1. NEW Sector Trading Application to emulate and improve upon Modern Portfolio Theory.

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1 OmniFunds Release 5 April 22, 2016 About OmniFunds OmniFunds is an exciting work in progress that our users can participate in. We now have three canned examples our users can run, StrongETFs, Mean ETF Selection, and Sector (new in R5). We are including the Multi-Group Balancing & Timing, Safety, and Trends Applications ahead of completing examples for them so users who want to run their own experiments can do so. All users can follow our progress and run the examples as we build them. Right Edge Trading is now fully supported. We encourage those users who consider themselves experimenters to work with us in parallel and post findings in the OmniFunds forum, at About Release 5: Improvements to OmniFunds: 1. NEW Sector Trading Application to emulate and improve upon Modern Portfolio Theory. 2. Switching Intervals may now be combined in OmniFunds methods. That is, you can switch on an interval (like Weekly) and ALSO switch when Market State changes. 3. Auto Trade settings accessed by clicking the... button next to Auto Trade. Essentially, these options enable a user to specify WHEN orders are submitted. Trade setting to submit these orders X minutes after market close or before market open. Improvements to VisualTrader: 1. Various internal changes to support the Sector Trading App and Trade Equalizer About VisualTrader 11 Pro VisualTrader is the platform on which OmniFunds runs. The primary reason we did this was to develop the OmniFunds prototype as quickly as possible. VisualTrader has all the supporting features, including: 1. Charting and window management features 2. The Focus List can have indicator columns useful for examining the sort order. 3. Full paper trading support and the ability to examine Trade Plans in charts. 4. Integrated Portfolio and Equity Curve (new in VT 11) 5. Full support for OmniLanguage 6. Full brokerage trading support (not implemented in OmniFunds yet)

2 OmniFunds ToolBar You can access the OmniFunds apps on the OmniFunds toolbar. Click on the. Button to select which app you would like to use. Once you have selected the app, click on the icon in order to access that application s interface. Bring up the OmniFunds interface Select an OmniFunds Application Quick Start This is a Quick Start that uses the Strong ETFs method. The Strong ETFs method is listed again under Methods below. 1. Make sure you load the Profile that has the correct symbols for the OmniFund you are going to run. For this example, click File, Open and load the VisualTrader profile XRTvsXTN 2. Click the Drop-Down on the OmniFunds Toolbar to show all installed OmniFunds. Select Strong ETFs application. You should see the OmniFunds Interface. Select XRTvsXTN in the drop-down. The specific Template displayed here.

3 3. Move the start date back in the PlayBack Tool to January 6, 2014 (for this example). HINT: You can go back to the same date in subsequent runs by establishing a BookMark. To do so, Right-Click in the Playback control, select Bookmarks from the menu, and create one at a specific date in the interface. Then, for your next run, you just activate the BookMark by double-clicking it in the BookMark interface. Slider in Play Back Optional Bookmark feature (Right Click on the Play Back tool to activate). 4. IMPORTANT: MAKE SURE THE OMNIFUNDS INTERFACE IS VISIBLE (click the OmniFunds button). If it s not activated, it will not take any trades. It can be minimized. 5. Click Simulator on the Simulator control and select Start New Session 6. Click NEXT in the Simulator to advance to the next bar, or PLAY to let it go by itself. As trades are executed, you will see them appear in the Position Window. You can PAUSE the simulation, click charts, add indicators anything you like while the simulation is running or paused. Click Fastest on the Simulation tool bar and the simulation will run about 5 times faster than the Fast mode. 7. Click Account on the lower right section of VisualTrader to bring up the Account Interface. From here, you can see all Orders, all Historical Positions, and all Open Positions while the simulation is running. Click Equity Curve

4 to see the simulation curve. This OmniFunds was up 52% with a 13% Draw Down. The Equity Curve can also be viewed while it is being created. During this time the market only had an 18% Return and 12% Draw Down.

5 The OmniFunds Interface OmniFunds Interface Components Interval Control Auto-Trade Symbol Selection Approach Specific to this Application. OmniFunds Interface for StrongETFs Common Settings Dynamic Market States Each OmniFunds has the same Common Settings (basic filters, rankers, and position controls) but a different Symbol Selection area that defines the Settings that are Specific to the Application. Dynamic Market States can OPTIONALLY be used to change all Symbol Selection and Settings depending on what the market is currently doing. The Interval Control controls when trading can occur. Let s review each of these Interval Control Name: Name of the settings being used for this OmniFund. You can have multiple Save Sets by using Save As at the bottom of the form. Switching Interval: [x] N Bars [ ] Every Monday v Weekly v [ ] when Market State changes Multiple selections can be set, in which case a switching evaluation is made when any is true. If N Bars is selected, the program will switch every N bars, without attempting to line up on a specific day. If Every is selected, it will switch on the interval and say specified. If it cannot trade on the day due to a holiday, it will trade the following day. If when Market State changes is selected, the program will only perform its switching process when a Market State change occurs. See Market States below.

6 Symbol Selection (Specific to this App) Application example -- Strong ETFs: Each OmniFund has a unique approach. StrongETFs (the first OmniFund) operates by running the ETF Selector to determine which ETF to switch into, then uses the SymbolRanking indicator to rank the stocks within the ETF. The highest or lowest values of the indicator (Descending or Ascending) determine which are selected for switching into. There are unique parameters for Strong ETFs (our example app): Max % of Equity: Specify maximum exposure. Symbol Selection Simple: Two ETFs that are used for switching. This OmniFunds Application is described in more detail in the Applications section. Multi Pairs: Defined pairs to compare against each other. Multi ETFs: Evaluates all of the ETFs listed to determine the strongest ETF. ETF Selector: An indicator which is applied to the actual ETF symbols, to determine which one to switch into. Settings (Common to all apps) Market Filter: This is an OmniLanguage indicator with no parameters that returns zero ( 0 ) if False or 1 if True. It runs on the Market Symbol that is specified. If it is false then no new entries are allowed. A typical Market Filter would be C > EMA(200). {Close greater than the 200p Exponential Moving Average) [x] Close Existing (next to Market Symbol): If Market Filter turns from True to False and this box is checked, then all open positions will be closed. Symbol Filter: This is an OmniLanguage indicator with no parameters that returns zero ( 0 ) if False or 1 if True, running on each symbol for which a new position is about to be entered. If False, the new position is not entered. A typical Symbol Filter would be: C > EMA(100). {Close greater than the 100p Exponential Moving Average). Symbol Ranking: Given N possible securities that can be traded at the switching interval, but not all of them can be taken due to the definition of allocation, they are ranked by this OmniLanguage indicator in Ascending or Descending order. If Symbol Ranking is blank, the order of the list is used. Max Concurrent Positions: The number of positions you allow at one time. Allocation: This is an OmniLanguage indicator that returns a value from 0-100, indicating the % of Equity for trade size, which is converted into shares. Once the allocation reaches 100% of the equity in the Portfolio (Account) it will stop taking positions. If Allocation is BLANK then the account will be divided equally among positions based on the Max Concurrent Positions setting. A simple number can also be typed in, like 10 which would mean every trade would be 10% of Equity.

7 Trade Plan: You can optionally specify a Trade Plan to be applied to all new positions. If [x] Close Existing under Market Filter and [x] Close Trades at Switching Interval are NOT checked, the Trade Plan will dictate when a trade exits,. If these settings ARE checked, they will override the Trade Plan. [x] Close Trades at Switching Interval: If this is checked, then any open trade that would not normally be selected at that switch point will be closed. Wouldn t you always want this? No if you are using a TradePlan, you probably want the Trade Plan to exit your trades. Dynamic Market State Selection The use of Market States is OPTIONAL. If used, they can change all settings in the interface to the left (except Interval) when something happens in the market. For example, if the market suddenly drops through a recent support level, you might want to reduce allocation or trade a different ETF or Symbol Group. OmniLanguage Indicator that defines this Market State Each Market State has a Market Condition, which is an indicator operating on a Market Symbol. Market Condition indicators should return a True or False (1 or 0 integer value). The ORDER the Market States are evaluated can be changed with the arrows at the bottom. The program will evaluate each Market State from top to bottom. As soon as one evaluates to TRUE (not zero) then all the Settings on the left (except the Interval Control) will change to match the way they were defined for Market State Add New Market State Order of evaluation Change Priority Delete Current Each State has the following elements: Market Condition: The name of an OmniLanguage Indicator that is tested for True or False (1 or 0). If True, the program switches to all settings defined with that State. Market Symbol: The Symbol the Market Condition Indicator runs on. Name Column: The name of the Market State (this is also how the settings are saved). Active Column: Will say True if the Market State is currently active and False if it is not. The example above is what it looks like when it is not running. If Market States are defined, and you run a simulation, you will see the blue highlight move from state to state as they are activated. All settings to the left will also change to match the new state.

8 OmniFunds Applications in Release 5 There are multiple types of OmniFunds apps, and you can create as many different templates (with different settings) as you like for each OmniFunds app. The OmniFund Applications available in this release: Strong ETFs Examples for these are Mean Strength included in OmniFunds Sector Trading Multi Group Balancing Timing and Safety Applications with Examples Note: The Addendum covers the Trade Equalizer, a related application that runs in VisualTrader to trade Signals. An example for the Trade Equalizer is included in this Addendum. Strong ETFs (SE) Symbol Selection Method: Select N Symbols from an ETF based on which ETF is favored using an ETF Selector indicator. This method trades the stocks WITHIN an ETF. The Mean Strength method trades ETFs. Approach: Strong ETFs operates by running the ETF Selector indicator to determine which ETF to switch into, then uses the Symbol Ranking indicator to rank the stocks within the ETF. The highest or lowest values of the indicator (Descending or Ascending) determine which are selected for switching into. Profile Requirement: For Strong ETFs to work properly, it needs a profile that has at least 2 ETF groups. ETF groups are a new feature in VisualTrader 11. We provide a sample Strong ETFs profile. Additional ETF groups can be created using Right Click Create ETF Group. Simple: Two ETFs that are used for switching. Multi Pairs: Defined pairs to compare against each other. Each pair is created with / and separated by, Multi ETFs: Evaluates all of the ETFs listed to determine the strongest ETF. ETF Selector: An indicator which is applied to the actual ETF symbols, to determine which one to switch into. By default, we use Relative Momentum. THIS OMNIFUND WAS DEMONSTRATED IN RUNNING THE STRONG ETFs EXAMPLE ABOVE.

9 Mean Strength (MS) ETF Selection Method: Select the top N ETFs by summing (averaging) up to 3 indicators measured on all the constituents of each ETF. This process is intended to identify the strongest ETF by virtue of its constituents. Approach: This OmniFunds ranks the individual components of an ETF in order to rank the actual ETFs for trading. They can be ranked on up to 3 separate indicators, which are averaged together. Profile Requirement: A Profile using this app MUST be an ETF profile using the ETF Group feature of VisualTrader 11. Multiple ETFs and their components should be defined. In addition, a generic ETFs group should be defined that has all the actual ETF symbols in it (for trading purposes). Indicator 1, 2, and 3: Up to 3 separate OmniLanguage Indicators can be used. The indicator(s) are evaluated on each symbol in each ETF Group in the Profile in order to select an ETF to trade. If multiple indicators are defined, the average of the 3 values is used for this purpose. Activating and Running the Mean Strength Example 1. Make sure you load the Profile that has the correct symbols for the OmniFund you are going to run. For this example, click File, Open and load the VisualTrader profile OmniFunds Mean Strength Demo 2. Click the Drop-Down on the OmniFunds Toolbar to show all installed OmniFunds. Select Mean Strength. You should now see the OmniFunds Interface. Make sure MS Template in the drop down. The Specific Template is selected here.

10 3. Move the start date back in the PlayBack Tool to January 1, 2015 (for this example). Slider in Play Back 4. IMPORTANT: MAKE SURE THE OMNIFUNDS INTERFACE IS VISIBLE (click the OmniFunds button). If it s not activated, it will not take any trades. It can be minimized. 5. Click Simulator on the Simulator control and select Start New Session Set the End Date to 7/1/ Click NEXT in the Simulator to advance to the next bar, or PLAY to let it go by itself. As trades are executed, you will see them appear in the Position Window. You can PAUSE the simulation, click charts, add indicators anything you like while the simulation is running or paused. 7. Click Account on the lower right section of VisualTrader to bring up the Account Interface. From here, you can see all Orders, all Historical Positions, and all Open Positions while the simulation is running. Click Equity Curve to see the simulation curve. This volatility was avoided. The run generated a 5% Return with a 1.6% Draw Down. Margin was not used. Average percent invested was just 15%. The market showed a 1% Return and 4% Draw Down, assuming a 100% investment in SPY.

11 Sector Trading The Sector application achieves 4 important goals: 1. Implements the Strong ETFs method as Top Down 2. Implements the Mean Strength method as Bottom Up 3. Implements a new Symbol method, to evaluate between symbols 4. Supports multiple Sectors in the each Market State, with completely different settings on each one! Up to 10 Sectors can be defined in EACH Market State Two Market States are defined in this example. Settings Definitions: In this example, the visible Settings are for Sector 1 in the LowVol Market State. Each Market State can define multiple Sectors, and each Sector can determine its trading candidates. There is so much flexibility in this tool that it replaces and extends the Strong ETFs and Mean Strength and Multi -Group Balancing tools. Sector makes it possible to trade a mix of Sectors that are appropriate for a given Market State. Approach: (below Symbol Selection label) Top-Down is essentially the Strong ETFs method. The Group with the chart having the best Indicator value wins, and the best symbols within the Group based on Symbol Filter and Symbol Ranking are traded using the specified Allocation and Trade Plan up to the Max Concurrent Positions setting. A Market Filter can determine that the entire Sector not trade. Note on the example. Top Down can select between Groups separated by commas. In the above example, only ONE group BULL MARKET ETFs is specified, in which case symbols are selected from within that group only. Bottom Up is essentially the Mean Strength method. Group Symbols are chosen based on the strength of the components. This is designed to be used to select ETFs based on the strength of the underlying stocks.

12 Symbol is a simple, new approach. It s a simple application that allows a Sector to select between multiple Symbols based on an indicator. The same symbols can be further filtered and ranked using the Settings in the bottom part of the interface. The Sector-1 Example Running the Example: 1. Load the Sector1 Profile 2. Open the OmniFunds Sector application from the toolbar. 3. The Sector1 template should already be selected. 4. Click Simulator and set the Simulation Start Date to 12/31/2012 and End Date to 4/15/ PLAY the Simulation. (see general section on using the simulator) Over 3 years, we see an average annual return of 21%, only changing positions 3 times per month. A key advantage of ETF Switching! About Sector-1: Above is the VisualTrader list for the Profile. You can see four different groups in VisualTrader, INDEXES, BULL MARKET ETFS, and so on. These groups are used in the Sectors depending on Market State as follows: Market State Low Volatility ($SPX) High Volatility ($SPX) Condition AroonHigh AroonLow Sector 1 Approach Top-Down Top-Down Symbol(s) BULL MARKET ETFs INVERSE ETFS Max Allocation 100% 50% Indicator ADX10 ADX10 Symbol Ranking VtyPriceRatio CCI6 Max Positions 2 2 Sector 2 Approach 2 Trades (not used) Top-Down Symbol(s) Max in DEFENSIVE ETFS 50% Max Allocation this 50% Indicator ADX10 Market Symbol Ranking CCI6 State Max Positions 2 4 Trades Max in this Market State

13 OmniFunds Applications under Development The Multi-Group Balancing and Timing and Safety Apps, are fully functional and users can experiment with them; we just do not have examples coded at this point. Examples will be provided in a future update. Multi-Group Balanced (MGB) Symbol Selection Method: Select ETFs or Stocks from within Groups in VisualTrader based on the other setting, and allocate to the group (primarily created to be used with DMSS). Approach: Up to 5 different Groups can be traded simultaneously using this OmniFund Application. Trade the components of up to 5 separate groups using different allocations. Trade a primary group and hedge with a secondary group (like, inverse ETFs) Any application where trading occurs in stocks or ETFs within a group. Group: Any Group on the VisualTrader map, by name. The components of the group will be traded. At any Market State, the target Groups can be altered, as any other setting in the OmniFund. Since each Market State establishes what is on the Group tabs, a very large range of possibilities opens up. For example, in a fearful market we might trade non-market-correlated securities or ETFs with specific allocation, whereas in a normal market we might trade secular groups that benefit from rising market values. Because of this flexibility, every tab in every state must be examined by the user. if you were to define 4 market states, you will have 4 States x 5 Groups or 20 unique group definitions, each with its own settings. Note: We have not yet provided an example for this OmniFund. Timing, Safety, and Trend Approach: This OmniFunds module uses up to 3 indicators (scaled from 0-100) with a slider so the user can specify a cutoff level for each indicator. Make sure the indicators for Timing, Safety, and Trend return a value from From 1 to 3 indicators can be used. The slider specifies a cutoff level for the indicator if it is defined. If not, the slider should be set to zero. The slider can be used to specify different cutoff levels. The other features of the primary OmniFunds interface, such as Ranking and Filtering can also be used so that only the strongest symbols are selected according to the Ranking or Filtering indicators. Note: We have not yet provided an example for this OmniFund.

14 Using OmniFunds for Fully-automated Trading OmniFunds can now trade live with a broker. Once you have everything set up, make sure the interface is active and click the [x] Enable Auto Trade check box. From then on, whenever OmniFunds detects the conditions to submit orders, either intraday or at the close, it will do so. A live broker or paper broker account can be used. A feature specifies when End of Day trades are to be placed. Click [..] next to Enable Auto Trade. You can always push ENTER TRADES if you miss a trading window. Application Notes About Fastest Mode in the Simulator If you select Fastest in the VT Simulator, it will run about 5 times faster than Fast. However, you cannot rely on the AutoSort feature of the list. You must use a Ranking function in the OmniFunds app. If you use this don t use THIS. In Development We are working to add additional features into OmniFunds: Call OmniLanguage indicators with parameters Access Portfolio positions from the OmniFunds code. Write OmniLanguage routines that run the entire process (i.e., code new Apps) Use Optimization Ranges for Variables The ultimate goal is for users to be able to upload OmniFunds Apps to the OmniFunds web site, so they can customize their End of Day fund switching application in any way they like.

15 Improving on Modern Portfolio Theory: The Mean Strength App was created to allow different groups of securities or ETFs to be traded, with specific allocations for each one. This is similar to the approach taken by Modern Portfolio Theory or MPT. What is MPT? MPT was invented in 1953 as a way to balance the risk of a Portfolio using different asset classes. The following table from Wealthfront, a Robo Advisor fund management company shows a percentage allocation and ETF for each asset category. As long as we have a secular bull market, this approach works reasonably well. But in correcting markets (like 2000, 2008 and ) portfolios built this way can suffer devastating losses. Experimenting with Multi-Group and the NEW Sector Trading Applications In the Multi-Group Balanced OmniFund, we can use indicators and conditions to adjust mix, allocation, exit levels, and other factors to manage a dynamic portfolio. We are running these experiments now, but users who want to run their own experiments in this area can now do so in parallel with us using this Application. Multi-Group was designed to switch between groups according to changes in Market State. But the Approach used was always to trade the symbols in the groups through Ranking. In Release 5, a NEW Application is available called Sector. This app allows a user to configure Sectors using either a Top-Down approach (which is the same as Strong ETFs) OR a Bottom-Up approach (which is the same as Mean Strength) on the SAME MAP. See documentation for the Sector Trading Application for more info. Sector Trading applications have the greatest potential in terms of creating a robust fund-switching application, and this is where we are focusing most of our research right now.

16 Using OmniLanguage to Modify Indicators One of the great things about OmniFunds is that it is based 100% on OmniLanguage Indicators. This means you can create any kind of Filter, Selector, Ranking or Market State function you want, using the full range of capabilities of the built-in system. Here is how OmniFunds installs and manages the indicators and settings it uses. When OmniFunds is installed on a computer, the Indicators used by the defined OmniFunds are copied to an OmniFunds project in OmniLanguage. When OmniFunds is installed or editred, the Settings for each OmniFunds are saved in \VisualTrader \OmniFunds\application\unique_instance. Indicators installed here. SAVE and SAVE AS BUTTONS (for new) OMNIFUNDS PROJECT Settings are saved in VisualTrader/OmniFunds with a folder for each method. On-the-fly editing of indicators is supported. The indicators defined for an app can be edited and re-compiled at any time, even while a simulation is running. Just click PAUSE in the PlayBack interface, edit your OmniFunds Indicator, and then resume the simulation.

17 OmniFunds Development Approach A Rapid Prototype Environment Web site programming is difficult and time-consuming. If we were to attempt to implement OmniFunds on a web site first, users would not see initial funds for months. OmniFunds is a rapid prototype development project based on the VisualTrader platform. By using VisualTrader as the test platform, we can implement and test new ideas quickly. OmniFunds is Unique Technology We have never had a product like OmniFunds before. OmniFunds is designed to select an allocate to different investments based on what the market and those instruments are doing. It s a powerful paradigm. The OmniFunds Fast Track The steps of our plan are shown to the right. We will take what we have learned in the prototype (VisualTrader) to create a stand-alone OmniFunds program. Then we will take the same code and port it to an OmniFunds web site that is dedicated to OmniFunds. Then, we plan to make it possible for users to see and use their OmniFunds with their OmniVest portfolios, in OmniVest. Please submit YOUR ideas! We see this as a major collaborative effort. If you are one of the users experimenting with OmniFunds, please submit ideas for new switching algorithms in the OmniFunds forum, or send them to Ed Downs ed@nirvsys.com. If possible, we will create a new OmniFunds Application that meets your specification. We know that the OmniFunds approach will produce powerful fund management results with lower risk than other apps provide. By implementing first on the VisualTrader platform, we can quickly try different indicator combinations, Trade Plans, Allocation methods and other controls to arrive at great new OmniFunds Applications. The OmniFunds Fast Track VisualTrader OmniFUNDS Prototype Application OmniFUNDS Platform OmniFUNDS Web Site OmniVEST Integration

18 Experiencing the Power of OmniFunds The main thing we want new users to see is just how powerful this prototype is. Ultimately, it will become a web site, but this implementation enables us to have maximum visibility into effective switching methodologies. Having it run in VisualTrader means you can do all kinds of things like Define Indicators in the OmniFunds project and Plot them. This enables you to verify that switching is happening at the right time, and to tune the indicators. Right-Click, Add Indicator, OmniLanguage, OmniFunds, Indicator Plot all the open positions to see how they are doing, and why some are causing draw downs. Do this from the Positions Window. Sort on an indicator in the Focus List, so you can examine the relative goodness of symbols to establish a Ranking function. In StrongETFs, use BOTH Mode, so it can sort the symbols in each ETF. Make sure you set the Symbol Ranking value to blank if you want to use the Focus List for Ranking Order. Bring up the Account interface and examine Open Positions, Closed Positions, Orders for the next bar, and anything else in that interface, PLUS get an Equity Curve (it doesn t update dynamically right now we re working on that). Bring up the Market to see how it is behaving relative to your switching paradigm, and identify the right Market Filter to stop trading (and optionally exit all positions) if the Market starts to falter. Change any Indicator, at will, before/after/during a Simulation to see the effects. Work with list Sorts to establish symbol ranking. If no Ranking indicator is specified, it will use the sort of the upper list in VisualTrader for the order of symbol selection. You can even change this while it s running! Experiment with Allocation Formulas. The default is to divide up Equity into N equal parts. But you can write an Allocation Formula that returns a percentage, and that percentage will be used. Experiment with Trade Plans. If you specify a Trade Plan, you probably want to turn OFF the check box that says [x] Close Trades at Switching Interval. Most VisualTrader features are available during the simulation. You can close trades, move stops, add indicators, patterns, anything that VT supports to simulate. The time frame of the program is what is used for switching, and Real Time bars are supported. What would happen if we switched in Real Time? Nirvana Club Members: We just implemented ARM4 Indicators that use Neural Network blocks in Strategies to return NN Score Values. We think the implications of this are truly awesome!

19 Addendum: The Trade Equalizer (TE) THE FOLLOWING EXAMPLE IS FOR THE TRADE EQUALIZER APPLICATION, AVAILABLE SEPARATELY FROM OMNIFUNDS. Approach: The Trade Equalizer is different from OmniFunds in that it can be driven by Signals. SPY ETF chart, 60 Minutes (one month) marked with the different Market States (use the Equalizer Template): Equalizer Strong Up Trend Up Strong Down Trend Down Other One Month: SPY was up 3% with a Max Draw Down of 6%. (Calmar = 0.5)

20 Trade Equalizer Run: By comparison, our Trade Equalizer run made 9% with a Max Draw Down of just 3%. (Calmar = 3) Our Trade Equalizer Application avoided the large draw down and made steady gains. Activating and Running the Trade Equalizer Example The Trade Equalizer demonstration can be run as follows: Open the Trade Equalizer Demo Profile. Set your Transform to Relative Momentum with Change in Trend. Check that the upper list is sorted on the Above column and the lower list on the Below column. Check that the timeframe is set to 60 Minutes Heikin Ashi (RT Data is required). Click the Simulator button, New Simulation, and set your start date to September 14, 2015 Click the OmniFunds tool bar to select Trade Equalizer. OmniFunds will appear in front of VT. Select HA 60 Minute in the OmniFunds interface (at the top). (optional) Plot symbol SPY and bring up the Equalizer Chart Template. Play the Simulation. This example uses simple moving average indicators, a basic Heiken Ashi Strategy and a simple Trade Plan to control exits. It is not intended as a production application that should be activated in live trading, but it does a great job of showing the concept. Further experimentation should lead to more robust results as more advanced indicators are used for Market State, Ranking, and Filtering. These later versions will be delivered in updates.