Systematic Investors Group – Trading and Investing Automation for AmiBroker

Learn How to Automate Your Portfolio-level Trading & Investing Strategies with AmiBroker, Interactive Brokers and Alera Portfolio Manager.

(Note: Alera Portfolio Manager NOW supports Interactive Brokers and US, Australian and Indian stock trading at the present time. More brokers and instruments are planned in the very near future.)

** Course Bonus — 3 Complete AFL Strategy Code Scripts will be Included with Course after order confirmation. Click Here for Details. **

In this course, we will teach AmiBroker users how to generate — and semi or fully automate — buy and sell signals for multi-strategy, multi-system and portfolio-level trading and investing. The approach covered in this course is really designed for simpler trade automation and active trading or investing system diversification for anyone.

The major objective of this Systematic Investors Group course is to train users of the AmiBroker platform into how they can integrate AmiBroker with a new and unique tool, called Alera Portfolio Manager or APM for short.

APM allows users to remove the complexities of broker integration for semi and fully automated, multi-strategy and especially portfolio-level trading and investing. By removing the broker complexities, users are free to concentrate their efforts on developing strategies (or using already developed strategies) without having to worry about much else.

In this course we will explore how relatively easy it is to generate and process multiple independent trading strategies or investing strategy signals while using only one brokerage account, allowing us to manage and diversify portfolios and to reduce the effort and time spent daily. All of this can be accomplished while considerably minimizing or eliminating potential order entry errors on the order entry and exit workflow process side.

(Two trading strategy implementation examples along with code are provided for instructional purposes only, within the course – RSI-2 Reversion Strategy using limit orders, and, a Simple MACD Strategy using MOC/MOO orders).

Approximate Video Run Time – 3 hours

Module 1 Introduction and Who this Course is for
Unit 1 Pre-amble and Disclaimers – Preview
Unit 2 Introduction – Preview
Unit 3 Course Pre-Requisites – Preview
Unit 4 Course Agenda – Preview
Unit 5 Who this Course is for – Preview
Module 2 Reasons to Semi or Fully Automate Trading or Investing Workflow
Unit 1 Reasons to Semi or Fully Automate Trade or Investing Workflow – Preview
Module 3 The Difference Between Semi and Full Automation
Unit 1 The Difference Between Semi and Full Automation
Module 4 Introductory Overview of the Semi and Full Automation Process
Unit 1 Introductory Overview of the Semi and Full Automation Process
Module 5 Technology Stack Overviews
Unit 1 Technology Stack Overviews
Module 6 How to Setup and Configure the Tech Stack
Unit 1 Intro – How to Setup and Configure the Tech Stack
Unit 2 Step 1 – Install and Configure IB Gateway
Unit 3 Step 2 – Install and Configure Alera Portfolio Manager and IB Gateway Connection
Unit 4 Step 3 – Configure Daily Data Update in Alera Portfolio Manager
Unit 5 Step 4 – Create Buy and Sell Signal Scripts from Templates Provided
Unit 6 Step 5 – Create AmiBroker Analysis Project Files and AmiBroker Batch File
Unit 7 Step 6 – Create Alera Portfolio Manager Strategy tab that Executes AmiBroker Batch and Strategy
Module 7 Day to Day Operation
Unit 1 Day to Day Operation – Keeping Things Running
Module 8 Another System/Strategy Example using MACD Signals
Unit 1 Another System/Strategy Example using MACD
Module 9 Switching from Paper Trading to Live Trading
Unit 1 Switching from Paper Trading to Live Trading
Module 10 Integration Assistance
Unit 1 Integration Assistance
Module 11 Next Steps
Unit 1 Next Steps
Module 12 Course Downloads and Resources
Unit 1 Course Downloads and Resources
Module 13 Course Additions and Corrections
Unit 1 Course Additions and Corrections
Unit 2 Using Time-Based Exits
Unit 3 Changes to Original RSI-2 Code -Version 2.0
Unit 4 Alternative RSI-2 Script using Custom Backtester Interface (CBT) – Version 1.0