Stock Pivot Trade Analyzer 3.1 Tutorial

(1.)  Adding Symbols To The Main Grid For Processing

You can add individual symbols into the Pivot Trade Program by entering them one by one in the yellow input box found in the upper left hand corner of the main screen. After typing your symbol into the input box you can (1.) Click on the Add button found just to the right or (2.) You can hit the Enter key on your keyboard twice and you will notice your symbol gets added into the grid below and the program sets up the cursor back in the input box for your next symbol.

The program displays the current number of symbols in the grid in the upper left corner. To Search for an existing symbol in your lists, enter the symbol in the yellow input box and click the Locate button.

(2.)  Using The Bulk Symbol Loader To Import Large Lists Of Stocks

If you have a large pre-existing list of stock symbols, either in text format or in a spreadsheet you can paste them into the program all at once by using the Bulk Symbol Loader Screen. (See Bulk Symbols Button in upper right of main screen.)

(1.) Select and Copy from your source file using Ctrl-C on your keyboard.
(2.) Click in the main import box of the Symbol Bulk Loader Screen and use
Ctrl-V on your keyboard to bulk paste in all of your symbols. The Stock Pivot Trade Analyzer Software can handle up to 800 symbols. You are able to choose which watchlist to paste your symbols into.

Next Click on the Step #1 Button in the center of the screen to move your symbols into a grid format. Note: It is ok if your symbols move over and some of the rows of the grid are blank as the software will remove these in the final step. Click Step #2 and then Finish/Close and you will see that your symbol list gets pasted into the main analysis grid of the program.

(3.)  Starting The Analysis Of Your Symbols List

Once you have built a watchlist of stocks in the software's main grid you can run the auto-analysis by first selecting the stocks you wish to analyze. You can do this by individually clicking the checkbox to the left of the Symbol in the Tag Column or you can bulk select by Clicking the Green Check Button above the tag column to select all visible symbols in the grid. Clicking a second time will Deselect the symbols. Click the Green Analyze button to begin processing and the Pivot Trade software will begin downloading the stock data necessary to analyze each symbol.

(4.)  Stocks Are Ready For Review After The Analysis Is Completed

When the Pivot Trade Software has completed analyzing your selected stocks, a Stocks Ready To Review window will pop up displaying how many Long and how many Short Trade Setups were found. If the Pivot Trade software has located a potential Trade Setup based on your choices, it will display the pertinent information in the Trade Alert column on the far right of the main grid. If no actionable trade setup was found the column is left blank.

(5.)  Naming And Using Your Stock Watchlists

The Stock Pivot Trade Analzyer software gives you 5 separate watchlists to work with and a sixth default watchlist that is reserved and displays All Symbols from All Watchlists. By default each watchlist is named Watchlist #1, Watchlist #2, etc, but you can easily change the names. First Click on the Watchlist number button that you wish to rename, then Click in the Watchlist Name field and type the name of your choices. As soon as you click on any other button in the software, the new name is automatically saved.

You can easily monitor and view the count of how many stock symbols you have in each watchlist by hovering your mouse over the Watchlist Number Buttons.

(6.)  Moving Symbols From One Watchlist To Another

If you should decide you would like to move a group of symbols from one watchlist to another, simply select the stocks by Clicking in the Tag column of the main grid and then Click on the Watchlist Number Button where you wish to transfer. A Confirmation Window "About To Transfer Symbols" will pop up for your final verification.

(7.)  Deleting Symbols From Your Watchlists

You can Delete individual symbols or groups of symbols from the main analysis grid by Clicking the checkbox in the Tag Column and then the Wastebasket Button found in the lower left corner of the main screen. A Window "About To Delete Data" will pop up for you confirmation. If you choose Yes then all checked symbols are removed from the program.

(8.)  Using Filters To Reduce The Number Of Stocks Visible In The Grid

The Stock Pivot Trade software offers you several different ways to filter down the list of symbols visible in the main Analysis Grid. For instance, you can Click on an individual Watchlist and then Click on the Long Filter Button to show only Long Trade setups found in that watchlist. This allows you to exclusively Tag these symbols to Move to a different Watchlist, Export to a spreadsheet, or to Print out to a report.

If you Click on Watchlist 6, "Show all Symbols" first and then on the Long Filter Button, you will Display All Long Trade Setups from All Watchlists.

(9.)  Displaying All Trade Alerts From All Watchlists

You can easily Display ALL Trade Alerts from All Watchlists by Clicking on the small + sign button found just to the right off the Long/Short Buttons.

(10.)  How To Combine The Filter Buttons To Narrow Down Your List

You can refine your filtering of the main display grid even further. For example, you can choose a Watchlist, then Check only Longs in the Long checkbox, then click on the "Show Only Shallow Pullback Signals" button. The result will be to display only Long Shallow Pullback setups found from the chosen watchlist.

(11.)  Changing The System Settings Of The Program

The Program Settings screen allows you to configure several things in the software. In the Settings screen you can setup the details for the Preset Grid Filter option, designate and create a backup folder for the program's main data files, and turn system audio on and off.

(12.)  How To Configure And Use The System Presets

In the Settings Screen, the software allows you to create a Preset Filter of your choice for help in narrowing down your symbol list. You can choose settings for the Current Trend, the Min. Average Volume, the Average Percent Range, and the Min. and Max Price Range for your stocks. The main purpose of the Preset Filter is to give you a tool to REDUCE the number of stocks you need to scan and analyze each evening. For example, suppose you copy in the S&P 500 list of stocks into the bulk symbol loader, and you would like to reduce that symbol list down to strong uptrending stocks trading between $25 and $100 dollars with an average share price of 300,000 shares. First run the analysis once on the entire list, (to get the data needed for the filter), then use the PRESET button to filter down the list. The resulting filtered list can be moved to a new Watchlist for further research, and the remaining stocks that didn't fit the criteria can be deleted. This feature is designed to help you when you are initially building your watchlists.

(13.)  Creating A System Backup Folder For The Programs Data

You can create a System Backup folder on your computer which will automatically make copies of all of the important data files used by the program each time you make a change to the data while using the software. A default folder is supplied and is the easiest way to implement this feature. To activate, simply Click the Create button and the software will make the folder and begin backing up the data to that folder. Should you ever need to unistall and then reinstall the software your data will be intact.

You can choose a different drive letter and a different folder name, but it is highly recommended that the folder name be composed of ALL Alpha Characters. i.e. No Spaces, Numbers, or Special Characters.

(14.)  Turning System Audio On And Off

System audio is on by default. To disable System Audio, check the Off button.

(15.)  How To A Copy A Symbol List To View Web Charts In Finviz

The Stock Pivot Trade Software has a feature that allows you to perform a quick symbol export to the popular Finviz Stock site, where you can view interactive web charts as well as conduct technical, fundamental and news related research on your stocks.

Select the stocks you wish to export by clicking in the Tag column of the main grid, then Click below on the Web Charts button found in the lower left hand corner of the main screen. The software compiles a string of your selected stocks to paste into your favorite browser. Simply open your browser and double click in the main URL: or address line and then press Ctrl-V to copy. Then hit the Enter key on your keyboard. Your list of symbols will automatically be exported to the Finviz site for viewing. You can explore the many features this site has to offer.

(16.)  How To Use The Data Export Feature

You can export your Stock Data to an Excel spreadsheet or to a standard text file. There are 3 different options, Symbols only, Symbols + Alerts, All Data + Alerts. Start by selecting the symbols you wish to export by clicking the Tag field of the main grid. Choose a File Name and then Click on the Export Button. You will be prompted as to where you wish to Save the file. The default will be the home directory of the software, C:\PivotTradeAnalyzer. If you export to a spreadsheet for example, you can later open the file in Excel and manipulate, sort, print the data as you wish.

(17.)  Printing Symbol List Reports

The Pivot Trade Software allows you to select and print a hard-copy report. Make sure your printer is conneced and turned on then Select the Symbols/Trade Alerts you wish to print by clicking in the Tag column of the main grid. This feature is ideal for printing a hard copy of your potential trade setups for further research and examination in front of your charts.

(18.)  How And Why To Suppress The Current Quote

In the lower left hand corner of the main screen you will see the "Suppress Current Quote" checkbox. This feature serves two purposes. The first use is to suppress the current price quote should you need to run your stock analysis DURING market hours. The Pivot Trade Software is an End-of-Day System, therefore it has no need for intra-day data. The current quote is utilized by the software in order for you to be able to run your analysis directly after market close. The program is able to combine the current quote and with the history data which is typically not updated with the current days data until later in the evening. If you should need to run your Analysis during the day you should Click the Suppress Current Quote button and the software will only download the previous days data for proper analysis.

(19.)  How To Abort Processing Once The Analysis Has Started

There may be an instance where you begin the processing on a large list of symbols and then realize that you forgot to check a certain button. In this case you can Abort the processing by pressing Ctrl-Q on your keyboard. Q is for quit.

(20.)  How To Utilize The Resistance Column On The Main Analysis Grid

In the 3rd column over from the Symbol column on the main grid, just to the right of the current price you will see a column with the title "Resist."  This column computes the current OVERHEAD SUPPLY THRESHOLD price for the short term swing cycle.   This is a dynamic number and changes each day as your stock trades.   On the stocks you are watching for an imminent trading setup.. you can plot a horizontal line on your charts and re-position it each day to match the price in the resist column. This allows you to maintain a visual reference point of where your stock is likely to break though short term resistance levels.  The % Diff. Column computes the percentage distance between the closing price and the current Overhead Supply Threshold. For instance, a -2.2 in the % Diff. Column means that your stock closed 2.2 percent below the current reistance level. As your stock price stabilizes and sets up for a reversal, you will notice the closing price and the resistance price begin to get closer and closer, until price can break above. See RTIX example above in grid.

Understanding The Swing Trade Alerts

(21.)  The Pivot Trade Analyzer Generates 5 Different Trade Setup Alerts

  Shallow Pullback   2-3 Day Pullback Above 75-Day SMA
  Deep Pullback   5-8 Day Pullback Down To 75-Day SMA
  SUPER Deep Pullback   10-15 Day Drop Well Below 75-Day SMA
  Convergence Breakout   Price Consolidates In Short Term Range
  Springboard Breakout   Price Sets Up In Special 4 Day Pattern

(22.)  What Is A Shallow Pullback Setup?

The Pivot Trade Software will detect both Long and Short Shallow Pullback Setups in stocks that are in a strong trend and have strong momentum. These stocks are rising or dropping rapidly and rarely will slow down for any more than 2-3 days before taking off again. The Shallow Pullback is designed to look for trade entry setups on only High Octane stocks that are on the move and typically trading well above/below their 75-Day SMA. The Shallow Pullback Alert gives you a PriceToWatch Trade Trigger line for a suggested point of entry.

(23.)  What Is A Deep Pullback Setup?

A Deep Pullback setup occurs in stocks that are trending but that have bigger swing cycles of from 5-8 days. Many times you will see a Deep Pullback occur down to just and above a stock's 75-Day SMA. The software detects both Long/Short Deep Pullbacks and gives you a PriceToWatch Trade Trigger line for a suggested point of entry.

(24.)  What Is A SUPER Deep Pullback Setup?

A SUPER Deep Pullback setup is detected the first time a trending stock breaks down below it's 75-Day SMA and sells down hard for 10-14 days. Stocks breaking down like this will eventually make an attempt to bounce back hard and retrace back to their 75-Day SMAs. The software detects Long SUPER Deep Pullbacks and gives you a PriceToWatch Trade Trigger line for a suggested point of entry. Use a 3/4 Move back to the 75-Day SMA as a visual target zone.

(25.)  What Is A Convergence Breakout?

A Convergence Breakout pattern forms when your stock begins to consolidate in a short term range. Under the right circumstances a Trade Setup will develop and the software will give you a PriceToWatch Trade Trigger line for a suggested point of entry. Convergence Breakout Setups can form both after Shallow and Deep Pullback cycles.

(26.)  What Is A Springboard Breakout?

A Springboard Breakout is a special 4-day pattern that develops after a short term pullback. The follow through after this pattern appears is statistically significant and can be traded over the swing cycle. The software will give you a PriceToWatch Trade Trigger line for a suggested point of entry.