Presented by Quantbots

Get Started in
TRADING
by QUantbots
Presented by Quantbots

Charting the Path to Profit:

Essential Trading Skills and
Tools
 when/how/
why SHOULD I
INVEST
• Have Short/medium/long term • Have adequate knowledge
goals regarding personal finance
• 50/30/20 budgeting framework. • Only Invest money you are willing
• Emergency fund to lose
• Reduce debt/liabilities • study technical analysis
• retirement for the long term • willing to risk
• borrow smart
stocks

what are
stocks
• Partial owner of a company
• Units of Stocks = Shares
• Corporations issue (sell) stock to raise funds to operate their
businesses.
• Historically, they have outperformed most other investments over the
long run
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other forms of assets
FOREX
Commodities
• Trades Currency pairs (EUR/USD)
• Betting on a Currency/Economy
Ex. 1.2 X 100,000 (Standard Lot)
= 120,000$
• Commodities are raw materials or primary goods
Margin Requirement EUR/USD = 3%
that can be bought and sold in standardized units.
(3 X 120,000/100) = 3,600$
• They can be classified into different categories:
• Cannot borrow funds to trade, must be from the
energy (crude oil, natural gas), metals (gold, silver,
traders account
copper), agriculture (corn, wheat, soybeans), and
• Margin requirements vary on size of a trade and
more.
currency pairs 2-20% but the average is 3-5%
• Commodities are traded on various exchanges
• Trades in "lots"
worldwide and can be bought and sold through
- Standard Lots = 100k Units
futures contracts or exchange-traded funds (ETFs).
- Mini Lots = 10k Units
• Their prices are influenced by factors such as
• Depending on brokers you can also trade 1000
supply and demand dynamics, geopolitical events,
Units (Micro)
weather conditions, and economic indicators.
other forms of assets

EXCHANGE TRADED FUND

(ETF)
OPTIONS
• 2 types of options (call, Put)
• (ETF) is a type of pooled investment
• call options are contracts to buy
security that operates much like a mutual
• put options are contracts to sell
fund paid out by the corporation
• A contract allowing the recipient (Buyer)
• Index Market
the right but not an obligation to buy or
• Can be bought like normal stock
sell the asset within a certain timeframe
• Diversified
• American options allow to recipient to buy
and sell anytime
short
• European options can only be sold at the
expiration
time limited
other forms of assets

Indices
• also known as indexes, are measures or benchmarks that
CRYPTO
• regulatory challenges, security concerns
track the performance of a specific group of stocks or
• Highly volatile, High risk high return
assets.
• They represent the overall performance of a particular • decentralized and operate on a
market, sector, or asset class.
technology called blockchain
• Indices are calculated using various methodologies,
typically based on market capitalization or price-weighted • Traditional theories on trading does not
averages.
apply most of the time
• They provide a snapshot of market trends, allowing
investors to gauge the performance of specific segments of
• eliminating the need for intermediaries
the market.

digital currency
RESEARCH TOOLS/WEBSITES
• https://finance.yahoo.com/
• morningstar.com
• tradingview.com
• investing.com
• https://edition.cnn.com/markets
Technical
analysis
CANDLESTICK
AnAlySIS
DOJI HAMMER
CANDLESTICK
AnAlySIS
STARFALL MORNING STAR
Support
● price level at which demand is thought to be strong enough to
prevent the price from declining further
Resistance
● price level at which selling is thought to be strong enough to
prevent the price from rising further
Indicators
Trading
Moving Averages: Moving averages (MA) calculate the average price of a security over a
specified period. They help smooth out price fluctuations and reveal underlying trends.
SuperTrend: SuperTrend is a trend-following indicator that helps identify the
direction of the current trend and potential entry or exit points.
RSI (Relative Strength Index): The RSI is a popular momentum oscillator
that measures the speed and change of price movements.
SCREENER
 Buying
STOCKS & Brokers
IG
ALPACA
CITY INDEX