Recent content by Felix168

You will receive 100s of opinions on this, as 'the best' is a quite personal decision. Let me try to help by providing some choice criteria: instruments traded: all solutions out there can trade equities. Many support futures. Only few support options. portfolios: all solutions can run a signal...

Hi Ladyarya, I am not aware of an easy way to 'auto-copy' someone else's trades. But as you state you are all friends, there might be different ways to do what you are looking for. If your friend created a 'friends and family advisor' account at Interactive Brokers, he could trade on your...

Hi RTW, I don't think there is anything out there, capable of doing what you are looking for out of the box. However, if that's what you want, it can sure be built. I am the maintainer of www.turingtrader.org, a project containing many building blocks needed for this project. I also provide R&D...

Regarding Series 57: I would need to spend more time figuring out who exactly needs this. It seems to me it is more geared towards intraday strategies than slightly longer term investment strategies. Regarding learning material: I recommend using an exam prep program, e.g. from Kaplan Financial.

The series 65 really isn't that hard. I am a bit nervous about the topics you don't care about though. As a financial adviser you have a fiduciary duty to do what's in the client's best interest. That will probably involve a bit more than just running a stock strategy. The bigger part of the...

first, you start registering your investment adviser firm with the FINRA, this process will utimately lead to filing an ADV. No need to complete this right now, but you need a CRD number for your firm. once you have started the registration, you sponsor yourself through this (incomplete) firm...

I believe it doesn't matter how exactly you calculate the fees, you are in the business of providing investment advice no matter what. Charging a fee off of profits, is a bit of a legal challenge, so generally you want to stay clear from that. Typically you will charge either a flat fee, or a...

of course I don't know what cruisecontrol's take on this is... and I am trying to leave my emotions out of this discussion. For people serious about software development, it is typically important to use a language which is strongly typed. What that means is, that every variable created is...

to put it very simply: if you are taking money for financial advice, you are an investment adviser and required to register as such. Becoming a registered investment adviser is neither super hard, nor super expensive: you will need a Series 65 license, and probably ask a specialized attorney to...

I am not sure what you are trying to do, but as you seem hesitant to purchase quotes, I am guessing that you are more exploring possibilities than looking for hard backtested data. If my assumption is true, consider using artifical quotes. Using Black-Scholes, you can can calculate option...

well, every platform has their advantages and disadvantages... it all depends on what you are planning to trade. Some things to consider: portfolios: if you are planning to trade only a single instrument, or a basket where the instruments are totally independent, most platforms will do. If you...

sure they can. And as the code shows, this is also not hard with TuringTrader. It's C#.

I have implemented a few new showcase strategies for TuringTrader: The strategies from Larry Connors and Cesar Alvarez' books 'Short Term Trading Strategies That Work', and 'High Probability ETF Trading'. Please see the blog post here...

I am the maintainer of TuringTrader, an open-source backtesting engine. I designed TuringTrader specifically with options in mind, and it can model complex strategies and their adjustments. It comes with full documentation and many sample strategies. As a showcase, I have implemented Aeromir's...