• All Users are registered as Pilots in the start.
  • Each pilot user will be started with $1000,000 as paper money in their Benchmark, Pipeline(i.e. SHADO) and Simulated Portfolio Accounts.
  • Initial Performance Targets are assigned as per below , just to pivot the learning experience, these are not to be taken as any recommendation for managing the Portfolio.
  • Criteria to calculate Fundamental Stars  Tradelytics analyzes balancesheets of all US Equities daily. Each stock receives a star based on six key indicators:
    • EpsStar: 1 star if earnings per share (EPS) is positive.
    • BVpsStar: 1 star if the book value per share (BVps) meets or exceeds the current stock price.
    • IntrinsicDCFStar: 1 star if the intrinsic price based on discounted cash flow (DCF) is greater than the current price.
    • IntrinsicPEStar: 1 star if the intrinsic price based on the industry’s average PE ratio exceeds the current price.
    • PEStar: 1 star if the stock’s PE ratio is less than the industry PE ratio.
    • FCFGrowthStar: 1 star if the stock shows positive year-over-year growth in free cash flow.
    • Upcoming AI driven Fundamental Analysis !!
  • Criteria to calculate Technical Stars
    • Highest emphasis is given to Alpha, Max 2 Stars depending upon by how much margin the Target Alpha is exceeded.
    • Beta, PercentReturn, MarginalVar or Var , Information Ratio, Sharpe Ratio will each have maximum one star if target is exceeded or else 1 - distance from target.
  • Machine Learning Model
    • To determine securities for which the prediction of their %return and max-fall has been most consistent in recent past. 
    • Model is evolving, in very early stage, currently R2 is measured based on daily prediction and observed returns for the Performance Duration  of 30 days.
    • Securities with R2 > .6 are for sure included in Daily Pipeline to monitor for a potential Trade.

Current Risk & Performance Targets for Pilot Users

Performance of Current Machine Learning Models used to assemble daily pipeline for monitoring.

  1. Stocks, Options , Futures and forex trading contains substantial risk and is not for every investor. An investor could potentially lose all or more than the initial investment. Risk capital is money that can be lost without jeopardizing ones’ financial security or life style. Only risk capital should be used for trading and only those with sufficient risk capital should consider trading. Past performance is not necessarily indicative of future results.
  2. Hypothetical performance results have many inherent limitations, some of which are described below. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown; in fact, there are frequently sharp differences between hypothetical performance results and the actual results subsequently achieved by any particular trading program. One of the limitations of hypothetical performance results is that they are generally prepared with the benefit of hindsight. In addition, hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk of actual trading. for example, the ability to withstand losses or to adhere to a particular trading program in spite of trading losses are material points which can also adversely affect actual trading results. There are numerous other factors related to the markets in general or to the implementation of any specific trading program which cannot be fully accounted for in the preparation of hypothetical performance results and all which can adversely affect trading results.
  3. Testimonials appearing on this website may not be representative of other clients or customers and is not a guarantee of future performance or success. 
  4. This presentation of Simulated and Benchmark trades on Trading Desk are for educational purposes only and the recommendations expressed are those of the Tradelytics Platform only. All trades presented should be considered hypothetical.