Portfolio Trader Membership

"Portfolio Trader" monthly membership (renews at $29.99 US Dollars monthly).

 

If you want to become a "systematic" and consistent rules-based portfolio trader, this is the membership for you.

"Portfolio Trader" membership gives you everything that you need to invest or trade EOD (end of day), rules-based strategies.

  • EOD (End Of Day) portfolio based strategy signals for both Trading & Investing.

    • No-stress.  Strategy signals are calculated after the market close for next day execution (typically market on open or market on close).

    • Stay out of the fray and volatility intraday, instead, make calm decisions outside of market hours.

    • Mix and match signals and strategies if you want.  Employ and mix complete strategies, or, cherry pick signals from different strategies to your liking.

    • Trade manually directly with your broker of choice.  Or, semi-automatic or fully automatic by connecting Interactive Brokers to Alera Portfolio Manager (APM).

  • Strategy Scans.  Gain automatic access each day to our updated Strategy Scan pages.  Strategy Scans are static web pages that are generated early each morning for each trading day, and show which buy and sell signals were generated for each specific strategy.

    • New Strategies get automatically added to your membership at no extra cost to you.

  • Strategy Folders.  Members get automatic access to our Strategy Folders.  These contain the same information as Strategy Scans, but are folders that hold the "signal files", in case you want to semi/fully automate any Strategy with Alera Portfolio Manager (APM)With a simple code ID placed in APM, it will access these folders/files and execute the strategies for you each day.  It's a great way to go beyond visual Strategy Scans so that you can semi/fully automate your trading or investing workflow and execute on multiple strategies in less than 2-3 minutes per day.

  • Education to get you up to speed on Systematic, Rules-based Trading & Investing. 

    • Course #1.  Systematic Investing MasterClass Understand what Systematic Trading/Investing is, the journey, it's importance and edge and how it all works.

    • Course #2.  Systematic Trading Plan Development Workshop.  Investing is a business, and every business requires a business plan!  This course will take you through the "how to" process of putting a rules-based trading plan together, and, how to combine multiple strategies to further your success.

      • Trading Tools.  

        • SIG Strategy Mix Tool.  A software tool built in-house that allows our members to uniquely combine the Rules-based / Quant / Algo Strategies that we offer for their own Trading Plan purposes, so that members can visualize the effects when combining multiple Strategies on CAR (Compounded Annual Return), Max DD (Maximum Drawdown) and CAR/MDD - and ultimately choose the Strategies that are right for their respective Trading Plans.

        • Systematic Trading Plan Development Spreadsheet.  A useful spreadsheet that allows our members to figure out their commission expenses (commission drag) on a per-strategy basis depending on the amount of starting capital allocated to each Strategy.  It also includes a real-world sample Trading Plan that the presenter, Dave, actually implemented and uses for his own live trading.