1. Site Usage Tips

    Accessing via a Mobile Device:

    I've been asked a few times if there are mobile apps for SwingTradeBot. The answer is no yes (there are now Android and iOS apps) , however, the site is mobile-friendly and is 100% usable on a mobile device. The vast majority of my own usage is on the website from my Android phone & iPad, so mobile usability is very important to me. Having said that, when I really want to power through some charts, I do so on my laptop. It's so much faster to be able to open links in new browser tabs and to see all the information at once. (You can also open links in new tabs on mobile but it's just not as seamless & quick.)

    It's "seeing all the information at once" where I had to make some compromises for mobile devices. There are certain places where some of the data is hidden from view on mobile devices. You will have to scroll those tables to the side in order to see the extra data.

    Pro Subscribers Account Customization

    Pro-level subscribers should take advantage of the capability to define the characteristics of stocks they want to see in the scan results listings. Visit the Scan Filter Settings to define your "Tradable Universe" of stocks. This is where you can configure the site so that it only shows you, for example, stocks priced above $50 and which trade an average of 10 million shares per day. You can define this setting once instead of adjusting the scan result settings on every page load.

    Similarly, pro-level subscribers can define your default chart settings so that the TradingView chart widget displays the indicators you care about.

    Watchlists and Portfolios:

    Rename Your Lists

    While on a portfolio or watchlist page, you can click the pencil icon next to the list's name to change the name of the list.

    edit name icon

    This is more important for Pro users but all users can rename their watchlists and portfolios to something more meaningful. This will allow Pro users to more easily differentiate their multiple lists when adding stocks to them and when navigating via the menu.

    Use the Hover Charts

    On the scan results, Watchlist and Portfolio pages you can get a quick view of each stock's chart via the hover chart feature. On a desktop or laptop computer just hover your mouse pointer over the small chart icon next to wach stock symbol and the associated chart will pop up. If you're on mobile a single tap on that chart icon will reveal the chart. While the chart is displayed, tapping somewhere other than the stock symbol will close the chart.

    View Scan Results as a Page Full of Charts

    Another way to quicky view many charts is to use the "As Charts" button.  That will let you see up to 20 charts at one time.

    Edit or Remove List Items

    In your watchlists & portfolios, you can click the pencil icons to edit an entry and click the trash can icon to remove an item.

    Adding a Stock to a Portfolio

    add to portfolio form

    Here are some tips on adding stocks to your portfolio(s).

    • Pro users can use the Portfolio dropdown to choose which portfolio they want to add the stock to
    • You can enter a short position by entering a negative number of shares
    • The Trailing Stops are optional but can be useful to alert you to when your position may need to be reevaluated.

    Below you can see how the violated stops are highlighted in red. A glance to this part of your portfolio page can alert you to positions which may need attention. (Assuming you didn't actually enter the stop loss orders in the market with your broker.)

    portfolio stop losses

    Sorting Tables

    Many of the tables are sortable. For those which are, you can just click on a column header to sort the data by that column. Clicking/tapping that column header again will reverse the sort. I often sort the scan results listings to get to stocks which interest me quicker. Once a column is sorted, you'll see a sort order indicator to the right of the column name, as in the image below which shows a table sorted by stock symbol.

    Categorized Events/Alerts

    I recently added a way to drill down to the technical alerts based on the type of alert. So, for example, if you're a breakout trader, that page will make it easier to zero in on the alerts most relevant to you.

    More Tips

    If you haven't already, please see the the "Get Started" page .

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  2. Removing Stocks from Your Watchlist or Portfolio

    I just received an email asking me how to remove stocks from a watchlist.  It's pretty straight-forward but it may not be obvious if you're using a mobile device.  If you're using a desktop or laptop computer (or maybe even a large tablet) you'll see a trash can icon over on the right side of each stock's row.  Just click the trash can icon to remove the stock from the list -- note that the table scrolls horizontally & you may have to scroll it to see the trash can icon.  The pencil icons allow you to edit the stock's details (The note for a watchlist...  stop loss values, number of shares, entry price, etc. for a portfolio).  

     

    If you are on a mobile device it a little trickier.  For most of the tables on the site, columns get hidden to conserve space on mobile devices.  You'll be able to tell when data/columns have been hidden because you'll see a plus sign on the left side of each row. Tapping the plus sign or just tapping anywhere in the row will expand the row and show the hidden columns.  Once the row has been expanded you can click the "+" to reveal the trash can.  See below:

     

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  3. What the Stock Ratings (Grades) Mean

    When viewing a stock's page or a scan results listing you'll see a rating for each stock. That rating will be A, B C, D or F. You can think of these ratings as basically a relative strength rating. The bot ranks all of the stocks according to a proprietary algorithm and then assigns A grades to the top 20%, B grades to the next 20% and so on.

    snapshot of a stock scan page showing ratings

    As of this writing, the algorithm only takes technical factors into account. I hope to fold in some fundamental elements into the mix in the near future. It's important to note that these ratings are *not* predicting any future actions -- they're backward looking.

    How I use the Ratings:

    I use the ratings as a quick way to see if a stock is strong or weak. I like to buy strength and sell weakness, so when I'm looking for stocks to buy I'll filter my stock scan results to only show me A's or B's (and maybe C's).  Conversely, when I'm looking for short sale candidates, I'll filter the scan results to only show me D's and F's (and maybe C's).

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