User manuals

All TradingExpert Pro manuals in PDFs


Overview of  TradingExpert Pro Reference Manual

    • Typographical conventions used in the documentation
    • To start using TradingExpert Pro
    • Moving among TradingExpert Pro applications

Chapter I. Overview of TradingExpert Pro Functions

Chapter II. Managing Your Data

    • The Data Manager application
    • Data base
    • Data delivered with TradingExpert Pro
    • Master Ticker List

Chapter II. Managing Your Data cont’d

    • Master Ticker List (continued)
    • Entering a new Market ticker 
    • The Breadth Builder feature
    • Customizing your Master Ticker List
    • Maintaining your Master Ticker List

Chapter II. Managing Your Data cont’d

    • Maintaining your Master Ticker List (continued)

Chapter II. Managing Your Data cont’d

    • The Group/Sector List and other lists

Chapter II. Managing Your Data cont’d

    • Lists (continued)
    • Compute Group/Sector Indices Function
    • Set RS Symbols
    • Printing Data Lists
    • File Management

Chapter III. Data Retrieval

    • The Data Retrieval application
    • How to set up your system for updating
    • EDS Post Processing
    • Quick Overview: updating procedure
    • How the Data Retrieval interface works
    • Short-cut options
    • Messages function

Chapter IV. Charts

    • Charts
    • Introduction to Expert Ratings
    • Displaying a Ticker Chart
    • Realtime Charts
    • Displaying multiple charts

Chapter IV. Charts cont’d

    • Displaying the Market Chart
    • Overlay feature
    • How to customize your charts
    • Printing charts

Chapter IV. Charts cont’d

    • Draw Trendlines, Fibonacci, Gann Fans, Regression Lines
    • Using the Explore feature
    • Using the Tag List feature
    • Shortcut Keys

Chapter V. Reports

    • Reports overview
    • Using Reports functions

Chapter V. Reports cont’d

    • How to customize Reports
    • Individual Reports explained

Chapter V. Reports cont’d

    • Individual Reports (continued)

Chapter V. Reports cont’d

    • Individual Reports (continued)

Chapter V. Reports cont’d

    • Individual Reports (continued)

Chapter V. Reports cont’d

    • Individual Reports (continued)
    • Summary Reports

Chapter VI. Portfolio Manager

    • Portfolio Manager overview

Chapter VI. Portfolio Manager cont’d

    • Setting Up Portfolio Accounts

Chapter VI. Portfolio Manager cont’d

    • Entering Transactions

Chapter VI. Portfolio Manager cont’d

    • Viewing Account Information

Chapter VI. Portfolio Manager cont’d

    • Closing a Position

Chapter VI. Portfolio Manager cont’d

    • Using the Find function

Chapter VI. Portfolio Manager cont’d

    • Portfolio Simulation and Pick of the Day
    • Backtesting a Simulation Strategy
    • Using Pick of the Day to find Trades

Chapter VI. Portfolio Manager cont’d

    • Printing and exporting Portfolio Information


Chapter I. Introduction to Expert Design Studio

    • Designing a Trading System in EDS
    • Testing a Trading System with EDS
    • EDS reports

Chapter II. A Tutorial: The Basics of Using EDS

    • How to develop and test your own screening strategies with EDS
    • Quick Summary of how to use Expert Design Studio

Chapter III. The EDS Document

    • Overview
    • The Document window
    • Creating a new Document
    • Document Properties
    • Rule Library right-mouse-click menu

Chapter IV. Rules

    • EDS rules defined
    • The Rule Body
    • How to create User Defined Functions, User Constants, and Comments
    • Syntax requirements for EDS rules
    • Examples of EDS rules
    • How to create rules in the Rule Library
    • Using the Rule Builder
    • How to Hide Your Rules

Chapter V. Back Testing Rules

    • Setting up a test
    • Running a test
    • Navigating the system
    • Running additional tests
    • Viewing test reports
    • Fine-tuning rules
    • Report Tabs Right mouse click menu

Chapter VI. EDS Scanning Reports

    • Creating a scanning report
    • Creating a Summary Report
    • Using the Browser to view information on individual tickers
    • Exporting reports / Printing reports

Chapter VII. Creating an Indicator in Charts

    • Overview
    • How to create an EDS indicator in Charts
    • How to modify or delete an EDS indicator

EDS Reference Guide

    • Pre-built Routines
    • AIQ Reports duplicated
    • Built-in Functions


AIQ MatchMaker: An Overview

Chapter 1. Getting Started

    • Disk space required
    • Starting to use MatchMaker
    • Your data must be clean

Chapter II. How MatchMaker Works

    • Spearman correlations
    • An example of using MatchMaker
    • Explanation of surrogate groups

Chapter III. Predefined Strategies

    • Introduction
    • Changing default settings
    • Surrogate Strategies
    • Group/Sector Strategies

Chapter IV. Using the MatchMaker Parameters Dialog Box

    • Introduction to using MatchMaker Parameters
    • Explanation of the MatchMaker Parameters dialog box
    • How to run a MatchMaker analysis
    • Table of settings for 21 strategies
    • Summary of 21 strategies

Chapter V. MatchMaker Reports

    • Explanation of the MatchMaker Report screen
    • Printing Reports
    • Deleting the Report file

Chapter VI. Technical Information


Chapter I. Realtime Quotes and Custom Barometer: An Overview

Chapter II. Setting Up

    • Setting Up for Realtime data
    • Specify tickers to monitor
    • Color Customize
    • Change the font

Chapter III. Using Realtime Quotes and Custom Barometer

    • Realtime Indicator Barometer Explained
    • Barometer Configurations
    • Monitoring Indicators
    • Monitoring Realtime Quotes and other ticker data
    • Charting Tickers
    • Displaying News Headlines and Stories
    • Obtaining Nasdaq Level II Quotes
    • Displaying Fundamental information

Chapter IV. Nasdaq Level II

    • Nasdaq Level II Quotes
    • The Nasdaq Level II Screen

Chapter V. News Headlines and Stories

    • Viewing News Headlines and Stories
    • Sorting list of headlines
    • Printing News Headlines and stories
    • Saving a news story to a file


Chapter I: Introduction to Real-Time Alerts

Chapter II: Starting Real-Time Alerts

Chapter III: Setting Up Real-Time Alerts

    • Specify tickers to monitor
    • Customize the Chart window
    • Select technical indicators for display
    • Specify data preferences for charts
    • Set Alerts
    • Color Studies for Alerts
    • E-mail Alerts to yourself via myTrack

Chapter IV: Monitoring Tickers in Real-Time

    • Charting your tickers
    • Changing chart time scale
    • Changing price plot display
    • Using the Overlay feature
    • Removing bad data values
    • Switching between lists of tickers
    • Drawing attributes on charts
    • Using the Zoom tool
    • Displaying Technical Indicators on the charts
    • Shortcut Keys
    • Printing charts

Chapter V: Monitoring Alerts

Chapter VI: Building Custom Alerts

Chapter VII: Building Custom Indicators

Addendum – New Features added since 7.4

Powerful new Charts Features 

  • Synchronized Exploring Ability to have multiple charts of the same ticker all change when exploring in a list. Includes real-time, daily, weekly, monthly.
  • Delete all attributes in Chart Ability to have all attributes for a chart be deleted dynamically while charts are open (no ticker reopen required).
  • Overlaying price history from the past on a current chart, e.g overlay the bottom from DOW 70’s bear market over current Dow price.
  • Overlay two charts in real time.
  • Create a spread between 2 tickers, real time or end of day.
  • New Print Features – Screen Print and Screen Print (Fit to Page)
  • New Chart Preferences item to left or right justify the title text in the chart
  • Real-time charts show change from prior days close dynamically.
  • Get a whole new view with AIQ Charts by decreasing spacing to the minimum.
  • Monthly chart now available.
  • New composite data for real-time charts.
  • Save your charts layout so that next time on entering charts the same charts appear.
  • Comparison charts compare multiple charts of any ticker in a percentage change format.
  • Overlay indicators on price chart – You can now display an indicator like MACD, Volume, Stochastic etc directly to the price chart. 

Expert Design Studio 

  • EDS Back Test Real Time – requires saving of real-time historical data in the Data Manager.
  • New Indicator Fields For all indicators that incorporate support lines, support line fields have been added. For example, two new fields are available for MF RSI: [MF RSI Lower Support Line] and [MF RSI Upper Support Line].
  • New Built-in Function – Trendline Breakout(). 

Breadth Analyzer 

  • Breadth Analyzer A special new ticker type named Breadth has been added to version 8.1 ofTradingExpert Pro. Want to find out the percentage of the S & P 500 stocks at a new 52 week high AND display this as an indicator over the last 5 years? That’s where Breadth Analyzer comes in. You can analyze any basket of tickers for almost any rule and display the results. Breadth tickers can be charted and or be incorporated into other screening rules. One huge benefit with this tool is the ability to create powerful and unique market timing tools.


  • RTalert real-time charts now show composite data instead of major market data.
  • Each RTAlert file (.RTA) now saves settings. The indicator constant information was always saved in the .rta file, along with the list of tickers. Now colors, trendlines, indicator order, etc is saved with each file. You can have different trendlines and other attributes on the same ticker as long as they are in different .rta files. And they are saved along with the .rta.

Portfolio Manager 

  • Portfolio Asset Allocation Pie Charts based on cost and value.
  • New Performance Analysis, including up to 5 benchmarks.
  • New Risk Analysis with Annualized IRR, Sigma, Sharpe Ratio, Treynor Ratio, Alpha, Beta and R-Squared on up to 5 benchmarks.
  • Test a short strategy in portfolio simulator.
  • Test an historical real time data strategy in portfolio simulator.
  • Performance Report (Monthly) – Shows the portfolio performance in terms of money flow, internal rate of return against (up to 5) benchmarks, and risk analysis for four different time periods (this month, last month, year to date, inception to date).
  • Portfolio simulation offers the option of using prior pass 1 results. Capitalization strategies can be changed to try different options.