August 2013 Trade-Ideas Pro 3.
Introduction Trade-Ideas Overview Trade-Ideas Pro Overview How to Download System Requirements How To See Day Trading Opportunities See Swing Trading Opportunities Link with other software Additional Linking Instructions Uninstall Starting Trade-Ideas Pro Detailed List of Windows Status Bar File* Tools Windows Help Account OPTIONS WINDOW GENERAL CONNECTION LAYOUT TIME ZONE SOCIAL NETWORKS Alerts Window Contents Alert Window RIGHT CLICK MENU Configure Strategies Tab Search Select Alerts Windows Specific Filt
Duplicate Send [Symbol] To Clear Select Colors... View Mode Newest First Group and Sort by Don’t Repeat For Resize Columns Graphical Indicator Speed Freeze Run OddsMaker The OddsMaker Results Window The Summary Tab Metrics Small Calendar Charts Equity Curve Drawdown Buying Power The Calendar Tab The Optimization Tab Other Filters The Settings Tab Save As… .csv file (Excel) Save to Cloud...
Introduction Trade-Ideas Overview Trade-Ideas is one of the most powerful real-time stock scanners on the market today. We develop trading software for individuals and large companies such as Etrade, Scottrade, TD Ameritrade, Lightspeed, Interactive Brokers, and many more.
System Requirements Trade-Ideas Pro is a 32-bit application for Windows. Therefore you must have at least Windows XP installed on your machine. Some advanced features are supported only on Windows 7 and above. You should have administrative privileges to install the software on the target machine. If you have any troubles installing the software, please consult with your system administrator.
BLACKWOOD · Must be using Trade-Ideas version 3.50 or later. · Select BLACKWOOD from the Rules Selection dropdown menu on the External Linking window. (Alternate method will be selected) · Prior to linking to a chart, right click on the chart(s) and make sure SETTINGS is checked and selected. This will open a toolbar panel with a symbol entry field visible. · Link Trade-Ideas via the External Linking window to the various charts.
Starting Trade-Ideas Pro Once you have downloaded TI Pro to your desktop, you can then start the program. To open the program, double-click the Trade-Ideas Pro icon on the Windows desktop or select TradeIdeas Pro menu item from the Programs menu.
Within the status bar, you will find several menu items that run horizontally: File, Tools, Windows, Help, and Account. Once you click on a tab, you will see a sub menu displayed where you can make your selection. File Upgrade Now - Click here and you will be taken to the website where you can download the latest version of TI Pro. Login - Click here and you will be asked for your username and password to log into the software.
Reset Connection - If you are experiencing connectivity issues, click here to reboot the streaming alerts server. New Alert Window - This item is used to create a new Alert Window. There is no limit to the amount of windows you can have open. These windows display streaming alerts according to their configuration parameters. See "Alert Window" section below for more information about Alert Window configuration.
Translator options - TI Pro now offers translations. You can choose from English, Deutsch, Francais, Portugues, Chinese, and … Symbol Lists - This menu item is used to open Symbol Lists window for creating, editing and deleting stock symbol lists. External Linking - This menu item is used to open the External Linking window for setting external linking with the other applications.
Help Online Help - This menu item is used to open the Trade-Ideas Pro help and support page on the Trade-Ideas Web-server. OddsMaker Help - This menu item is used to open the help and support page for OddsMaker on the Trade-Ideas Web-server. Video Help - This menu item is used to open the Trade-Ideas Pro video lessons page on the Trade-Ideas Web-server. FAQ - This menu item is used to open the Trade-Ideas Pro Frequently Asked Questions page on the Trade-Ideas Web-server.
Forgot my Password - This menu option will prompt the customer to the Trade-Ideas website where they can enter their registered email address into the “Reminder” field. The customer will soon receive an email with their login information including their username and password. OPTIONS WINDOW Options Window is used to configure different settings of Trade-Ideas Pro application. To open Options Window, select "Options" from the "Tools" menu of Status Window. Options Window contains four pages: 1. 2. 3. 4. 5.
Use buttons inside "Integration support" section to configure alert selection method in the Alert Window. Select "Click on an alert" option to select an alert by single-clicking on it in Alert Window. Select "Double-click on an alert" option to select an alert by double-clicking on it in Alert Window. Use "Enable Help" check box inside "Context sensitive help" section to enable/disable context sensitive help for an alert.
Use "HTTP Options" slider to ….. Use controls inside "Socks Proxy" to inform the application about your current proxy configuration. You can select type of the proxy server (HTTP or SOCKS) in the combo box, and then enter host address, port and username/password for authorization (if required) in the corresponding edit boxes. Please ask your system administrator about proxy parameters. LAYOUTS The Layouts page is used to configure how application saves and restores layouts.
Under this option, select the appropriate timezone of your present location to reflect the times displayed inside the alert windows. SOCIAL NETWORKS The Social Networks page allows you to configure your social network preferences.
StockTwits lets you broadcast your messages to multiple social networks if you choose. To learn how to share your alerts using social media, see the “Collaboration” feature. ded the ability to share your alerts on Facebook, Linkedin, and StockTwits(i Status Window Video: http://www.youtube.com/watch?v=zu-vPanjxu0 ALERT WINDOW To open an Alert Window, start from the File option from the status/console window. The “Alert Window" menu item is used to create a new Alert Window.
Notice the window name in the title bar. You will be able to change this using the config window. Alert Window Video: http://www.youtube.com/watch?v=hlDAUhPFb_o Alerts The alerts window shows you events as they happen. RIGHT CLICK MENU The following can be accessed by right-clicking over a window. Configure To access the Configuration window from the downloadable application, simply right-click over any alert window and a menu will pop up. Select “Configure...”. This will bring up a configure window.
Configuration Overview Video: http://www.youtube.
The "Strategies" page allows (you) to select pre-configured strategies, recently used settings from left panel of the window. It also displays the current settings of the Alert Window displayed on the right panel of the window. Select Pre-configured Strategies or Recently Used Settings from the corresponding folder on the left panel. Press "Load Settings" button on the right panel to make a selection and hit “OK.
Preconfigured Strategies Recently Used Settings By selecting a Preconfigured Strategy or Recently Used Settings, you can load it into the current Alert Window. The Load button will be on the right panel of the Strategies panel with a description of the strategy. By selecting Strategy or Settings, you can also read strategy description and filters information on the right panel. Strategies Tab Video: http://www.youtube.
Search Note: Here, we have searched for alerts and filters with the word “High” The “Search” page allows rapid and intuitive keyword search of all alert and/or filter possibilities. Enter a keyword into the search field at the top of the Search window. This will narrow down your candidates of alert and filter possibilities to only those that contain the keyword you type in. The alerts and filters are also segmented into various searchable categories.
Select Alerts Note: Here, we can see that “New High” is selected for this alert window. The "Select Alerts" page allows to select alert types that should be displayed by the current Alert Window and set their additional parameters: If you are using the Top List window or Multi-Strategy window, please know that there will not be a Select Alerts Tab. Select Alerts Video: http://www.youtube.
Note: Here, we can see that the minimum and maximum Price filter has values in it along with the minimum Volume Today filter. The "Window Specific Filters" page allows to select specific alert filters for the current Alert Window. Windows Specific Filters Video: http://www.youtube.
Note: Here, we can see that several exchanges have been checked off showing the current exchanges that are being used for the alert window. The "Exchanges" page allows you to select stock exchanges that will be monitored by the current Alert Window. Exchanges Video: http://www.youtube.
Symbol Lists The "Symbol Lists" tab allows you to select symbol lists that should be used by the current Alert Window for monitoring. You can choose to “Create New List” to start a new symbol list. You will be taken to another window where you enter or paste in the symbols that you would like to watch. There is no limit to the amount of symbols in a symbol list. Here, you can also choose to load your symbols from a file, insert from file, or you can save your symbols to a file.
The "Columns" that are visible inside the alert window, top list window, and multi-strategy window are assembled from inside of the configuration window. The Columns feature allows you to change the list of columns that are displayed in the window for every received alert. Select a filter(s) and use the arrows to move it into the “Selected Columns” area. (You can see that in the alert window the filters from the columns tab are inside the alert window) Columns Video: http://www.youtube.
Summary Tab Note: Here, the window’s name is “Highs.” The "Summary" tab allows you to set a window name (title) for the current Alert Window. Summary Video: http://www.youtube.
Flip This is a “Flipped” window. Notice the opposite Alert. The "Flip" button in the bottom-right corner of the configuration window allows to switch settings between a bullish strategy and a bearish strategy in one click. For example, if you look at the two pictures above, you can see that the first window on the left has a green new high alert. When you press the “Flip” button, it will switch the alert to the red “New Low” alert on the right. It can switch opposite filters as well.
Config Window Video: http://www.youtube.com/watch?v=kJZ6Ea1yHm4 RIGHT CLICK MENU (Continued) The following can be accessed by right-clicking over a window. Collaborate The “Collaboration” feature allows you to share strategies. This works on the the same data as the configure window, and allows you to copy into an email, paste into a different type of window, etc. The social media buttons allows you to share with StockTwits, Twitter, Facebook, and LinkedIn.
The “History” option is used to select the source of alerts – real-time data or historical data: Select "Real Time" to view real-time alerts or select "Time Frame" to set time frame for the historical data. If you selected "Time Frame,”, the following dialog window will be displayed: Select a desirable time frame for the historical data and press the "OK" button. The Alert Window will be filled with historical alerts according to the current configuration of Alert Window and time frame selected.
The “Actions” option allows you to play sounds for the alerts coming through. If you wish to hear a sound, simply check the “Play Sound” checkbox and then click the “Setup sound...” button. This will let you search your computers default sound options and adjust the volume of the sound. When you are finished, just select OK. If you do not wish to hear a sound, do not check the “Play Sound” check box. Actions Video: https://www.youtube.
Duplicate The "Duplicate window" menu item is used to create the new Alert Window which is configured exactly like the current Alert Window. Send [Symbol] To The “Send To” feature allows you to share symbols and alerts with social networks and link with external programs. It also allows you to Send to Web. By selecting a symbol in the alert window and right clicking, you can use Send to Web to open a Trade Ideas browser displaying a lookup of the symbol you selected on the Web.
Clear The "Clear" menu is used to clear all alerts currently displayed by the Alert Window. Select Colors... This “Select Colors” option is used to change the current color scheme of the Alert Window. Select the desirable color scheme from the list and the Alert Window will be updated immediately. Select Colors Video: http://www.youtube.com/watch?v=M8oT4jzfw_0 View Mode The “View Mode” is used to change the Alert Window’s current viewing system.
Newest First The Newest First keeps the newest symbols starting from the top of the alert window. The Group and sort by option gives you a window where you choose the symbol option: Keep Newest or Keep Oldest. Group and Sort by Next, you have the option to sort the items by any of the columns within a window by double clicking on them OR right clicking and choosing the Group & Sort by option.
Graphical Indicator “Graphical Indicators” are easily understandable graphics that are used to view the current performance value of the stock. Graphical Indicators can be used for a stock’s position in a time range and volume %. These columns can be positioned anywhere inside of a window. When the indicator gets more green, and when the green moves to the right, that means that the stock's current price is closer to the high of the day.
Right-click over the “Speed” option, and you can control how fast or slow you would like to see alerts scrolling inside of the alert window. You have the ability to choose: Slowest, Slow, Normal, Fast. Faster. Fastest. This feature is also available inside of the Multi-Strategy window. Freeze The “Freeze” option is found when you right-click over a Top-List window. You can choose to freeze the data coming in through the window.
example, you can enter 7.5 to see approximately one alert per stock every 7 and one half minutes. Alert Window Video: http://www.youtube.com/watch?v=hlDAUhPFb_o TOP LIST WINDOW To open a Top List Window, start from the File option from the status/console window. A “Top List” is a window view that displays a list of symbols meeting your filtered criteria that is sorted on one of our many Windows Specific Filters. Each Top List Window is marked with a “T” at the top of the window.
Please note that when you go inside of the Top List Config Window, you will notice that there will not be a “Select Alerts” tab. Instead, you will be asked how to “Sort” your window first on the server. Top List Video: http://www.youtube.com/watch?v=ig3KIPDIeZM MULTI STRATEGY WINDOW To open a Multi-Strategy Window, start from the File option from the status/console window.
When you right click over the Multi Strategy window, you will see a context menu similar to the other windows. However, this menu extends to include all the different strategies inside of it. You can choose to Configure each strategy or add a New Strategy. There is an option to designate colors to differentiate strategies so you can differentiate them. In addition, you have the ability to Open Alert Window from or Run OddsMaker for any strategy in the Multi-Strategy Window.
COMPARE COUNT WINDOW To open a Compare Count Window, start from the File option from the status/console window. The “Compare Count” window allows for a visual comparison of how one strategy is doing versus another. Typically, this is used when comparing a bearish strategy against a bullish strategy. The compare count window gives you the ability to configure the red and green strategies (see Compare Count 1 video).
lines by adjusting the slider. You can choose to view thick or thin EMA lines. Each time you adjust the slider, a short description of your configuration will appear underneath the slider. In addition, you can move a strategy into the compare count window from an alert window in to use the Collaboration feature (see Compare Count 2 video). Compare Count 1 video: http://www.youtube.com/watch?v=mFMxjCTxNCY&feature=plcp Compare Count 2 video: http://www.youtube.
The OddsMaker is an add-on module inside Trade-Ideas Pro application. It allows you to: ● ● ● Calculate the odds of winning trades on any Trade-Ideas alert and filter combination. Know in advance which trading strategy produce profitable trades in the market. Evaluate strategies based on win rate of strategy, average winner, average loser, net winnings. The OddsMaker becomes a valuable tool in a trader’s arsenal so you can: ● ● ● Avoid trading strategies without knowing their odds in the market.
The “OddsMaker” is located on the right-click menu in an alert window. Choose the Run OddsMaker menu item to bring up the OddsMaker. Click Simulate Buy or Simulate Sell to run the OddsMaker. As it is running the following window will appear and show progress. The green portion of the progress bar indicates how many trades so far have been winners and the red portion shows how many trades have been losers so far.
(OddsMaker Progress Window) The OddsMaker Results Window After the completion of the simulation, the results window appears. OddsMaker continued...
Metrics The metrics section in the top right shows various performance metrics from the simulation. Metric Definition Profit Factor sum of profit from winning trades / sum of profit from losing trades (greater than 1 = profit, less than 1 = loss) Total Trades number of trades taken in the backtest Avg Winner/Loser average dollar profit per winning trade and losing trade Strategy Return overall percentage return from the first trade to the last trade in the backtest Proj.
Small Calendar The calendar view on the bottom left hand side of the window gives a daily view of the performance of the strategy. Each day is color coded indicating if trades occurred and, if so, how well they performed. A white background appears on the day if there were no trades or if the profit was zero. If the trades that occurred on that day were profitable, the day will appear with a lighter or darker shade of green depending on how profitable the day was.
Equity Curve The equity curve shows the change in your total equity over the simulation period. Most trades are looking for a smooth, upward sloping equity curve. Often times just glancing at the equity curve can identify problem areas that might not be obvious by looking only at the metrics. The curves also make it easy to see the effect that commissions and slippage have on the strategy. OddsMaker continued… Drawdown The drawdown graph shows the drawdowns over the simulation period.
While there is no way to completely eliminate drawdowns, you should understand what drawdowns are likely for a given system and size positions accordingly. OddsMaker continued... Buying Power The buying power graph shows the minimum buying power required throughout the simulation period. Strategies that hold many simultaneous positions will require more buying power.
that appears. The Calendar Tab The calendar tab gives a larger view of the small calendar on the Summary Tab with more details. Each day has color coding as the smaller one, but each day where there are trades has the win rate, number of trades, number of winners, total profit, and average gain per trade for that day. Hovering over each day gives a tooltip with the 5 most profitable trades and the 5 least profitable trades.
OddsMaker continued 51
The Optimization Tab The optimization tab allows you to drill down into the details of the strategy to see what makes it work. Each tab contains a reporting engine that can breakdown break down your strategy by different filters allowing you to see which subsets of the trades work well and which don't. You can use the information here to add additional filters to your strategy to improve it. Each report has fields you can use to adjust the view.
Use this field to hide segments that don't have a statistically significant number of trades. On the right side of the report there is a graph. Most reports default to the Profit Factor graph. (Drop down menu) You can change the report by using the dropdown to choose a different style of report (picture above). Where appropriate, a red line is drawn on the graph to indicate equilibrium.
OddsMaker video: http://www.youtube.com/watch?v=Etgq-tJwADI&feature=plcp Save As...
Save to Cloud... (See Section on Cloud) Save Contents You can save the current contents of an Alert Window to comma-separated values (*.CSV) file by selecting "Save Contents…" item from the right click menu. The standard Save file dialog will be displayed. Enter the file name, choose the file type, and press the "Save" button to save the current contents of Alert Window into .CSV file. You can view them later with Microsoft Excel or many other programs.
Saving & Loading Video: http://www.youtube.com/watch?v=kMJ0WuKQ7yE Related Windows The Top List window is an alternative which shows you data which doesn’t update as fast. The multi strategy window shows you similar data, but you can put several strategies into a single window. External Linking Please Note: This feature requires Windows NT or Windows 2000 or better. It is not supported on the Windows 95/98/Me.
The symbol also could be sent manually by using "Set Up External Linking" window. This window is displayed when you select the "External Linking…" menu item in the Main Window's "Tools" menu. The main list of external linked windows is called "MAIN LIST" and is always created upon application startup. You can not delete or rename the main list. You can create additional lists of linked windows by pressing "Create New List" button.
(please note that the list above is not limited to only these charting programs) To link the external window with the Trade-Ideas Pro application, first select the name of the list in the "Current List Name" combo box and then drag the crosshairs into external window. If the window is valid for external linking, its name will be added to the selected list of linked windows at the bottom of the "Set Up External Linking" window.
The Symbol Lists Window is used to perform different operations with the lists of stock symbols. The layout of the Symbol Lists Window is shown below: At the top of the window you can see the list box which contains the names of all your currently existing symbol lists and the number of stock symbols in every list inside the brackets. You can select one or several lists using the mouse with Ctrl and Shift keys. At the bottom of the window there are the controls for different operations on the lists.
You can add, edit and remove the symbols using the simple text editor at the top of the dialog. The symbols should be added one line per symbol (as seen in picture). Pressing the "OK" button will close the editor and apply the changes to the symbol list. The program automatically will convert the symbols to the upper case, remove duplicate symbols and sort the list. Pressing the "Cancel" button will close the editor and reject all the changes.
The "Rename List" button is used to rename the currently selected symbol list. This button is enabled only when exactly one symbol list is selected. Type a new name for the symbol list and press "OK" button to rename the list. The "Delete List(s)" button is used to delete the currently selected lists. To delete a list, just select the list you want to delete and then click on the “delete” button. The "Copy List(s)" button is used to copy all the symbols from the currently selected lists into new one.
With the Save to Cloud feature, first make a selection of the window(s) to save by checking the checkbox(s). Next, name the layout and/or give a description of the layout and choose Save. The layout(s) is automatically uploaded to the server or “cloud” and will remain there unless the user chooses to later delete it. The user can Clear Previous Layout by checking the checkbox. The user can select all windows by selecting Entire Layout and can uncheck all or multiple windows by choosing Start from Scratch.
the File Type, and the Window Count of the window(s) or layout(s). Initially, the window will display all file types. To narrow down the search, the user can type in a keyword into the search box or can choose the file type from the drop down menu. The file types consist of: Alert Window, Top List Window, Multi-Strategy Window, Compare Count Window, and Layouts. You can also click on File Type and have the layouts sorted by type - Alerts, Compare Count, Layout, Multi and then Top Lists.
