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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.

Recorded in Trading Desk 1.1.1 on the fictional demo portfolio. The captions are part of the picture; there is no sound. The video plays from this site: nothing loads from anywhere else.

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

  1. 00:03 A quick tour of Trading Desk, on its fictional demo portfolio.
  2. 00:07 Today opens with the brief's Bottom line, written by your own AI assistant.
  3. 00:12 Before you see it, code checks each percentage and price against the facts it cites.
  4. 00:17 The Rules column shows only results that are not a pass.
  5. 00:21 R5 review: demo ETH is down by more than your drawdown review level.
  6. 00:27 A ticker's page lists every rule for that name, passes included.
  7. 00:31 Demo ETH is down 21.96% from cost; the review level is 20%.
  8. 00:38 Allocation looks through each fund to its ten largest holdings.
  9. 00:42 With VOO looked through, Apple comes to 16.3% of the portfolio.
  10. 00:47 Your own alert watches a level: AAPL closing above 340.00.
  11. 00:52 Test shows the reading now: met, and nothing was sent.
  12. 00:57 This saved screen ran over the radar's names: 16 met it, 623 were checked.
  13. 01:02 Each result shows its figures: a reading of past prices, not a forecast.
  14. 01:10 Charts can add moving averages, RSI and MACD: mechanical readings of past prices.
  15. 01:15 Your records stay on your computer; it never connects to a broker or places an order.
  16. 01:22 Trading Desk.