The Short Answer
10% in 30 trading sessions is the objective WealthGlider uses for its model-generated Buy and Sell equity recommendations:
- A Buy recommendation hits its objective if the security trades at least 10% above its reference price at any time during the next 30 trading sessions.
- A Sell recommendation hits its objective if the security trades at least 10% below its reference price at any time during the next 30 trading sessions.
- If the applicable threshold is not reached during that window, the recommendation is recorded as a miss after the window is complete.
The reference price used by WealthGlider's outcome ledger is the official closing price on the publication market date. The window then covers the next 30 observed trading sessions. The publication session itself is not counted, and neither are weekends or market holidays. Thirty trading sessions is usually about six calendar weeks, but the exact ending date depends on the market calendar. Later prices are adjusted for stock splits into publication-date share units; cash dividends are not included.
A $100 Example
If the reference price is $100:
- A Buy recommendation hits its objective if the adjusted intraday price reaches $110 or more at least once during the window.
- A Sell recommendation hits its objective if the adjusted intraday price reaches $90 or less at least once during the window.
The price does not have to close at $110 or $90. WealthGlider measures whether the applicable threshold was touched during the window. That is why this is called a target-hit measure.
What the Objective Does Not Mean
The objective is an evaluation rule, not a promise or instruction:
- The 30-trading-session period is an evaluation window, not a recommended holding period.
- A threshold touch is a historical data event, not proof that an order could have been filled at that price.
- A model classification is not a target price, a suitability determination, or a personalized instruction.
- A security can move sharply in the opposite direction before, during, or after the window.
- Reaching the threshold does not mean an investor earned a 10% return.
How the Research Classification Is Produced
The model and data workflow can estimate upside- and downside-related values for securities in its tracked universe. The service then applies documented classification logic to generate research labels such as Buy, Sell, or Hold.
| Research field | General meaning |
|---|---|
| Positive-window estimate | A model estimate related to possible positive movement during the evaluation window |
| Negative-window estimate | A model estimate related to possible negative movement during the evaluation window |
| Buy / Sell / Hold | A research taxonomy derived from the configured model and classification rules |
The values are estimates. They may be wrong and can change when market data, model versions, features, or classification rules change.
What an Observed Target-Hit Rate Means
When WealthGlider displays an observed historical target-hit rate, the calculation is:
Eligible historical records marked as reaching the defined threshold, divided by eligible records in the displayed group and period.
Only completed Hit and Miss records are eligible. A record remains TBD while fewer than 30 sessions are available and the target has not been touched; TBD and unscorable records are excluded from both the numerator and denominator. That calculation describes records in the selected historical dataset. It does not establish the probability that a future security or trade will reach the threshold. Data corrections, eligibility rules, and methodology changes can revise the result.
For example, a 60% observed target-hit rate means that 60 out of every 100 eligible historical records in that specific dataset were marked as reaching their applicable directional threshold. It does not mean that a new recommendation has a 60% chance of succeeding.
Historical and Backtest Limitations
Historical target-hit statistics and backtests are hypothetical or observational analyses. They are not returns earned in a customer's brokerage account or in a portfolio managed by WealthGlider.
Unless a display expressly says otherwise, these analyses do not include:
- commissions, bid-ask spreads, slippage, or market impact;
- taxes, borrowing costs, or subscription fees;
- position sizing, liquidity limits, rejected orders, or compounding;
- the practical difficulty of entering or exiting at a historical threshold price.
Backtests may also be affected by hindsight, survivorship, selection, look-ahead, data-snooping, or overfitting effects. Past or hypothetical results do not predict future results.
A Safer Research Workflow
Treat a WealthGlider label as one input for further research. Before making a financial decision, review current issuer filings, news, liquidity, spreads, corporate actions, market conditions, and independent data sources. Consider your own objectives, time horizon, taxes, financial condition, and ability to bear loss. If you need personalized advice, consult a properly licensed professional.
Read the full Signal Methodology and Risk Disclosure and Terms before using the service.