How To Sign Florida Banking PDF

How to industry sign banking florida pdf simple

hello everyone my name is hey Suz Nava I'm the director of client training and education here at TradeStation it's a pleasure to be here with all of you I am broadcasting live from the city of plantation right here in the state of Florida and I want to welcome everyone that has taken some time out of your schedules to join us and learn about TradeStation today's topic is filtering symbols and real-time scanning in today's class these are our objectives of course the main title is filtering symbols and real-time scanning where we're going to add symbols and columns and radarscreen add studies and enable alerts and radar screen and then we're going to sort and enable notifications in radar screen and then we're going to show other filtering windows in TradeStation such as the hot list the scanner and how you can use you know some of the sample scans that are in TradeStation and how you can create your own custom scans and then at the very end we'll show you how to schedule scans and and create a custom symbol list keep in mind that every symbol an idea that I talked about here today is for educational purposes only they're not recommendations of TradeStation active trading is not suitable for everyone and it should only be done with risk capital especially when it comes to options which carry a high degree of risk I am going to share two links that go into more details about those disclosures and you may also find them on our website TradeStation comm ok so it's time to get started let me go ahead and switch my screen to TradeStation there it is I'm using the new version of TradeStation and this is just a blank workspace when you have a blank workspace such as this the apps bar at the top of TradeStation is gonna display all the different buttons for apps then you can open up in a workspace in those apps you're gonna find radarscreen all the apps here are sorted in alphabetical order so I can click on radarscreen and my window comes up let me go ahead and resize this radar screen so that we can fill up the whole screen area did he just grab it from the corner and resize it now the radar screen is a real-time scanner if you don't have radar screen added on to your platform you probably have a button or a very similar button looks very much the same let me go back to apps here so the button looks very much like this one but instead of saying radar screen it says quotes if you find that you log into TradeStation and you're looking for radar screen and all you see is quotes is because your account probably has not been enabled for this optional feature it is an optional feature most of the new pricing plans that we have here at TradeStation include radar screens so make sure that when you go to apps you see right our screen in here and if you don't I'll try to explain you know what the differences are radar screen is a much more powerful tool than the regular quotes window so here is radar screen you can see that it comes up blank you do have to type symbols manually so I can do that with my keyboard if I type in MSFT and I hit enter I get a quote from Microsoft if I type in D is and enter a APL enter a nit enter so you can start you know typing the collection of the symbols you want one by one which is you know if it's something that you want to do you can do that if you have a list of symbols somewhere let's say that you have a list of symbols on Excel you can copy the list of symbols by clicking and dragging you know how to highlight different cells in Excel and then you can copy the list of symbols and paste them right here in radarscreen whenever you don't want to assemble you can just highlight the symbol and press the heat or you can do a you know multiple selection by clicking and dragging notice I click on Microsoft and then I drag down and it's you know selected those three symbols so that when I press Delete on the keyboard all of them are deleted what I'm gonna do in this example is I'm gonna insert a prepackaged list of symbols so let me go ahead and position my highlight right here at the very top that way when you insert a list of symbols it'll start at the very top row and I'm going to click on data over here in this data menu you can add a symbol as I just did by typing it in but you can go here to add symbol if you want to look for specific symbols using the symbol lookup but what I wanted to point out is that you have the option here to add a symbol list and our developers have created a good way to insert some of the major indexes in the market right here in radar example the S&P 500 the Nasdaq 100 or the Dow Jones industrial I'll take a look at the other symbol lists that are available and we just click here for a moment and show you some of the different examples we have if you open up TradeStation symbol lists you can see the index components you can also go into industry groups and see the collection of symbols that are categorized by these industry groups makes it very simple for you to follow specific groups in the industry for this demonstration I'm just gonna stick to one other TradeStation index components which is you know on the main menu so let me go ahead and cancel out of this and go back to the data and if I go to at symbol list if I click on the option right here that says Nasdaq 100 index it'll insert the 100 right into my radar screen without me doing a lot of effort so this is all the 100 symbols that make up the Nasdaq 100 and I can see real time quotes before them for this presentation I'm gonna make the font bigger I know it's a little small and if you're looking at my radar screen it may be difficult to follow so you can do this on your own personal copy of TradeStation so click on the Settings button go to page and this will allow me to change the font I'm going to change my font to a 10 and I'm going to get bold knowing for the headings but also for the grid values and then just click OK when you make changes to the font and the size and you want that to be the default you have to make sure that you save the template otherwise when you open up a new radarscreen window it'll go back to the original settings when you go here to settings and you go to templates you're gonna see that we have a collection of templates that you can apply to your radar screen so when you go here to apply template we have the classic black or the classic white and all these different color styles and you can apply to your radar screen from the templates tab now if you want to create your own template that's totally fine I can go to the settings go again to the templates section and save the template and I can call this my template which has my own look and style and I'm gonna set it as a default so whenever you make changes to radar screen if you want those changes to be the permanent ones make sure that you save the template and then set it as a default this template will save styling when it comes to colors and when it comes to font size and some other styling options it doesn't save the group of columns that's that's something you do somewhere else so let me go ahead and click OK and I've set it up as a default one of the things that radar screen allows you to do is to remove and add different columns so here on the very last column of radar screen you're gonna see that there's a plus sign that you can click on in order to take you to the place where you can select different columns that are available now here on the left hand side we have all the columns that are available they are grouped by three main categories or or you can display all studies or you can go to indicators shown these and pane bars but all these items can be inserted onto my radar screen window you're going to take a look over here and some of them will have a checkmark next to history and a lot of times you don't have radar screen these indicators that have history will not show up but let me show you some other things that you can insert we have the last Thea the default columns are right here on the right-hand side the last net change net percent change bit and ask high low volume today and the interval you can insert things such as if I go over here I can add the previous close I can move it down and put it all the way at the very end I can insert information such as the range I can add it now these are these are columns that you don't have to have radar screen for so all those you find it right here and you have a V Wow so let's go ahead and add view up here and click OK so all these columns are added right here on the right hand side and you can make adjustments to everything that's here you don't have to necessarily go there to make changes for example if I want my previous clothes to be right over here between net percent change and the bid what I do is I click on the header for previous clothes and then I drag it over here in between net percent change and the previous clothes that's a quick way for you to organize columns in radarscreen another thing that will save you time is if you don't need a column let's say that I want to get rid of bid or ask I can click on the bid and press Delete on the keyboard that's a shortcut to deleting columns from the radarscreen window and I can do the same thing for ask just press delete as the column is highlighted [Music] now one of the things that is going to set a radar screen apart from a regular clothes window is this column right here called interval interval is a type of historical data that's going to be used in order to make calculations on technical analysis let me go back in here to the plus sign on the very last column of radar screen and this is the list of indicators as I said earlier every every study that you see here that has a check mark it's because that indicator uses historical data let's say for example Roger is suggesting we do an ATR yes an ATR is a type of indicator that uses historical data in order for you to put in order for you to see a calculation here is an average true range you see that it uses historical data I'm going to add it and I'm going to leave it right there next to the interval and I'm just going to click OK so this is going to go out there and calculate the average true range for all the symbols this is 100 symbols and it does the calculation for you however to range that's the title of the column as you can see the very top symbol which is AVG oh it has an average to range of 93 cents but where is that calculation coming from if I go and right-click on this column header I can go to studies and I can edit the average true range for all symbols this is the same concept that you use in charting where you modify or you edit an indicator I can come here to the inputs and find out what the ATR length is it is 14 now the 14 that you see here it's basically 14 bars of the ATR so if I look at the value again the 93 cents for this symbol AVG oh it's looking at the past 14 bars on a 5-minute interval meaning that on the on the last 14 bars on a 5-minute interval this is the true range 93 cents it's tied in with the interval now if you want your analysis techniques to be calculated using different data intervals you have to do the following you don't format the interval I mean that's your first inclination is to go to the interval and format it to something different you have to come here to the symbol side because we have to edit the symbol and if you remember in charting when you edit the symbol in charting it just think that you have to do the same thing year in radarscreen and what I do if I want to do the whole column I just click on the header for symbol you can see how it highlights the whole column and I'm gonna use this time frame and drop down at the very top of my radar screen and I'm going to select daily alright now let's take a look at AV AV Gio again because if you remember the average to arrange was 93 cents but now on a daily interval which means that is taking the range of 14 daily bars the range is 8 point 61 so it makes it very clear that these columns that use historical data are directly linked to this interval column now you may mix and match different intervals so you may have a group of symbols that are set on a daily and a group of symbols that are set on a different time interval let me show you a trick if you highlight a group of symbols by clicking and dragging notice that I just click on the very top one and I just dragged my mouse button all the way down let's to hear a DC and I'm gonna go to the time frame and change these to 60 minute take a look over here in interval 16 unit only applies to the symbols that I've just grouped and highlighted the other ones are still on daily so you can make all these different types of adjustments on a group of symbols on all symbols or on a personal basis let me go back to the time frame and I'm gonna go back to daily one thing that I do and I've and I've taught this to different and you know TradeStation users is sometimes you want to see the value of an indicator on different time intervals so what I do I'm gonna come over here right below AVG oh and I'm gonna click on settings right here at the top of my radar screen now hold on that settings let's go to data and you have different options here like add a label row or at a blank row if I add a blank row and I type in the same symbol a V geo and I hit enter I can format this other AVG oh and make the time train maybe it's 60 minute so now I see the average true range on a daily interval which is 8 dollars and 61 cents and I see the average to range on a 60-minute interval which is four dollars and sixteen cents now sometimes you don't want to look at you know different calculations across different time frames and a way to do that is to you know type in the symbol multiple times and radar screen at a different timeframe ok let me see some of the questions here from the chat is the 5-minute similar to a 5-minute chart it is exactly the same so think of the interval and that's a great question I want you when you think of interval you have to think of of of a chart and and by adding this column that I just added the average to range I applied that study to 100 individual charts so think of every single row that exists in radar screen as a chart analysis window and you can just have your technical analysis as columns all right so let's go ahead and take a look at some other things that you can do here enabling alerts we already showed you how to insert studies and you can do studies that do not require the average to range now what if you want to set up an alert well first of all let me show you a quick alert on something like net percent change let's suppose that the market has just opened or you can set it up even before the market opens and you want to know whenever in any symbol reaches a three percent change on either direction I want to get alerted now this is a very simple alert I can right click on the column header for net percent change go to studies and edit the net change for all symbols when I go to the inputs notice that I have a field for the high alert which I'm going to make but make it let me make it higher no a lot of a lot of these symbols are gonna exceed the three percent very quickly because of the volatility in the market so let me go ahead and do five percent on the upside and five percent on the downside so you can set up the two alerts down here and once you set up your values just come here to alerts and enable Gellert when you set up an alert and this is something that I do as a habit and I'm going to do this recommendation for you guys when you set up an alert on something large as I'm doing right now which is a list of hundred symbols is I usually disable the message the messaging Center I do not want any pop-up messages or any sounds going off because it will be annoying if there's a big move in the market and I start getting alerts on all these 100 symbols and pop-up windows and sirens going off so I disabled the messaging and I'll show you how the alerts show up here in radarscreen I'm gonna click OK and if you look at the column right there in the corner there is a yellow marker that tells you that there's an alert enabled inside that sale in fact take a look when I take my cursor and I hover over one of these yellow markers it tells y u high alert a percentage five low alert percent it's five and it gives you some information about the inputs but every so often you're gonna find a red marker right here I have a red marker for this symbol H AAS because the symbol is up 8.34 percent and if i keep on scrolling down i see this other one which is down seven point forty eight percent the symbol is MC HP and out of all the 100 symbols you see that two are meeting the criteria so what do you do alright these column headers can be double clicked in order for you to sort let me show you if I double click on the net percent change you can see how the values inside that column are sorted in ascending orders you see the one that has lost the most the one that has made it the most and if you double click again on the header it'll sort in the opposite order from the highest to the lowest but you can do one more thing instead of sorting by values what if you want to see the ones that are triggering the alert up here at the top go to settings and go to page Paige has a great feature which is sorting and one of the nice things about sorting is that it doesn't sort by the value but it sorts by alert as well so I can come here to the net percent change and select the one that has the word alert in parenthesis and I want those to be sorted to the very top and I wanted to keep my data sorted so that if it finds another one that is triggering the alert just bring it to the top and I can bring down the number of seconds here as well when I click OK what I didn't do I'm not sure if you noticed is that I didn't when I went over here and I edited this study for all symbols this is something that you have to be aware of when you format an alert and you want the alert to apply for all the symbols you have to make sure that you click on the column header so that all the symbols are selected and also you want the alert to be continuous so that it's real time alert so when I do that you can see that the two alerts are sorted to the top and I can see that two symbols out of the 100 are above or below the 5% mark let's take a look at some other features here I'm going to do a little bit more of a complex scan let's go and click on the plus here on the right-hand side and I'm going to do moving averages we have here moving averages exponential to lines that's the one that I'm going to use I'm going to transfer it here to the right hand side clicking on add and I'm just gonna move down okay to put it at the very end of my radar screen so this is my fast exponential moving average and I have it slow exponential moving average as someone suggested that we do at 10 and the 40 I'm just gonna take those numbers so that I can show you how to edit you know the parameters of this moving average exponential I'm gonna right click on the header' so it applies for the whole column go to studies and I'm going to edit the moving average two lines for all symbols from here I'm going to principle enable the alert since I'm here alert continuously and again I'm going to disable the message center but in the inputs and that fast here's going to be at 10 and the slow is going to be a 40 and then I just click OK and then I have it right there I can see the yellow and I can see the red what do the Reds mean whenever you see a red marker means that the alert is being triggered at this precise moment in real time let's do something else we did it with the percent change now we want the alerts to be grouped at the very top so that I can see which symbols are triggering that crossovers I'm going to go to settings when I go to page again and here from the shooting tab I can select another sorting key in this case I'm going to click on moving average exponential to lines alert the more that you want to grab the one that has alert in parenthesis other ways it'll sort by the value and I'm just gonna click OK and notice how those symbols are sorted to the top you see one here but it's not triggering the alert I mean that's being sorted to the top because of this alert over here it's up you know above a 5 percent so it's also showed it to the top now what I do whenever I'm looking at alert triggered here in radarscreen I like to have that same study on a chart so I'm going to click here on apps and click on chart analysis so that I can bring it up here in charting alright I have the chart next to it I'm just resizing it to let it look said same data I'm gonna change the timeframe to daily I'm gonna go to studies and add a study which is the same study that I have here in radar so you're not just like to see a graphical confirmation I'm gonna select the two line moving average okay let me format those averages so that it matches what I have here which is a 10 and a 40 [Music] there you go you see the two averages right there on the screen for this symbol AVG oh they're not crossing but if I click on any let me link these two windows together as a linked by symbol and that's something you can do on your TradeStation you can link a chart with your radar screen and you can just click on every symbol here in radar screen and have the chart update to that symbol let me click on mchb and you can see right here on the right hand side how the two moving averages are crossing on the current bar if I click on another one which is a DP you can see how they're crossing right now so you can see the power of radar screen where I have 100 symbols and just following a few steps I'm able to tell radar screen out of all these 100 symbols which ones are meeting a certain criteria in this case which ones are crossing on these exponential moving averages and I think that's a very very powerful tool when you want to do some real-time scanning someone's asking if you can get a text alert we haven't incorporated text alerts but if your phone gets email let me go back in there let me right click on the header' photo studies and edit the moving average if you go to the alerts tab right here and you click on configure for messaging Center you'd have to turn on the messaging Center you can set up an email address a lot of cell phone service providers provide an email address that pretty much works as a text message and you can you know get that address from your cell phone service provider but once you you can set up an email here and trade station every time that it generates an alert it'll send you an email to whatever email address you supply all right when you cancel out of this so we talked about sort and sorting you find it in settings and go to page that'll give you the ability to sort and do automatic sorting and if I go here to page as well and it just show you something else you can also turn on something called messaging messaging is a way for radar screen to send you periodic you know messaging you enable the messaging you can tell a radar screen the frequency of that email to be sent to you what column information you want to get and then you have to configure the email by clicking configure you know here on the right hand side alright and that way radarscreen in every depending on what frequency you specify is gonna send you an email with all the different data points that you select here inside the window let's go and show you some other scanning tools in TradeStation this is one of the most powerful and if you're looking for real-time scanning radar screen is going to be your go-to scanning window but let me show you some other scanning tools I'm going to open up a new workspace and in this workspace I'm going to open up a hot list alright the hot list comes up let me resize it I'm going to make the font bigger so let me go to Settings window font and I'll make it bold and 10 so it's easier on your eyes when I said it's a default and click ok first thing what is the hot list do the hot list will take you and provide you the top 25 symbols that meet certain criteria if you look at the top we have some dropdowns so you can select equities index options or stock options you can also filter by the exchange if you want you know a specific exchange or all of them and then here you have the activity or the filters that you select if I collapse the main categories you're gonna see that there's three main categories in this hot list we have price filters we have volatility filters and we have volume filters in the price filter we have things such as percent gainers or percent losers I'm going to leave this on percent gainers this is the person gains for one day and this is the top 25 I can say give me the top fifty and it'll give them to you one thing that I do if I'm looking at one extreme like the percent gainers I like to go to the apps and I like to open another hot list you can have multiple hot list windows and I'm going to put it right here on the right-hand side of my workspace and resize it so that I can see the two sides so on the one side I have percent gainers and I can come here and say on this one I want the percent losers for one day so here you can see Snap is a percent gainer it's up 47 percent from the close of yesterday 47.72 and on the down side we have MTS I which is down 34 point 14 percent one thing that you cannot do here in Hot List is mix filters together so you cannot tell you okay I want to look at the percent gainers for one day but I want to also look at the ones that have been traded the most so the Hot List we call it a very simple window to use because you just have to open it and select the filter that you want to apply to the whole universe of symbols your the percent gainers we have up to 30 days or send gainers for the 30 days we can see that this stock a keer is up two hundred and twenty one percent from the close of thirty days ago so take a look I just go here to the activity drop-down and I select the filter that I want and this happens very quickly we have filters such as symbols that are approaching a 52 week high but the ones that are breaking above or below their 52 week high we have symbols that are gapping I spoke to a TradeStation user a couple weeks back and he was interested in finding stocks that have gapped these um these hot lists are gonna be updating before the market opened so you're gonna be getting pre market activity so from the very beginning you can see which stocks are gapping up or gapping down even in the pre market or if you want to go and look at options data I can go here into my volume lists and say give me the most active on call volume if I click here you can see that spiders it has a call volume of 1.6 million calls so take a look at all the filters that are available here because I'm pretty sure you find something that you can use in your everyday trading let's go ahead and take a look at some other scanning tools this is the hot list there's not much configuration you can do here let me just recap you can only have one filter at a time so if you're looking for something more advanced like I want to see the symbols that are or that have that are overbought using an RSI so if you're using RSI and you want to find symbols that are above 70 then you can use a different type of tool which we call the scanners let me go at the bottom of my tradestation I'm gonna save this workspace as my hot list and then click on save one thing that you can do that I haven't shown you let's go over here to my % gainers again first thing in here is one day one one thing that I do is sometimes is I highlight the symbols from here so there's 50 symbols I'm gonna right-click on the highlighted area I'm going to click on copy because if you want to do additional real-time scanning you can copy and paste symbols and then I can come here to my radar screen later screen has this functionality that allows you to add pages down here so I'm going to right click where it says page 1 and I'm going to add a second page and I'm going to call this by the way if I double click on the tab I can rename it this is my hot list hot list okay and I can right click right here on the very first empty cell under symbol and I can just click on paste and that's going to transfer those 50 symbols that I got from my hot list into my radar screen which updates in real time and I can do some additional testing here h1 I'm going to double click on it and I'm gonna call this Nasdaq 100 so you have multiple pages down here in radarscreen that I didn't show you when we were talking about this but it's gonna give you an additional organizational tool okay let's go ahead and take a look at the scanner the scanner is the type of scanning tool that allows you to do custom scans and I'm going to show you the ones that come prepackaged so you can also take a look at them and see if it's something that you can use let's go and click on scanner I had run some scans here let me give it and remove these so that it is exactly the way that you have it in your own TradeStation so let me go ahead and and delete anything that's here let me highlight it press delete are you sure you wish to remove yes delete yes delete yes so you can delete anything you've created here and this is the way the way that the scanner shows up on the screen you can let me open this up so that we can organize the information better you can create a scan by clicking on this button you can create a or use a sample scan you can run a scandal if you don't have any scans in in the scanner nothing's gonna run or you can view it tutorial let's go ahead and look at the sample scan I click on sample scan this window pops up with a list of scans that tradestation provides as sample scans you can take a look at the ones that are here they're grouped by category you have chart patterns growth technical and value they you can use them you can use them as a starting point or as a sample and then you edit them let's go ahead and take one of these I'm gonna take the big movers and the way that you use these sample stick scans is by picking and dragging so you click big movers and you drag it over here and drop it in this area on the left hand side and you can see that big movers has been added to my scan list ok any of these cans can just move and can be moved over let me go ahead and close out the tray station sample scans and once you have a scanning there you can click on run right here at the bottom I'm gonna run it and then I'll show you what the scan is doing it's called big movers I run it and you can see within seconds I get a list of 29 symbols that meet the criteria now what is the criteria that big movers is looking for if I come over here to settings this is where the criteria is displayed let's start from the very top my name big movers description is gonna find stocks experiencing consistent price appreciation over the past six months all the stocks are included and this is the criteria first of all the description is just going to display it then it's gonna look for stocks that have a closing price between 10 and 100 that have a volume average for the past 3 months greater than 500 thousand we also look at market gap and we have we want companies that have a greater market cap than a hundred million and then we have percent change for the past 5 days 30 days 13 weeks and 26 weeks and notice how we have the percentages up here these are stocks that are appreciating in value consistently let me show you first the log if you look at the very top this is what the scanner did it added all stocks to the symbol universe and it tells you the number of stocks that it scanned eight thousand five hundred and forty nine different symbols and after it applied all the filters that we talked about in the criteria only twenty nine symbols remain if you look at the results we see the twenty nine symbols we see the different fields that it was scanning for the description the closing price the volume average of the market cap and the different percent changed values very useful now over here on the left-hand side if I click on the plus over here it tells me the date and the time that the scan was run that tells you that this window is only current at the time that you run it so at 243 and 36 seconds p.m. the 29 symbols that met the criteria were these now if you want to refresh the list you have to run the scan again notice what happens when I highlight the scan big movers and I click on run one more time it's unning and now it gives me two lists one at 2:43 and another one at 246 that of course didn't change much but I just want you to to be aware that every time you run it it's gonna run through the filters and give you an updated list now for this one I don't think there was any changes we have still the 29 symbols but if you're running a scan that is sensitive to you know current data run it and you get a new list of symbols now the list of symbols can be copied and pasted in a radarscreen window for you to do real-time analysis if you want to take a look at the insights of big movers highlighted and click customize right here at the bottom it gives you the ability to look at all the filters that have been added and you can add your own for example I can you know keep the same filters over here maybe disable some of these percent changes just go the past five days in the past 30 days by unchecking them you know the filter remains but it's not going to be applied so if I click on run you see now it finds 47 symbols because I disabled two of the filters that were used in the scan and that's something you can do on this sample scan let me go back in there go to customize and say well I disabled the last two let me add one of my own so let's say that I want to see we looked at volume average we look at that that close the description if you go to the drop down you're gonna find a lot of different folders that you can look into and find fields that you think are gonna be of interest to you we have options related data okay so if you want to know out of all these symbols which ones are optional sometimes what I do is like interest calls and puts and then say show me any styles that have a greater open interest calls and puts greater than zero so it'll give me any stocks that have options out there I'm gonna run it okay and notice that now I have a list of 41 symbols now you can compare you know lists or runs right here so if I click on the one that I ran previously I can see that I have 47 symbols but after running a scan on open interest it dropped about 6 because when I go to the other one I only have 41 symbols because now here you can see a column with an open interest puts and calls you can see the one that has the most puts and calls and that's snap the one that's being traded most at this moment in the options world a lot of interesting things now what I'm going to show you is how to create your own custom scan from scratch I showed you how to take a sample scan and make some modifications let's go ahead and start one of our own from scratch just go here and click on add right here at the bottom left and this will be my price earnings volume and we're gonna add an RSI so we're gonna do a combination of quote data some fundamental and some technical which is something you can do in this scanner a lot of scanners out there in the brokerage platform industry only allow you to do some cold and fundamental not technical you can see how powerful this is it's gonna click next and here at the top we have a symbol list to include I'm gonna go to the drop down and select all stocks but if you go to the drop down you know take a look at all the different options that are available you have the ability to do a custom symbol list you can do a scan on specific exchanges or futures you want to do any anything that is part of the platform you can pretty much bring it in here right here at the bottom you have the option to exclude certain sectors or certain if I go to the drop down down here I can say well I want all stocks but I do not want any stocks that are in the New York Stock Exchange so avoid bringing in any symbols from the New York Stock Exchange you don't want to do any exclusions I can do it down here at the bottom of my scan I'm not gonna do any exclusions at the moment so I'm just gonna click on the X right here on the right-hand side to remove it so we have we're doing a scan on the all all symbols in the symbol universe I'm gonna click on next and here's where I start you know adding my criteria I'm gonna come here to the drop down you can go to the drop down and you can search for things you're you're on your own by just opening any of these folders and seeing what's inside you know sometimes if you hover this area right here it's gonna show you a definition of anything that you highlight so sometimes if something is not very clear you can just highlight it look at the bottom and it tells you what that field is and how it's calculated if you do not find what you're looking for what I suggest you do is that you click back so that the drop down disappears and you can type whatever field you're looking for so if I type in the word close it'll give me every single item that matches the would close in the database but you can just type it in and hit enter this is the closing price and what I'm gonna do is I'm gonna say look for stocks that have a closing price between notice that you have to select an operator otherwise it won't show it to you and I'm gonna look for stocks between five and fifty dollars five and fifty okay I'm gonna go to the second row and say for volume I'm going to use this field right here which is a volume average ten days for the past ten days I want the stock to be a volume that is greater or equal to 1 million shares all right my third criteria is gonna be earnings so I'm gonna do EPS my third is gonna be EPS for the most recent quarter so I'm just clicking from here notice how it resets to zero that's a problem so I'm just gonna do let me just go here to the drop down I'm going to go to profitability earnings per share and select earnings per share for the most recent quarter that's mrq and I want the earnings to be greater than zero so positive earnings and I'm going to go back to here to earnings per share and I want the earnings per share for the 12 trailing months that's what TTM stands for to be greater than Nickelback here to profitability and compare that to the earnings per share for the prior 12 trailing months so not only we want positive on the most current we want positive also year over a year before I continue I usually do a search to see how many symbols remain so I'm just going to click on run here it's going to apply all the filters and I click on log over here at the bottom to see the results so about 8500 symbols were where scanned 320 symbols remain that's good so I'm going to go back here and go to customize and I'm going to add an RSI if you look towards the bottom we have indicators show meas and paintbar so all the technical analysis that you find in charting you're going to find them here which is great so any technical idea not only the ones that are supplied by TradeStation but something that you create your own you can use it in the scanner I'm going to go to indicator and this will give you all the indicators that are available in charting and as I said earlier I'm going to use the RSI this is the RSI you can see that it has multiple dropdowns and has an RSI you have an overbought and oversold and we have an alert field here you also have a plus here to the left of the RSI which is important because the plus sign right here to the left will allow you to modify the parameters if you want to use something shorter than a 14 bar RSI you can do that if you want to use a different interval this is where the interval comes into play because a lot of times these technical analysis will use daily data but if you want your RSI to be calculated on a minute interval you have to change it here leave it on daily but I just wanted to make sure that you're aware that if you want to do and if you want to do like an RSI intra-day on a minute interval you have to open up or expand an indicator and change it there I'm going to change it for now let's go ahead and look at the RSI value and I want that value to be greater than 70 or overbought if I run this you're gonna see that the 320 symbols that remain are gonna be calculating easy language which means that once it narrows down the list of symbols now it's going to calculate the technical indicators and it's going to load historical data for each one of those symbols in order to calculate now that's something to keep in mind because sometimes we want to use a technical scan on the whole universe and that's gonna take too long remember there's about 8500 symbols in the symbol universe and if you do an RSI on 8500 symbols it's gonna take a while for your computer to load all the data for those on 8500 symbols and do the calculation for the RSI you can see that we have three hundred and twenty symbols remaining and this is taking some time to complete no don't notice how it's stuck at 99 percent and hopefully it'll be completed before I finish this class because I wanted to show you what this scan looks like I can leave that running and show you some other things here on these other scans one thing that I wanted caner it's the type of window that saves all the information every time that you run it so you don't have to really be concerned about saving you know the scanner to a workspace because if I close it and I reopen it again it'll have my scan information there there it is we have the second one we have a few errors right here in the log that set failed to calculate our side not enough data for F TSI or PA GS it probably found a couple symbols that didn't have enough historical data to calculate the RSI and that's fine it means that it didn't do it for that we have symbol 0 symbols remain let's go here to the results there's no symbols no symbols met the selected criteria and that's something that you are probably going to encounter I love all the 320 symbols there's no symbol that is above 70 right now are there any symbols that are at a different value let's go ahead and customize I'm gonna click on customize you can come back here to the criteria and say well what about any symbols will be no 30 which is my oversold if I run this again and I go to my results oh I didn't run it so let me go back to customize oh this is running right here okay so it's running again on the three hundred and twenty symbols and the thing is about was highlighting one of these results and there was no let me go back to when you highlight the name of the scanner you can see the status of this scan and you can see that it's running again on the three hundred and twenty symbols and see if we can get any symbols that are below the oversold andy is asking in the chat if you can see he's asking if you can do an RSI between forty and fifty yes you can right here I'm just using extremes the overbought and oversold but you can technically do any type of comparison just go to the operator drop-down and choose between instead of using you know greater than or equal to and then you can do a range of values if you want to look for an RSI between forty and fifty so it seems like this is I'm gonna take its time and probably no symbols are going to be oversold we do you do have symbols here we have a total of forty six symbols that are oversold you see the RSI value right here this is very interesting so no symbol for overbought out of the three hundred and twenty that remained but we have forty six symbols that are over sold let's go ahead and take a look at a chart I'm gonna go here to my abs and open up a chart next to my scanner because I do want to point out something that is very important when you run a scan I'm gonna resize nice my chart I'm going to insert the study right here on my chart it's gonna be the RSI and it's going to be on a daily interval I want to link the two windows together and I'm going to take a look at the very top symbol here AC er it loads right here on my screen okay I want you to take a look at something the value the value of the RSI right here is 24 for a CRT right you can see that the value of ACR II RSI on the chart is 28 so it's close but not quite the same the reason for this and this is something that we have to pay attention to the reason for that is because the scanner when you do a technical analysis on a daily bar it's gonna look at the most recent closed bar what does that mean that the current bar that is being built at this moment it's not closed yet so it will not use of the current bar but it does bring the RSI value of the prior bar 24 and if I click over here on my chart to view my data tips and I look at the RSI value on this bar which is the previous bar do you see that right there in the data tips the number of the RSI which is in cyan and it says 24 point 21 that is the value of the RSI on the previous bar and that's the value that the scanner is using because you selected to do an RSI on a dega t-bar so it looks at the most recent closed bar that means that if you do a calculation on one minute bar it'll just use the most recent closed one-minute bar which is an intraday scan so these things to think about that you know are are are gonna throw you off if you look at current values on those technical and one thing that I wanted to show you is that you can set up an alert I don't want to really look for the value of the RSI let's say that you want to do an alert scan and this is very handy because let's say that you're using you know the bank let's use a different example because I want to use then you go ahead and disable the RSI I'm gonna go back to the same example that I was showing you before which is the exponential moving averages so I'm going to go back in there and say I want my moving average to line exponential I'm gonna click OK let's use you know 5-minute data for this alright and I'm just gonna click on run actually know before I click on run I want to show you something here instead of looking for the fast average or the slow average I'm gonna set it to alert which means that it's gonna look for the alert criteria I'm not really interested what the value of the fast averages are the the value of this low average what I'm looking for is for the lines to be crossing so when you're looking for alert criteria you have to make sure that you set the filter to alert and then run it [Music] there are incompatible data types for the selected criteria Ryan RSI less than 30 what I want the alert is to be true but I forgot to do is select the operator for this indicators I'm gonna run it now no okay it says alert listen seer that song and it works let me just remove the RSI all together and try to run it again okay there we go so now it comes down it's gonna run the alert and it's gonna do the scan on the moving averages to exponential what I'm gonna do now is I'm gonna add that same indicator right here to my shirt while that is running the indicator is like here will be an average - Lian exponential - line click okay and it was a 5-minute interval so let's go to 5-minute and if I click on the very first one a BBB you can see how the crossover happened at one bar ago but it's a 5-minute interval if I click on ACHC you see the crossover happened on the prior bar five minutes ago so always think of technical analysis scans in the scanner as of the most recent closed bar so again to set the time frame for the scan that you do it on the indicator level so when you're inserting your criteria here make sure that you expand the indicator and you select the interval right here this is the interval for the technical analysis scan perfect one more thing how do I set up one of the topics here that I wanted to show you is how to set up automatic scheduling and do custom symbol lists if I go to customize there's two additional tabs here schedule which allows you to set the run of the scan to happen automatically you can say run this on a daily basis at 8:00 a.m. that way when you launch TradeStation you don't have to run it manually you you can just rest assured that TradeStation will run it at this particular schedule TradeStation does have to be running or the scanner to run but you can do it maybe intraday every 30 minutes or something so that you know the scanners gonna run this automatically for you and one more thing when it runs if you want to create a custom symbol list you can do that on their results so here I can say save results every time the scan runs and automatically create a custom symbol list based on the scan results let's say that I give thi an RSI scan name let's create a custom symbol list every time the scan runs let's see well how that works I'm gonna click on run it's gonna run the scan for me notice that it does the whole scan but I've set it so that it saves the list of symbols into a custom symbol list and I'm going to show you how that comes in handy so these 21 symbols were created and copied into a custom symbol list which means that I can go here to a new radar screen I can go to data add a symbol list and go to a my list of custom symbol lists and see what I have my RSI scan run today's date at 308 p.m. when I click OK it adds those symbols into my radar screen so by going here to the scanner clicking customize and saving the results to a custom scan and if you do that automatically you'll have this collection of custom symbol lists that the scanner will create and you can use in different applications right here in TradeStation you can also set a notification to be sent to you every time that the scanner runs and you can setup the configuration of that alert all right thank you everyone for participating and I hope to see you in a future event right here at TradeStation