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Equities Lab Beta Users Group meeting

If you don't have an account, or are having any trouble getting started, email me at [masked], and I'll get you set up...

Bring a laptop, and expect to get your hands dirty.  We'll also have a projector, and will show off Equities Lab's main functionality, according to the following agenda:

1.  We'll start at the end (like many good stories), and create a watchlist, assembling existing screens into a high performance, actionable recipe for investment.

2.  Next, we'll create a simple screen, add it to the watchlist, and see how that impacts the performance of the watchlist.

3.  We'll take a side trip and use Equities Lab to peek at employment trends -- which industries are hiring and which ones are firing.  How does this change over time.

4.  Veering slowly back on course, I'll have somebody call out a ticker, and we'll demonstrate how to find entry and exit points for it using Trading Models.

At that point, we'll break into discussion and hands-on help, with the goal that everyone have created a rough draft of a screen or watchlist that they want to use in their investing, or to test a theory of theirs.

So, come hungry -- both for food and knowledge (Dinner will be available for purchase, since we're in a resturaunt).  If you haven't signed up, I'd be very happy if you did so before the meeting.  Then, if you have trouble getting it on your computer, or running, we can fix the problems over dinner...

We'll be using the private room, reserved under "Equities Lab"...

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  • Wayne

    Cant make it this meeting but here is my pick. Caesars Entertainment Corporation (CZR) closed at 16 dollars a share on[masked] I don't like to trade I like to own companies that stocks I think will give me 50% or more return see you at the top. Need more info call me on[masked]

    July 15, 2013

  • Greg H

    The room size was about right. The noise level was quite bothersome; especially when the doors would open. Had a little hard time following along as I couldn't see where your cursor was. Perhaps using a laser pointer pen would help? The Equities Lab is a very robust system, and will take getting used to navigating. Appreciated Henry and Nick's patience with everyone!

    May 22, 2013

  • Garry L.

    It was a good start. Great source of knowledge.

    May 20, 2013

  • Beri

    just started using the program that afternoon.. Information over load !!...But by the end of the session was able to use the program...so it was successful for me. The location background noise was tough at start but OK by the end...folks with hearing aids would have difficulties...Otherwise you have a powerful software tool....Look forward to using it...Thanks Beri.

    May 20, 2013

  • prem

    Very useful , we can learn a lot by exploring the tool and also get exposure to different investment strategy

    May 17, 2013

  • Henry C.

    Could people leave feedback on how the meetup was -- doing so will help it get better, as I can adjust the format, timing, etc to fit people's confort zone. Also, knowing what works allows me to do more of it :-).

    May 17, 2013

  • Henry C.

    I thought the people were wonderful -- loved the energy and engagement, and we were able to cover a lot of ground... Looking forward to the next one.

    May 17, 2013

  • Henry C.

    As far as parking goes, it's free and convenient -- Gordon Biersh is the old Rock Bottom Brewery, and they sit at one edge of a huge parking lot, as may squares in Buckhead have....

    May 16, 2013

  • prem

    I will be there

    May 15, 2013

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