Directions to build Stochastics & EMA Crossover search

Transcription

1 Directions to build Stochastics & EMA Crossover search 1. Click the UniSearch tab at the top of the program. 2. Click the drop down arrow next to the New icon. 3. Click on New Search. 4. Click in the empty white box under Parameter. 5. Select Stocks. 6. Select Price/Volume. 7. Click on Price (Actual). 8. Click in the empty white box under Operator. 9. Select >. 10. Click in the empty white box under Value. 11. Click on <Custom Value>. 12. Type the number Click in the empty white box under Parameter. 14. Select Stocks. 15. Select Price/Volume. 16. Click on AvgVol (50 day moving Average Volume). 17. Click in the empty white box under Operator. 18. Select >. 19. Click in the empty white box under Value. 20. Select <Custom Value>. 21. Type the number Click in the empty white box under Parameter. 23. Select Stocks. 24. Select Filter By. 25. Select Industry Group. 26. Click in the empty white box under Operator. 27. Select <>. 28. Click in the empty white box under Value. 29. Click on Selected Industries. 30. Scroll through the list to ETFs (Short) and check the box next to it.

2 31. Click the OK button at the bottom. 32. Click in the empty white box under Parameter. 33. Select Stocks. 34. Select Filter By. 35. Select Exchange. 36. Click in the empty white box under Operator. 37. Select <>. 38. Click in the empty white box under Value. 39. Check the box next to Pink Sheets. 40. Click the OK button at the bottom. 41. Click in the empty white box under Parameter. 42. Select Stocks. 43. Select Price/Volume. 44. Click on Price (Split Adjusted). 45. Click in the empty white box under Operator. 46. Click on ProTrader. 47. Click on Stochastics Oscillator Crossover. 48. Click in the empty white box under Value. 49. A box will pop up. Change the number of days from 1 to 2. It should read: (14,3) day slow %K crossed above 20 in the past 2 days

3 50. Click the OK button at the bottom. 51. Click in the empty white box under Parameter. 52. Select Stocks. 53. Select Price/Volume. 54. Click on Price (Split Adjusted). 55. Click in the empty white box under Operator. 56. Click on ProTrader. 57. Click on EMA Crossover. 58. Click in the empty white box under Value. 59. A box will pop up. Change the number of days from 12 to 1. Change the number of days from 26 to 10. It should read: i. 1 day EMA crossed above 10 day EMA in the past 1 days ii. UNCHECK Both averages moving in the same direction iii. 60. Click the OK button at the bottom. 61. Click the Save icon above the list of folders. 62. Click on Save As. 63. Type Stochastics & EMA Crossover 64. Click in the radio button next to Long for the Search Type. 65. Click on the My Long Searches folder. 66. Click OK. The search should now appear underneath the My Long Searches folder with a green arrow next to it.

4 Portfolio Settings 1. Click the Portfolios tab at the top of the program. 2. Click the New icon. 3. A pop up window will appear. Type a name for your portfolio. (Example: Stochastics & EMA) Set the Investment, Commission Type, Commission Amount to the desired settings. Select whether to Use Margin and/or to Use Interest and set the desired settings if necessary. Click OK 4. Click the Settings button in the Genius at the top right. 5. Click Build Your Trading System Here!. (Green button in middle)

5 6. Uncheck Use Market Timing.

6 UNCHECK 7. Click Automation Rules.

7 8. Click the Yellow Folder named My Long Searches. 9. Click the search named Stochastics & EMA Crossover.

8 10. Click the Stop Criteria tab at the top. 11. Select %Gain/(Loss). 12. Change the Gain % to Change the Loss % to 20. The thought process here is these stocks were already beaten down due to the low stochastic value. They are more likely to go up 8% before they drop another 20% from their already low levels.

9 14. Click the More Settings tab. Try to maintain 10 positions. Check the box next to Automatically replace closed positions Select Open a Maximum of 10 Position(s) in a single day Select Invest average portfolio value Odd Lots Check the box next to Limit Repurchases and make sure it is set to Don t repurchase a stock I CURRENTLY own Check the box Don t buy if stock violates stop criteria at purchase Uncheck Maximum stocks per industry Uncheck Maximum stocks per sector Check the box Maximum % of a stock s average volume: 10% Select Evaluate Stop Criteria From Purchase Date

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11 15. Click Finish 16. Click Save

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13 BackTest Settings for: Stochastics & EMA Crossover Keep in mind, the results shown in the webcast were achieved while running this trading plan in real time. That means, if a stock met its stop criteria during the day, the stock got sold. A new stock was repurchased during the day. Additionally, I ve been using no market timing for this trading plan. It has been long all the time due to the overall bull market scenario described in the Climate section of the VectorVest Views. If we turn into a bear market, this trading plan will be re-evaluated. You should test the trading plan using our market timing signals. As with any trading plan, you should only begin trading something once you feel comfortable with it. Account Settings: Initial Investment: $100,000 Commission: $9.95 per trade Margin: Don t Use Margin Interest: Don t Account for Interest Place Trades At: Next Day s Open Market Timing: None Automation Rules: Direction: Buy Long Search: Stochastics & EMA Crossover Stop Criteria: 8% Gain or 20% Loss Simulate Intraday Stops: YES Box Checked Optimum Number Of Positions To Hold: 10 Automatically replace closed positions: YES-Box Checked When opening new positions: Try to open all 10 positions immediately. When entering this situation: N/A Amount To Spend When Replacing Positions: Invest average portfolio value Lots: Odd Lots Limit repurchases: Don t repurchase a stock I CURRENTLY own. Don t buy if stock violates stop criteria at YES-Box Checked purchase Max Stocks Per Industry: N/A Max Stocks Per Sector: N/A Max % Average Volume: 10% Test Period: Name/Description: You can select your time period. Stochastics & EMA Crossover