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Glossary
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Home
Blog
Glossary
Contact
Section 1: Personal and Trading Background
1. Full Name:
2. Email Address:
3. Years of Trading Experience:
Less than 1 year
1-3 Years
3-5 Years
More than 5 years
4. Primary Markets Traded: (Select all that apply)
Stocks
Forex
Commodities
Futures
Options
Cryptocurrencies
Please specify any specific assets/tickers your strategy uses (if static):
5. Trading Style: (Select all that apply)
Scalping
Swing Trading
Position Trading
Arbitrage
Momentum/Breakout
Other (please specify)
If 'Other', please specify:
6. Frequency of Trading:
Multiple times a day
Once a day
Several times a week
Once a week
Less than once a week
7. Platforms Currently Used for Trading: (Select all that apply)
Composer
Thinkorswim
TradingView
QuantConnect
Other (please specify)
If 'Other', please specify:
Is there a link to your strategy? If so, please add it here:
Section 2: Trading Strategy Details
8. Please describe your primary trading strategy in brief:
9. What technical indicators do you use? (Select all that apply)
Moving Averages
RSI
MACD
Bollinger Bands
Fibonacci Retracements
Other (please specify)
Please provide a detailed overview of any indicator logic:
10. Do you use fundamental analysis in your trading?
Yes
No
Please specify the fundamental factors you consider:
11. Do you use any news API or sentiment analysis?
Yes
No
Please specify which news APIs or sentiment analysis tools you use:
12. Do you use any other alternative data streams?
Yes
No
Please specify the alternative data streams you use:
13. Do you utilize screener parameters in your strategy?
Yes
No
Please specify the screener parameters you use:
14. Risk Management Techniques Used: (Select all that apply)
Stop Orders
Take-Profit Orders
Position Sizing
Diversification
Insurance/Hedges (Puts, etc)
Other
15. What type of stop order do you use?
Stop-Loss
Limit
Trailing Stop
ATR (Average True Range)
Stop-Loss Value (Enter % or $ amount):
Limit Stop Value (Enter % or $ amount):
Trailing Stop Value (Enter % or $ amount):
ATR Stop Multiplier (Enter multiplier value):
16. What type of take-profit order do you use?
Single Level
Tiered Levels
Single Level Take-Profit Value (Enter % or $ amount):
Please specify up to 3 levels:
Level 1 Value (Enter % or $ amount):
Level 2 Value (Optional - Enter % or $ amount):
Level 3 Value (Optional - Enter % or $ amount):
Please describe your position sizing methodology:
Please describe how you implement diversification in your strategy:
17. Do you have specific rules for adjusting stops and take-profit levels?
Brokerage Information
18. Which brokerages do you currently use? (Select all that apply)
Alpaca
Charles Schwab
Coinbase
Robinhood
Tradier
Interactive Brokers (IBKR)
Tradovate
TradeStation
NinjaTrader
Other (please specify)
If 'Other', please specify:
Section 3: Automation Preferences
19. Have you used automated trading systems before?
Yes
No
If 'Yes', please specify which systems you have used:
20. Main Goals for Automation: (Select all that apply)
Increase efficiency
Eliminate emotional biases
Trade multiple markets
Faster execution
Backtesting
Scheduling for Strategy Automation
21. Preferred Start Date for Strategy Automation:
22. Are there any deadlines or time constraints we should be aware of?
Yes
No
Please specify your deadlines or time constraints:
23. Preferred Communication Method: (Select all that apply)
Email
Phone Call
Video Conference
24. Best Times to Reach You: (Select all that apply)
Morning (9 AM - 12 PM)
Afternoon (12 PM - 5 PM)
Evening (5 PM - 8 PM)
25. Time Zone:
26. When should the strategy be operating?
Only during market hours
24/7 operation
Specific days/times
Please specify the specific days and times the strategy should operate:
Section 4: Additional Information
27. If available, please upload any screenshots or documents related to your strategy:
28. Alternatively, provide a link to any overview documents or screenshots (e.g., Dropbox, Google Drive):
29. Any additional comments or details:
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