Philadelphia Training Class Notes Julia Ormond

Transcription

1 Philadelphia Training Class Ntes Julia Ormnd

2 Helpful Keybard Shrtcuts... Keep These in Mind Chart Shrtcuts 1 1 Day Chart TimeFrame 2 2 Day Chart TimeFrame 3 3 Day Chart TimeFrame 4 4 Day Chart TimeFrame 5 Weekly Chart TimeFrame 6 6 Day Chart TimeFrame 7 7 Day Chart TimeFrame 8 8 Day Chart TimeFrame 9 9 Day Chart TimeFrame Ctrl+1 1 Minute Chart TimeFrame Ctrl+2 2 Minute Chart TimeFrame Ctrl+3 5 Minute Chart TimeFrame Ctrl+4 15 Minute Chart TimeFrame Ctrl+5 30 Minute Chart TimeFrame Ctrl+6 1 Hur Chart TimeFrame. (perid key) Tggle Crsshair Click blank Chart Area Activate Temprary Crsshair [ Shift Chart Back 1 Bar ] Shift Chart Frward 1 Bar Ctrl+Shift+Wheel Shift Chart Back r Frward 1 Bar at a Time Ctrl + Spin Muse Wheel Shift Chart Back r Frward in Time \ Shift Chart t First Available Pltted Chart Data Ctrl+D Draw Trend line Ctrl+B Tggle Price Plt Style (bar, candle, line, etc.) Ctrl+G Tggle Price Scale Ctrl+R r / Add Rule frm Library Ctrl+I r / Add Indicatr frm Library Shift+ 1-9 Zm Chart In r Out Spin Muse Wheel Zm Chart In r Out Shift + Spin Wheel Slw Zm Chart In r Out F1 - F12 View Crrespnding Tab WatchList Shrtcuts Space Ctrl+Space Shift+Space Hme End Next Symbl In List Previus Symbl in List Next Symbl Passing Same Rule First Symbl in List Last Symbl in List Page 1

3 We started class by wrking with the default Layut, which cntains nly Price, Vlume, and Mving Averages. The Main Chart was in a Daily TimeFrame. This image shws ur first set f exercises. Discussin and instructins fr reprductin fllw. Page 2

4 We had tw majr bjectives fr this chart: 1. T identify stcks with abve average Prices 2. T identify stcks with abve average Vlume Identify Stcks with Abve Average Prices Hver ver the Price plt and select it. Navigate t the Rule tab, and select Create New Rule. Set the parameters f the rule t Price Histry Abve MvAvg 21, using the behaviral drp-dwn and the Smart Measure slider. Select a clr fr the rule using the clr drp-dwn. Nw decide hw yu wuld like t use this rule. Here are yur ptins: Scan WatchList Paint Price when Passing Filter WatchList Create any f these clumns #Bars Since True Last Date True # True in a Rw % True in Perid Shw n Chart Wuld yu like t find all f the stcks in the active WatchList that are passing the rule as f nw? If s, select Scan WatchList. Wuld yu like every Price bar that passes this rule t display in the clr f the rule? If s, select Paint Price when Passing. D yu want t discard items frm a WatchList that dn t pass the rule? Select Filter WatchList. D yu want t find ut hw recently r frequently the stcks in the WatchList have passed the rule? Select the apprpriate clumn. Wuld yu like a small marking alng the bttm f the chart each time histrically the rule was passed? If s, select Shw n Chart. Nte: Fr thse f yu with StckFinder Platinum, yu ll find stcks that have Prices mving up SO FAR fr the active bar f Price; fr thse f yu with StckFinder Gld, yu ll be identifying stcks that mved up quickly as f the last dwnladed Prices. Identify Stcks with Abve Average Vlume Hver ver the Vlume plt and select it. Navigate t the Rule tab, and select Create New Rule. Set the parameters f the rule t Vlume Bars Abve MvAvg50, using the behaviral drp-dwn and the Smart Measure slider. Select a clr fr the rule using the clr drp-dwn. Nw decide hw yu wuld like t apply this rule and make the selectin frm the right-hand menu as described abve. Page 3

5 Here's a chart that depicts a few extra exercises yu may chse t wrk thrugh; descriptins fr reprductin fllw: Page 4

6 Identify Stcks whse MACD Histgram values are Crssing Zer T plt a MACD Histgram n the Main Chart, select the Add Indicatr buttn; then chse Select. Type MACD Histgram, and frm the limited list, select the apprpriate plt name. This plt will appear in its wn pane. Remember that yu can always verlay a plt with anther by dragging the plt int the pane f the ther plt. Yu may als chse t leave the MACD Histgram where it is and prceed with setting up this rule. Hver ver the MACD Histgram plt and select it. Navigate t the Rule tab, and select Create New Rule. Set the parameters f the rule t MACD Histgram Crssing Up Thrugh Value. Set the value t Yu can use the X Up Perid parameter t determine whether the crss needs t happen n ne specific bar r whether the crss culd have happened smetimes within the last X bars. Select a clr fr the rule in the preceding image, the clr fr the rule is range. Decide hw yu wuld like t apply this rule, and make apprpriate selectins frm the right-hand menu. Remember that if yu decide t create a #bars since true clumn, yu can srt the WatchList t find the items that mst recently met this rule. Click the clumn header fr the #bars clumn, and the list will srt. Identify Stcks whse MACD Histgram values are Reversing Our final gal fr this chart was t create a rule t find stcks whse MACD Histgram value was experiencing a reversal tward the zer line. We wanted nly t find the reversing stcks that had values belw the zer level. It was necessary t create fur ttal rules t accmplish this: 1. MACD Histgram Mving Dwn 5 f 5 bars 2. MACD Histgram Mving Up 3 f 3 bars 3. MACD Histgram less than 0 4. Rule 1 AND THEN Rule 2 5. Rule 3 AND Rule 4 Here s hw t create the rules: 1. Click the MACD Histgram plt. Within the Rule tab, select Create New Rule. Set the behaviral criteria drp-dwn t Mving Dwn; change the slider psitin t the bttm s that if MACD is mving dwn AT ALL, the rule passes; then use the fields belw t assign that this must be true 5 ut f 5 bars fr the rule t pass. Select OK. 2. Select Create New Rule again. Set the behaviral criteria drp-dwn t Mving Up; change the slider psitin t the bttm s that if MACD is mving up AT ALL, the rule passes; then use the fields belw t assign that this must be true 3 f 3 bars fr the rule t pass. Select OK. 3. Select Create New Rule again. Set the behavir t Less Than Value; set the value t 0. Select OK. 4. Since we lked fr MACD H t be mving dwn AND THEN mving up, grab Rule 1 frm the chart and drag it nt rule 2. Frm the menu, select Create New Sequence. Prvide a name fr the sequence and set the Span in Bars t 4. Remember StckFinder needs t identify the first bar that passes the rule and then has t allw three mre bars in rder t find thse that had the MACD H mve up all three ut f thse three. Select OK. 5. Since we wanted this reversal t happen belw the zer level, we must cmbine rules 3 and 4 t make ne last rule. Grab the sequence rule (#4) frm the chart and drag it nt the MACD Less than Zer rule (#3). Frm the menu, select Create New Cmb. Prvide a name fr the rule in the example, we called urs MACD Reversal Belw Page 5

7 Zer. Decide all the ways yu d like t use the final rule and make the apprpriate selectins frm the menu t the right. In class, we selected Scan WatchList, # Bars Since True, and Shw n Chart. We srted the clumn t find thse stcks that mst recently had this rule pass. We created a new chart fr the next set f examples frm class. Click New Tab (next t Main Chart) and frm the list select Chart. The new chart is tabbed behind the Main Chart. Its shrtcut is F2. Yu can tggle back and frth between the Main Chart and this new chart by hitting F1 r F2. I changed the name f the new tab t Bllinger Setup. Right-click the tab s title and select Rename t d s yurself. Page 6

8 Uptrend, Bttming Bllinger Example Within the Bllinger Setup tab, we wrked with a few f the Indicatrs requested by attendees. In the tp pane yu see daily Prices, Bllinger Bands, and an verlaid Stchastics plt. The next pane depicts a Bllinger %b plt, which measures where Price is relative t the distance between the tp and bttm Bllinger Bands. The final pane shws a Linear Regressin Slpe plt that measures the slpe f a 50 day regressin line n Price. When the value is greater than zer, Price is in a 50 day uptrend. When the value is less than zer, Price is in a 50 day dwntrend. We created several Rules based n these plts with the gal f creating a BackScan t test ur implementatin f the Rules. See the fllwing page fr descriptin and reprductin instructins. Page 7

9 This was ur strategy: What kinds f trades wuld we have placed if every time Price was in an uptrend and came within ten percent f the bttm Bllinger Band, while Stchastics was versld we purchased stck and held that stck until its Price climbed half way up the Bllinger Bands? Here were ur Rules: 1. Price clse t Bttm Bllinger Band Click the %b plt t create this rule. Within the Rule tab f the Edit windw, use the drp-dwn t select Less Than Value. Set the value t 10. Select the Paint Price when True bx s that yu can see n the Chart every time Price was within ten percent f the bttm Bllinger Band. Select OK t clse the windw. 2. Stchastics is Over-Sld Click the Stchastics plt. Select the Rule tab; then select Create New Rule. Set the behaviral drp-dwn t Less Than Value. Set the value t Linear Regressin Slpe plt has a value Greater than Zer Click the Linear Regressin Slpe plt t create this rule. Within the Rule tab f the Edit windw, use the drp-dwn t select Greater than Value. Set the Value t 0 within the apprpriate field. Select OK t clse the windw. 4. We created a Cmb f Rules 1 and 2 and 3 fr use in ur BackScan s that all three rules: Rule 1 AND Rule 2 AND Rule 3 had t have been true simultaneusly in rder fr the Rule t be passed. We decided t use this as the basis f ur Buy triggers in ur BackScan. Drag the Price Clse t Bttm Bllinger Band rule (frm the Chart) and drag it nt the Linear Regressin Slpe Rule. Select Create New Cmb. Use the plus sign t add the Stchastics Over-Sld rule as the final rule fr the cmbinatin. Prvide a name fr the Cmb in the apprpriate field f the Edit windw. Select a clr fr the Rule that is easy fr yu t see, and select the Scan WatchList, Paint Price when Passing, and Shw n Chart bxes. Any items in the current WatchList meeting the cmbinatin f the tw abve Rules receives a Scan Light. Any histrical bars f Price Histry when this cmb was met is painted the clr f the Rule. Any time histrically this cmb was met, a small vertical tick mark appears alng the bttm f the Price pane. These markings will allw yu t easily identify histrical examples f when yur Rule pattern was relevant. 5. Bllinger %b plt crssing up thrugh a value f 50, indicating that Price is half-way up its Bllinger Band expanse. Click the Bllinger %b plt t create this Rule. Within the Rule tab f the Edit windw, use the drp-dwn t select Crssing Up thrugh Value. Set the value t 50 within the apprpriate field. A value fr this plt that is crssing up thrugh 50 indicates that Price is within ten percent f the tp Bllinger Band. Select OK t clse the windw. We chse t use this as the Exit Rule fr ur eventual BackScan. Next, we used these Rules in a BackScan. Click the BackScanner buttn lcated n the Main Menu. Dck the BackScanner windw t the right f the Bllinger Setup chart as shwn. (Either Page 8

10 click and drag the gray Title Bar f the BackScanner windw t dck it r right-click the gray Title Bar f the windw and select the dcking lcatin frm the menu that appears.) T use the rules we created in the BackScan, first drag the Bttming Bllinger Rule (Cmb f Rule 1, 2, and 3) int the BackScanner windw and select Buy frm the menu that appears. Click the Buy Rule that appears t select when we yu want the Buy triggers t be implemented (Open f next bar, Clse f trigger bar, etc.). D the same fr the Bllinger %b Crssing Up Thrugh 50 Rule. This time select Sell when asked hw yu wuld like t implement the Rule in BackScanner. Nw yu have sme chices: Yu can lk at Results fr individual stcks under this strategy by chsing the Results selectin under the current Stck Symbl name within the left panel f BackScanner. Keep in mind yu can spacebar thrugh yur list t instantly see what the Results were fr the individual stcks. If yu want t see Results n average acrss the entire WatchList, select Results under the Active WatchList sectin alng the left panel f BackScanner. Any time yu make a change t the parameters f yur Rules r tweak the BackScan in any way, make sure yu select Update within the Active WatchList Results sectin. This will generate results that reflect the changes yu ve made. *Nte that there is als a Stchastics plt verlaid with the Price Histry plt. We did this by adding Stchastics as a plt first. Use the Add Indicatr buttn, then search fr the plt if yu like. Yur ther ptin is t hit the / key n yur keybard then start typing Stchastics t search fr the Indicatr. Once the selectin is made, the Indicatr is added in its wn pane. We dragged the Stchastics plt (white plt) int the Price pane and selected Overlay frm the menu that appeared. We adjusted the pacity f the Stchastics plt by clicking it, and within the Clr tab f the edit windw, we used the percentage number listed by the clr f the plt t adjust pacity. Page 9

11 The next set f exercises utilized the pre-built candle patterns within StckFinder. We added a new chart in a 10 Minute TimeFrame. Remember, yu can use the New Tab ptin t create a new chart. This image shws ur third set f exercises. Discussin and instructins fr reprductin fllw. Page 10

12 Wrking with Pre-built Candle Patterns: We cntinued wrking within the same Layut fr ur next exercise. We created a new Chart within the Layut by selecting the New Tab tab lcated adjacent t the Main Chart tab. Frm the menu that appeared, we selected Chart. This created a new Chart tab next t the Main Chart. Hit Ctrl + 3 t change the timeframe t 10 Minutes. Each bar f Price nw displays with 10 Minutes f trading infrmatin. Hit Ctrl + B t tggle the plt style frm HLC Bar t Candlesticks. Add several Candlestick Pattern cnditins frm the Rule library. Here are the Candlestick Pattern Rules shwn n the graphic abve (frm left t right): 1. Bearish Belt Hld (red) 2. Bearish Harami (yellw) 3. Bearish Kicking (blue) 4. Bearish Dji Star (purple) 5. Bearish Advance Blck (pink) 6. Bearish Abandn Baby (range) Yu can add these Rules t yur new Chart in ne f tw ways. First, try using the Add Rule buttn in the bttm left crner f the Chart. Chse Select frm the menu that appears. Then search thrugh the Rule library fr the Rule f yur chice. Alternatively, hit the / key n yur keybard and begin t type the name f the Rule Candlestick Pattern yu re lking fr. Once yu ve added a Rule, yu can d any f the fllwing with it (just like with any ther Rule yu create): Scan WatchList mark items within a WatchList that are currently finishing this pattern Paint Price When Passing change every Price bar when this pattern has been met t the clr f the Rule Filter kick ut all f the items in the selected WatchList that are nt passing the Rule Create a clumn representing either hw recently r hw frequently the Rule has been passed histrically Shw n Chart add markings t the Chart s that yu can easily see histrical times when the pattern has been met. Use alne r in cmbinatin with ther Rules t create a strategy t be BackScanned pen the BackScanner and implement Rules as Buys and Sells r Shrts and Cvers by dragging Rules int the BackScanner All f the Candle Patterns were added t the Rule library using RealCde. Yu can select any f the Candle Pattern rules frm the Rule library and click it nce it's added t the chart. Yu'll then be able t view r edit the RealCde used t create the pattern's rule. This can be a valuable educatinal tl r can prvide a gd starting pint fr writing a rule f yur wn. We added a new chart in a weekly TimeFrame. This image shws ur furth set f exercises. Discussin and instructins fr reprductin fllw. Page 11

13 Next we wrked with Mrningstar Fundamental Criteria. T create this Chart, select the New tab adjacent t the Main Chart. Frm the menu that appears, select Chart. T rename the Chart, right-click its tab name and select Rename. Nw Change the timeframe frm 1 Day t 1 Week by hitting the number 5 n yur keybard. Page 12

14 Different Ways t Use Mrningstar Fundamentals We lked at three specific ways t put Fundamentals t wrk: 1. Cntextualize a cmpany's fundamentals by cmparing them t ther cmpanies within the same industry grup 2. Lk fr patterns in a cmpany's fundamental reprtings 3. Cntextualize a cmpany's financials based n their wn histrically reprted values 1. We ranked stcks in ur list by their Earnings values and limited ur list f stcks based n hw their P/E Ratis ranked relative t the ther stcks in their Industries. These bth tk advantage f the ability t wrk with current values fr (any f the) Mrningstar Fundamental Criteria Add an Earnings plt t yur chart by hitting the / key n yur keybard and searching fr Earnings. Drag the Earnings plt int the WatchList area and select Raw Value frm the menu that appears. Nw srt by this clumn value in rder t find thse stcks with the highest Earnings values. As an alternative, yu culd easily create a Rule that asks Earnings t rank in the tp f its WatchList. Then yu culd use that Rule as a Filter s that nly thse with the highest Earnings values remain in the list. Nw plt Mrningstar Criteria Rank vs. Industry. This Indicatr is added in its wn pane. The default Criteria used is nt P/E Rati, s click the name f the Indicatr in the pane and change its Criteria frm Sales t P/E Rati. Remember that this plt shws hw the selected stck s P/E Rati ranks relative t all the ther stcks in its sectr. Create a Rule using this plt. Click the P/E Rati plt and within the Rule tab f the edit windw, add a Rule. Within the drp-dwn, select Less than Value and set the value t 25 within the apprpriate field. This Rule will require that the P/E Rati fr any stck passing the Rule is within the bttm quarter f its sectr fr P/E Rati value. Check the Filter bx. The nly stcks remaining in the WatchList will be thse that have relatively lw P/E Ratis within their sectrs. Page 13

15 2. We lked fr patterns in Fundamental Criteria like an Earnings Reversal T create a Rule that will identify an Earnings reversal, first create tw individual Rules. Then yu will use thse Rules as the basis f a Sequence f events. The first behavir yu are lking fr is fr Earnings t drp. The secnd behavir is fr Earnings t rise. Our final sequence Rule will have fur events in it. Earnings decreases, then decreases again, then decrease again, and finally increases. T create the Earnings Mving Dwn Rule, click the Earnings plt and within the Rule tab f the edit windw, select Create Rule. Within the drp-dwn select Mving Dwn, and leave the slider set t Quickly. Select OK t clse the windw. D the same fr the Earnings Mving Up Rule, but this time select Mving Up Quickly as the parameters f the Rule. Select OK t clse the windw when finished. Nw create a sequence Rule by dragging the Earnings Mving Dwn Rule nt the Earnings Mving Up Rule and selecting Create New Sequence frm the menu that appears. Within the Sequence edit windw, prvide a name fr the Rule perhaps Earnings Reversal. Set the Span in Bars t 40, since it wuld take apprximately 40 weeks in rder fr this series f events t unfld n the Chart. Nw drag the Earnings Mving Dwn Rule int the Sequence edit windw twice mre s that the events are numbered 1 4 and include 1-3 Mving Dwn and 4 Mving Up. Finally, select a clr that is easy fr yu t see, and check Scan WatchList, Paint Price when Passing, and Shw in Chart. Nw use the crsshair (click anywhere in the backgrund f the Chart t activate it) t identify histrical examples f Earnings Reversals. 3. Finally, we applied a technical Indicatr t Fundamental data t find ut mre abut hw current values relate t what thse values have been histrically Add a Stchastics plt t the Chart. Begin with the / key n yur keybard. Search fr Stchastics. Instead f chsing a general Stchastics plt, chse Stchastics f Indicatr. Then select Earnings frm the list f Indicatrs. If yu re happy with the Stchastics plt verlaid with Earnings, leave it as is. If yu d like Stchastics in its wn pane, right-click the Stchastics plt and select Mve t New Pane. Change the parameters f the plt frm 12,3,5 t 52, 3, 5. These parameters ensure that the Stchastics will measure where Earnings levels are currently relative t where they ve been ver the past ne year perid. When the value is high, Earnings is relatively high. When the value is lw, Earnings values are relatively lw. Page 14

16 Next we wrked with industry analysis. We added a new chart in a Daily TimeFrame. This image shws ur industry exercises. Discussin and instructins fr reprductin fllw. Page 15

17 Identifying Industry Perfrmers Next we wrked with Industries t add a level f cntext t the stcks we were wrking with. Begin by creating a new Chart fr Industry analysis. Use the New tab t the far right f the tabs acrss the tp f already created Charts. We began with a tp dwn apprach by changing the WatchList frm a list f stcks t a list f Sectrs. Use the WatchList Picker t search fr Mrningstar, and select the list titled Mrningstar Sub Industry Grups. Nw click in the empty space next t the Symbl clumn in the WatchList area. Select Lad Clumn, then Percent Change. Right-click the clumn header and select Edit t change the perid f the Percent Change value represented. Lad three f these clumns. Create a 1M, 6M, and 1Y Percent Change clumn. Each f these can be srted t find the best perfrming industries n a shrt term, intermediate, r lnger term basis. Yu can then change the WatchList t reflect thse stcks that make up the cmpnents f sme f the best perfrming sectrs in the market. The ther apprach we tk was bttm-up, which began by chsing a WatchList f stcks. Use the WatchList Picker t chse a list f stcks yu d like t wrk with as a base. Plt bth Symbl Rank vs. Industry and Industry Rank vs. All Industries n the Chart. Remember that the Symbl Rank vs. Industry plt measures where the selected stck ranks amng its sectr stcks. It answers the questin Hw has this stck perfrmed relative t its ther sectr members ver the last mnth (r tw mnths r six mnths, etc)? T identify the stcks in yur list that are amng the best in their sectrs, create a Rule based n the Symbl Rank vs. Industry plt. Click the plt, and within the Rule tab f the edit windw, create a new Rule. Use the drp-dwn t chse Greater Than Value, and set the value t 80 where apprpriate. This will ensure that anything passing the Rule has utperfrmed at least 80% f the ther stcks in its sectr ver the last 50 days (this assumes that yu left the perid f yur plt set t 50). In the Chart pictured, the settings are 20; therefre a ranking f at least 80 shws that these highlighted stcks have utperfrmed at least 80% f ther sectr stcks ver the previus 20 days. Select Scan WatchList. Then select OK t clse the windw. The Industry Rank vs. All Industries plt measures where the selected stck s sectr ranks amng all ther sectrs in the Market. It answers the questin Hw has this stck s sectr perfrmed relative t all the ther sectrs in the Market ver the last mnth (r tw mnths, r any ther time-frame). Create a similar Rule here. Click the plt and within the Rule tab, select Create New Rule. Within the drp-dwn, select Greater Than Value and set the value t 80 where apprpriate. Nw select Scan WatchList and OK t clse the windw. Anything highlighted with bth Scan Lights in the WatchList is ne f the best perfrming stcks in its sectr and belngs t ne f the best perfrming sectrs in the Market. There are several ther Industry related plts available, just use the Add Indicatr Select OR the / methd t search fr the keywrd Industry t find them. Page 16

18 We created a new chart t begin wrking with breadth indicatrs. This image shws ur breadth indicatr exercises. Discussin and instructins fr reprductin fllw. Page 17

19 Breadth Indicatrs Calculatins acrss a grup f stcks: Next, we spent sme time creating Breadth Indicatrs. We lked at tw specific kinds f Breadth Indicatrs. 1. First, we used the average behavir f a technical Indicatr acrss a list f stcks in rder t extract infrmatin abut an ETF s cmpnent behavir in rder t analyze the ETF itself. Change the symbl fr the chart shwn t QQQQ. Just type QQQQ and select it frm the list in rder t d s. Next, plt Stchastics n the Chart. Nw use the Add Indicatr buttn t select Create Custm Index. Use the Custm Index wizard t create the desired result. Use the Nasdaq 100 stcks as the cmpnent list. Chse Average Indicatr when prmpted. Make sure yu calculate fr the entire list and fr the entire histry f the symbl. When finished, nte times when Price and the Average Stchastics value acrss the Nasdaq 100 stcks experienced a divergence. If yu chse t, yu can pin the individual Stchastics plt using the pushpin icn in the upper left crner f its pane. 2. Secnd, we created indicatrs representing the participatin in an activity acrss the list f stcks making up the ETF being analyzed. First, create a Rule that requires Price t make a new 250 Day lw. Select Add Indicatr and then Create Custm Index. This time, when prmpted, select Number f Stcks Passing a Rule. Then select the Price Making a New Lw Rule. Finally, select Percent Passing the Rule and finish the calculatin. The resulting plt can be inverted by right-clicking the scale and selecting Invert Scale. Spikes in this plt represents multiple stcks in the list making a new ne year lw n a given day. Nte with the crsshair the relatinship between spikes in the Custm Index and Price. The secnd Calculatin we created was based n a Rule that required the Price t Crss up Thrugh a 40 perid Mving Average. First, make sure the Mving Average yu see n yur Chart is set t a perid f 40. D that by using the edit fr the Mving Average plt by clicking it. Then create this Rule. Drag Price nt its Mving Average and frm the menu that appears, select Create Rule. Set the parameters t Price Crssing Up Thrugh its Mving Average. Select OK t clse the windw. Nw use the Create Custm Index ptin within the Add Indicatr buttn. Use the wizard as described abve. Use the Nasdaq 100 as the base list, ask fr the Number f Stcks Passing a Rule. Select the Price Crssing up Thrugh its Mving Average Rule, and finally ask select the Percent Passing the Rule ptin. When finished, this plt shws the percent f stcks ut f the Nasdaq 100 each day that had Price crssing up thrugh its Mving Average. Use the crsshair t align spikes in the Custm Index with fllwing behavirs in Price. Apply this same cncept t any behavir yu d like t cunt r any Indicatr yu d like t get a feel fr acrss a list f stcks whether that list is an ETF cmpnent list r an Index. Page 18

20 RealCde fr Indicatrs and Rules: We finished ut the day by using RealCde t create an indicatr and a rule. Basic RealCde Indicatr: The RealCde Indicatr we created pltted the daily trade range fr the active symbl. Select Add Indicatr. Then chse Create in RealCde. Prvide a name fr the indicatr when prmpted. Within the RealCde editr, type the fllwing: Plt = price.high - price.lw Select OK. The plt that appears n the chart is a plt f the size f the trade range f the active symbl each day. Basic RealCde Rule: An attendee asked t find thse stcks that mst frequently trade within a range f 1 pint t 5 pints. In rder t answer this questin, we created a rule using RealCde. Select Add Rule. Then chse Create in RealCde. Prvide a name fr the rule when prmpted. Prceed as fllws within the RealCde editr: Create a variable fr the Trade Range plt s that yu can refer t it in yur cde. Here s hw: Use the Indicatrs/Rules buttn and select the Trade Range indicatr frm the list. This will create a variable in the editr that lks like this: # tr = indicatr.traderange This variable makes it pssible t refer t trade range s value in the cde s calculatin. Nw n a new line, type this: If tr.value>1 and tr.value<5 Then pass Select OK. The rule shuld nw be n yur chart and can be implemented hwever yu chse. In class, since we wanted t find stcks wh mst frequently fit this prfile, we clicked the rule frm the chart t pen its edit windw and marked the ptin t create a clumn fr the %True in Perid. We srted the WatchList t find thse stcks that traded within these parameters mst frequently. If yu want t change the perid f time tested fr the clumn, right-click the clumn header and select Edit. Yu can change the perid tested there. Page 19

21 We're Here If yu Need Us! Resurces: If yu have any questins abut these uttakes, please feel free t me at julia.rmnd@wrden.cm. If yu have general questins abut StckFinder ging frward and need help setting smething up, please navigate yur web brwser t Within the Discussin tab in its tp right crner, select the Ask a Trainer StckFinder frum. Make sure yu are signed in and pst yur questin. We ll get back t yu as quickly as pssible. If yu have any technical issues with StckFinder, please cntact Technical Supprt. Here are ur hurs: Mn - Fri: 9:00 am - 9:00 pm ET Sat: 9:00 am - 3:00 pm ET Phne: Fax: Keep an eye n fr upcming dcumentatin, training vides, and webinar updates. During class, we dwnladed several charts frm the Share library. T access these, click the Envelpe icn n the Main Menu and select Brwse Other Users Shared Items. Within the Charts sectin, search fr each f the fllwing individually: TC LR This is a chart with a linear regressin channel attached t a date pinter Average Mnthly Percent Change by Mnth Pivt Pints Overlaid MACD and Stchastics Main WatchList, Industry WatchList Page 20