Analyze Seasonality Patterns

What this helps you do

This guide helps you use the Seasonality tab to answer a simple question: “Is this a friendly time of year for this stock or not really.” You will walk through a repeatable checklist to spot strong and weak windows, compare this year to history, and pressure test your timing so it leans on years of data instead of hunches.


Start with a clear question

Before you click anything, decide what you are trying to answer.

Are you asking, “Is next month a good time to swing trade this stock?,” or “Which months tend to be the rough patches?.” That question will guide how you read the Month Insights, Seasonality Report, and the charts below.

On the Seasonality tab, pick your symbol, choose Weekly or Monthly, and set a lookback that matches your style. Shorter lookbacks like 3Y lean toward recent behavior, longer ones like 10Y or 20Y smooth out one-off years.


Get the month’s “headline” at a glance

Use the top panels to get a quick headline for the current or upcoming month.

On the left, Month Insights tells you:

  • Where you are in the month
  • How Month-to-Date (MTD) performance compares with the Historical Avg
  • Which weeks have usually pulled their weight
  • On the right, the Seasonality Report gives the month a score out of 100, breaks that into Avg Return, Batting Avg, Biggest Win, and Risk/Reward, and explains it in plain language.

    If the score reads “Strong” with a high batting average and a healthy risk reward, you know you are dealing with a historically supportive month. If it is sitting in the 30s with middling stats, that month probably does not deserve hero treatment.


    Read the weekly pattern before you plan entries

    Next, use Weekly Performance and the Pattern strip inside Month Insights.

  • A Front Loaded pattern means early weeks have traditionally done the heavy lifting.
  • A Back Loaded pattern means later weeks have usually mattered more.
  • A more balanced pattern tells you the month tends to behave like a slow, steady grind.
  • If you are looking at a Back Loaded month and you are only in Week 1, it may be early for aggressive entries. If Week 3 has historically been the strongest, that is a good reminder to stay patient instead of forcing trades because the calendar flipped.


    Compare this month to the others

    Scroll down to the Seasonality bar chart for the big picture.

    In Monthly view, each tall bar is the average return for that month across your lookback. The green towers are your historically favorable windows, the red bars are your usual trouble spots.

    A simple routine:

  • Find the month you care about and note its average return.
  • Compare it to nearby months. Is it one of the better ones or is it just average.
  • Hover the bar to see the list of yearly returns and check whether one or two extreme years are doing most of the work.
  • If one month looks amazing but you see a single outlier year carrying the average, treat that pattern with more caution.


    Use the line chart to spot outlier years

    The Seasonality Line chart shows each year’s path from start to finish.

  • Lines that consistently sit above the pack show years where the symbol ran hotter than usual.
  • Lines that sag under the others show years that underperformed the typical seasonal pattern.
  • Click a few years in the legend to hide them and see how much the “cloud” of normal behavior tightens. Turning on Average or Median mode gives you a reference path, so you can judge whether this year is tracking along the usual route or wandering off into its own storyline.

    This is especially useful when the current year feels strange. You can quickly answer, “Strange compared to what.”


    Use the heatmap for final checks

    Finish with the Monthly Breakdown Table.

    Scan across each row to see how often a year has stacked multiple strong months together or how often a good month has been surrounded by weak ones. Scan down a column to see whether a particular month has been consistently green or just occasionally lucky.

    Hovering the month or year labels shows average returns for that slice, and the heat colors make the extremes obvious. If a “great seasonal month” only shows up as green once every few years, you just saved yourself from believing a pattern that is not really there.

    If you want to do deeper homework, export the CSV and play with it in your own spreadsheet.


    Turn patterns into context, not prediction

    Seasonality is context, not a magic traffic light.

    Use it to:

  • Favor historically strong windows when you already have a viable strategy and setup.
  • Stay cautious in months that have a history of sharp drawdowns.
  • Adjust position size or expectations when this year is behaving very differently from the typical seasonal path.
  • Your entries, exits, and risk rules should still come from your strategy. The Seasonality tab simply tells you whether the calendar is gently working with you or quietly working against you.