Equities Lab Beta Users Group meeting #4 (going beyond the ordinary)

TWO MORE THINGS:

Charting, note taking, and chart annotation

I wanted to ask everyone who shows up questions about the charting and note taking.  For instance:

Do you want to be able to draw on your charts and annotate them with notes?  How do you want those notes to be saved and displayed?

Do you keep track of a trade journal?  Do you want something to keep track of your winners and losers?  Is portfolio management a problem in your investment?

Are there chart types you're missing.  Candlesticks?  Point and Figure?  Others?  What do you use them for?

Are there other note taking needs you'd like to see addressed?  Do you want to note a stock for future review?

Technical analysis

We're going to be using our advanced operators to implement technical indicators, such as flags, double tops, and more.  If we leave the session with a working head and shoulders pattern (I've got one started), I'll be dancing for joy!!!!

OK, back to your regularly scheduled intro :-):

We'll be using Equities Lab's operators and screens to go beyond what can be done in "ordinary" tools. This may include things like finding stocks that suddenly started to meet this criterion, or that frequently meet that condition, or screens for which three of the four criteria are true. We'll play with these sorts of situations, and create a screen that is truly unusual!  Arrive at 6:30 if you are new to Equities Lab, or want to go over intro material again. Otherwise come at 7:00. Bring a laptop running Windows, Mac, or Linux (not an android or Ipad/Ipod device).

We had an awesome meetup last Monday! We all met at Gordon Biersh, and channeled the "will of the people", going around to each person and helping them explore a variety of areas on their laptops. We ranged over technical and fundamental analysis, scatter and bar charts, heatmaps and backtests, and more! 

The fourth meetup (Gordon Biersh, at 7pm -- unless you are new and want an intro or simply want a review, in which case come at 6:30pm)
Address: 3242 Peachtree Road NE Buckhead, Atlanta, GA 30305 (Dinner or drinks are available for purchase, parking is free and plentiful)
To find us: Ask for 'Equities Lab' -- we're in the large meeting room in the back with the TV (thanks, Gordon Biersh !!!). The doors will be closed to block noise, so close them behind you as you enter....

Review Agenda (come around 6:30pm):
* ensure everyone can run it and log in and use it. We've had no problems running it on any computer ranging from netbooks to servers, Apple (later than OS X[masked]) , Windows, and Linux. This typically happens as people walk in, and takes virtually no time at all...
* Show how Equities Lab could be used to invest right away. This takes about 5-10 minutes, during which people follow along.
* Tour the application, so people can see what it has to offer. This takes about 10-20 minutes

Agenda (or an impression thereof -- it's always very interactive and flexible), come at 7pm:
* We're going to take a page from Star Trek, and go boldly where other tools have not gone.  Some of the oddities we can see are

- stocks that have hit their first new high in the last year

- stocks that go up more often than they go down

- stocks that had their quarterly net income decline in the last 3 years

- stocks whose sales arcoue growing, on average, faster than GOOG

- stocks that meet three of the four conditions above

Brass Tacks:

Also, I'm including a signup URL and directions to get the application running even if your computer needs help running Java. Most people have not had any trouble running Equities Lab, but the experiences of those who have are folded into our checklist, to make it easier.

The signup URL: https://www.equitieslab.com/play/prod/customercontrol/betasignup
Once you've signed up (if you are a current user, you don't need to), email me with a desired username for the wiki... Also, if you've signed up (now or previously), RSVP "Yes" to the celebration meetup.  This will let you get emails that are supposed to go to the 


The wiki page: https://www.equitieslab.com/wiki
Launch URL: https://www.equitieslab.com/wiki/EquitiesLabProd.jnlp
The Directions:
When you go to log into the program, click on the Launch URL link above. It will do one of three things (in order of most annoying to least annoying), the solutions for which are posted below.
1. Ask how to open a JNLP link or offer to search for a program to open it. To solve this, head over to http://java.com and click on the free download link. Follow the directions, with one caveat: uncheck the option to install the ask.com toolbar -- it is pure bloatware. Once that is done, try again, and it should do something different :-)
2. Ask if you want to keep or open files of this type. This is a typical thing for chrome to do. Specify that you want to keep it, then notice it has a little button made of the filename, and a little pulldown attached to that button. Pulling down the pulldown will give you a "always open files of this type", which is what you want. This is actually optional, as clicking on the button each time will work, and open the program.
3. Claim you have the wrong version of java, after trying to open. If you are running any type of computer other than a really old Mac (OS X[masked] or earlier), heading over to http://java.com will fix the problem. If you are running a really old Mac, consider upgrading or using another machine.
4. Simply open... as it does this (whether you got here right away, or after a certain amount of hard work...), it will ask if you want to accept the certificate, since it is untrusted. Under more options there's a "always accept this certificate", which will make this dialog go away for once and for all, after you click on "accept", or "ok".
5. Do something else, or just generally be too confusing. In this case, feel free to call[masked] 4974. One of the points of this is to figure out all the problems people will have, and I certainly want to find and fix any problems you might have...

Once the program is running, you'll log in there, and You'll be ready to go. Give the documentation a look over at https://www.equitieslab.com/wiki, or give me a call, or just jump in -- you can't hurt anything by playing around!

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  • Peter D.

    Demo of powerful fetures.

    1 · July 2, 2013

    • Henry C.

      Which features were your favorites?

      July 2, 2013

    • Peter D.

      Ability to filter on fundamental and technical parameters as well as aggregation of market data.

      July 15, 2013

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