Getting Started with
Strategy Builder

Tutorial
3 min read

Strategy Builder enables you to define and evaluate well-suited, multi-factor strategies for selecting investment candidates using both fundamental and technical analysis.

Discover Thematic Lists & Preset Screens

1

Invest in what inspires you!

Explore topical themes and lists of instruments that catch your interest. Choose from a variety of themes including 5G, ESG Stocks, Cannabis Stocks and more! Thematic lists, preset screens and expert strategies are curated by Trading Central's expert analyst team.

Click through to explore the list of matches and criteria used!

2

Get started with Preset or Community Screens!

Jump in and get screening using our Preset Screens which include lists of instruments that show Top Performers, Top Dividends, Abnormal Volumes and more! You can also click the Community Screens tab to find strategies that others have saved and shared.

Once your strategy is complete be sure to save it and share with others in the community!

3

Learn from the pros!

Another way to begin is to select one of the pre-built Expert Strategies. You can sort through these strategies and choose the one that best fits your investment criteria.

Click through to learn more about the goal of the strategy, the criteria it uses and its list of matches.

4

Make it yours!

Now that you have a jumping off-point for your strategy, you can modify it as much as you'd like. Try adding, removing or editing different filter criteria!

5

Turn on email alert!

Once you've refined your strategy, be sure to save it and set up an email alert to get the latest investment ideas in your inbox!

6

Getting Started Feature

At any time, click the Getting Started button in the top right corner and we will guide you through a short series of on-boarding questions that will help you get started!

Don't worry, you'll easily be able to go back and change all your criteria filters later!

Build Your Own Screen

1

Create a new screen

Want to create a strategy completely unique to you? To get started select the Screening tab. By default we will show you a list of Top Performers in USA/Canada. If you'd like to start fresh, simply press the Clear All button in the top right corner.

2

Add screen criteria

Add screener criteria that support your investment goals. In the drop down, you will see the criteria choices divided into four categories. These include Company Basics, Trading, Technical and Fundamental criteria.

Not familiar with something? Click on the criteria and a brief description is included alongside all options!

3

Refine the screen criteria

Once you've selected some filters, continue to refine them. For example, set the "Stock Price" to a range you're comfortable investing in or filter for a desirable debt-to-equity ratio.

4

Adjust all criteria using the Bulk Edit function

The Bulk Edit tab in the top right corner allows you to easily adjust the ranges of all your selected criteria.

Review Your Results

1

Find the investments that match your strategy

Scroll down to the top results, where you'll find matching investments and their details.

2

Explore the details

Click on the stock ticker to view more details about the instrument and see why it ranked where it did based on the criteria you've selected.

3

Looking for more?

Click through to Technical Insight and Value Analyzer to get more analysis on the instrument selected.

Test, Save and Share Your Strategy

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" or if adjustments may be required.

1

Backtest your screen

If you scroll past the results table, you will then find the part of the page where you can backtest your strategy. Select the index you would like to use to backtest your strategy against, then press Calculate.

2

Understand your results

Blue line: Your strategy's performance over the past 5 years.
Red line: The performance of the index of you choice.
Dropdown: Select another index for comparison.

3

Adapt and compare

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.

4

Save and share your strategy

Once you've refined your strategy to your liking, don't forget to hit save! Want to share with your peers in the community? Check the "Share this screen with other users" box!

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!

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