Below you will find valuable information on how to use and navigate the Member’s Club, including how to check if new signals have been posted, accessing your signals, changing your portfolios and share calculations, downloading your signals, and tracking your trading results.
- 1. Login
- 2. Signals Tab
- 3. Worksheet
- 1. Logging into the Members Club04.01.16
Under the Members Only tab, there is a sub-tab labeled Members Club. By clicking on this tab, you will open the log in page for your Quantitrader signals. You can also go to this page directly by typing http://www.quantitrader.net into your browser. You will need your login ID (your email) and your Quantitrader password. You can have your browser remember your login and password, plus there’s a handy link in case you forget your password.
- 2. Checking for New Daily Signals04.01.16
Every evening from the www.quantitrader.com site, you can check if new daily signals have been posted to the Members Club. Under the Members Only tab, you will see a sub-tab labeled Signals Date. Click on Signals Date to open a new page (shown below) which will show you the date of the last posted signals. As you can see here, signals for December 22nd, 2015 have been posted.
- 1. Changing Portfolio Selections04.01.16
The Signals page will display signals for your selected portfolios. You can change which portfolios you would like displayed by clicking the Settings Tab. You will also have access to your personal information and password.
You select the portfolios you wish displayed on the Signals page by checking or unchecking the box in front of each portfolio. A checkmark means that it will be displayed. As you can see above, I have all the portfolios except Level 1 Aggressive Margin selected. Once done, click Save.
Then click the Signals Tab to return to the Signals page. Then click on the Reload button to apply any changes you made to your portfolio selections. Your new portfolios will now be displayed.
- 2. Calculating Shares in Your Portfolios04.01.16
To calculate the shares for your portfolios, click on the # Calculate Shares tab.
This will open a window showing each of your portfolios and two boxes. The first box is for your account size. The second is for the percentage to be allocated to that particular portfolio.
Below are two examples, both with a $25,000 account.
This first example is for a $25,000 account with 100% of the funds allocated to Level III Ultra.
In this second example, we have the same $25,000 account size, but we are allocating 50% to Level I Retirement and 50% to Level II Retirement.
You can allocate the percentages however you desire. By keeping the total percentage to 100%, you are not using any margin in your trading.
If you wish to trade with margin (not recommended), just increase the percentage. For example, if you wanted to trade a $25,000 account with 25% margin, you would use $25,000 as the account size and 125% as the percentage.
When you are finished, click the Calculate button at the bottom. This box will close and the number of shares will now be displayed on the Signals page.
Here are the shares for the $25,000 account trading 100% Level III Ultra.
- 3. Downloading Signals04.01.16
Quantitrader gives you the ability to download your signals to an Excel spreadsheet. To download signals, select the Download Signals tab. This will open a window where you can select the location where you would like to save this download. You can also rename the file, such as by date in a Quantitrader Signals folder.
After clicking Save, the signals will be saved to your computer. Locate and select the file on your computer to open it as an Excel spreadsheet. Some brokers will then allow you to import the spreadsheet into their order system to simplify the order-entry process. Check with your broker to see if they allow orders to be uploaded from an Excel spreadsheet.
- 1. Using the My Worksheet04.01.16
Quantitrader has the added benefit of allowing you to track your trades, commissions, net profit or loss by trade, and cumulative P/L. You also have the option to download this data into an Excel spreadsheet. By selecting the My Worksheet tab, you will open a page where you can track all of your trades.
You can add the information from the Signals page, enter the data manually, or do a combination of the both.
To add from the Signals page, just check the box in front of the signal(s) that you wish to add to your worksheet and then click the + Add selected to worksheet.
Click OK and then go to My Worksheet.
Initially, the newly added signals will not show on the worksheet. Click Reload to refresh your worksheet to display the newly added signals.
To edit a signal, just double-click the signal to open it. You can edit the entry date, exit date, action (Long or Short), the ticker symbol, number of shares, purchase price, sales price, and commissions paid.
When finished, click Update and the worksheet will automatically update the profit per trade ($ amount and percentage) and the cumulative P/L.
Note that the worksheet tracks trades by portfolio.
To manually add a trade, click the New Entry tab. A new line will open allowing you to enter all the trade information. When done click Update to add to the worksheet.
To delete a trade, just select the box in front of the trade. Once checked, click on the Delete Selected tab and the selected trades will be deleted. Note to select all trades on the worksheet, check the box at the top of list next to Entry Date.
The worksheet also has the ability to provide equity graphs for each of the portfolios based on the trades entered.
To open an equity chart, select which portfolio you wish to display and then select Charts. A net equity chart will now open at the bottom of the worksheet.
Just like your signals, you can also download your worksheet to an Excel spreadsheet.
Select the portfolio you would like to download. Click on Download data. Just like the signals download, a window will open up allowing you to select the location and change the file name.
To open, find and select the file you want. The file will now open as an Excel spreadsheet.