Tutorial: Learning the Basics

Introduction

The TradingSolutions Interface

Understanding Fields

A Quick Example

The Solution Service

A Quick Example

i   Tutorial Task
Apply a "trading solution" to create a signal for a stock.

 

In addition to data with signals already created, the sample TradingSolutions portfolio also includes sample stock data that does not currently have any signals. Let’s look at a quick way that you can experiment with creating your own signals using a "trading solution".

Ä    Note: Later tutorials go into more detail about this and other ways to create new signals.

 

Trading solutions are bundled methods for creating signals. They are typically used to recreate good results found with a particular stock. However, they can also be used to try methods that were successful on one stock on new data.

Step-by-step Instructions

1.    Right-click on any stock in the Sample End-of-Day Data group and select Apply a Trading Solution…. This will display the Apply a Trading Solution Wizard.

Ä    Note: If your portfolio no longer has this group and you would like to try this task using the sample portfolio, see the Notes.

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Figure 1. Selecting "Apply a Trading Solution…"

2.    Review the introduction to the Apply a Trading Solution Wizard and press the Next button.

Ä    Note: Wizards are dialogs that present their information in step-by-step format. The Next button allows you to advance through the steps.

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Figure 2. Pressing the Next button to advance.

3.    On the Select Trading Solution page, select "Sample End-of-Day Model Solutions" from the "Trading Solutions Groups" list.

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Figure 3. Selecting "Sample End-of-Day Model Solutions".

4.    Select a sample model from the right-hand window.

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Figure 4. Selecting a sample model.

Ä    Note: The sample models listed here may differ those available in the software.

5.    Press the Next button. TradingSolutions will perform some brief processing.

6.    On the Create Fields page, review the information on the page and press the Finish button.

Ä    Note: The Next button on the last page of a wizard changes to a Finish button to indicate that this is the last step.

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Figure 5. Pressing the Finish button to complete the wizard.

7.    Let TradingSolutions perform the requested tasks. TradingSolutions displays a Status Dialog to let you know when it is updating things. When it is finished, the Status Dialog will disappear.

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Figure 6. Example of a Status Dialog.

Ä    Note: This task may take a few minutes. This is because the neural network model contained in the trading solution is being optimized to work with the data of a new stock.

8.    After processing has completed, you will have a new tradable signal for this stock based on a technique that worked on another stock. Later tutorials will go into creating signals in other ways and how you can analyze and use this signal. Here is an overview of what you could do next:

·      The first signal for a stock will automatically be set to your Primary Signal for that stock. The Sample End-of-Day Data group in the sample portfolio is set up to automatically display the current value of the Primary Signal in the Portfolio View under the image\ebd_ebd254.gif icon.

·      You can use this value for trading. The value of this signal is updated automatically each time you import new data.

·      You can analyze the performance of the signals for a stock and select a new Primary Signal by right-clicking on the stock and selecting Analyze Signals….

·      You can visually see how this signal would have traded by adding it to a chart.

Congratulations!

You have created your own signal by applying a trading solution. Now let’s see another easy way to get started with TradingSolutions.

 

_    Continue to the next task.

Ä    The Solution Service