trading tips 12 i control your assets by rule-based approaches
DESCRIPTION
Controlling and monitoring of large portfolios can best be implemented by a rule-based approach. This ensures that the investment process is kept consistent and minimizes the time involved to get results. This issue provides you with valuable tips on the features of Tradesignal. For example: how to create your own portfolio, how to apply trading strategies to it and how to evaluate the results. The Position Manager and the convenient alarm function are presented too.TRANSCRIPT
intalus.com
12Issue
A publication ofPowered by
How to create a portfolio in Tradesignal, apply trading strategies & monitor all positions.
CONTROLAND MONITORYOUR ASSETSBY RULE-BASEDAPPROACHES.
SKYS
CRA
PER.
The
Sh
ard,
Lon
don
.T
he t
od
ays
talle
st b
uild
ing
in t
he U
K o
n th
e sc
ale
of 3
10 m
etre
s hi
gh.
HOW TO.
TR�DINGTIPS.
CONTROLAND MONITORYOUR ASSETSBY RULE-BASEDAPPROACHES. How to create a portfolio in Tradesignal, apply trading strategies and monitor all positions.
In this Trading Tips edition, we first demonstrate how easy it is to create a portfolio of securities and then apply and evaluate trading strategies on it. In the next step you will learn how easy it is to monitor open positions and how to set up the multifunctional alarm so you will never miss a signal, even when you are on the move.
HOW TO CREATE A PORTFOLIO.
To create a portfolio, open the selection window on the right and click on “symbol lists”. You will see a selection of different securities lists you can choose from. To open a whole list as a portfolio, just click on the right mouse button and select “Open in Portfolio”. Of course you can add further symbols into the portfolio – either by using the input field above or by selecting securities from existing symbol lists.
HOW TO APPLY A TRADING STRATEGY ON THE PORTFOLIO.
To apply one or even several trading strategies on the portfolio let`s return to the selection window and click on „Strategies“. Now you can see both preinstalled and your own trading strategies. As an example, we will use the Chameleon Strategy „Commodities Control“ created by our colleagues from strategy development and apply it into the portfolio by dragging and dropping. The result is shown in Figure 1.
CONTROL AND MONITOR YOUR ASSETS BY RULE-BASED APPROACHES. TR�DING TIPS. 12
SHARE THIS TRADING TIPS! MORE TRADING TIPS!
Figure 1: Portfolio with trading strategy “Commodities Control”If a trading strategy is added to the portfolio, the portfolio manager immediately receives the corresponding information in the table as well as an equity curve that shows at a glance how successfully this strategy worked in the past. The conversion of currencies and units of measurement for the entire portfolio is possible too.
In addition to some new columns in the table – for example position size, profit factor and the respective net profit – the graphical profile of the equity curve of the portfo-lio is shown. In this way, you can find out immediately how successful the chosen trading strategy worked in the past and without any effort.
CONTROL AND MONITOR YOUR ASSETS BY RULE-BASED APPROACHES. TR�DING TIPS. 12
SHARE THIS TRADING TIPS! MORE TRADING TIPS!
www.intalus.com/success-stories
LEARN MORE ABOUT THE SUCCESS OF OUR CUSTOMERS.
In addition to the analysis of the portfolio equity curve, you can examine the quality of the trading strategy on an individual security basis. To do this, select a security from the portfolio and click with the right mouse button on “Open in Chart”. Tradesignal automatically links the chart with the portfolio, so that each of the accompanying charts, together with entry and exit signals, is shown when you click on a single se-curity from the portfolio. In this way, you see at a glance which results are generated by any individual security. One point to note is that you can control many other useful functions with the right mouse button. For example you can group and sort the port-folio securities, add or remove trading strategies or define individual columns that you would like to be displayed in order to receive only the information you need.
ANALYSIS TO THE LAST DETAIL WITH THE PERFORMANCE REPORT.
You would like to get more insight about the results of the trading strategy? This isn’t complicated at all – just click the “Performance” button in the upper toolbar. Now you can analyze all the important indicators such as profit factor, maximum drawdown or greatest profit and losing trades to the last detail – both for the total portfolio and for a specific value. If you click on “Returns” you can see the absolute performance of your trading strategy on a monthly, quarterly and yearly basis, further allowing you to check the robustness of the strategy. Additionally, Tradesignal provides you with charts of the equity curve and the maximum drawdown so you get a good insight into the risk, while the “Trades” section displays every single transaction in detail. The following figure shows a section of the performance report.
CONTROL AND MONITOR YOUR ASSETS BY RULE-BASED APPROACHES. TR�DING TIPS. 12
SHARE THIS TRADING TIPS! MORE TRADING TIPS!
Figure 2: Performance ReportTradesignal enables a detailed analysis of all trading strategies. In the Performance Report, many statistics and numerous graphics for risk and return are available to the portfolio manager.
CONTROL AND MONITOR YOUR ASSETS BY RULE-BASED APPROACHES. TR�DING TIPS. 12
SHARE THIS TRADING TIPS! MORE TRADING TIPS!
Figure 3: Position ManagerThe monitoring of all open positions and related orders including entry and exit price, position size and the current P&L is a breeze with the Position Manager.
KEEP TRACK OF THINGS WITH THE POSITION MANAGER.
Finally, we would like to show you how you can stay informed for all trading activities at any time. For this, you only need to add the “Position Manager” on the upper tool-bar and activate the plug icon located in the lower right corner of the equity curve of the portfolio.
A moment later, you will get a clear table of all open positions and all active orders. Now you can see all open positions, active orders and the current P&L. This is a great tool for monitoring your assets.
CONTROL AND MONITOR YOUR ASSETS BY RULE-BASED APPROACHES. TR�DING TIPS. 12
SHARE THIS TRADING TIPS! MORE TRADING TIPS!
Figure 4: Alert Settings Using the alert function you will never miss a signal any more. In addition to indicators, signals for all active trading strategies and indicators like trend lines can serve as the basis for notifications. Tradesignal informs the user in real time – with a pop-up, an email or an audio alert.
NEVER MISS A SIGNAL WITH THE ALARM FUNCTION.
How useful would it be to be notified automatically for all important activities? This is possible with Tradesignal - just go the upper toolbar and select the “File” menu and then click on “Options” and choose the “Alerts” section. In addition to entry and exit orders for all active trading strategies, indicators such as trend lines can serve as the basis for a notification.
Tradesignal will automatically alert you in real time when any of the events occur. You can choose different types of alerts: a pop-up on the screen, an email or an audio alert. In short – using the alert function you will never miss a signal.
CONTROL AND MONITOR YOUR ASSETS BY RULE-BASED APPROACHES. TR�DING TIPS. 12
SHARE THIS TRADING TIPS! MORE TRADING TIPS!
© 2014 Intalus – www.intalus.com
Distribution allowed under a Creative Commons Attribution-Noncommercial license:
http://creativecommons.org/licenses/by-nc/3.0/
Tradesignal® is a registered trademark of Tradesignal GmbH. Unauthorized use or misuse is specifically prohibited.
All other protected brands and trademarks mentioned in this document conform, without restriction, to the provisions of applicable
trademark law and the copyrights of the respective registered owners.
WATCH VIDEO TO SEE HOW YOU CAN CONTROL AND MONITOR YOUR ASSETSBY RULE-BASED APPROACHES IN TRADESIGNAL.
VIMEO YOUTUBE
THE S-CLASS FOR PORTFOLIO MANAGERS AND TRADERS.
To summarize: Tradesignal offers all the features portfolio managers and traders need in a single tool, starting with the creation of individual price lists that can be equipped with full trading strategies and detailed performance reports, as well as optimization to easily monitor all positions coupled with flexible alert features. The intuitive and flexible workflow ensures that your tasks can be carried out quickly and efficiently, whether you use data sources such as Bloomberg, Thomson Reuters Eikon, Trayport or Global View. Convince yourself today that the award-winning software will help you benefit from quality “Made in Germany”.
That`s it for today – take care, take profit and “auf Wiedersehen”.
David PieperChief Content Manager of Intalus
MORE TR�DING TIPS IN OUR VIDEO CHANNELS:
CONTROL AND MONITOR YOUR ASSETS BY RULE-BASED APPROACHES. TR�DING TIPS. 12
SHARE THIS TRADING TIPS! MORE TRADING TIPS!
ABOUT THE AUTHOR.David Pieper.
David is responsible for editorial content at Intalus and has 15 years experience in the financial markets. After completing his business degree and continuing education to become a Certified International Investment Analyst (CIIA), he spent several years in the investment research department of a large German federal state bank.His passion for trading and technical analysis is expressed regularly in articles of TRADERS magazine.
You may contact David [email protected]
CONTROL AND MONITOR YOUR ASSETS BY RULE-BASED APPROACHES. TR�DING TIPS. 12
SHARE THIS TRADING TIPS! MORE TRADING TIPS!
A publication of
SCAN FORTHE BEST.
How to find the best performers out of hundreds of stocks in seconds.
intalus.com
Powered by
TR�DINGTIPS. Issue
01
A publication of
TR�DINGTIPS. Issue
07
How to find the best risk/ reward opportunities based on candlestick patterns.
intalus.com
Powered by
SCAN FOR CANDLE PATTERNS.
A publication of
How to create your own equity basket.
intalus.com
Powered by
SPEED UP YOURDECISIONS.
TR�DINGTIPS. Issue
02
TR�DINGTIPS. Issue
08
A publication of
Simple steps to advanced analysis.
intalus.com
Powered by
INDICATORSON INDICATORS.
A publication of
How to create and trade an optimal portfolio.
intalus.com
Powered by
CONTROL YOUR RISK.AUTO-ADJUST POSITION SIZE.
TR�DINGTIPS. Issue
03
TR�DINGTIPS. Issue
09
A publication of
How to visualize forward curves to maximize information.
intalus.com
Powered by
UNLEASH THEFORWARD CURVE.
TR�DINGTIPS.
ALGORITHMICTRADING WITH RENKO CHARTS. SK
YSCR
APE
R 01
. Men
ara
Car
igal
i, K
ual
a Lu
mpu
r.T
he t
od
ays
thir
d ta
llest
bui
ldin
g in
Mal
aysi
a on
the
sca
le o
f 2
67
met
res
hig
h.
intalus.com
A publication ofPowered by
10Issue
SKYS
CRA
PER
02. P
etro
nas
Tw
in T
ower
s, K
ual
a Lu
mpu
r.T
he t
od
ays
talle
st b
uild
ing
in M
alay
sia
on t
he s
cale
of
45
2 m
etre
s hi
gh.
1–3
PARTS 1–3:How to combine Renko charts and Bar charts to create a profitable trading strategy.
A publication of
How to identify and profit well from a short trade.
intalus.com
Powered by
HIGHLYEFFICIENTSHORTING.
TR�DINGTIPS. Issue
04
A publication of
How to use point & figure trend lines in candlestick charts.
intalus.com
Powered by
RULE-BASEDTRENDLINES IMPROVEDISCIPLINE.
TR�DINGTIPS. Issue
05
A publication of
A simple, but effective strategy.
intalus.com
Powered by
PROFIT FROM GAP TRADING.
TR�DINGTIPS. Issue
06
intalus.com
TR�DINGTIPS. 11
Issue
How to profit from seasonal patterns.
SELL IN MAY AND GO AWAY?
A publication ofPowered by
SKYS
CRA
PER.
One
Wor
ld T
rad
e C
ente
r, N
ew Y
ork
Cit
y.T
he t
od
ays
talle
st b
uild
ing
in t
he U
S o
n th
e sc
ale
of 5
41,3
met
res
hig
h.
www.intalus.com/tradingtips
MORE KNOW-HOW AND VIDEOS HERE
PROFIT FROM THESE TR�DING TIPS & VIDEOS TOO.
TRADING TIPS 01
SCAN FOR THE BEST.
How to find the best performers out of hundreds of stocks in seconds.
TRADING TIPS 02
SPEED UP YOUR DECISIONS.
How to creat your own equity basket.
TRADING TIPS 03
AUTO-ADJUST POSITION SIZE.
How to create and trade an optimal portfolio.
TRADING TIPS 04
HIGHLY EFFICIENTSHORTING.
How to identify and profit well from a short trade.
TRADING TIPS 05
RULE-BASED TRENDLINES.
How to use point & figure trend lines in candlestick charts.
TRADING TIPS 06
PROFIT FROM GAP TRADING.
A simple, but effective strategy.
TRADING TIPS 07
SCAN FOR CANDLE PATTERNS.
How to find best performing stocks and the best risk/reward opportunities by identifying promising candlestick patterns.
TRADING TIPS 08
INDICATORS ON INDICATORS.
Simple steps to advanced analysis.
TRADING TIPS 09
UNLEASH THEFORWARD CURVE.
How to visualize forward curves to maximize information.
TRADING TIPS 10 | PARTS 1–3
ALGORITHMIC TRADINGWITH RENKO CHARTS.
Parts 1–3: How to combine Renko charts and Bar charts to create a profitable trading strategy.
TRADING TIPS 11
SELL IN MAYAND GO AWAY?
How to profit fromseasonal patterns.
CONTROL AND MONITOR YOUR ASSETS BY RULE-BASED APPROACHES. TR�DING TIPS. 12
SHARE THIS TRADING TIPS! MORE TRADING TIPS!
CLEAR STRATEGIES NOT GUT REACTIONS.Act smart and always use objective and clear signals.Tradesignal. Überlegen handeln. Made in Germany.
OOPS – YOU AREN`T ALREADY A TRADESIGNAL USER?
CLICK HERE � AND START TESTING
THE SOFTWARE RIGHT NOW. ORDER YOUR COPY TODAY.
Trad
esig
nal
® is
a r
eg
iste
red
trad
emar
k of
Tra
des
ign
al G
mb
H. U
nau
thor
ize
d us
e or
mis
use
is s
pe
cifi
cally
pro
hibi
ted
.
FREE TRIAL
A publication ofPowered by
That is why we have produced these Trading Tips.If you have enjoyed them please help us and share them with your friends.
ANALYSING AND TRADING MARKETS SHOULD BE PLEASURABLE, NOT A CAUSE OF PAIN.
intalus.com
SH�RETHIS!
SHARE THIS TRADING TIP!