1. Exporting Scan Results to a TradingView Watchlist

    I was asked earlier today about how to export a list of stocks from a SwingTradeBot scan result into a TradingView Watchlist.  That reminded me that I forgot to write about an enhancement that I added last summer.  

    In response to another TradingView watchlist request I added another column (called tradingview_symbol) to SwingTradeBot's CSV file exports.  That column contains TradingView's ticker symbol.  TradingView combines the stock symbol with the stock's listing exchange, so AAPL, which is listed on the Nasdaq would be NASDAQ:AAPL.  So that column of data will look something like:

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  2. New Scan Option: Filter Only *Your* Stocks

    The other day somebody asked me if there was a way to run a scan and only see results from his watchlists.  There was not, but after discussing it for a while I saw how it could be useful to those who like to trade from a specific set of stocks.   

    So I've now added the ability to run scans against just the stocks which are in your watchlists and portfolios.  Just check the box next to "Only My Stocks" in the form where you enter your scan criteria.

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  3. Streamlined Adding of Stocks to Portfolios

    I just made it a little easier to add stocks to portfolio lists in the app.  Before you were required to enter the number of shares and the entry price.  Those values are still required but they now get automatically set to default values (100 shares & the average price from the latest full trading day).  So now you can just click the "Add to Portfolio" button without making any other adjustments.  

    This should come in handy for those who don't particularly want to track actual P&L within SwingTradeBot but, instead, want to track more stocks in order to get alerts/signals on them.  This makes it easier to use a portfolio as an additional watchlist.

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  4. A Look Back at the Signals Which Launched EVR's 40+ Percent Rally...

    The other day I was flipping through charts on the top percentage gainers scan and noticed the run EVR has had over the last three months.  It's pretty much been straight up (more than 40%) since late October.

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  5. 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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  6. 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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  7. Finding and Tracking IPOs to Trade

     

    I've been involved in the market for just over 20 years now and some of my best trades have always been in stocks which IPO'd not long before I bought them. That's because those companies (at least the good ones!) are usually very innovative, are (should be) growing quickly, have small floats and once they break to new highs there's no 'natural' overhead supply of sellers. So one of the things I wanted SwingTradeBot to help me with was tracking IPOs. I generally like to jump into IPOs in two different ways:

    • as they break out to a new high
    • as they pull back and reverse after a big pop on their IPO day

    Investors Business Daily (IBD) / CANSLIM is also a big fan of IPOs. Here's a small sampling of what they've written about IPOs: From IPOs Can Be Risky But Profitable

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  8. New Features and Pro Plans

    You may have noticed some changes to the site this week. The other day I added three tiers of subscription plans. They are:

    • Free Plan - limited set of features
    • Gold Plan @ $10/month - Pro set of features
    • Platinum Plan @ $17.50/month - Pro set of features+

    I've converted all pre-existing users to the Free Plan. Previously users could add an unlimited number of stocks to their watchlist and portfolio. Now the free plan limits you to 5 stocks on your watchlist and 5 stocks on your portfolio. Note that if you had more than 5 stocks on your lists you will still have those stocks in your lists. However, you won't be able to add new stocks to those lists until the list contains fewer than 5 stocks.

    The Pro plans provide:

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  9. New Feature: Hover Charts for Even Quicker Stock Screen Analysis

    Update: Now there's an even faster way to view the charts.

    I've just implemented a feature I've wanted since I launched the site. You can now hover your cursor (mouse pointer) over a stock ticker to get a pop up of the chart. (Similar to how FinViz.com pop-up charts work.) Here's an example:

    hover over a ticker symbol to get a pop-up chart

    For now this works on all of the stock scan result pages as well as your portfolio and watchlist pages (and one of my favorite pages, the list of recent IPOs). My primary goal with this site is to make my nightly analysis process more efficient and this has already boosted my productivity a lot.

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  10. How I Use SwingTradeBot

    I created this site to help me manage and speed up my nightly stock research.  Here I'll share how I'm currently using the site as a way to help others see how everything here ties together. My process consists of a few general categories:

    • Analyzing the broad market
    • Finding new trading candidates
    • Managing positions that I currently hold
    • Managing / monitoring my watchlist

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