The Momentum Trading Strategy Web App: Everything I Use to Find Market Leaders in One Place

For most of my trading career, I have relied on a combination of different tools, each serving a specific purpose but none providing a complete solution. One platform might be strong for technical screening, another for fundamental analysis, and another for charting. Over time, I found myself constantly moving between systems.

That approach has worked for years, but I have always wanted a more customized solution. I wanted a tool that brought everything I use into one place, while removing anything unnecessary. The goal was to combine the best features from multiple platforms into a single tool.

I also recognized that many of you are not in a position to use several paid tools at once, and realistically, most traders will not. At the same time, many of these capabilities are essential to the process we teach and follow.

More importantly, this exposed a clear gap. There were features I wanted that simply did not exist within a single platform. For example, I often look for shorter term leadership such as one month relative strength, yet many tools only offer longer timeframes like three, six, or twelve months. At the same time, the platforms I relied on for technical screening did not provide the level of fundamental data I valued elsewhere.

The result was a fragmented workflow where I was constantly switching between platforms to complete what should have been a unified process.

Instead of continuing to work around those limitations, I decided to build something that combined everything I use into one place.

That is what led to the creation of the Momentum Trading Strategy Web App.

A System Grounded in Proven Principles

The foundation of this platform is not new. It is built on principles that have remained consistent across decades of market history.

Traders such as Jesse Livermore, Nicolas Darvas, William O’Neil, Mark Minervini, Dan Zanger, and Kristjan Kullamägi operated in different eras and with different tools, yet their approaches consistently pointed to the same core ideas.

The strongest stocks tend to exhibit high relative strength. They are supported by meaningful growth in earnings and sales, strong return on equity, and healthy profit margins. They often show clear signs of institutional accumulation. The biggest winners are frequently found within leading industry groups. Just as important, they tend to align with a favorable broader market environment.

What has changed is not the underlying logic, but the tools available to identify these characteristics.

The objective of this platform is to take those enduring principles and present them through a tool that is both simple and efficient, making it easier to identify stocks that display the traits of true market leaders.

The sections below outline how these principles are applied within the platform and how each component supports the overall process.

A Top-Down Framework: From Market Environment to Stock Selection

The structure of the platform reflects the way professional traders approach the market, starting from the top down.

Big Picture Market Overview

The process begins with an assessment of the overall market environment. This includes analysis of major index trends, market breadth and participation, net 52 week highs and lows, key market indicators, sector and subsector relative strength, and broader macro conditions. It also incorporates the overall risk-on versus risk-off backdrop.

This step is often overlooked by less experienced traders, yet it is essential. Many of the traders featured in the Market Wizards, including Paul Tudor Jones, Bruce Kovner, and Richard Dennis, emphasized the importance of understanding the broader market environment. Several of them were influenced by the work of Martin Zweig, who stressed that market conditions play a critical role in trading outcomes.

Even high quality setups tend to underperform in unfavorable environments, while opportunity expands significantly when conditions are favorable.

For those familiar with the Big Picture Market Pulse, this takes that same framework and presents it in a clear, visual dashboard, giving you an immediate snapshot of current market conditions before you begin analyzing individual stocks. It also provides a link to the most recent Big Picture Market Pulse, allowing you to stay aligned with the latest market analysis as part of your process.

By formalizing this analysis into a consistent framework, the platform provides a clear starting point. It helps determine whether capital should be deployed aggressively, selectively, or defensively.

Relative Strength Dashboard

Once the market context is established, attention shifts to identifying where strength is concentrated.

The Relative Strength Dashboard provides a hierarchical view of performance, moving from indexes to sectors, then into sub-sectors and industry groups. This reflects an important reality. Leading stocks rarely emerge in isolation. They are typically part of broader themes where capital is flowing into specific areas of the market.

Understanding these clusters of strength improves both idea generation and conviction, allowing traders to focus on the areas of the market where leadership is already developing.

Relative Strength Stock Screener

At the core of the platform is the Relative Strength Stock Screener, designed to identify stocks that are already demonstrating leadership characteristics.

A key limitation of many existing tools is the lack of flexibility in evaluating relative strength across multiple time horizons. This platform addresses that by allowing traders to analyze performance across both shorter term and longer term periods, including one month trends that can reveal emerging momentum earlier in a move.

This capability is particularly valuable because it bridges two critical dimensions. Sustained leadership is reflected in longer term strength, while emerging opportunities are often revealed through shorter term acceleration.

Beyond simple ranking, the screener provides multiple ways to evaluate how strength is evolving over time. Traders can identify stocks that are accelerating and gaining strength, those that are beginning to lose momentum, and those that are consistently strong across multiple timeframes. It is also possible to isolate performance within a specific timeframe, depending on the objective.

The platform also includes a volatility adjusted relative strength feature, which helps differentiate between stocks that are advancing with controlled, institutional type price action and those that may be more erratic.

All of these capabilities can be combined with additional filters, including fundamental criteria, volume characteristics, and technical requirements such as alignment with key moving averages based on a trend template. Industry group strength can also be incorporated, allowing traders to focus on stocks that are not only performing well individually, but are part of leading areas of the market.

The result is a more complete and flexible screening process that allows traders to identify leadership with greater precision and context.

Integrating Institutional-Grade Fundamentals

While relative strength provides a powerful lens into price performance, it is often most effective when combined with underlying fundamental drivers.

One of the reasons many traders continue to rely on platforms like MarketSurge is the depth of fundamental data available. The Momentum Trading Strategy Web App integrates these elements directly into the screening process.

This includes:

Eight to twelve quarters of earnings and sales data, with percentage change
Forward estimates for the next four quarters
Five years of annual performance metrics
Pre-tax margins and return on equity
Indicators of earnings and sales acceleration
Institutional fund ownership trends across multiple quarters

A consistent finding from studying the market’s biggest winners over the past century is that leading stocks are supported by strong fundamental growth. This includes significant increases in earnings and sales, along with strong margins and return on equity.

These characteristics form a core part of the L.E.A.D.E.R.S framework and align closely with the principles followed by many growth investors, including those using a CANSLIM based approach.

When combined with relative strength, these fundamentals provide a powerful way to identify true market leaders and improve the probability of selecting stocks with the potential for super performance.

Structuring the Decision Process: Watch Lists

One of the most underappreciated aspects of trading is organization. Generating ideas is relatively straightforward, but managing those ideas over time is where many traders lose consistency.

To address this, the platform includes a built-in watch list system that allows traders to track stocks as they progress through different stages of development.

The structure is intentionally simple and designed to mirror a disciplined process:

Watch: early stage leadership candidates
Near Pivot: stocks forming actionable setups
Actionable: stocks within defined buy zones

This framework brings structure to idea management, reducing randomness and helping maintain alignment between analysis and execution.

Risk Management and Forward Planning

No trading process is complete without a disciplined approach to risk management. In many cases, this is treated as a separate consideration rather than an integrated part of decision-making.

The platform incorporates position sizing tools, risk-based planning, and Results-Based Assumption Forecast (RBAF) models directly into the workflow. These tools are designed to support decisions before a trade is entered, helping define risk, position size, and expected outcomes in advance.

This reinforces a fundamental principle. Long-term success is not driven by the accuracy of individual trades, but by the consistent management of risk and the ability to maintain a positive expectancy over time.

Ongoing Development

The current version represents a foundation rather than a finished product. Development will continue to focus on expanding functionality while maintaining a clean and efficient workflow.

Planned enhancements include:

Alert systems integrated with watch lists
Expanded charting capabilities within the platform
Continued refinement of sector and industry group classifications
A built-in trade journal for performance tracking
An MTS Stock Rating Score, a proprietary rating that combines relative strength, fundamentals, and other key factors
An enhanced MTS Watchlist with integrated alert functionality

Each of these additions is designed to further strengthen the connection between analysis and execution, while continuing to simplify the overall trading process.

Conclusion

This tool is fully aligned with everything taught in the Momentum Trading Strategy Course, the research shared in these articles, and the principles used by the growth stock investors and momentum traders who came before us. It is built on those ideas and designed to reinforce them in a practical, usable way.

It is not intended to be a generic tool for every style of trading. It is specifically created and will continue to be refined for this approach, with a focus on identifying leadership, aligning with market conditions, and executing with discipline.

When combined with the course, these articles, and our community discussions, it provides a complete framework that connects education, analysis, and execution into a single, cohesive process.

Access

The Momentum Trading Strategy Web App is included with All-Access, providing full access to the tools and workflow outlined above.

Access the platform here:

MTS Velocity