Products

Our goal is to help you become more proficient at trading, and making money.

The "Trade Manager Pro Software" and the Book "Trading Your Way: Develop Your Personal Trading Plan" were designed to be used together to help you develop, and execute a personal trading strategy.

The Trade Manager Pro Software

trademanagericon.jpeg "Trade Manager Pro" provides trade and portfolio management based on sound, logical trading practices that are outlined and thoroughly explained in the book "Trading Your Way: Develop Your Personal Trading Plan." By adapting these principles to your own trading style, you can develop a personalized trading plan. You can also test your plan using "Trade Manager Pro" before you put any capital into the market. This enables you to become familiar with how to execute your trades and manage money.

"Trade Manager Pro" is a stand alone Mac OSX application that provides the following functions:

Keeps track of your individual trades and associated trade data.
Provides portfolio management for an unlimited amount of trades.
Tracks portfolio and trade risk tolerances, and issues alert messages when tolerances are exceeded.
Provides an unlimited amount of portfolios which can be named and saved individually.
Calculates the maximum amount of shares or contracts for each trade based on risk tolerance preferences.
Calculates exchange rate and margin requirement values.
Access's chart and other financial information for each security.
Provides separate Enter Trade, Exit Trade and Update windows.
Updates current price quotes from the Internet at preferred time intervals.
Provides a separate trade size calculator.
Provides a separate Options "At The Money" price calculator
Ability to open designated web pages and applications from the main menu.
Prints trade records.

"Trade Manager Pro" will keep track of your trades and account balances by utilizing sound money management rules and will help you avoid the big loses that plague many traders.



Trade Manager Pro Screenshots


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Main Window - the main window allows you to enter portfolio parameters including Start Date, Starting Capital, Risk Tolerance, Exchange Rate, and Margin Allowance. It also displays Cash Balance, Margin Amounts, Total Profit/Loss, percent Gain/Loss, Total Portfolio Value, and Amount at Risk and also provides access to the different controls and tables for the application. Quotes can be updated automatically at preferred time intervals or manually using the Re-Load button.





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Entry Window - the entry window allows you to enter your trade data for stocks, futures or options including entry price, stop loss price, entry date, target price, commissions, unit multiplier, strike price, option type, margin amount per contract, risk amount for trade, and exchange rate. Once this information is entered into the window, it automatically calculates the maximum number of shares or contracts you should trade to maintain your risk tolerance. You can also type in any notes or incidental information you require for the trade. This information is automatically loaded into the tables of the main window.





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Exit Window - the exit window allows you to enter the exit date, exit price, exit commission, miscellaneous and exchange fees, earned interest, and exchange rate. There is also a place holder for share values when entering stock splits, etc. and an "Expired" selector for options. Notes can also be entered from this window.





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Update Window - the update window allows you to view and update stop loss values for all your securities from one location.




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Print Window - the print window allows you to view and print a copy of your trades for record keeping purposes.




 calculator.png

Calculator Window - this window is accessed from the main menu and provides a quick calculation for the maximum number of shares or contracts to trade per risk tolerance amount, and unit multiplier amount per contract.




 calculator.png

Option Calculator Window - this window is accessed from the main menu and provides a quick calculation for the "At The Money" option price. It also calculates the price differential between the underlying security price and the "At The Money" option price.



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Alert Messages- these windows automatically appear when trade or portfolio tolerances are exceeded. There are alert messages for several portfolio values including Amount at Risk, Total Value and Available Margin. There are also alert messages when Stop Loss and Target Price values have been violated.








Trading Your Way: Develop Your Personal Trading Plan

tradingyourway.jpg "Trading Your Way: Develop Your Personal Trading Plan" outlines and provides a framework for developing a personalized trading strategy. It can be a starting point for a new trader or provide alternatives for experienced traders looking for a different approach.

The author is a trader and has included material that has helped him in developing his own trading plans and strategies. He refers to many other books, web sites, and material that will help you to increase your knowledge base. This book will help you to identify and resolve many of the problems traders face such as, effectively executing trades, maintaining sound money management rules, and overcoming psychological barriers.

No one can predict what the market will do from day to day with any certainty. If we could, we would all be multi-millionaires. Trading is the study of probabilities based on market analysis and reality or mass perception. New traders don't realize how difficult it is to be consistently profitable. Statistically, approximately 85-90 percent of new traders go broke within the first year. They fail because they fail to plan and develop the required mind-set.

From a young age we are conditioned to evaluate and analyze our surroundings before we take a step forward; it's part of our survival instinct. We make choices based on our analysis of a situation. If our choices are consistently successful, we become more confident in our ability to analyze and make positive choices. This mind-set becomes a part of us and the natural way we think. If you have had success in other areas of your life, it's easy to think your natural mind-set will create success in trading. Unfortunately, in many cases it guarantees failure. With this natural mind-set, you are not psychologically prepared when your analysis is wrong and the trade goes against you. Without the right mind-set, a sound trading plan, and good money management rules, you are like a deer caught in the headlights, wondering what to do next.

Trading requires many elements working together to bring consistent profits. "Trading Your Way: Develop Your Personal Trading Plan" will explain how these elements are used together to develop a comprehensive trading plan and the required mind-set to trade your plan. You will also learn how to use the "Trade Manager Pro" software to manage your trades, your portfolio of trades, and the associated risks that come with trading.

To become wealthy at whatever you do, you have to be in a place that provides the opportunity to make substantial amounts of money. The financial markets provide that opportunity with billions of dollars changing hands every day. Learning how to capture some of that capital through trading can increase your ability to provide consistent profits. Approximately 80 percent of the millionaires in North American increased their wealth through the financial markets.

Our goal is to help you develop an affordable trading plan by teaching you the fundamentals required to trade successfully and be consistently profitable.

Table of Contents

Introduction
 
  1. Why Trade
  2. Education and Experience

    Study Guides
    Fundamental analysis
    Technical Analysis
    Mental Analysis
    Pre Market Experience
  3. Psychology

    Case Study
    1. Ego and Overconfidence
    2. Euphoria
    3. Fear and Greed
    4. Hope

    Money Attitude
    Winning Attitude
    Changing the Way You Think
    1. Overcoming Bad Trading Habits
    2. Positive Reinforcement

    Being in the Zone
  4. Creating Wealth and Money Management

    Setting goals and action plans
    Wealth Building Blocks
    1. Giving and Receiving
    2. Providing Opportunity
      1. A Case For Trading
      2. Market Opportunities

    Making Your Money Work
    1. Simple Interest
    2. Compound interest
    3. Dividends
    4. Capital Gains
    5. Asset Allocation
    6. Leveraging

    Investing vs Trading
    Money Management
    Risk Capital
    Capital Preservation
  5. Setting Up Your Trading Business
    What Is Required
    Minimum Requirements
    Grow As You Go
  6. Developing a Trading Plan
    Trading Methods and Basic Principles
    Essential Components of a Trading Plan
    Mechanical and Discretionary Trading
    1. Discretionary Trading
    2. Mechanical Trading Systems
    3. Combining Both Discretionary and Mechanical System Trading

    Determining Profitability
    What Markets to Trade
    Analyzing Your Market
    1. Monitoring the Business Cycle
    2. Inter market Relationship
    3. Relative Strength
    4. Volatility
    5. Liquidity
    6. Picking Your Market

    Choosing a Time Frame
    1. Day Trading
    2. Swing Trading
    3. Position Trading
    4. Investing
    5. Combining Time Frames

    Fundamental Analysis
    1. Doing Your Own Research
    2. Key Numbers And Ratios
    3. Other Sources 

    Technical Analysis
    1. Reading Charts
      1. Chart Types
      2. Trend Lines
      3. Moving Averages
      4. Chart Patterns
    2. Indicators and Oscillators
      1. Relative Strength (RSI)
      2. Moving Average Convergence Divergence (MACD)
      3. Stochastics
    3. Developing Indicators
    4. Buy and Sell Signals
    5. Short Selling

    Money Management
    1. Portfolio Risk
      1. Capital Preservation
    2. Trade Risk
      1. Avoidable Risk
      2. Unavoidable Risk
      3. Controllable Risk
      4. Uncontrollable Risk
    3. Controllable Trade Risk Values
    4. Determining Trade Size
    5. Setting Stop Loss Values
      1. Monitoring Price Moves
      2. Programming Stop Loss Points
    6. Order Execution
      1. Types of Orders
      2. Order Flow
    7. Record Keeping
      1. Learning From Your Mistakes
      2. Positive Reinforcement
      3. Trading Performance
  7. Putting It All Together
    1. Developing Trading Rules
      1. Defining Your rules
      2. Defining Rules of Discipline
    2. Monitoring Your Progress
      1. Trade Manger Pro
    3. Good Trading Examples
    4. Poor Trading Examples
    5. Being Consistently Profitable
    6. Enjoying What You Do
  8. Summary
  9. Terms and Definitions
  10. Reference Sources
  11. Index

Trade Manager Pro

ScreenShots

Video

Trade Manager Pro Video Series

System Requirements

Mac OSX 10.3+
PowerPC or Intel MAC 450 MHZ or higher
Internet Connection - preferably High Speed

Trading Your Way: Develop Your Personal Trading Plan - eBook

Introduction

Table of Contents

Demo

Download a demo of Trade Manager Pro and a limited edition copy of Trading Your Way: Develop Your Personal Trading Plan and try it for free.