Strategy Builder enables you to define and evaluate well-suited, multi-factor strategies for selecting investment candidates using both fundamental and technical analysis.
The simplest way to begin is to select one of the pre-built expert or community screens on the landing page depending on which criteria suits you best.
Now that you have a jumping off-point for your strategy, you can modify it as much as you'd like. Try adding or removing different filter criteria!
Want to create a strategy completely unique to you? Select the "Add New" button from the landing page to begin building.
Add your favourite technical and fundamental criteria to your screener. Not familiar with something? A brief description is included alongside all options!
Scroll down to the top results, where you'll find matching investments and their details.
Hover over the stock ticker to view its historical ROI or check out "View Why" to assess it's relevancy.
Once a strategy has been defined, it can be backtested across five years of data and compared to the index of your choice. This gives you a clear view of how your strategy would have performed historically, helping you to understand if it could "beat the market" if if adjustments may be required.
Click the big "Calculate Performance" button... and voila!
Green line: Your strategy's performance over the past 5 years.
Red line: The performance of the index of you choice.
Dropdown: Select the index for comparison.
If your strategy isn't beating the market, feel free to adjust the parameters of your screen and retest as many times as you'd like.
We hope you now understand how beneficial it is to have the Trading Central research team on your side and how simple it is to harness their insights! Take advantage of Analyst Views today to plan your trades with expert technical analysis!
Test your knowledge with this short quiz.