How the Financial Dashboard works, and how to read an analysis.

What the Financial Dashboard is

An informational tool that describes markets with method: it gathers price data, computes technical indicators and presents them in an ordered, verifiable way. It is part of the ISIN Research ecosystem for multi-asset analysis, within the MiFID II perimeter.

The dashboard does not predict the future and does not say what to buy or sell. Its job is different: to make readable what has already happened to prices — where an instrument sits relative to its lows, how its moving averages behave, whether momentum is improving or slowing — so that the reader can form a view with the data in hand. Every figure is attributed to its source and every classification is descriptive.

Stocks, ETFs and funds: why they aren't the same

The dashboard treats each type of instrument with the indicators that actually make sense for it.

The 52-week low scanner

Every morning the dashboard computes, across the entire Indices universe (S&P 500 + Nasdaq Composite + STOXX 600, about 4,800 instruments), which stocks are at or near their 52-week lows.

For each stock the scanner reports the distance from the 52-week low, the position within the yearly range, and a set of technical indicators (RSI, moving averages, MACD, ADX, ATR, relative volume). The calculation runs automatically after market close, so the list is ready by morning: no manual computation, no waiting.

How to read it: the scanner is a descriptive list of market facts — stocks near their yearly lows — not a watchlist nor a selection to buy. Being at a 52-week low describes a price condition, not an instruction to act: a stock can stay near its lows for a long time or move away from them, and the scanner does not predict which of the two will happen.

Stocks to look into

A second layer of reading on top of the scanner: among the stocks already found, it highlights those with technically less negative signals or possible bullish divergences, grouped into three descriptive categories.

Possible bullish divergence

Occurs when price prints a new low equal to or below the previous one, but an indicator (RSI or MACD histogram) prints a higher low: the downward push, as measured by the indicator, appears less intense than at the previous low. It is a condition observed on past prices, not a forecast of a rebound.

Less negative signals

Groups stocks that, in an otherwise weak context, show several less-negative technical conditions at once: for example an RSI that is not too compressed, an RSI rising versus a few sessions earlier, MACD above its signal line, a trend that is not outright bearish, price above the 20-session moving average.

Preliminary stabilisation

Collects stocks showing preliminary hints that the decline is slowing: RSI rising, MACD histogram improving, no new low in recent sessions, volume within normal range, and price that has moved off the low by at least a fraction of ATR.

How to read it: the three labels — bullish divergence, less negative signals, preliminary stabilisation — describe observed technical conditions, not buy signals. "To look into" means exactly that: a starting point to verify, not a confirmation. Where the history is not sufficient to establish a divergence, the dashboard writes "divergence not determinable" rather than forcing a conclusion.

Analysing a single instrument

Search a single instrument by name, ticker or ISIN and get the full sheet: price history, technical indicators and — for ETFs and funds — data from the internal ISIN Research database.

The sheet combines three layers: the price chart with moving averages and Bollinger Bands; the technical indicator panel (RSI, MACD, ADX, ATR, stochastic, volume); and, where the instrument allows, fundamental or fund data — return, volatility, drawdown, TER, rating, category. Where a figure is missing, it is shown as "Not available", never as an invented value.

The synthetic technical picture

A traffic light sums up, in a single colour, the coherence of the observed technical conditions. It is computed on a subset of indicators (moving averages, MACD, RSI, volume, ADX, divergences and candlestick patterns) and describes a state, not a recommendation.

How to read it: the colour describes only technical conditions observed on past prices. Indicators such as DeMark, Fibonacci, Stochastic, Elliott, Piotroski, news and ATR are shown in the sheet but do not change the traffic-light colour: they complete the reading, they do not produce a verdict.

The indicators, one by one

Every indicator is descriptive: it gives a technical reading of what has already happened to the price, not a forecast nor an instruction to act. Here is what each one observes and how it reads in the dashboard.

Trend — moving averages SMA 20 / 50 / 200 trend

Simple moving averages (SMA) smooth the price over 20, 50 and 200 sessions, making the underlying direction visible net of daily noise. The 20 describes the short term, the 50 the medium term, the 200 the long term.

How to read it: price above the averages, and shorter averages above longer ones, describe a context in which the recent trend points upward; the reverse order describes a bearish context. The distance from the SMA 200 measures how far price has moved from its long-term average.

RSI — Relative Strength Index oscillator

The RSI measures, on a 0–100 scale, the speed and size of recent price moves. Traditionally, readings above 70 describe an overbought condition and below 30 an oversold one.

How to read it: the RSI describes how "stretched" the recent move is, not whether price will rise or fall. A high RSI can stay high for a long time in a strong trend; a low RSI can persist in a weak phase. In the dashboard it is also used to observe possible divergences against price.

MACD — line, signal and histogram momentum

The MACD is the difference between two exponential moving averages of price; its signal line is a slower average of it, and the histogram measures the gap between the two. It describes the momentum of the move.

How to read it: MACD above the signal describes improving momentum, below the signal weakening momentum. A rising or falling histogram shows whether the push is strengthening or fading over the latest bars. It is a reading of the pace of the move, not of its destination.

ADX — Average Directional Index trend strength

The ADX measures how strong a trend is, regardless of its direction, on a scale starting from zero. Low values describe a sideways or weakly directional phase; high values a robust trend.

How to read it: the ADX does not say whether the trend is up or down — only how defined it is. A high ADX alongside a rising trend describes its solidity; the same value in a falling trend describes its persistence.

ATR — Average True Range volatility

The ATR measures the average size of daily price swings, that is, recent volatility in absolute terms. In the dashboard it is often also expressed as a percentage of price.

How to read it: a high ATR describes a stock that moves a lot from one session to the next, a low ATR a calmer one. It is a measure of risk in terms of the size of the move, not a forecast of direction.

Bollinger Bands volatility

Bollinger Bands draw a channel around a moving average, as wide as the recent volatility of the price. The channel widens when volatility rises and narrows when it falls.

How to read it: price touching the upper or lower band describes a move that is large relative to recent average volatility, not a reversal signal. A narrowing of the bands describes a phase of low volatility.

Stochastic oscillator — %K and %D oscillator

The stochastic compares the close with the high–low range of a period, on a 0–100 scale. The %K line is the fast one, %D a slower average of it.

How to read it: high values describe closes near the period's highs, low values closes near the lows. As with the RSI, it describes the position of price within its recent range, not the future direction.

Volume and 20-session average participation

Volume measures how many shares were traded; the 20-session average provides a reference for whether the day is above or below typical recent participation. Relative volume is the ratio of the two.

How to read it: a move accompanied by above-average volume describes broad participation; a low-volume move describes thin participation. For mutual funds and some instruments, market volume may not be available.

Support, resistance and Fibonacci structure

Support and resistance are price levels around which, in the past, the move slowed or halted. Fibonacci retracements identify intermediate levels of a move based on recurring proportions.

How to read it: these are reference levels observed on the past structure of price, useful for orientation, not guaranteed barriers. Confluences — several levels falling close together — describe zones where different references coincide.

DeMark TD Sequential exhaustion

The TD Sequential is a count that tries to identify phases of possible exhaustion of a move, counting sequences of bars with certain characteristics up to a maximum (13).

How to read it: a completed count describes a possible exhaustion of the previous push, not a certain reversal nor a precise moment to act. In the dashboard it is shown as informational detail and does not change the traffic-light colour.

Divergences and candlestick patterns exhaustion

A divergence is observed when price and indicator (RSI or MACD) move in discordant directions. Candlestick patterns are recurring configurations of one or more candles historically associated with phases of indecision or a possible change of pace.

How to read it: they describe observed conditions that may refer to the previous push and not necessarily to the latest session. They should be read together with price, volume, trend and time horizon, never in isolation.

Elliott Wave (preliminary) structure analysis

Elliott's theory describes market moves as sequences of recurring waves. In the dashboard the count is preliminary and simplified, offered as a reading of structure.

How to read it: it is an interpretation of the structure of the move, subject to revision as price evolves. It is informational and does not produce an operational judgement.

Piotroski F-Score fundamental

The Piotroski F-Score is a fundamental-quality indicator, from 0 to 9, based on nine balance-sheet criteria (profitability, financial structure, efficiency). It applies only to stocks, which have their own financial statements.

How to read it: a high F-Score describes historically solid balance-sheet quality, not intrinsic value nor the right moment to act. It cannot be computed for ETFs, funds, indices, currencies or crypto, and requires balance-sheet data to be available for the stock.

Data quality

Market data can be incomplete or out of date for some instruments (name, category, TER, AUM, holdings). The dashboard follows a simple rule: where a figure is missing, it shows "Not available", never an invented value.

Every analysis indicates the last candle used for the calculation and the price source. When the last available session is older than expected, the dashboard flags it explicitly, because a reading based on stale data must be interpreted with caution. Return and risk data for ETFs and funds come from the internal ISIN Research database and are descriptive historical facts, not predictive indications.