Find a Strategy (Subscriber)

There are a couple of ways to find a personalised trading strategy to suit your individual investment or trading needs; directly from searching the Marketplace, or via the leaderboard widget in the MarketPortal.

1. Critical to finding the strategy right for you is defining the parameters you want to see in a trading strategy. The first step is to set macro filters like exchange, sector, currency and whether you are looking for long, short or both-styles of trading strategies.

   

   Setting the macro criteria for a strategy search

   
   

2. The second step is to configure the factor parameters of the trading strategies you are interested in. Factors include Time, Performance, Return, Cost, Risk Management, Signals and Trade History

   

   Selecting and configuring strategy factors to your investment or trading needs

   
   

3. To view a summary performance of a strategy, click on the Strategy Name; this will bring up a cash:equity chart, portfolio holdings as sorted by sector, and an annual performance chart for the strategy.

   

   Viewing the historical performance of a strategy

   
   

4. When you are ready to subscribe, click [Subscribe]. This will bring up a confirmation window with details on the subscription including its cost (all trading strategies are free to subscribe too during Beta).

   

   Confirming a subscription to a trading strategy

   
   

5. Strategies you are subscribed too are viewable in the MarketPortal in your Subscriber widget. You will also see a [View Portfolio] and [Unsubscribe] buttons for trading strategies you are already subscribed too, or just a [View Portfolio] for trading strategies you have created yourself.

   

   How different categories of strategies look in the Strategy search results

   
   

6. After suscribing to a strategy you will start to receive signals by email; entry signals are sent end-of-day with profit and target hits mailed intraday with confirmation signals end-of-day (historical strategy performance uses confirmed end-of-day signals for exits).

   

   Sample view of an end-of-day email showing signals for all strategies you are subscribed too]

   
   

7. Trading signals can also be viewed inside the Portfolio Manager. With the portfolio manager you can see all current holdings and historical transactions. Study historical and current performance. And get access to the latest fundamentals, annotatable charts, members charts and trading ideas, analyst ratings and more (info icon).

   

   Strategy Performance as displayed in the Portfolio Manager

   
   

8. Your Strategies are managed in the MarketPortal, Subscribed Trading Strategies widget. The widget allows you to switch on/off delivery for individual strategy signals, unsubscribe to a strategy and view snap shot strategy performance.

   

   Manage your subscribed-to strategies
   in the MarketPortal

   
   

Offer a Strategy (Publisher)

1. if you can't find the perfect trading strategy you can always build your own using our step-by-step trading system builder. Trading Strategies you build yourself will operate in the same manner as a strategy you subscribe too, the chief difference is you will have an opportunity to earn money (once out of Beta) in a revenue share with Zignals via sales in the Trading Strategy MarketPlace.

   Trading Strategies can also be created from the Strategy Engine widget of the MarketPortal.

2. To Publish a Strategy (which is also required to receive signals from any strategy you create) you need to complete Step 5 of building a Trading System.

   

   Publishing a trading strategy using the trading system builder

   
   

3. All Published strategies appear in the Publisher widget of the MarketPortal. The widget displays the number of subscribers, strategy performance, revenue and links to either view the strategy portfolio in portfolio manager or summary statistics for your strategies.

   

   Publisher Widget in the MarketPortal

   
   

4. The Statistics page gives a graphical summary of all of your strategies with individual links to detailed information on signals, revenue, subscribers, trading statistics and link to the portfolio

   

   Summary statistics for all of your published trading strategies