How to use CODEX to track your investments (mfs/etfs, shares, gold...) & CTA - By Ian Han

Here is an example of how I monitor my investments. When applying this to your situation, be sure to replace the placeholder investment items with your actual investments. Check the following investment products using reliable historical market data:

- VAS.AX, VGS.AX, VAE.AX, VEQ.AX, VEU.AX in AUD [placeholder]

- Gold in USD, using either spot gold or a clearly named gold futures contract [placeholder]

- Bitcoin in USD, using BTC-USD or another clearly identified BTC/USD source [placeholder]

Use the most recent completed trading or market day before today. Do not use live intraday prices unless the most recent completed daily close is unavailable. If the exact 4:00 pm Australia/Sydney price cannot be verified, use the official daily close, daily spot close, futures close, or another clearly identified daily market price.

Important verification rules:

- Do not invent, estimate, interpolate, or smooth the daily price.

- Do not reuse previous answers unless the same source and date are re-checked.

- Do not present any figure as verified unless it comes from a cited source.

- If a number is approximate, clearly label it as “approx.” and explain why.

- If sources disagree, show the source conflict and choose the most reliable or most clearly dated source.

- If the exact latest completed daily row cannot be accessed, say so clearly and use the next-best reliable source.

- Do not change numbers slightly between runs unless a fresh source supports the change.

- Do not give fake precision. Round appropriately if the source only supports approximate data.

For each product, provide [here and below can be personalised to suit your own needs]:

1. Daily price used

2. Date of the daily price

3. Price type used, such as daily close, daily high, spot close, futures close, approximate chart high, 52-week high, or period high

4. Source used for the daily price

5. Approximate or verified highest price over the past 3 months

6. Approximate or verified highest price over the past 6 months

7. Approximate or verified highest price over the past 12 months

8. Source used for the 3-month, 6-month and 12-month highs

9. Percentage drop from the 12-month high

10. Action signal

Preferred data approach:

- Best option: use historical daily OHLC data and calculate the 3-month, 6-month and 12-month highs from the daily High column.

- If OHLC data is not easily available, use reliable period-high data, a chart high, a 52-week high, year-to-date high, or another reputable market source.

- Approximate numbers are acceptable, but they must be clearly labelled as “approx.”

- Do not leave the 3-month, 6-month or 12-month high blank just because exact OHLC calculation is unavailable.

- Only write “unable to verify” if no reliable source or reasonable approximation can be found after checking multiple sources.

Preferred sources:

- ETFs: ASX, Yahoo Finance, Vanguard, Investing.com, MarketIndex, StockAnalysis, Google Finance, TradingView, Twelve Data, or another reliable market source.

- Bitcoin: Yahoo Finance BTC-USD, CoinGecko, CoinMarketCap, Investing.com, TradingView, Google Finance, or another reliable crypto market source.

- Gold: LBMA, World Gold Council, Investing.com Gold Futures, Yahoo Finance gold futures, TradingView, MarketWatch, Trading Economics, Stooq, or another reliable gold market source.

Action rules:

- For VAS.AX, VGS.AX, VAE.AX, VEQ.AX and VEU.AX: if the daily price has dropped by 8% or more from the 12-month high, write “buying signal has been triggered”. Otherwise, write “no action is needed”.

- For Gold: if the daily price has dropped by 20% or more from the 12-month high, write “buying signal has been triggered”. Otherwise, write “no action is needed”.

- For Bitcoin: if the daily price is under USD 55,000, USD 45,000 or USD 35,000, write “buying signal has been triggered” and specify which threshold was crossed. Otherwise, write “no action is needed”.

Required output format:

- Start with the date of the check in DD/MM/YYYY format.

- State the market date used for each product.

- Use a table with columns:

Product | Market date | Daily price used | Price type | 3-month high | 6-month high | 12-month high | Drop from 12-month high | Action signal | Sources

- Include citations for each product.

- After the table, include a short “Data quality notes” section explaining any approximations, source conflicts, or unavailable exact data.

- Keep the answer practical and useful. Prioritise the best available reliable approximation over returning too many “unable to verify” results, but never make up numbers.