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AI Research Guide

Use AI Research in Monthly Returns

Guide

Monthly Returns shows a stock's returns by year and month in a table. Open AI Research and it reads the monthly returns table on your screen and sums up which months tended to be strong or weak.

SPY's monthly returns table with AI Research seasonality analysis

How to use it

  1. In Monthly Returns, choose a stock and a period. Stocks come from your watchlist, so add the stock you want to analyze to your watchlist first.
  2. Open the panel with the AI Research button at the bottom right.
  3. Ask your question. The AI answers based on the monthly returns table calculated on your screen.

Questions to try

  • "Analyze SPY monthly return seasonality"
  • "What are the three strongest and three weakest months?"
  • "How has next month done historically? How many years was it up?"
  • "Are there months with a good average but a wide spread?"
  • "Has the pattern changed if I look at only the last 5 years?"
  • "Does this stock show a year-end rally pattern?"
  • "How should a beginner read this table?"

Tips

  • Compare several stocks. Open the monthly patterns for indexes (SPY, QQQ) and individual stocks, then ask how they differ.
  • Look at the average and the win rate together. A high average return can come from one or two big years. Ask "What share of years were up?"
  • Seasonality is a historical statistic and doesn't mean the same pattern will repeat.