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Momentum Trading System Excel Template

Capture market trends with systematic momentum trading strategies, trend indicators, breakout detection, and quantitative backtesting for consistent trend-following profits.


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Ride the Trends with Systematic Precision

Momentum trading capitalizes on the tendency of winning stocks to continue winning and losing stocks to continue losing. Our Momentum Trading System provides systematic tools to identify, validate, and trade momentum opportunities across all timeframes and market conditions.

From relative strength analysis to breakout detection, quantify momentum across price, volume, and earnings dimensions. Built for systematic traders seeking consistent trend-following profits, this template helps you develop, test, and execute momentum strategies with mathematical precision.

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Advanced Momentum Detection System

Multi-Timeframe Momentum Analysis

Analyze momentum across multiple timeframes from daily to monthly intervals. Identify stocks showing consistent momentum across different time horizons and avoid false signals from short-term volatility.

Relative Strength Ranking

Rank stocks by relative strength against market indices and sector peers. Identify the strongest performers in each sector and market capitalization category to focus on the highest-momentum opportunities.

Volume-Confirmed Momentum

Validate price momentum with volume analysis to ensure institutional participation. Screen for stocks with expanding volume during price advances and contracting volume during declines.

Earnings Momentum Integration

Combine price momentum with earnings revision momentum to identify stocks with both technical and fundamental catalysts. Track analyst estimate revisions and earnings surprise patterns.

Systematic Trading Framework

Entry Signal Generation

Generate systematic entry signals based on momentum breakouts, moving average crossovers, and relative strength breakthroughs. Combine multiple indicators to reduce false signals and improve win rates.

Position Sizing & Risk Management

Calculate position sizes based on volatility, momentum strength, and portfolio risk constraints. Implement dynamic position sizing that increases exposure to strongest momentum stocks while limiting risk.

Exit Strategy Optimization

Implement trailing stops, momentum deterioration signals, and profit-taking rules. Balance the need to ride trends with protection against momentum reversals and market corrections.

Portfolio Construction

Build diversified momentum portfolios across sectors, market caps, and geographic regions. Manage correlation risk and ensure the portfolio benefits from broad momentum themes rather than single-stock exposure.

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Frequently Asked Questions

What momentum indicators does it use?

The template uses multiple momentum indicators including relative strength index (RSI), rate of change (ROC), moving average convergence divergence (MACD), and custom relative strength rankings. It combines technical and fundamental momentum measures.

How does it handle momentum crashes?

The template includes momentum deterioration signals, risk management rules, and diversification requirements to protect against momentum reversals. It monitors correlation increases and implements dynamic hedging strategies.

Can it work across different asset classes?

Yes, the template can be applied to stocks, ETFs, commodities, currencies, and other liquid assets. It adjusts momentum parameters based on asset class characteristics and volatility patterns.

Does it include backtesting capabilities?

The template includes comprehensive backtesting functionality with historical performance analysis, drawdown measurement, and parameter optimization. It helps validate strategies before live trading.

How does it handle different market conditions?

The template adapts momentum strategies to trending versus ranging markets using regime detection algorithms. It adjusts sensitivity and risk parameters based on market volatility and trend strength.

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Frequently Asked Questions

If you question is not covered here, you can contact our team.

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How do I analyze data?
To analyze spreadsheet data, just upload a file and start asking questions. Sourcetable's AI can answer questions and do work for you. You can also take manual control, leveraging all the formulas and features you expect from Excel, Google Sheets or Python.
What data sources are supported?
We currently support a variety of data file formats including spreadsheets (.xls, .xlsx, .csv), tabular data (.tsv), JSON, and database data (MySQL, PostgreSQL, MongoDB). We also support application data, and most plain text data.
What data science tools are available?
Sourcetable's AI analyzes and cleans data without you having to write code. Use Python, SQL, NumPy, Pandas, SciPy, Scikit-learn, StatsModels, Matplotlib, Plotly, and Seaborn.
Can I analyze spreadsheets with multiple tabs?
Yes! Sourcetable's AI makes intelligent decisions on what spreadsheet data is being referred to in the chat. This is helpful for tasks like cross-tab VLOOKUPs. If you prefer more control, you can also refer to specific tabs by name.
Can I generate data visualizations?
Yes! It's very easy to generate clean-looking data visualizations using Sourcetable. Simply prompt the AI to create a chart or graph. All visualizations are downloadable and can be exported as interactive embeds.
What is the maximum file size?
Sourcetable supports files up to 10GB in size. Larger file limits are available upon request. For best AI performance on large datasets, make use of pivots and summaries.
Is this free?
Yes! Sourcetable's spreadsheet is free to use, just like Google Sheets. AI features have a daily usage limit. Users can upgrade to the pro plan for more credits.
Is there a discount for students, professors, or teachers?
Currently, Sourcetable is free for students and faculty, courtesy of free credits from OpenAI and Anthropic. Once those are exhausted, we will skip to a 50% discount plan.
Is Sourcetable programmable?
Yes. Regular spreadsheet users have full A1 formula-style referencing at their disposal. Advanced users can make use of Sourcetable's SQL editor and GUI, or ask our AI to write code for you.
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Profit from Market Momentum

Systematic momentum trading tools to identify trends early, ride them profitably, and maximize trend-following returns.

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