Getting Started with Premium

What is Risk?

Risk is a measure of Drawdown. For Buy & Hold Average this is the average drawdown based on trades taken for every day of the look back period and held to the prior close. For Signal&Stop, the drawdown is the maximum drawdown for the period of the trade(s). ‘Very Low’ is a drawdown below 5%, ‘Low’ is a drawdown between 5 and 10%, ‘Moderate’ is a drawdown between 10 and 15%, ‘High’ is a drawdown between 15 and 20% and ‘Very High’ is above 20%.

What is Win %?

The Win % is the percentage of Buy&Hold days which are profitable from day of purchase to the most recent closing price. The Buy&Hold assumes a purchase is made on each day of the lookback period. For the Signal&Stop it is the percentage of profitable signals.

What is Return?

Buy&Hold Return is the average return based on an assumed purchase for each day of the lookback period and held to the previous day’s close. The Return of a Signal/Pattern is the cumulative return based on the assumption proceeds from one trade is rolled into the next trade.

Gettings Started with Trade Timer

Quick Start Trade Timer

What do the green and red colored Return bars represent?

This is a graphical representation of the average Buy&Hold and cumulative Signal&Stop Return. Results can be sorted by Return performance.

What is the green and red colored Histogram below the price chart?

This is the profit map for your Exit Condition or Target&Stops (Default uses a 15% initial Target, 10% initial Stop, a 10% trail Target, a 5% trail stop and a Profit Target of 25%). Each bar represents the return for assuming a signal on that day; a red bar represents a trade which would be a loss, a green bar a profit. By adjusting the Exit Condition you can configure the profit map for maximum returns. The ultimate goal is to match your entry signals to the green peaks of the histogram, i.e. the days of maximum profit.

Getting Started with PatternDNA

Quick Start PatternDNA

What is Match?

Match uses a patent pending technology to correlate the selected Pattern to historic trading action. The stronger the Match the more stringent the criteria required for a match.

What is Win Forecast?

The Win Forecast is the 1-day, 2-day and 5-day percentage of days when the stock closes higher after the Pattern completes. The win percentage assumes an entry on the next day’s open price (e.g. a 1-day win percentage of 60% suggests there is a 60% chance the stock will close higher from its open price on the day after the Pattern completes; a 5-day of win percentage of 70% suggests there is a 70% chance the stock will close higher on the fifth day from the open price on the day after the Pattern completes).

The Win Forecast performance is calculated for the selected Stocks (or Forex) as selected in “List Analysis” over the look back period (default to the past 12 months). Changing the selected list may change the Win Forecast data.

What is Average Profit?

The Average Profit for Buy&Hold is the average return on days over the lookback period when a buy&hold purchase was profitable. For Pattern&Stop is the average return of a winning Pattern signal over the life of the trade as determined by the Target&Stops (Default: 15% initial Target, 10% initial Stop, a 10% trail Target, a 5% trail stop and a Profit Target of 25%).

What is Average Loss?

The Average Profit for Buy&Hold is the average return on days over the lookback period when a buy&hold purchase closed for a loss. For Pattern&Stop is the average return of a losing Pattern signal over the life of the trade as determined by the Target&Stops (Default: 15% initial Target, 10% initial Stop, a 10% trail Target, a 5% trail stop and a Profit Target of 25%).

What is List Results?

This shows the historic occurrences of all Pattern matches in the selected ‘List Analysis’ of stocks. Selecting an individual chart from the list opens an individual chart. Mousing over an individual Pattern in the chart will show the individual return for the selected Pattern signal.

What is Market Scan?

Market Scan actively looks for S&P 500 stocks matching the Pattern selected (or created by you).

How do I create a Pattern?

You can select a Pattern from the chart (it will show in the Pattern window above the Match level) or you can create your own from the Open menu.

How do I save a Pattern?

When you save a Pattern it can be called up from the Open menu, but is also available to use in Trade Timer or as a signal in a Trading Strategy

How do I delete a Pattern?

A Patten can be deleted from the Open menu by selecting the “-“ sign. A Pattern can be cleared from the screen by selecting Clear.

Gettings Started with Strategy Studio

Quick Start StrategyStudio

Detailed Getting Started with StrategyStudio?

How do I receive signals from my StrategyStudio Strategy?

After you create a strategy you probably want to receive signals. To get your signals you need to Publish your Strategy. Publishing a Strategy makes your strategy "Live" and generates new signals which are sent out via email. Exits - from stop or profit target hits - are delivered intraday as they occur.

Publishing also allows you an opportunity to earn a living from sales of your strategy in our MarketPlace. Your Home Page URL can be shared with friends, colleagues and clients who can view your Published Strategies and subscribe to them (note: visitors to your Home Page will not be able to view your My Zignals Tab)

How do I Publish a StrategyStudio Strategy?

How do I Promote a Strategy?

Benefits To Independent Advisors And Market Commentators

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Do I have to pay to create a Trading Strategy?

Automated Strategies fall under the Premium banner and there is a charge to create one. However, if you wish to create your own self-managed Strategy you can do so for FREE from our Portfolio Application.

Do I have to Publish an StrategyStudio Strategy?

You are not required to Publish an Automated Trading Strategy, you can save it and access it a later date. However, if you don't Publish a Strategy you will not receive signals as it won't be 'Live'. In order to receive signals from an Automated Trading Strategy it must be Published.

Where can I see my Published Trading Strategies?

Published Strategies are available from your public (and shareable) Home Page. They can also be found from the Search feature of the Strategies MarketPlace.

How do I delete an automated StrategyStudio Strategy?

Trading strategies can be deleted from the trading strategy builder via the Open menu (select strategy, then delete). However, published strategies with subscribers cannot be deleted.

Deleting a trading system

How does a multiple path StrategyStudio Strategy work?

Dual path trading system

You can either split a strategy from the starting point, or from a universal rule (as illustrated below). There is no restriction (other than usability) with the number of paths strategies can use.

Strategy paths take signals in the order of triggers, so a strategy which has a path which signals a trade for MSFT on one day and another path gives a signal two days later - then the second signal will be ignored (assuming the trade has not been exited and meets money management criteria) as the portfolio already holds MSFT.

Contact us if your question is not answered here