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Trading Leveraged ETFs with Connors RSI
Buy The Fear Sell The Greed
2-Period RSI Pullback Trading
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S&P 500 Trading With Connors RSI
HGSI
VXX Trend Following
Starter Templates
User Showcase

Seasonality Now

Category: Seasonal Analysis

Use this template to locate stocks that have shown consistent historical performance at this time of year (starting the day after the last date of data in your symbol list). This template will calculate the average gains for each stock in your symbol list over several different time periods.

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Seasonality By Month

Category: Seasonal Analysis

Use this template to locate stocks that have consistent historical performance during a one month period in each year. This template will calculate the average gains for each stock in your symbol list over the last N years for each month of the year.

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Seasonality 2 Months

Category: Seasonal Analysis

Use this template to locate stocks that have consistent historical performance during a two month period in each year. This template will calculate the average gains for each stock in your symbol list over the last N years for each month of the year.

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Seasonality 3 Months

Category: Seasonal Analysis

Use this template to locate stocks that have consistent historical performance during a three month period in each year. This template will calculate the average gains for each stock in your symbol list over the last N years for each month of the year.

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Seasonality 4 Months

Category: Seasonal Analysis

Use this template to locate stocks that have consistent historical performance during a four month period in each year. This template will calculate the average gains for each stock in your symbol list over the last N years for each month of the year.

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Options Performance Between Dates

Category: Options Analysis

This template will calculate and display the % gain of all options for the underlying symbol that were available on both the From and To dates. Once the report is produced and showing in the Reports tab, it will be sensitve to the 'Line' and 'Linear Regression' tools of the chart and will update options performance based on the start and end point of the drawn tools. This template calls out to an API to get the data and requires that you have a current subscription to EdgeRater premium data. If your subscription has lapsed, use the link below to re-subscribe.

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Options IV and HV Ranks

Category: Options Analysis

This template produces a report showing current 30 calendar day Options Implied Volatility (IV30) for each stock along with a ranking number indicating whether the IV is low or high when looking back over various periods. The report also show corresponding 22 bar Historical Volatility (HV22) and ranking. 22 Bars is approximately equivalent to 30 calendar days accounting for weekends. NOTE: This template uses EdgeRater data which includes IV30 data for the entire CBOE Weeklies list.

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Expected Move For Next N Days

Category: Options Analysis

The Expected Move for the next N days in a stock is the 1 standard deviation move based on implied volatility. Implied volatility for N days is calculated from a stock's option prices for an N days to expiration option, or if an exact N days to expiration option is not available, it is calculated by interpolating from the option series either side of the expiration. Expected Move is the best guess at where the stock's price will be at some future point based on what prices traders are willing to trade the options at today. The math states that price should be within the expected move 68% of the time. This template produces a report showing expected move for one of 12 selectable periods and also shows how often that stock has historically stayed within its expected move.

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Trade Simulation Batch Run

Category: Trade Simulation

This template runs a batch of trade simulations as specified in the Input Configuration File. You can create your own input configuration file using Excel. Use the configuration files contained in the {EdgeRater}\Configuration\TradeSimulation\System folder as an example to get started. Each row in the configuration file will produce a Trade Simulation report in the Output Folder specified. Once all configurations have been run a summary report will be shown containing information copied from each simulation report. You can override the From and To dates for the simulation. If you don't override the dates the entire symbol list snapshot is used and so the date range is based on earliest and latest date you have in the snapshot. If you override the dates and specify a From and To date, the simulation will run using your dates if they exist in the snapshot data.

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Multi-Factor Trade Analysis

Category: Trade Simulation

This template takes one or more trade simulation reports (generated using the EdgeRater Trade Simulation tab or Batch Run Trade Simulation Template) and tags each trade with the tags specified in the Tag Layout File. A tag is a text element derived from either a lookup list of dates to tags or from running a script containing a technical indicator (such as Implied Volatility, %B, RSI, etc). The output of each script is then divided into range tags such as (0-10%, 10-20%, etc). A Monte Carlo simulation is then run on the entire trade list and also on various combinations of tags (customizable). The resulting report will show the performance of the entire trade list and each tag combination, allowing insight into the effectiveness of the indicator and indicator combinations applied to your trades.

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Monte Carlo Analysis

Category: Trade Simulation

This template runs a Monte Carlo simulation on a Trade List. The Monte Carlo simulation constructs new trade sequences using the original returns. It does this many times to produce statistically significant distributions of expected Final Wealth and Max Drawdown. To use this template, first create a Trade List using EdgeRater entries and exits and Trade Simulation featues (or Trade Simulation Batch Run Template). Then save the trade simulation as an Excel file and choose that file as input to this template. (See Book Reference for more info on Monte Carlo Simulation).

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Chart Statistics

Category: Pro Tools

This template produces a report which is sensitve to the 'Linear Regression' tool of the chart. When the report is open it will update statistics based on the start and end point of the Linear Regression Line. The report will show a %Change Standard Deviation distribution along with a Price Standard Deviation distribution. The report also shows Annualized volatility and basic price % change over the period.

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Correlation Matrix

Category: Pro Tools

Shows the price correlation of every stock in your symbol list vs. every other stock in your symbol list in an easy to read, sortable report. You choose the time period for correlation and the template does the rest. Scroll around the report and the chart will automatically update to show the selected stock vs. other stock, correlation, alpha and beta. IMPORTANT: This template generates a true many to many matrix, meaning that the resulting number of calculations can be very large depending on the size of your selected symbol list. A symbol list containing 1000 symbols will result in 1,000,000 calculations each occupying one cell. It's okay to use a large list but beware the calculation time will also be longer.

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Correlation, Beta, Alpha - Multiple Periods

Category: Pro Tools

Shows the price correlation, Alpha and Beta values for every stock in your symbol list vs. a named stock. 5 different time periods are displayed side-by-side so you can easily see how correlation alpha and beta have changed. Scroll around the report and the chart will automatically update to show the selected stock vs. other stock, correlation, alpha and beta

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Relative Strength Ranking And Indexing

Category: Pro Tools

This template ranks stocks daily based on a user defined relative strength function. Daily Rank change and acceleration is shown for every stock and the top and bottom 10 are added to the dashboard worksheet. Indexes are then calculated based on user defined slices of the final rank, stocks are only included in the index if they pass the filter criteria. Rotating indexes rotate daily into a new group of stocks and static indexes retain the grouping on the index base date.

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Performance Between Dates

Category: Pro Tools

This template reports on the performance of your list of stocks between specified dates. The close price at the start and the end of the period are shown along with the % Change and standard deviation. The Linear Regression line for the period is also calculated and the annualized % growth based on the line is shown. The %B column shows where the stock ended in relation to the regression channel and the %BW column shows the relative width of the channel. Narrower channels indicate more consistent price behavior.

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POT/POE For Technical Event (Multiple Symbols)

Category: Pro Tools

This template analyzes price behavior following a technical event in your chosen selection of stocks. It looks at the % price move from the event day and shows two probability cones on two separate worksheets: 1. The Probability of Touch (POT) worksheet shows the probability of price touching the % levels at any point from the event date to the number of days indicated in the column header. 2. The Probability of Expiring (or Ending) (POE) worksheet shows the probability of price ending at each price level after the number of days indicated by the column header. It is commonly said in trading that the probability of touch is twice the probabiltiy of expiring as a general rule. Use this template to get the exact historical probabilities for your selected symbol list (or selected symbols) and chosen technical event. This template differs from the POTBOT and Probabiltiy of Expiring individual templates in that it shows both Probabiltiy Of Touch and Probability of Expiry in one report and more signifcantly it allows you to show the combined probabilities of an entire symbol list or selected stocks from a symbol list (use the check box next to symbols in your list to include or exclude stocks)

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Probability Of Touch Based On Technicals (POTBOT)

Category: Pro Tools

This template analyzes price behavior following a technical event in your chosen stock. It looks at the % price move from the event day and shows the probability of touching each price level based on prior history. This is extremely useful for options traders, where option strikes have an associated probability of touching as determined by the current price of that option. In essence the option's probability of touching is a forward looking consensus of all participating traders. The POTBOT shows the probability of touching based on historical technical events. Probability of Touching (POT) and Probability Of Expiring (POE) are terms used in options pricing. Knowing the historical probabilities will give you more insight into your options trades and how stocks move in the presence of technical events.

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Probability Of Expiring (POE)

Category: Pro Tools

This template analyzes price behavior following a technical event in your chosen stock. It looks at the % price move from the event day and shows the probability of price expiring (closing) at each price based on prior history. Use this in combination with the Probability Of Touching template. You will often find that the probability of touching is roughly twice the probability of expiring. Probability of Touching (POT) and Probability Of Expiring (POE) are terms used in options pricing. Knowing the historical probabilities will give you more insight into your options trades and how stocks move in the presence of technical events.

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Price Predictor Template

Category: Pro Tools

This template analyzes historical price changes in a stock after a specified event has occurred and shows a summary of the average % change. The summary is given for multiple time periods after the event. The average % change is the 'Price Prediction'. Test your favorite entry signals and see a report showing every stock in your symbol list on one screen. You can select an individual cell in the report and choose to 'Open Linked Document' which will show the complete trade list and simulation details for that combination of stock, entry signal and days held. WARNING: Running this template on a large list of stocks over a long time-frame can take a while to process. For instance, 1000 stocks, reporting 10 intervals will generate 10,000 individual trade simulation reports before the summary is shown. it is recommended to test with a small list at first until you know you have things set-up correctly and then get your computer to run the template on a larger list and longer time-frame while you take a break.

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Value Change Zipper Chart Template

Category: Pro Tools

Produces a chart showing the Value Change for up to 10 symbols at a time. Once a chart is produced you can use the vertical scroll bar next to the chart to scroll through all dates to see the relative performance of the data series. This template is similar to the % Change template except that it shows an actual value difference rather than a % difference.

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%B Bucket Migration

Category: Pro Tools

This template produces a report that shows how many stocks from your selected list are in each %B bucket. You can scroll forward and back day by day to see how the buckets change. In addition, the Inflows and Outflows section shows graphically which buckets the stocks are moving between. For example, if a stock was previously in the %B > 1 bucket and now is in the %B = 0.8 bucket, the >1 Outflow bar chart will include that move in addition to the 0.8 Inflow chart. This helps to answer questions such as "What tends to happen to stocks that are above their upper Bollinger Band" or "What's the distribution of movement of stocks that are at their mid Bollinger Band" as well as many others.

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Group Rotation Template

Category: Pro Tools

This template shows how symbols are changing relative to each other. It calculates a rank based on % price change over a chosen period and then averages that rank using a chosen averaging period then ranks the averages to produce a final rank. From the final rank it is then possible to show which stocks are gaining and losing strength and rotating. Results are shown on the Dashboard worksheet.

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Export Data To CSV Files

Category: Pro Tools

This template will take selected symbols from the active symbol list and output a CSV file containing OHLCV values for each. The CSV files can then be used in other applications or can be opened in a spreadsheet application to inspect the data values.

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Doppleganger Stocks Template

Category: Pro Tools

This template locates stocks that have a similar price pattern to a stock and time period of your choice. When you run the template the correlations to your stock and time period are calculated for every stock in your symbol list. This is done for the Open, High, Low, Close and Volume series. High correlation values indicate similar patterns.

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%Change Zipper Chart Template

Category: Pro Tools

Produces a chart showing the % Change for up to 10 symbols at a time. Once a chart is produced you can use the vertical scroll bar next to the chart to scroll through all dates to see the relative performance of the stocks. If you choose a symbol list with more than 10 symbols only the first 10 will be shown. Alternatively you can use the check-box next to the symbols in your list to select the exact 10 or fewer that you want to compare.

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Symbol List History Analysis

Category: Pro Tools

This template anaylzes the history of symbol lists that have been saved using the file naming convention YYYYMMDD or MM_DD_YY to specify the date on which the list was created. The template reads the contents of each list and for each symbol shows the dates that it made an appearance in the group.

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The Good, the Bad and the Ugly

Category: Hot Topics

Quickly see the Good, Bad and Ugly stocks from various time periods. For instance, at a glance see what stocks have gained over 100% year-to-date but have been down for the past month. Or find out what stocks performed the worst yesterday but are recovering intra-day today. There are many time frames covered such as current periods of Day, WTD, MTD, YTD along with prior periods of past 5 days, 4 weeks, 12 months and 10 years.

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The Good, the Bad and the Ugly (Intraday)

Category: Hot Topics

This template is identical to the Good, Bad, Ugly template but with the addition of an Intraday 'Last' column and % change since close. This template fetches intraday data from your default Intraday Provider (see Menu Home->Intraday Providers) which must be available on your PC in order for the intraday data to work. Once the report has been produced, the intraday columns will automatically update and the entire report will be re-sorted and re-filtered according to the 'calculate now' menu options. The report produced from this template is a great report to keep open during the trading day to observe the progress of stocks throughout the day.

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Linear Regression Standard Deviation Channel Analysis

Category: Hot Topics

This template shows the daily linear regression line and standard deviation channels along with annualized % slope values for a selection of periods (5 days through 1 Year). The 2 standard deviation channel upper and lower values are calculated along with a value indicating where the close price is in relation to the bands. The Annualized slope % is a value which shows where the linear regression line will be in 1 year if it continues on its current trajectory. By annualizing this value it is possible to compare stocks to show which are increasing or decreasing at a greater rates. Also by showing a selection of different periods for linear regression slopes side-by-side it is possible to see which timeframes have the steepest slopes. Therefore this template can be used to uncover a lot of different scenarios. For instance if you want to see stocks that have an upward slope over a 1 year period, a downward slope over a 3 month period and an upward slope over a 10 day period it is easy to do by sorting the columns in the appropriate order. By default the results are sorted by the 252 Day (1 Year) slope of the linear regression line in descending order which means that stocks that have the best trajectory in the longer time frame rise to the top of the list.

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%B Buckets Per Symbol

Category: Hot Topics

This template produces a report showing the %B Bucket numbers for each symbol in your selected symbol list. The report show the last 6 Daily, Weekly and Monthly values allowing you to easily sort and filter to find the desired stocks. For instance Filter the Weekly buckets to show only stocks that are in the upper portion of the Weekly Bollinger Bands, then sort the daily buckets to show improving bucket progress.

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Stocks In-Play during the last N days

Category: Hot Topics

This template produce a report showing which stocks have been In-Play during your chosen time period. Not necessarily the stocks that have gained the most from the beginning to the end of the period but the stocks that moved the most during the period. The Max Play % is that maximum gain that you could have achieved if you bought at the low of the period and sold at the high or shorted at the high and covered at the low. All of the indicators used in this template are based on Lowest Low and Highest High. In addition you can see which stocks had the highest % gain/loss from beginning to end and where the current price is in relation to the highest high and low and how many days it has been since the high or the low. Stocks that are going to move in the immediate future are likely to have also moved in the immediate past and this template will alert you to those opportunities. You can run this template intraday using a 1 day lookback to find which stocks are moving today.

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Guppy Multiple Moving Average Template

Category: Hot Topics

This template uses the ideas presented in the book "Trend Trading: A Seven Step Approach To Success" by Daryl Guppy and provides a report that shows the current state of the Guppy Multiple Moving Average (GMMA). Users are encouraged to read the book to get details such as how to use the GMMA to determine trend behavior for a mid-trend entry. The book identifies 3 types of ongoing trend: 1. Fast moving steep trend 2. Longer term steady trend with limited trading activity 3. Long term trend with consistend trading activity The GMMA can also be used to determine entries during price weakness: 1. Timing entry into relatively minor pullbacks in strong momentum trends 2. Rebound entries after a significant collapse in prices 3. Safe trend entries when other tools have signalled a false trend collapse. This also touches on the way the GMMA is used to more effectively mange exits and to avoid exits on false trend breaks. At the heart of the GMMA is the idea of "Investors" vs. "Traders". Investors are the longer term group and traders the shorter term group. It is the way these two groups interact that helps to navigate trend trading successfully.

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Dave McMullen - MA Cross with Upcoming Probability

Category: Hot Topics

Stocks don't move higher without an 8/20 Moving Average cross. Dave McMullen uses this template to find stocks that have just had an 8/20 cross and that have good upcoming seasonal probability. The Fast and Slow Moving average periods are configurable but Dave uses the default settings of 8 and 20. The fast moving average is an exponential moving average and the slow moving average is a simple moving average. Use this template on symbol lists containing at least 10 years of data to ensure seasonal significance.

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VPA Signals

Category: Hot Topics

VPA stands for Volume Price Analysis and is a term coined by Anna Coulling and described in her trading book "A Complete Guide to Volume Price Analysis". It is similar in concept to Volume Spread Analysis (VSA) and based on the ideas documented by Richard Wyckoff and Jesse Livermore in the 1920s. The idea is to forecast future price movements based on an analysis of current volume in combination with price action. Using these techniques it is possible to determine supply and demand in the market. VPA works in all time frames and accross all markets. The report produced by this template identifies all current VPA signals in your selected list of tickers. In addition a special VPA chart is linked to the report which contains colored symbols identifying the past and present VPA signals. The VPA code that this template uses has been ported from Karthik Marar's open source code.

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Someone Knows Something (Daily)

Category: Hot Topics

This template detects stocks that are in a period of low volatility and have seen volume bursts come in during that period. Low volatility is detected using the squeeze (Bollinger bands inside Keltner Channels) and volume bursts are detected using Pocket Pivots (Morales & Kacher) in both up and down configurations. The count of pocket pivots during the squeeze is calculated and shown as a percentage of the overall squeeze length. The Up - Down count is also calculated to show the bias of volume bursts. These are stocks that have been recently ignored by traders after being previously actively traded. The volume bursts signal that someone is accumulating or distributing shares.

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Someone Knows Something (Monthly)

Category: Hot Topics

This template detects stocks that are in a period of low volatility and have seen volume bursts come in during that period. Low volatility is detected using the squeeze (Bollinger bands inside Keltner Channels) and volume bursts are detected using Pocket Pivots (Morales & Kacher) in both up and down configurations. The count of pocket pivots during the squeeze is calculated and shown as a percentage of the overall squeeze length. The Up - Down count is also calculated to show the bias of volume bursts. These are stocks that have been recently ignored by traders after being previously actively traded. The volume bursts signal that someone is accumulating or distributing shares.

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Someone Knows Something (Weekly)

Category: Hot Topics

This template detects stocks that are in a period of low volatility and have seen volume bursts come in during that period. Low volatility is detected using the squeeze (Bollinger bands inside Keltner Channels) and volume bursts are detected using Pocket Pivots (Morales & Kacher) in both up and down configurations. The count of pocket pivots during the squeeze is calculated and shown as a percentage of the overall squeeze length. The Up - Down count is also calculated to show the bias of volume bursts. These are stocks that have been recently ignored by traders after being previously actively traded. The volume bursts signal that someone is accumulating or distributing shares.

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New Highs Multiple Periods

Category: Hot Topics

This template produces a report which indicates if the ticker is making a new high when considering multiple lookback periods. It's common to report on new 52 week highs but this report allows you to see a fuller picture of a ticker's progress towards new higher ground. To see only tickers making new 52 week highs just sort by the 1 year column. You can sort by any of the other lookback periods too.

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New Lows Multiple Periods

Category: Hot Topics

This template produces a report which indicates if the ticker is making a new low when considering multiple lookback periods. It's common to report on new 52 week lows but this report allows you to see a fuller picture of a ticker's progress towards new lower ground. To see only tickers making new 52 week lows just sort by the 1 year column. You can sort by any of the other lookback periods too.

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Hot and Cold % Combo Ranking

Category: Hot Topics

This template produces a report that ranks the selected symbol list in terms of the formula: Final Ranking Value = (Weight * Hot Ranking) + ((1 – Weight) * Cold Ranking). The trading method behind this formula is described in the blog post. Just hit 'more info' to go directly to this document. The basic premise is to maintain a portfolio of say 10 stocks and rotate them once a month on a particular trading day of the month. The 10 stocks should be the 10 at the top of the produced report.

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Range Scans

Category: Hot Topics

The idea for this template is based on a presentation given by Larry Williams at the Las Vegas Traders Expo in November 2014. Larry showed the results of his research into these two bar patterns and the historical statistics of a trading system built around these patterns.

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Free Parking

Category: Hot Topics

Free Parking is a term coined by the late great market analyst and good friend Ian Woodward that refers to a stock that pulls back to and holds near its 50 day SMA. Dave Steckler of etfroundup.com took this concept further to include stocks or ETFs holding near their 20 day EMA (or 17 day SMA). In this template you can choose the Moving Average and also define a Moving Average Slope annual % threshold that is used to trigger MA Trend notifications. You can also choose how close the price should be to the moving average to be considered 'Free Parking'. Examples of acceptable moving Average definitions are: MA(50), EMA(20), EMA(17). You can also define a 10 week moving average like so: MA(10)#WEEK1. Free parking is just one part of the equation, this template also gives indications as to whether free parking will hold and the stock will continue in the direction of the moving average or break through. ADX and RSI are used for this. (See reference).

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Heikin Ashi Red-Green

Category: Hot Topics

Heikin Ashi Candles represent the 'Average Bar' and allow a trader to visually see a trend more easily than by using regular candlesticks. The Red or Green color of a Heikin Ashi candle tends to stay Red or Green as a trend develops and doesn't change color on minor retracements. This template creates a report that show the last 10 colors of the Heikin Ashi candle for each stock. The columns can be sorted by clicking on the column headers so that you can find stocks that are either starting a new trend, continuing a trend or ending a trend. In addition to sorting via clicking on the individual prior bar headers there are two 'custom' sorts that will bring to the top of the list stocks that have a new color where the previous 9 colors were the opposite color. Use these sorts find stocks that have had strong trends that might be ending.

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Daily Squeeze

Category: George Lea

George focuses on stocks that are breaking out from low volatility bases with unusual volume signatures. He uses the ‘squeeze’ indicator to identify low volatility bases – the squeeze is on when the Bollinger Bands move inside the Keltner Channels. Once a stock is in a squeeze situation he then looks for breakouts or breakdowns. The MOBO breakout, PSAR breakout, Pocket Pivot breakout and Keltner Channel breakouts are good entry triggers. Custom Sort Columns: 1: Sort by stocks in a squeeze that are within 2% of a PSAR breakout 2. Sort by stocks in a squeeze that are with 2% of a PSAR breakdown This template shows daily signals and indicators.

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Monthly Squeeze

Category: George Lea

George focuses on stocks that are breaking out from low volatility bases with unusual volume signatures. He uses the ‘squeeze’ indicator to identify low volatility bases – the squeeze is on when the Bollinger Bands move inside the Keltner Channels. Once a stock is in a squeeze situation he then looks for breakouts or breakdowns. The MOBO breakout, PSAR breakout, Pocket Pivot breakout and Keltner Channel breakouts are good entry triggers. Custom Sort Columns: 1: Sort by stocks in a squeeze that are within 2% of a PSAR breakout 2. Sort by stocks in a squeeze that are with 2% of a PSAR breakdown This template shows monthly signals and indicators.

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Weekly Squeeze

Category: George Lea

George focuses on stocks that are breaking out from low volatility bases with unusual volume signatures. He uses the ‘squeeze’ indicator to identify low volatility bases – the squeeze is on when the Bollinger Bands move inside the Keltner Channels. Once a stock is in a squeeze situation he then looks for breakouts or breakdowns. The MOBO breakout, PSAR breakout, Pocket Pivot breakout and Keltner Channel breakouts are good entry triggers. Custom Sort Columns: 1: Sort by stocks in a squeeze that are within 2% of a PSAR breakout 2. Sort by stocks in a squeeze that are with 2% of a PSAR breakdown This template shows weekly signals and indicators.

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George Lea's Volume Breakouts

Category: George Lea

This template identifies stocks that have experienced a high volume up move and have since pulled back on lower volume. The high reached during the initial volume up move is set as a threshold to trigger a subsequent entry. The template shows the threshold level as the 'Setup Limit' field and also shows how far away the current price is from the limit. If the template is run intraday, the 'Entered Today' field will alert to possible intraday entries. If the template is run at end of day the 'Has Setup' field will alert to stocks to watch for the following day.

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George Lea's Mark Minervini Template

Category: George Lea

One of the techniques in George Lea's trading toolset is to locate stocks using a set of rules by Market Wizard Mark Minervini. This template implements the rules: 1. The current stock price is above both the 150-day (30-week) and the 200-day (40-week) moving average price lines. 2. The 150-day moving average is above the 200-day moving average. 3. The 200-day moving average line is trending up for at least 1 month (preferably 4–5 months minimum in most cases). 4. The 50-day (10-week) moving average is above both the 150-day and 200-day moving averages. 5. The current stock price is trading above the 50-day moving average. 6. The current stock price is at least 30 percent above its 52-week low. (Many of the best selections will be 100 percent, 300 percent, or greater above their 52-week low before they emerge from a solid consolidation period and mount a large scale advance.) 7. The current stock price is within at least 25 percent of its 52-week high (the closer to a new high the better). 8. The Relative Strength rating is no less than 70 and preferably above 80 or 90

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George Lea's Mark Minervini (Reverse) Template

Category: George Lea

One of the techniques in George Lea's trading toolset is to locate bearish stocks using a reverse of the bullish rules by Market Wizard Mark Minervini. This template implements the rules: 1. The current stock price is BELOW both the 150-day (30-week) and the 200-day (40-week) moving average price lines. 2. The 150-day moving average is BELOW the 200-day moving average. 3. The 200-day moving average line is trending DOWN for at least 1 month (preferably 4–5 months minimum in most cases). 4. The 50-day (10-week) moving average is BELOW both the 150-day and 200-day moving averages. 5. The current stock price is trading BELOW the 50-day moving average. 6. The current stock price is at least 30% BELOW its 52-week high. 7. The current stock price is within at least 25 percent of its 52-week LOW (the closer to a new LOW the better). 8. The Relative Strength rating is no MORE than 30 and preferably BELOW 20 or 10

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George Lea's 2/10 Upside Breakout System

Category: George Lea

This template is a modified version of the 2/20 EMA upside breakout strategy specifically designed for George Lea. Georege looks for 2 days above the 10 EMA with 3 moving averages stacked in order and exiting the trade on price crossing below the entry range or price crossing below the 10 EMA or price crossing below the PSAR. He also exits if price is too far above the 10 EMA.

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George Lea's 2/10 Weekly Upside Breakout System

Category: George Lea

This template is a modified version of the 2/20 EMA upside breakout strategy specifically designed for George Lea. Georege looks for 2 bars above the 10 EMA with 3 moving averages stacked in order and exiting the trade on price crossing below the entry range or price crossing below the 10 EMA or price crossing below the PSAR. He also exits if price is too far above the 10 EMA. This is the weekly version of the template using weekly bars instead of daily bars.

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George Lea: Candle Patterns

Category: George Lea

This template produces a report alerting you to specific candle patterns used by George Lea.

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Trends and Snapbacks using the CCI Indicator

Category: George Lea

The CCI (Commodity Channel Index) is a versatile indicator that can be used for many different types of trading. This template focuses on two applications of CCI as taught by George Lea and learned from market timer and mentor David Elliott. The first use is the Trend Trade which is indicated by the stock entering the Zoom Zone. The second use is resumption of trend indicated by the Snapback. For more details about these trading techniques see the 'More Info' link below. This template produces a comprehensive Daily, Weekly and Monthly report of symbols that are in the Zoom Zone as well as symbols that are in 'Snapback' ready and fire states.

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Red-Green Continuation Plays

Category: George Lea

George Lea uses this template to alert to possible continuation plays. It works as follows: Your selected list of stocks is scanned over the specified time period (Default: 10 days) and an primary direction is determined based on the highest high and lowest low of that period. If the Highest High occurred after the lowest low, the primary direction is up. If the Lowest Low occurred after the highest high the primary direction is down. The annualized % growth based on the linear regression line over the time period is shown. The current retracement % from the highest high or lowest low of the primary direction is calculated. The time period is scanned to see if there were any 52 Week Highs, Lows, Abnormal Volume or Pocket Pivots and a 'Yes' in the respective column is shown if so. Finally the current bar's color is shown as 'Red' or 'Green', alerting to a possible continuation play in the primary direction. For example, if the primary direction is up, look for shallow retracements (less than 50%) followed by a green bar. If you are trading intraday you might not need the green bar, instead you can place an entry stop limit order using your favorite technique (such as opening range breakout).

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MACD Divergence Double Top Daily Signals

Category: MACD Divergences

This template is used to research potential reversals to the short side in the daily timeframe. There are 4 'types' of double top included along with a confirmation signal which uses an EMA crosss for indication. This template can be run on any symbol list but a good starting point is the 'WeeklyOptions.txt' list which contains all securities that have weekly options.

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MACD Divergence Double Top Weekly Signals

Category: MACD Divergences

This template is used to research potential reversals to the short side in the weekly timeframe. There are 4 'types' of double top included along with a confirmation signal which uses an EMA crosss for indication. This template can be run on any symbol list but a good starting point is the 'WeeklyOptions.txt' list which contains all securities that have weekly options.

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MACD Divergence Double Bottom Daily Signals

Category: MACD Divergences

This template is used to research potential reversals to the long side in the daily timeframe. There are 4 'types' of double bottom included along with a confirmation signal which uses an EMA crosss for indication. This template can be run on any symbol list but a good starting point is the 'WeeklyOptions.txt' list which contains all securities that have weekly options.

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MACD Divergence Double Bottom Weekly Signals

Category: MACD Divergences

This template is used to research potential reversals to the long side in the weekly timeframe. There are 4 'types' of double bottom included along with a confirmation signal which uses an EMA crosss for indication. This template can be run on any symbol list but a good starting point is the 'WeeklyOptions.txt' list which contains all securities that have weekly options.

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Gil Morales: Undercut and Rally

Category: Morales & Kacher

At our Pacific Northwest Trading Workshop, Gil Morales gave a presentation explaining one of his 'Ugly Duckling' setups called 'Undercut and Rally'. You can view the recording of that session via link below. This template is in response to that presentation to help locate stocks that have undercut prior lows. The template detects 3 categories of prior low, each with a different granularity. Category 1 is a low that has seen a subsequent move up greater than 1%, Category 2 a subsequent 5% move and Category 3 a subsequent 10% move. The report also gives information regarding the 50 SMA so that it is possible to sort and filter stocks in uptrends or downtrends. The default sort for the report is stocks that have undercut at least one of the lows and then sorted by % distance that the stock is above its 50 SMA.

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Morales & Kacher Code Red

Category: Morales & Kacher

This template shows 'Code Red' stocks as described by Gil Morales. Code Red is a bearish signal which occurs whenever 3 out of 4 of the 'red indicators' fire accompanying a 5 or 10 period reverse Pocket Pivot when the stock is tight along one of the moving averages (SMA 10,50,200, EMA 20, 65). There are 2 predefined sorts in the signals worksheet, sorting by sort column 1 (2%) brings the following stocks to the top of the worksheet: . Stocks that have a 5 or 10 period reverse pocket pivot today . Stocks that have at least 3 out of 4 red of: Force 13 Dn, Force 2 Dn, Bongo Daily Dn, Bongo Weekly Dn . Stocks that have a high today that is at most 2% below one of the Moving averages (SMA 10,50,200, EMA 20,65) Sorting by column 2 (4%) is the same as column 1 except it shows stocks that are within 4% of a moving average

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Morales & Kacher Code Blue

Category: Morales & Kacher

This template shows 'Code Blue' stocks as described by Gil Morales. Code blue is a bullish signal which occurs whenever 3 out of 4 of the 'blue indicators' fire accompanying a 5 or 10 period Pocket Pivot when the stock is tight along one of the moving averages (SMA 10,50,200, EMA 20, 65). There are 2 predefined sorts in the signals worksheet, sorting by sort column 1 (2%) brings the following stocks to the top of the worksheet: . Stocks that have a 5 or 10 period pocket pivot today . Stocks that have at least 3 out of 4 of: Force 13 Up, Force 2 Up, Bongo Daily Up, Bongo Weekly Up . Stocks that have a low today that is at most 2% above one of the Moving averages (SMA 10,50,200, EMA 20,65) Sorting by column 2 (4%) is the same as column 1 except it shows stocks that are within 4% of a moving average

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Morales & Kacher Signals and Indicators

Category: Morales & Kacher

This template shows Pocket Pivots and Buyable Gap-Ups and Seven week rule indicators that are described in the books 'Trade Like and O'Neil Disciple: How we made 18,000% in the Stock Market' and ''In The Trading Cockpit with the O'Neil Disciples: Strategies that Made Us 18,000% in the Stock Market' by Gil Morales and Dr. Chris Kacher. The books show you how to make use of these signals and incorporate them into your trading. There's more to it than just buying or selling whenever a signal flashes. This software allows you to view daily candidates and quickly scroll through a series of charts to arrive at your trading decisions. The 'Trading Cockpit' book shows all the rules and contains numerous examples and explanations of how to trade using these signals.

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Jeffrey Scott: ABC Up

Category: Jeffrey Scott

This template looks at the last 3 peaks and troughs in each stock and fires signals A, B and C as follows: A: The stock started a new upleg less than 5 bars ago and had an impulse indicator fire today. The most recent high is a higher high and the most recent low is a higher low. B: The stock crossed above its prior high today C: The stock started a new upleg less than 5 bars ago after retracing to within +-5% of the prior high

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Jeffrey Scott: ABC Down

Category: Jeffrey Scott

This template looks at the last 3 peaks and troughs in each stock and fires signals A, B and C as follows: A: The stock started a new downleg less than 5 bars ago and had a down impulse indicator fire today. The most recent low is a lower low and the most recent high is a lower high. B: The stock crossed below its prior low today C: The stock started a new downleg less than 5 bars ago after retracing to within +-5% of the prior low

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Jeffrey Scott: Pullbacks in an Uptrend

Category: Jeffrey Scott

This template locates stocks that have been in an uptrend, pulled back and are now showing signs of resuming the uptrend. There are 2 custom sort columns which work as follows: 1: 'Yes' if current direction is up, pullback was less than 100% of previous uptrend and the stock has had an impulse in the current direction. 2: 'Yes' if the low of the pullback was within 0-5% of one of the moving averages By default the list is sorted primarily by custom sort '1' and within that by the number of bars in the current uptrend to try to identify stocks that are at the beginning of a new move up. You can click on custom sort '2' in order to further sort by stocks that pulled back to a moving average.

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Jeffrey A Scott MD: Retracements in a Downtrend

Category: Jeffrey Scott

This template locates stocks that have been in an downtrend, retraced and are now showing signs of resuming the downtrend. There are 2 custom sort columns which work as follows: 1: 'Yes' if current direction is down, retracement was less than 100% of previous downtrend and the stock has had an impulse in the current direction. 2: 'Yes' if the high of the retracement was within 0 to -5% of one of the moving averages By default the list is sorted primarily by custom sort '1' and within that by the number of bars in the current uptrend to try to identify stocks that are at the beginning of a new move down. You can click on custom sort '2' in order to further sort by stocks that retraced back to a moving average.

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Jeffrey Scott: Low Jump Buy / High Jump Sell

Category: Jeffrey Scott

One of the techniques Jeffrey uses is to locate overbought and oversold stocks that have reversal signals. He uses the High Jump (an indicator developed by Ian Woodward) as the overbought/oversold indication. The high jump adds the distances between the closing price and the 17, 50 and 200 day moving averages. Jeffrey has developed a High Jump Oscillator which shows how close the current high jump is to the max high jump level acheived over the last N lookback bars. A reading of +100 indicates that the current high jump is at the max level. A reading of -100 indicates that the current high jump is at the min level. This template allows the user to choose a high jump threshold to give overbought/oversold stocks. The template also shows bullish and bearish potential reversal signals.

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Jeffrey Scott: Shorting

Category: Jeffrey Scott

"Shorting stocks is as much an art as science. Gil Morales has recently written an excellent book about shorting which has stimulated my interest in finding stocks to short. One of the things that I learned from Gil was to look for stocks that were leaders and now failed. In addition to various chart patterns such as Head and Shoulder, often these stocks fail at major moving averages. Couple this with the finding years ago by Chris Wilson, an active particpant in the HGSI community, that on a weekly chart, when leaders rolled over you often found that this was accompanied by a relative underperformance (RS) of the issue vs the SP500. Lastly, as part of the gang of 5, we created a timing indicator called BONGO that often gave a sell signal on a weekly view as stocks became shortable. For this template, I have asked Chris to help me scan for these key findings on a daily or weekly chart --> RS underperformance vs SP500, failure at major moving averages, BONGO weekly turning to sell signal. My hope is to find shortable candidates early after they have topped and turned to the darkside" - Jeffrey Scott

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2/20 EMA Upside Breakout System

Category: TASC

This template implements the upside breakout strategy of the 2/20-Day EMA breakout System as described by David S. Landry in the 1996 article in Stocks and Commodities Magazine. It is a simple trend trading system with clear entry and exit rules and aims to capture big gains from trending stocks while cutting losses quickly.

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2/20 EMA Upside Breakout System (Weekly)

Category: TASC

This template implements the upside breakout strategy of the 2/20-Day EMA breakout System as described by David S. Landry in the 1996 article in Stocks and Commodities Magazine. It is a simple trend trading system with clear entry and exit rules and aims to capture big gains from trending stocks while cutting losses quickly. This is the weekly version of the template using weekly bars instead of daily bars.

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2/20 EMA Downside Breakout System

Category: TASC

This template implements the downside breakout strategy of the 2/20-Day EMA breakout System as described by David S. Landry in the 1996 article in Stocks and Commodities Magazine. It is a simple trend trading system with clear entry and exit rules and aims to capture big gains from trending stocks while cutting losses quickly.

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2/20 Weekly EMA Downside Breakout System

Category: TASC

This template implements the downside breakout strategy of the 2/20-Day EMA breakout System as described by David S. Landry in the 1996 article in Stocks and Commodities Magazine. It is a simple trend trading system with clear entry and exit rules and aims to capture big gains from trending stocks while cutting losses quickly. This is the weekly version of the template using weekly bars instead of daily bars.

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Three Pushes To A High Using Bollinger Bands

Category: TASC

Stocks and Commodities magazine published an article entitled "System Trading Made Easy With John Bollinger" in which John Bollinger talked about his new indicator set that is based on his original Bollinger Bands. John explained how to use %B, Bandwidth and BBTrend (one of the new indicators) to detect the "Three Pushes To A High" Pattern that often indicates the end of a long top formation. This template automates the process of locating those patterns across any chosen symbol list.

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CAM Indicator For Trends and Countertrends

Category: TASC

This template implements the CAM Indicator for Trends and Countertrends as described by Barbara Star, PhD in the January 2018 edition of Stocks and Commodities Magazine. ARTICLE SYNOPSIS ...Prices are always moving - up, sideways, down; they pull back, and change direction. What are some hints that conditions are changing? Here's a look at how you can use patterns that appear in indicators and add an indicator to help identify the changing conditions of stock prices...

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Ron Black, Clear Method

Category: TASC

This template produces a report based on ideas discussed in Technical Analysis of Stocks and Commodities (S&C) Magazine articles: Black, Ron. "Getting Clear With Short-Term Swings by Ron Black" V. 28:9 (16-21) Black, Ron. "Using Noise by Ron Black" V. 28:10 (22-29) Use the links below to get access to the articles or if you are an S&C magazine subscriber you can view the online digital version of the articles at traders.com

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Weekly and Daily MACD

Category: TASC

This template implements the Weekly and Daily MACD indicator described by Vitali Apirine in the December 2017 issue of Stocks and Commodities Magazine. The Moving Average Convergence/Divergence indicator developed by Gerald Appel is typically used on a single timeframe. The Weekly and Daily MACD indicator looks at two timeframes on one chart.

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Weekly and Daily PPO

Category: TASC

This template implements the Weekly and Daily PPO indicator described by Vitali Apirine in the February 2018 issue of Stocks and Commodities Magazine.

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High Probability ETF Trading Signals

Category: High Probability ETF Trading

The top 10 trading book 'High Probability ETF Trading' by Larry Connors and Cesar Alvarez describes 7 profitable short term high probability ETF trading strategies. Run this template to get the trading signals based on the formulas found in the book. The book 'High Probability ETF Trading' used the following 20 ETFs: QQQ, EWT, XHB, SPY, GLD, DIA, ILF, IWM, XLB, EWJ, XLI, EWH, XLV, FXI, XLF, XLE, EEM, EFA, IYR, EWZ.

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High Probability ETF Performance Template

Category: High Probability ETF Trading

The top 10 trading book 'High Probability ETF Trading' by Larry Connors and Cesar Alvarez describes 7 profitable short term high probability ETF trading strategies. Run this template to see a performance report. The summary of all strategies is shown after the report is run. To see each individual strategy results including a trade list, open the generated .xlsx file in the Reports folder. The book 'High Probability ETF Trading' used the following 20 ETFs: QQQ, EWT, XHB, SPY, GLD, DIA, ILF, IWM, XLB, EWJ, XLI, EWH, XLV, FXI, XLF, XLE, EEM, EFA, IYR, EWZ

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ETF Trading with Bollinger Bands - Signals

Category: ETF Trading With Bollinger Bands

This template shows trading signals for the selected symbol list. These signals are based on the strategy discussed in the guidebook 'ETF Trading with Bollinger Bands'. 3 Variations of the strategy are shown. If you want to see the signals for a different selection of variations, copy this template to the root EdgeRater\EdgeClub directory and modify the parameters in the 'System' worksheet. The template will then appear in your 'My Templates' category.

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ETF Trading with Bollinger Bands - Performance

Category: ETF Trading With Bollinger Bands

This template runs the 'ETF Trading with Bollinger Bands' strategy through many variations. The template allows you to run performance reports at will so that you can see how the strategies are holding up. Once you know that you want to trade a particular variation of the strategy you can run the signals template to get daily and intraday trading signals. Note: Every time you press 'Run', 126 variations of the strategy are run over the entire data contained in your selected symbol list, so it could take a long time to complete.

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ConnorsRSI Pullback Stock Trading Signals

Category: Connors RSI Pullback Trading

This template shows the ConnorsRSI trading signals for the selected symbol list. These signals are based on the ConnorsRSI Pullback Strategy as discussed in the free guidebook 'An Introduction to ConnorsRSI'. This template runs 6 variations of the strategy, chosen to show a broad range of performance and other characteristics. To see which variations are performing well, run the 'Trade Simulation' template. If you want to get signals for a different mix of strategy variations, copy this template into 'My Templates' and change the script names in the 'System' tab.

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ConnorsRSI Pullback System Trade Simulation

Category: Connors RSI Pullback Trading

This template runs the 'Connors RSI Pullback Stock Trading System' through many variations. The template allows you to run performance reports daily so that you can see how the strategies are holding up. Once you know that you want to trade a particular variation of the strategy you can run the signals template to get daily and intraday trading signals. All possible variations are listed in the 'All Settings' tab of this workbook. However 64 variations have been used in the 'Simulation Settings' tab to give a smaller subset of variations for daily testing. Even with this small subset, the template could take a while to run over a large symbol list.

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ConnorsRSI Trading Signals

Category: Trading Leveraged ETFs with Connors RSI

This template shows the ConnorsRSI trading signals for the selected symbol list. These signals are based on the strategy guide 'Trading Leveraged ETFs with ConnorsRSI'. This template runs 6 variations of the strategy, chosen to show a broad range of performance and other characteristics. To see which variations are performing well, run the 'Trade Simulation' template in the 'Trading Leveraged ETFs with Connors RSI' category. If you want to get signals for a different mix of strategy variations, copy this template into 'My Templates' and change the script names in the 'System' tab.

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Trade Simulation using ConnorsRSI Trading System

Category: Trading Leveraged ETFs with Connors RSI

This template runs the 'Trading Leveraged ETFs with ConnorsRSI' trading system through many variations. This template allows you to run performance reports daily so that you can see how the strategies are holding up. Once you know that you want to trade a particular variation of the strategy you can run the signals template to get daily and intraday trading signals.

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Crash

Category: Buy The Fear Sell The Greed

The book "Buy The Fear, Sell The Greed" by Larry Connors contains 7 behavioral quant strategies for Traders. This template implements the rules behind the Crash strategy. Crash is about selling the greed and is a quantified/backtested strategy that has well defined rules to locate a setup bar and identify a short limit price for the next trading day. Shorts are exited according to strict rules. This template shows whenever a setup has occurred and the short limit level for the following day. It also notifies when an exit signal is fired. All open trades are identified along with current profit and loss for the trade. This template is accompanied by a simulation script called SIM_CRASH which allows you to backtest the strategy using the Entries and Exits and Trade Simulation tabs. Run this template to see Buy, Sell and Hold signals for the strategy for every symbol in your list.

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RSI PowerZones

Category: Buy The Fear Sell The Greed

The book "Buy The Fear, Sell The Greed" by Larry Connors contains 7 behavioral quant strategies for Traders. This template implements the rules behind the first strategy named 'RSI PowerZones'. Run this template to see Buy, Sell and Hold signals for the strategy for every symbol in your list. This strategy has been profitable on SPY 90% of the time since 1993 with 136 winning trades and 15 losing trades as of August 2018. This template is accompanied by a simulation script called SIM_RSIPOWERZONES which allows you to backtest the strategy using the Entries and Exits and Trade Simulation tabs.

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Scan for least and most frequently occuring 2-Period RSI Pullback trading setups

Category: 2-Period RSI Pullback Trading

Shows the stocks in the selected symbol list that are meeting the setup criteria for the least and most strict of the 2-Period RSI Pullback trading variations. Run this template on EOD data. Any setups are shown in the strategy columns (blank if no setup). The %Limit columns show the limt entry values for tomorrow at either 4,6, 8 or 10% below today's close.

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Scan for all 2-Period RSI Pullback trading setups

Category: 2-Period RSI Pullback Trading

Shows the stocks in the selected symbol list that are meeting each of the 48 possible combinations of entry requirements. Run this template on EOD data. Any setups are shown in the strategy columns (blank if no setup). The %Limit columns show the limt entry values for tomorrow at either 4,6, 8 or 10% below today's close. Note that on large symbol lists this template will take a while to run but the progress bar at the bottom will keep you informed of progress.

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Scan for all 2-Period RSI Pullback trading exits

Category: 2-Period RSI Pullback Trading

Shows each of the 4 exit conditions for each stock in the symbol list. You can run this report using intraday data just prior to the close to see whether the exit conditions exist for the present trading day.

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Trade Simulation of 2-Period RSI Pullback using exit condition RSI(2) > 70

Category: 2-Period RSI Pullback Trading

This template runs all 2-Period RSI Pullback strategy variations through a trade simulation using the exit rule RSI(2) >70. Note: There are 192 variations and so this template could take a long time to complete depending on the number of symbols and amount of history per symbol in the chosen list .

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Short Selling Stocks with ConnorsRSI - Signals

Category: Short Selling Stocks With Connors RSI

This template shows trading signals for the selected symbol list. These signals are based on the strategy discussed in the guidebook 'Short Selling with ConnorsRSI'. 3 Variations of the strategy are shown, the first variation is the most frequently signaled. If there are no signals in the first column then no other variation (out of all 375 variations) will have a signal. If you want to see the signals for a different selection of variations, copy this template to the root EdgeRater\EdgeClub directory and modify the parameters in the 'System' worksheet. The template will then appear in your 'My Templates' category.

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Short Selling Stocks with ConnorsRSI - Performance

Category: Short Selling Stocks With Connors RSI

This template runs the 'Short Selling with ConnorsRSI' strategy through many variations. The template allows you to run performance reports at will so that you can see how the strategies are holding up. Once you know that you want to trade a particular variation of the strategy you can run the signals template to get daily and intraday trading signals. Note: Every time you press 'Run', 75 variations of the strategy are run over the entire data contained in your selected symbol list, so it could take a long time to complete.

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S&P 500 Trading with ConnorsRSI: Signals

Category: S&P 500 Trading With Connors RSI

This template shows the trading signals for S&P 500 Trading strategy for the selected symbol list. These signals are based on 'S&P 500 Trading with ConnorsRSI' guidebook from Trading Markets. This template runs 3 variations of the strategy. To see which variations are performing well, run the 'Trade Simulation' template. If you want to get signals for a different mix of strategy variations, copy this template into 'My Templates' and change the script names in the 'System' tab. Note: The strategy is designed to work on the S&P500 but you can choose any symbol list.

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S&P 500 Trading with ConnorsRSI: Trade Simulation

Category: S&P 500 Trading With Connors RSI

This template runs the 'S&P500 Trading with Connors RSI 'system through all 80 variations. The template allows you to run performance reports anytime so that you can see how the strategies are holding up. Once you know that you want to trade a particular variation of the strategy you can run the signals template to get daily and intraday trading signals. All possible variations are listed in the 'All Settings' tab of this workbook. To run performance reports on a smaller set, copy the settings needed to the 'Simulation Settings' tab and save the template into the root 'EdgeClub' folder which will then appear under the 'My Templates' category in the application.

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VXX Trend Following Signals

Category: VXX Trend Following

The VXX Trend Following Strategy has been published by Connors Research as part of their trading strategy guide series. This template shows daily signals for all variations of the strategy.

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VXX Trend Following Trade Simulation

Category: VXX Trend Following

The VXX Trend Following Strategy has been published by Connors Research as part of their trading strategy guide series. This template runs a backtest on all 24 individual variations of the VXX Trend Following Strategy.

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US Markets Summary Template

Category: HGSI

This template produces the US Markets Summary report developed and used by market analysts Ian Woodward and Ron Brown. This template contains several market index symbols which must be available in the 'Default' data provider.

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Country ETFs Summary Template

Category: HGSI

This template produces the Country ETFs summary report developed and used by market analysts Ian Woodward and Ron Brown. This template contains several Country ETF symbols which must be available in the 'Default' data provider.

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XL Sector ETFs Summary Template

Category: HGSI

This template produces the XL Sector ETFs summary report developed and used by market analysts Ian Woodward and Ron Brown. This template contains several XL Sector ETF symbols which must be available in the 'Default' data provider.

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Hindenburg Omen Report

Category: HGSI

This template shows current and historical Hindenburg Omen signals. "The Hindenburg Omen is the alignment of several technical factors that measure the underlying condition of the stock market such that the probability of a stock market crash is higher than normal, and the probability of a severe decline is quite high". - Robert McHugh, Ph.D 2007 Report.

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VIX Analysis Using %B * BW

Category: HGSI

This template produces the VIX analysis using %B, %B 1 day Change and %B * BW developed by market analysts Ian Woodward and Ron Brown. This template uses the symbol '$VIX' which must be available in the default data provider.

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Alpha 21 Symbol List Ranker

Category: HGSI

This EdgeXcel Trading Template runs all stocks in the symbol list through a ranking function (specified in the parameters sheet) and displays a chart of the change of rank over time. The close price of the stock is overlayed on top of the rank. Once the report has been run, you can see how the ranking has changed for each stock by selecting the symbol in the symbol list. The chart will update to reflect the chosen symbol. This view allows you to see the current best stocks in the selected list and their path to becoming the current best stocks. It is great for identifying rotation into/out of stocks.

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High Jump For NASDAQ Composite Index

Category: HGSI

Ian and Ron have used the high jump tool for the past 20 years at times when the market is obviously very extended. The NASDAQ has proven to be the best market index to use. Its past history has proven to be very accurate in calling the peaks. In earlier days they used the distance from the index to the 17 DMA, 50 DMA and 200 DMA but have since found that just using the 200 DMA is sufficient and keeps it simple. This template has been designed to give a feel for where the market stands now using the past history. It is only meant as a guide. The 5 highest peaks in the High Jump are calculated and shown in the template along with the current value so that you can immediately see how far you are away from past targets. One caution is that you can't keep going forever as greed can become too much greed. Use the accompanying High Jump chart to look for divergences.

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HGSI Group History Analysis

Category: HGSI

This template anaylzes the history of HGSI groups that have been saved using the file naming convention YYYYMMDD or MM_DD_YY to specify the date on which the group was created. The template reads the contents of each group and for each symbol shows the dates that it made an appearance in the group. Use this template to analyze SmartGroups that you have saved historically. It is also a great way to analyze your saved history of Ron Brown's GIR Top 50 groups.

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Convert Warehouse HTML To Spreadsheet

Category: HGSI

This template converts a saved HGSI warehouse html file to a spreadsheet for use within EdgeRater and Excel. The spreadsheet is saved to the {Documents}\EdgeRater\HGSI\Warehouse Archives folder. The first part of the spreadsheet filename is the date of the latest data contained in the warehouse html file. The Warehouse index generation template automatically creates the spreadsheet as part of the processing and so if you run that template on a daily basis you may not need to run this one. However here you can select any warehouse html file and do a direct conversion.

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Generate Indexes From Warehouse HTML

Category: HGSI

This template generates 10 year indexes of Industry Groups, Major Industry Groups, Sectors and SIC Code Groups using an HGSI warehouse html file. To generate the warehouse file from HGSI, go to HGSI Warehouse, select the following view: Ian Woodward and Ron Brown->01 Top Down Analysis->09 Archive view. Then select File->Save As HTML and save the file to a known location on your hard drive. Once you have the warehouse file saved you can select it in this template via the Change Settings button, then just press Run.

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HGSI Warehouse Report

Category: HGSI

This template generates a performance report of stocks from an HGSI warehouse HTML file. The html file should first be converted to an Excel file prior to running this template by using the 'Convert Warehouse HTML' template. The warehouse Excel file can be filtered in Excel prior to running this template and the resulting report will not include the filtered out stocks. The report shows %Gain vs ERG, EPS Rk, RS Rk, Grp Rk, A-D Rk and HGS Boxes, allowing you to see how stock performance was affected by these factors. You can also add your own custom field (see instructions in the Custom Field worksheet).

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2x & 3x Bear ETFs Summary Template

Category: HGSI

This template produces the 2X & 3X Bear ETFs summary report developed and used by market analysts Ian Woodward and Ron Brown. This template contains several ETF symbols which must be available from the 'Default' data provider.

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2x & 3x Bull ETFs Summary Template

Category: HGSI

This template produces the 2x & 3x Bull ETF summary report developed and used by market analysts Ian Woodward and Ron Brown. This template contains several ETF symbols which must be available in the 'Default' data provider.

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%B Buckets Report

Category: HGSI

This template produces the %B Buckets report developed and used by market analysts Ian Woodward and Ron Brown. Additional worksheets are produced within the resulting workbook which further process the %B Bucket data. The Point Score worksheet highlights the statisticallly relevant buckets. Close price data for the symbol $SSCO is also added to the 'U' column of the Point Score worksheet so that it can be plotted on the charts to compare with the Buckets and Point Score. The symbol $SSCO must be available from your default data provider in order for this column to be filled. To compare to a different symbol, copy this template into the custom templates directory and change the symbol in the cell identified by the name ERS_1.

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Starter Last Bar Template

Category: Starter Templates

Use this template as a starting point for creating your own EdgeRater template. Create a copy of this and save it to your {Documents}\EdgeRater\Templates folder. It will then appear as a template under the 'My Templates' category in EdgeRater. The name shown for the template can be set in the Parameters worksheet.

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Starter History Template

Category: Starter Templates

Use this template as a starting point for creating your own EdgeRater template. Create a copy of this and save it to your {Documents}\EdgeRater\Templates folder. It will then appear as a template under the 'My Templates' category in EdgeRater. The name shown for the template can be set in the Parameters worksheet.

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HK Candle Patterns Template

Category: User Showcase

A template developed by EdgeRater user Henry Kaczmarczyk to show all candle patterns from the TALib Candle Pattern Scans scripts library for daily, weekly and monthly candles.

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