Brogan Analytics

Who it's for? Built for every kind of market participant

Individual Investors

Level the playing field

Access the same money flow data that institutions use, right on your screen.

PM's, Analysts, Active traders

Trade with conviction

Clear signals mean faster decisions and less second-guessing on entries and exits, adjusted for low turnover if needed

RIA's

Protect your clients

Identify downside risk early and demonstrate a disciplined, data-driven process.

Built for performance.

Every feature is designed to maximize your returns and minimize mistakes.

Trend & Counter-Trend Methodology

A Progressive Approach to Position Management

Brogan Analytics™ combines Trend Analysis with Counter-Trend Analysis to help professional money managers identify when to build, reduce, or exit a position.

The concept is straightforward:

The Trend helps identify the direction of the position. The Counter-Trend signal helps identify when to adjust exposure along the way.

Trend Signals

The Trend signal establishes the primary direction of the stock.

Buy / Add: When a stock moves to Overweight or Positive Neutral

Sell / Reduce: When the ranking moves to Underweight

The Trend signal helps identify whether the underlying trend is becoming more favorable or less favorable.

Counter-Trend Signals

The Counter-Trend signal uses MACD to identify shorter-term changes in momentum within the larger trend.

Positive MACD Cross: Begin adding exposure

Negative MACD Cross: Begin reducing exposure

This allows a manager to respond to changes in momentum without necessarily waiting for the longer-term trend to completely change.

Progressive Position Management

Brogan Analytics™ does not determine how much a manager should buy or sell.

Every professional money manager has a different investment mandate, portfolio construction process, risk tolerance, turnover constraints, and position-sizing methodology.

Those decisions remain with the professional investor.

Instead, BA provides signals that can be used to progressively scale into or out of a position.

Positive Counter-Trend Signal → Begin adding

Trend strengthens → Continue adding

Trend deteriorates → Begin reducing

Negative Counter-Trend Signal → Continue reducing or exit

The process is therefore not simply an all-in / all out decision.

It is a progressive approach to position management that uses both the primary trend and counter-trend momentum to help identify when exposure may need to be increased or decreased.

Two Signals. One Process.

TREND
Is the underlying direction becoming more favorable or less favorable?

COUNTER-TREND
Is momentum changing within that trend?

Together, these signals give professional money managers a framework for making incremental position adjustments rather than relying on a single buy or sell decision.

The manager determines the position size. BA helps identify when the evidence is changing.

Brogan Group Equity Research, LLC

* Reviews: 1. The fact that the testimonial may not be representative of the experience of other customers and 2. The testimonial is no guarantee of future performance or success.

•Brogan Group Equity Research, LLC. is providing the following charts as an illustration only. •The illustrations are not FINRA Rule 2411 research reports and are not intended as to buy or sell securities. •The Brogan Group recommends that persons desiring to trade or invest in securities do so cautiously and in consultation with their financial advisors.

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The Brogan Group
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Brogan Analytics

See where the Money is Moving- Before You Trade

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Most investors are trading blind

How it works: Three things that change how you trade

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