LearnBrokersWebull › 3-Month Momentum Switch

3-Month Momentum Switch on Webull

Hold while the trailing 3-month return is positive momentum (>+5% to enter, <0% to exit). Deployed to your own Webull account — no code, your assets never leave the broker.

The short version: connect Webull once, deploy the 3-month momentum template with its own cash allocation, and DeployQuant runs the rules every session — entries, resting exits, and the journal that explains each decision. Median backtested CAGR across 59 ETFs: 0.1% (2021-01-04 → 2026-07-17).

Setup on Webull

  1. Connect your Webull account from the Brokerage page — the connection carries trade and read permissions only, never withdrawals.
  2. Build a strategy in the Lab (blocks or AI), or fork one from the community, and backtest it on years of minute data.
  3. Deploy it to Webull with a cash allocation — the strategy runs in its own isolated sleeve, so other holdings and other strategies are untouched.
  4. Type the live-trading confirmation. Until you do, nothing real is sent.
  5. Profit targets rest at Webull as real GTC limit orders; pause the strategy or the whole connection anytime.

The strategy

  1. WHEN the market opens · IF not invested AND the 63-day return > +5% · THEN buy with 98% of the sleeve
  2. WHEN the market opens · IF invested AND the 63-day return < 0% · THEN sell the whole position

Good for: assets with long, persistent cycles — index, sector, and even managed-futures ETFs.
Watch out: a three-month lookback is slow; V-shaped crashes and recoveries can see it exit near the bottom and re-enter well off the low.

Strongest backtests for this strategy

ETFCAGRmax DDtrades
SOXL 23.1% −74.2%24
SOXX 15.4% −35.5%15
QLD 13.1% −36.1%15
CLSE 12.8% −8.0%6
TQQQ 10.8% −55.5%20
VOX 10.1% −13.0%11
IAU 9.7% −19.2%8
SPUU 9.5% −38.6%16

Top-8 by CAGR shown of 59 tested — hindsight selection; see the full table including the losers.

Run 3-month momentum on Webull yourself — free →

Build it from blocks (or type it in English), backtest it on 5.5 years of minute data in seconds, tweak any parameter, then paper trade it on live data. No card, no broker needed to start.

Frequently asked questions

How do I automate 3-month momentum on Webull?

Connect Webull to DeployQuant (trade & read permissions only), pick the 3-Month Momentum Switch template or describe it in English, backtest it on your chosen ETF, allocate cash, and confirm live trading. The strategy then runs every session in its own sleeve inside your Webull account.

Why 63 days?

63 trading days ≈ one quarter — the classic momentum lookback. It's a parameter you can sweep in DeployQuant to see how horizon changes behavior.

Backtests are hypothetical, computed by DeployQuant's engine on minute-resolution consolidated US market data (2021-01-04 to 2026-07-17, $10,000 starting capital, no margin, fees and slippage not modeled) and do not guarantee future results. Nothing on this page is investment advice. Live trading involves risk of loss.