Video · 1:26
A quick tour of Trading Desk
A quick tour of Trading Desk 1.1.1 on its fictional demo portfolio: the morning brief and how its numbers are checked, your portfolio rules, allocation looking through your funds, your own alerts, a saved screen and a ticker's chart with indicators.
Step by step, with screenshots: Getting started.
Also on YouTube: A quick tour of Trading Desk (the link opens YouTube, which has its own privacy terms).
Transcript
- 00:03 A quick tour of Trading Desk, on its fictional demo portfolio.
- 00:07 Today opens with the brief's Bottom line, written by your own AI assistant.
- 00:12 Before you see it, code checks each percentage and price against the facts it cites.
- 00:17 The Rules column shows only results that are not a pass.
- 00:21 R5 review: demo ETH is down by more than your drawdown review level.
- 00:27 A ticker's page lists every rule for that name, passes included.
- 00:31 Demo ETH is down 21.96% from cost; the review level is 20%.
- 00:38 Allocation looks through each fund to its ten largest holdings.
- 00:42 With VOO looked through, Apple comes to 16.3% of the portfolio.
- 00:47 Your own alert watches a level: AAPL closing above 340.00.
- 00:52 Test shows the reading now: met, and nothing was sent.
- 00:57 This saved screen ran over the radar's names: 16 met it, 623 were checked.
- 01:02 Each result shows its figures: a reading of past prices, not a forecast.
- 01:10 Charts can add moving averages, RSI and MACD: mechanical readings of past prices.
- 01:15 Your records stay on your computer; it never connects to a broker or places an order.
- 01:22 Trading Desk.