empowering Your Investment Journey
Learn in-depth about each of the terms and features on Upturn and see how they work together to help you make confident investment decisions.
🍎
AAPLApple Inc
$178.72▲ 4.95%
★★★★☆★ STRONG BUY
NVDA▲ 4.81%
MSFT▲ 2.36%
BRK▲ 1.72%
📊
Better ratings,bigger portfolios
Your Investment Journey in 3 Simple Steps
Discover stronger opportunities, verify the advisory, and diversify.
2
Verify the Current Advisory
★ STRONG BUY🕒 Recent
Review the signal, strength, recency, and history.
3
Diversify with a Robo-Portfolio
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12–18 stocks & ETFs
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📈
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Build a balanced portfolio and review simulated risk and return.
How everyday investors leverage Upturn
Upturn Advisories is built around a powerful and uncommon principle in the investment world: bold transparency. At its core, Upturn is committed to showcasing not just what it recommends, but how those recommendations have actually performed. By making its full recommendation history openly available, enabling investors to evaluate its accuracy and consistency over time, Upturn helps users make confident, de-risked decisions.
Review and trust
the platform's advisory track record.
Identify patterns
in market movements and sector strength.
Gain long-term confidence
in portfolio construction.
Key Benefits of Upturn Advisory for the Everyday Investor
Spot opportunities, make confident decisions, and stay ahead with clear, AI-powered insights.
AI-Powered Daily Advisories
Clear BUY, SELL, or PASS signals on 9,000+ U.S. stocks and ETFs.
Boldly Transparent History
See 2+ years of real historical advisories to build confidence.
Upturn Star Ratings
Each stock and ETF is given a 1–5 star rating to spot stronger picks.
Top Picks & Top Performers
Discover today’s strongest movers and long-term outperformers.
AI-Summarized SWOT Analysis
Understand strengths, weaknesses, opportunities, and threats quickly.
Advanced Search & Filters
Find the right picks by ticker, sector, star rating, advisory signal, and more.
Discover Today's Top Picks
AMZNAmazon.com Inc
+4.8%TSLATesla Inc
+4.1%AVGOBroadcom Corp
+3.9%Discover Top Performers
NVDANVIDIA Corp
+198.4%METAMeta Platforms Inc
+134.8%AVGOBroadcom Corp
+98.2%Market Insights Based on Upturn Advisories
5002500
05/2211/2205/2311/2305/2411/2401/25
RESEARCH TOOLS
Holistic Evaluation of Corporate Financials, Strategic Initiatives, and Market Influences
Use Upturn’s research tools to explore company fundamentals, performance, revenue trends, and AI-powered analysis for a complete investment view.
Fundamental Analysis & Performance
Research on company fundamentals
Click on "View Details" for the stock/ETF to explore these metrics.
Fundamental Analysis
In Depth Performance Analysis
★★★★★
Revenue by Geography, Product and Growth
Analyze revenue composition to understand product and geographic segments over time.
Revenue by Geography
2023 2024
Revenue by Product
- Product A 40%
- Product B 30%
- Product C 15%
- Product D 10%
TTSLA
👁️NVIDIA
Upturn AI SWOT: Clear, Actionable Stock Analysis
A SWOT-style analysis providing a holistic view of:
- Strengths
- Opportunities (tailwinds)
- Competition
- Challenges (headwinds)
- Market share
- Financial performance
- Growth projections
- Key trends
The AI-derived fundamentals rating offers a concise summary of key insights, enhanced by dynamic visualizations, to support informed investment decisions.
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Revenue Analysis helps you understand:
📦Product Portfolio
🌍Geographic Revenue
⚠️Revenue Concentration Risk
📈Growth Trends
🎯Business Focus & Strategy
⚖️Comparative Analysis
UPTURN ADVISORIES
Enhance Your Investment Strategy with Upturn’s Additional Features
Explore powerful tools and insights to make smarter, more confident investment decisions.
📖Learn more about
- Upturn Insights: Decoding Market Moves
- Understanding Upturn’s Stock/ETF Advisory Chart
- Upturn Star Rating for Stocks and ETFs
- Analyzing Revenue: Products, Geography and Growth
- Watchlist, Robo-Portfolios and ETF Zone
Upturn Gauge: The Pulse of Bulls and Bears
500250
What the Gauge Shows
Analyzing the distribution of BUY and SELL advisories among stocks which are Large-cap or Mid-cap and rated Upturn 3 Star or higher reveals overarching trends in the U.S. stock market. This analysis helps identify whether the market sentiment is bullish, bearish, or anticipating a correction.
The Upturn Advisories graph features color-coded sections—yellow, blue, and red—that help investors quickly assess market conditions, indicating periods of recession, growth, or potential correction. This graph is overlaid on the S&P 500 price chart, offering a clear view of the U.S. market's performance.
Understanding Upturn's Stock/ETF Advisory Chart
🍎Apple Inc (AAPL)★★★★☆
UPTURN ADVISORY BUY Advisory SELL Advisory (Profit) SELL Advisory (Loss) Profit Loss Pass (Stop investing)
3002001000
Upturn.ioHigh Profit
01/2207/2201/2307/2301/2407/2401/25
Key Elements of the Chart
- Stock Price: The price shown ($229.86) is delayed by 24 hours, reflecting the last market close.
- Upturn Star Rating: A 3-star rating indicates historically stable but modest returns.
- Current Advisory:PASS means Upturn does not recommend buying or holding the stock at this time.Other possible advisories include:
- STRONG BUY / BUY / WEAK BUY – graded confidence in buying
- SELL – indicates it's time to exit if you're holding the stock.
- BUY & SELL Dots Explained
- Blue Dots = BUY Signals – Upturn advised buying.
- Green Dots = SELL with Profit – Earned a gain.
- Red Dots = SELL with Loss – Resulted in a loss.
- Profit & Loss Bars
- Blue Bars = Profit – When simulated trade made money.
- Orange Bars = Loss – When trade would’ve lost money.
- 📅Time Range & Trend Analysis
- Shows price movement over time with simulated trades overlaid.
- Switch between ALL, YEAR, MONTH, or WEEK.
What do Upturn Advisories Mean?
A BUY advisory means the stock or ETF appears to be trending upward, based on Upturn's AI/ML and quantitative analysis.
🏛️
STRONG BUY
Many strong signals point to an uptrend. A good time to buy if you're considering an entry.
⬇️
REGULAR BUY
Moderate signals suggest a likely uptrend. Good time to buy — especially if recent (within 20 days).
⚠️
WEAK BUY
Mild signals indicate a possible uptrend. May not be ideal; could shift to SELL anytime.
⏱️
PASS
No strong uptrend at the moment. Best to skip and wait for clearer signals.
🚨
SELL
Growth signals fade and upward momentum stops. Signal to exit if holding.
Upturn Star Rating for Stocks and ETFs
A 1-to-5 star summary rating based on evaluating Upturn's historical accuracy and key ETF/stock characteristics.
Step 1: Advisory Performance
Determines historical advisory success rate, win rate, and profitability of completed Upturn BUY and SELL advisories across 300+ simulations.
- Advisory Success Rate: Percentage of recommendations leading to positive simulated gains.
- Advisory Consistency: Repeatable advisory returns across varying market cycles.
Step 2: Stock Performance
Focuses on simulated return over holding periods, consistency of excess return over benchmark indexes, and risk-adjusted metrics.
- Unrealized Performance: Current paper gains against benchmark indexes.
- Overall Performance Quality: Risk-adjusted Sharpe ratio and drawdown containment.
Step 3: Trading Volume
Higher trading volume ensures ease of executing trades at target prices without significant price slippage.
- Higher trading volume: Satisfies institutional and retail liquidity criteria.
- Cap-weighting: Protects against illiquid micro-caps.
Step 4: Price Path
Evaluates directional persistence and momentum over rolling quarters.
Hockey-Stick GrowthAccelerating
Strong UptrendUpward direction
Steady UptrendRising gradually
Flat / Range-BoundNarrow range
Step 5: Price Stability
Quantifies downside volatility, maximum drawdowns, and systemic beta.
Very SmoothMinimal swings
SmoothModest fluctuations
Moderately ChoppyNoticeable swings
ChoppyFrequent swings
Step 6: Company Fundamentals
Assesses corporate financial strength, profitability, balance sheet leverage, and analyst consensus.
- Current Health: Debt-to-equity, cash runway, and current liquidity ratios.
- Growth Momentum: Top-line revenue acceleration and net income expansion.
Price Path Classifications
A measure of directional consistency and momentum over rolling quarters.
Hockey-Stick Growth
Accelerating price growth
Strong Uptrend
Clear upward direction
Steady Uptrend
Rising gradually
Flat / Range-Bound
Narrow price range
Rolling Over
Turning downward
Downtrend
Declining consistently
Steep Decline
Falling rapidly
Price Stability Classifications
Very Smooth
Minimal day-to-day movement
Smooth
Orderly path with modest fluctuations
Moderately Choppy
Noticeable swings and periodic reversals
Choppy
Frequent and pronounced swings
Highly Choppy
Large swings in both directions
Extreme Price Shocks
Sudden and unusually large jumps or drops
Note: Normal price fluctuations do not affect the rating. However:
- Hockey-Stick Growth may increase rating by one star.
- Strong Uptrend increases by one star but capped at 5 stars.
- Highly Choppy may reduce rating by one star.
- Extreme Price Shocks may reduce rating by two stars.
Robo Portfolio Performance Metrics
Robo-Portfolios SPY
| Performance Metrics | Robo-Portfolio | SPY |
|---|---|---|
| Cumulative Returns | 4★1.28 | 0.89 |
| Sharpe Ratio | 5★3.24 | 1.53 |
| Annual Returns | 4★0.41 | 0.24 |
| Annual Volatility | 3★0.11 | 0.14 |
| Alpha | 2★0.25 | 0.00 |
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Why This Matters
Two stocks can have the same current Strong BUY advisory but present very different supporting evidence. One may have successful historical advisories, high liquidity, a persistent upward Price Path, manageable price fluctuations, and stronger company fundamentals. The other may have limited liquidity, remain range-bound, experience extreme price swings, or have weak fundamentals.
The Upturn Star Rating brings these factors together so investors can compare the broader quality of the opportunity—not just the current advisory.
4 ★Same Advisory
4 ★Different Evidence
Star Ratings for Stocks
Star Ratings for ETFs
★★★★★ 5 Stars — Outstanding
These ETFs show the strongest combination of historical Upturn advisory success, simulated performance, liquidity, and supporting price behavior.
★★★★☆ 4 Stars — Above Average
These ETFs show strong historical advisory and simulated performance, with generally favorable liquidity and price behavior.
★★★☆☆ 3 Stars — Moderate
These ETFs show moderate or mixed historical advisory and simulated performance, with supporting price characteristics.
★★☆☆☆ 2 Stars — Below Average
These ETFs show weak historical advisory or simulated performance, or may be affected by limited liquidity.
★☆☆☆☆ 1 Star — Not Recommended
These ETFs show the weakest historical evidence based on Upturn advisories and simulated performance.
Important Interpretation
The Upturn Star Rating and the current Upturn Advisory answer different questions:
- Star Rating: How strong is the investment's overall historical and supporting evidence?
- Current Advisory: Does Upturn currently indicate BUY, SELL, or PASS?
- Advisory Recency: How recently was the current advisory generated?
A highly rated stock or ETF may still carry a PASS or SELL advisory. Investors should consider the Star Rating, current advisory, advisory recency, Price Path, and Price Stability together.
Making the Most of Upturn Ratings
The Upturn Star Rating can help investors make smarter, data-backed decisions:
- 🏆Focus on High Performers: Prioritize stocks and ETFs rated 4 stars or above.
- 🛡️Avoid Underperformers: Improve portfolio quality by excluding 1- and 2-star rated assets.
- 💡Discover New Opportunities: Uncover high-potential stocks and ETFs.
- 📊Build Smarter Portfolios: Create diversified Robo-portfolios.
📈 Analyst Perspective
- Summarizes key analyst views
- Highlights consensus and target pricing
- Identifies risks and opportunities
- Estimates Price Scenarios
🤖 AI SWOT Analysis
🔑 Key Metrics Explained
Market CapP/E RatioEPSRevenue GrowthProfit MarginDividend Yield
Analyzing Revenue: Products, Geography and Growth
Charts showcasing revenue by product segments and geographic regions, along with year-on-year growth, is provided for every stock, provides the user several key things:
Revenue by Products
- Mac 52%
- Services 22%
- Wearables & Home 10%
- iPad 7%
- iPhone 9%
Product revenue — Year on Year
Revenue by Geography
- Americas 42%
- Europe 24%
- Greater China 16%
- Japan 8%
- Rest of Asia Pacific 8%
Geography revenue — Year on Year
1
Revenue Diversification and Concentration (Product & Geography)
- Product Portfolio Analysis: Reveals revenue streams and segment weight.
- Geographic Analysis: Shows distribution across key global regions.
- Concentration Risk: Highlights risks from over-reliance on a single market.
2
Growth Trends (Product & Geography)
- Year-on-Year Performance: Clear comparison of momentum over time.
- Growth Potential: Identifies high-growth segments vs cooling markets.
3
Business Focus and Strategy (Product & Geography)
- Strategic Priorities: Focus on product development and market expansion.
- Business Model Insight: Insight into corporate moat and operating leverage.
4
Comparative Analysis
- Benchmarking: Compare revenue metrics with industry peers.
- Investment Decisions: Informs smarter asset allocation decisions.
Watchlist
Monitor your preferred stocks and ETFs with real-time advisories and performance tracking.
AAPL+2.2%
NVDA+3.1%
MSFT-0.8%
TSLA+1.5%
My Robo Portfolios
Create and manage personalized portfolios of stocks and ETFs.
🚀 Growth Portfolio
💻 Tech Leaders
💵 Dividend Income
⚙️ Custom Portfolio
ETF Zone
Explore all Upturn 1-Star to 5-Star ETFs to construct a top exchange-traded portfolio.
SPY+4.1%
QQQ+3.8%
DIA+4.2%
VTI+2.1%
AdvisoryAdvisory
A BUY, SELL, or PASS recommendation based on AI/ML analysis.
AlphaTechnical
Measure of risk-adjusted excess return relative to a benchmark.
Annual ReturnsFinancial
Average yearly returns of an investment.
BetaTechnical
Measure of volatility relative to the market.
Market CapitalizationFinancial
Total value of a company’s outstanding shares.
Sharpe RatioTechnical
Risk-adjusted excess return per unit of volatility.
Price PathTechnical
Algorithmic measure of price persistence and momentum over rolling quarters.
Price StabilityTechnical
Quantification of downside volatility and drawdowns.
Robo-PortfolioRobo-Portfolio
AI-guided multi-asset portfolio built with 500+ simulations.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
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