Quick Start Find and Preview a Strategy

Video Tutorial to Find and Preview a Strategy

Find and Preview a Strategy, Upgrade for Real-Time Signals

There are a couple of ways to find a personalised trading strategy to suit your individual investment or trading needs; directly from searching the Marketplace, or via the leaderboard widget in the MarketPortal.

1. Critical to finding the strategy right for you is defining the parameters you want to see in a trading strategy. The first step is to set macro filters like exchange, sector, currency and whether you are looking for long, short or both-styles of trading strategies.

   

   Setting the macro criteria for a strategy search

   
   

2. The second step is to configure the factor parameters of the trading strategies you are interested in. Factors include Time, Performance, Return, Cost, Risk Management, Signals and Trade History

   

   Selecting and configuring strategy factors to your investment or trading needs

   
   

3. To view a summary performance of a strategy, click on the Strategy Name; this will bring up a cash:equity chart, portfolio holdings as sorted by sector, and an annual performance chart for the strategy.

   

   Viewing the historical performance of a strategy

   
   

4. You can free delayed signals by selecting [Preview]. When you [Preview] a Strategy you can study recent signals and performance for as long as you want. In addition, you will get an email every Sunday detailing the historic signals for the strategy. You can manage this Preview state from your Home Page.
   
   You can Upgrade a strategy from Preview mode to a full subscription with real-time signals. When you do this you will be taken to a Subscription window.

   

   Free Preview of a strategy gives you access to delayed signals delivered to you
   by email every week for as long as you want

   
   

5. 

   Free Preview of a strategy gives you access to delayed signals delivered to you
   by email every week for as long as you want

   You can manage the strategies you are Previewing or Subscribed too through your Home page. The Update button contains information on stopping a Preview, upgrading to a Full strategy or cancelling a Subscription. Subscriptions should be directly cancelled from the Paypal account used to pay the subscription.
   
   A strategy can also be managed from the MarketPortal via the Strategy Subscriber widget

   
   
   

   Managing your Preview and Subscriptions from the
   Strategy Subscriber widget in MarketPortal.

   
   

6. The purchase of a full strategy subscription will update the emails received to real-time. Subscribers of Managed Strategies will receive trading signals as they are created by the Strategy Manager. In the case of StrategyStudio (automated) strategies, an email is sent end of day with all new entry signals, updates to target and stops of existing positions and any exits sent out during the day. All new positions for StrategyStudio strategies assume a 'fill' at the next open price. Intraday emails are sent when either target or stops are hit - although the strategy does not officially exit a position until the closing price meets the condition of the profit target or stop.

   

   Example of an end-of-day StrategyStudio strategy email detailing new entries, updated target
   and stops and any exits.

   
   

7. Trading signals can also be viewed inside the Portfolio Manager. With the portfolio manager you can see all current holdings and historical transactions. Study historical and current performance. And get access to the latest fundamentals, annotatable charts, members charts and trading strategies, analyst ratings and more (info icon).

   

   Strategy Performance as displayed in the Portfolio Manager