Here we demonstrate the use of the Earnings and Market Cap filters in the Screener. For the Earnings filter in particular, you can filter for tickers that are going to be have an earnings call within the next 30 days or exclude those tickers from your search criteria.

Screener Filter (1) -  Earnings & Market Cap

How to zoom in &amp; out of the stock chart in the Visualizer

Chart controls - Zooming in & out

Learn how to draw and type on the stock chart. All drawings will be saved and available when you revisit the chart at a later point in time

Chart Drawings

Bollinger Bands

RSI stands for Relative Strength Index. It’s a popular tool traders use to measure how strong or weak a stock or other asset is performing. Think of it as a way to check if something is "overbought" (too expensive) or "oversold" (too cheap).&nbsp;You can add RSI to the chart by clicking RSI button in the Indicator Panel.<img width="602" height="415" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfRgJEhl7d_mukIdHs690aG_oplz42bBPY081bTQDK008p4mEfYrQYWnen31Z1by0VEyhPIaLPQRL0gn1yotc5cIGTzNIyQup2LtQfvqxGm8tnPk_Eov_hzQ2xHR1K09mKC9IQz?key=ptn2U0A8PMtRH98iPJo8rssE"> <h3>What is RSI?</h3><ul><li>RSI is a momentum indicator that ranges from 0 to 100.</li><li>It helps traders identify whether an asset is overbought or oversold.</li><li>The default setting for RSI is 14 periods, which means it looks at the last 14 price movements (e.g., 14 days for daily charts).</li></ul><h3>How does RSI work?</h3><ol><li>Overbought (above 70):</li><li>If the RSI is above 70, it suggests the asset might be overbought. This means the price has gone up too much, too fast, and could be due for a pullback (price drop).</li><li>Oversold (below 30):</li><li>If the RSI is below 30, it suggests the asset might be oversold. This means the price has dropped too much, too fast, and could be due for a bounce (price increase).</li><li>Middle (around 50):</li><li>If the RSI is around 50, it means the asset is in a neutral zone—no strong trend in either direction.</li></ol><h3>How to use RSI as a newbie trader:</h3><ol><li>Look for overbought/oversold conditions:</li></ol><ul><li class="ql-indent-1">If RSI is above 70, consider selling or avoiding buying (price might drop).</li><li class="ql-indent-1">If RSI is below 30, consider buying or avoiding selling (price might rise).</li></ul><ol><li>Watch for divergences:</li></ol><ul><li class="ql-indent-1">If the price is making higher highs, but the RSI is making lower highs, it could mean the uptrend is losing strength (bearish divergence).</li><li class="ql-indent-1">If the price is making lower lows, but the RSI is making higher lows, it could mean the downtrend is losing strength (bullish divergence).</li></ul><ol><li>Combine with other tools:</li><li>RSI works best when used with other indicators or tools, like moving averages or trendlines, to confirm signals.</li></ol><h3>Example:</h3><ul><li>Let’s say you’re looking at a stock chart, and the RSI is at 75. This means the stock might be overbought, and the price could drop soon.</li><li>If the RSI is at 25, the stock might be oversold, and the price could bounce back up.</li></ul><h3>Important Notes:</h3><ul><li>RSI is not perfect! Sometimes an asset can stay overbought or oversold for a long time during strong trends.</li><li>Always use RSI with other analysis tools to make better trading decisions.</li></ul>In short, RSI is like a speedometer for price movements—it tells you when things might be going too fast in one direction and could reverse. As a newbie, start by looking for overbought/oversold levels and practice using it on charts!

Relative Strength Index (RSI) Tutorial

Here we demonstrate how to filter tickers by 2 volatility filters1. IV % (Implied Volatility Percentile) - How rapidly the ticker price changes compared to the past year only considering the ticker itself2. Beta - A directional measure that indicates how the ticker price have moved relative to the market in general

Screener Filter (2) - Volatility Filters

A brief introduction of all the columns in the Screener

Explanation of all Screener Columns

In this tutorial we go through basic usage of the TrendsAI feature.

TrendsAI (2) - Basic Usage

Here we go through a few examples of using the TrendsAI feature both in the simple &amp; advanced charts.

TrendsAI (3) - Advanced Chart & Examples

We’ll cover how to create your watchlist using the visualizer and screener options. Customizing Your Watchlist: <ol><li>Learn how to include or exclude stocks based on upcoming earnings and utilize advanced trend indicators.</li><li>Hands-On Example: Watch as we create watchlists for different sectors, such as technology and financials, and see how to quickly add stocks to your lists.</li><li>Why a Watchlist Matters: Having a watchlist allows you to stay updated on market trends and make informed decisions, whether you’re a seasoned investor or just starting out.</li></ol>

Constructing a Watchlist

You might be interested to look at different timeframe of the stock chart (1D / 1H / 5mins) over various periods of time to spot short / long term trends

View different timeframes over various periods

The A0 model uses a combinations of indicators, including but not limited to: 1. TrendMeter Indicator: This looks at EMA (Exponential Moving Average) crossovers for three periods. If the most recent EMA is above the short, medium, and long-term EMAs, it’s considered one of the buy signals. 2. SuperTrend Indicator: It generates buy signal using a multiple of the Average True Range (ATR) over time. We optimize the parameters for these indicators using Walk Forward Optimization (WFO). This means we tune the parameters on historical data (e.g., 2015-2021) and then test them on a later period (2022-present) to improve reliability. Model A0 includes backtested results and in general performs better than the Buy &amp; Hold strategy. Learn more here: <a rel="noopener noreferrer" href="https://blog.tradevision.io/everything-you-need-to-know-on-how-to-build-trendsai-a-comprehensive-guide" target="_blank">https://blog.tradevision.io/everything-you-need-to-know-on-how-to-build-trendsai-a-comprehensive-guide</a>

TrendsAI (1) - Introducing Model A0

Our main goal is to create the most intuitive and user-friendly investing and trading application available. We recognize that the financial world can be overwhelming, which is why we are committed to making it as simple and accessible as possible.<h2 class="ql-align-justify">If you need assistance, feel free to contact us by clicking the Support button located in the lower right corner of the screen.</h2>This article provides an overview of the features you can explore across various pages and how to navigate between them. Once you log in to the platform, you will land on the <a style="color: rgb(255, 255, 255);" rel="noopener noreferrer" href="https://www.tradevision.io/trends-ai/" target="_blank">TrendsAI</a> page. Let’s focus on the right navigation menu first.<h3 class="ql-align-justify">Updates</h3>This section provides a date-by-date list of all updates. Check here to stay informed about the latest features and improvements added to TradeVision.<h3 class="ql-align-justify">TrendsAI</h3><img width="602" height="303" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXe3uiUNDefvnaTIqm1HqV2w5MM2r65Mmuq0WDEVXTBgiclQ31B5bPTcz8TT4D9q8oVDvN9OpDzNk2oSEKUyVB12ld1KcxiRoaQ6jE6a6s4s4WgdNDMEHcIU09lt5qsozBcPVApe8g?key=ptn2U0A8PMtRH98iPJo8rssE">This is your home page, offering:<ul><li>Ticker Signals: Stay updated with real-time signals for your tracked stocks.</li><li>Simplified Chart with Trendline Signals: Visualize trends and signals on an easy-to-read chart.</li><li>Advanced Chart Access: Click the link in the upper right corner to explore more detailed charting tools.</li><li>Performance Check: Compare the trendsAI performance with simple Buy&amp;Hold strategy.</li></ul> <h3 class="ql-align-justify">Screener</h3><img width="602" height="301" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXe7qbm-wfbjebcwmGSpITicCV2dVo7mHbrz_LRBOFAZJ8AL4yBUpsD6SqTkwm6PMKYmKCOXr--TTit1UtCgm6HuaMBl3BIyaGMoVs-nohKl4UXgMZp1bKD15KeAbsf1I8wquGxyNQ?key=ptn2U0A8PMtRH98iPJo8rssE">This section empowers you to:<ul><li>Create and Manage Watchlists: Build and organize lists of stocks you want to monitor.</li><li>Sort by TrendsAI Results: Prioritize stocks based on TrendsAI insights.</li><li>Filter by Options Parameters: Narrow down stocks using specific options criteria.</li><li>Customize Columns: Adjust the display by adding, removing, or reordering columns to suit your preferences.</li></ul>These tools are designed to help you streamline your research and make informed trading decisions. <h3 class="ql-align-justify">Visualizer</h3><img width="602" height="301" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcplV8dxeHKGJvbmgCTArqyWU5xAa_uo3mO6S-6I6rXujTbGQLiJ04h1ZsGwBNtmfI3QihbtilXMcwCMFls1gtQIXsYAr6GnUH-ajOqVs4Lhjk4IS57U_jP_FCCGYyCbs9IX6Tu0Q?key=ptn2U0A8PMtRH98iPJo8rssE">This section provides powerful tools to enhance your trading experience:<ul><li>Create an Enhanced Watchlist: Build a customized watchlist with advanced visual options and seamless access to the Advanced Chart.</li><li>View Recently Watched Stocks: Quickly revisit stocks you’ve recently monitored.</li><li>Explore Popular Stocks: Discover trending stocks that are currently capturing market attention.</li></ul><h3 class="ql-align-justify"> </h3><h3 class="ql-align-justify">Smart Money Trades</h3><img width="602" height="301" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdACQmosEvJA8lDNqUxCsJxxKUxdr0vGx2yD-mATCmhLCbdybL-F9_X8RhEQbNYGx0ELgicLGwZRkHWBOW3FwwXrg9Yg8Vtsd6RJprDQLwzd4vRscP-mpPLBlrMLzG1fU5sOWEFow?key=ptn2U0A8PMtRH98iPJo8rssE">This section offers advanced tools for traders, including:<ul><li>Private Exchange Pool: &nbsp;track institutional activity, the "smart money."</li><li>Unusual Trade Tracking: Identify and monitor trades by institutional players that diverge from current market sentiment.</li></ul>﻿<h3 class="ql-align-justify">Trades</h3><img width="602" height="303" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfHXovnr-b_xOdpMZUmMcFczLYCZW8XrinccmqV2tcvgKJkI4S4zHfvzSLh_c4f9hXRBqpZAUo5qLZdpS80BM-N0c0TS7k7rxAxRqThivz0TeSOnhZy5hAc0ZEDsAMOIzZWI-PVhg?key=ptn2U0A8PMtRH98iPJo8rssE">In this section, you can:<ul><li>Import Trade History: Upload your historical stock and options trades.</li><li>Analyze Performance: Review your win/loss statistics and track your trading success.</li><li>Daily Performance: Monitor your day-to-day trading results.</li><li>Open Positions: Keep an eye on your current holdings and active trades.</li></ul> <h3 class="ql-align-justify">Tutorials</h3><img width="602" height="303" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfEr7e-UEPWb2hdo-Y3JJJsoKjmQl26YvNSUUVtUNLIMtxHYcU61PeFxZOAE_XCkQcCQF4ZnSvQGO1MHBo53YhjlXGbsJmnM5biVdOHB5XqzQq43V5kdJg955c3ytCHhvspfBxe6g?key=ptn2U0A8PMtRH98iPJo8rssE">This section is your go-to resource for:<ul><li>Learning Platform Features: Understand the tools and functionalities available to you.</li><li>Accessing Useful Links: Find additional guidance and resources to enhance your experience.</li></ul><h3 class="ql-align-justify"> </h3><h3 class="ql-align-justify">Account</h3><img width="602" height="303" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXccUq6FrniQh_2t_g9HSdgc-zQOipZPD1SZKhtIztVZo1BJaVCUceNArMTcjYO6kktE6jt8a2gntuwXQJu5L3quRarL5T685RnEtOj42skm_7Gle8Vpj9cddIpuGqzko2RlHAkiaQ?key=ptn2U0A8PMtRH98iPJo8rssE">Manage your personal and subscription settings with ease:<ul><li>Update Personal Information: Change your name, phone number, or email.</li><li>Change Password: Keep your account secure by updating your password.</li><li>Delete Account or Log Out: Remove your account or sign out of the platform.</li><li>Adjust Strategy Notifications: Modify the model used for email strategy alerts.</li><li>Subscription Management: Switch between monthly and yearly plans, cancel your subscription, or review billing details.</li><li>Legal Documents: Access and review important legal information related to the platform.</li></ul>We hope this guide helps you navigate the platform with ease. Stay tuned for the next tutorial, where we’ll explore the chart capabilities in detail!

Welcome to TradeVision

Options activity gives us a good overview of how actively the ticker is traded. It also gives us other information such as the put / call interest on the ticker.

Screener Filter (3) - Options Volume Filters

You can add this indicator to the chart by clicking "Support" button on the right part of&nbsp;the Indicator Panel. <img width="602" height="416" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeB5r_dGTcN8ruXw6uDzZQhPRhRM0kpNlwzj17CF4fHcEVgzgvQ3VY7EwaQSztX-JenBDyFzJxMetbxcv_DiZ8HW-F5cnBKjmp8dGDK5OpwVpLCwf-DbterbbLRI17ZAxDDgoHY?key=70ztqwF7KgaPqjs9TzmALLzN">So, what is the SUPPORT and RESISTANCE lines? Think of it like this:&nbsp;Market makers are like bouncers at a club. At RESISTANCES, they're trying to keep the price from going up too high. At SUPPORTS, they're trying to keep it from going down too low. If enough pressure builds up, these walls can break, leading to significant price movements.RESISTANCE (Call Walls)Think of a call wall like a ceiling in the market. It's a level where there are many call options contracts at the same strike price. Market makers who sold these calls typically need to hedge by buying the underlying asset (like stocks) as the price approaches this level. They often try to prevent the price from going above this level to avoid their options becoming too valuable.Example:<ul><li class="ql-align-justify">Let's say there's a large call wall at $100</li><li class="ql-align-justify">As the stock price approaches $100, market makers might try to sell shares to create selling pressure</li><li class="ql-align-justify">This can make it harder for the price to break above $100</li></ul>That's why it is called RESISTANCE.SUPPORT (Put Walls)The SUPPORT is like a floor in the market. It's a level where there are many put options contracts at the same strike price. Market makers who sell these puts hedge by selling the underlying asset as the price approaches this level. They often try to prevent the price from faling below this level.<img width="602" height="419" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfaZqiSIqd07dlnhkn4QRaDmeMkmmTuns6NTiXrzE97SeT7-g-6Rd2fKPCgK_9xF2mlvrgAIHPnL4ZO2LgdV3W6WiLS8buYzCF2b4QVRlYMnAhcS-BADxlmug4-UhlkpP7CX9n67w?key=70ztqwF7KgaPqjs9TzmALLzN">﻿Let’s analyze chart above: We have ticker $AAPL, which is in an upward trend:<ul><li class="ql-align-justify">trendsAIv0 model shows us the BUY signal at the price $242.65</li><li class="ql-align-justify">the previous RESISTANCE line near 240$ was broken.&nbsp;</li><li class="ql-align-justify">New SUPPORT is at 247.50$ line</li><li class="ql-align-justify">New RESISTANCE is at 253.50$ line.&nbsp;</li><li class="ql-align-justify">The current price is almost at the RESISTANCE line also.&nbsp;</li></ul>Now is a good time to apply rules of the risk management, and move the stop-losses to the entry point of the trade. We can do it he SUPPORT line was updated and the possibility of the price reaching the entry point diminished.FAQ&nbsp;<ul><li>Is this Indicator applicable for use on small-cap stocks and contracts?</li></ul><blockquote class="ql-align-justify">The higher the liquidity, the more precise this indicator becomes. The optimal amount of the contracts, calculated by the<a style="color: rgb(255, 255, 255);" rel="noopener noreferrer" href="http://tradevision.io/" target="_blank"> tradevision.io</a> team, equals 5 million open contracts.</blockquote><ul><li>Indicator gives me flipped SUPPORT and RESISTANCE lines.&nbsp;</li></ul><blockquote class="ql-align-justify">Such behavior can be found in low-capitalization stocks when the contracts amount experiences fast drop or increase in value. We understand that this view can be confusing. You can still use this as an indicator for the institutional market position that creates increased volatility chance.</blockquote><a style="color: rgb(255, 255, 255);" rel="noopener noreferrer" href="http://tradevision.io/" target="_blank">tradevision.io</a> does not provide tax, investment, or financial services and advice. The information is presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor. Information might not be suitable for all investors. Investing involves risk, including the possible loss of principal.

Support / Resistance Levels

You can add the Moving Averages to the chart by clicking the MA button in the Indicator Panel. The tradevision platform introduces 4 levels of Moving Averages:&nbsp;20 MA (Short-Term Moving Average):<ul><li>Represents short-term price action.</li><li>Reacts quickly to price changes, making it useful for short-term traders.</li><li>Often used in combination with longer MAs to identify short-term trends.</li></ul>50 MA (Medium-Term Moving Average):<ul><li>Represents medium-term price action.</li><li>Balances responsiveness and smoothness, making it popular among swing traders.</li><li>Often used to confirm trends or as a dynamic support/resistance level.</li></ul>150 MA (Long-Term Moving Average):<ul><li>Represents long-term price action.</li><li>Less responsive to short-term price fluctuations, making it useful for identifying long-term trends.</li><li>Often used by investors to assess the overall health of a trend.</li></ul>200 MA (Very Long-Term Moving Average):<ul><li>Represents very long-term price action.</li><li>Known as the "gold standard" for identifying long-term trends.</li><li>Widely watched by traders and investors to determine whether an asset is in a bull or bear market.</li></ul> <h3>What is a Moving Average?</h3><img width="602" height="419" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdIl1PAYNxXhrfLMxOOY3mfF9uQjKGsG-V72EYpiDA7LCDVPmD0yex_iaar5OVUC_mnSjhDnmSPZzsND0ZIRuNRtc8gixPJJbcgZVJOIyFqveUk8okIFdx06hlq7BKAZjd0xLKE?key=ptn2U0A8PMtRH98iPJo8rssE"> A moving average is a tool that helps you understand the direction of a stock or asset’s price over time. It smooths out the ups and downs in price to show you the overall trend. Think of it as a way to see the "average" price over a certain period.There are two main types of moving averages:<ol><li>Simple Moving Average (SMA): This is the average price over a specific number of days (e.g., 10 days, 50 days).</li><li>Exponential Moving Average (EMA): This gives more importance to recent prices, so it reacts faster to price changes.</li></ol><h3>Why Do Traders Use Moving Averages?</h3>Moving averages help traders:<ul><li>Identify Trends: Is the price going up, down, or sideways?</li><li>Find Support and Resistance: Moving averages can act as levels where the price might bounce or reverse.</li><li>Reduce Noise: They smooth out price movements, making it easier to see the big picture.</li></ul><h3>How to Use Moving Averages for Trading</h3>Here are some simple ways traders use moving averages to make decisions: <h4>1. Price Crossover</h4><ul><li>Buy Signal: When the price crosses above the moving average, it could mean the price is starting to go up.</li><li>Sell Signal: When the price crosses below the moving average, it could mean the price is starting to go down.</li></ul><h4>2. Moving Average Crossover</h4>This strategy uses two moving averages: a short-term one (e.g., 10 days) and a long-term one (e.g., 50 days).<ul><li>Buy Signal: When the short-term moving average crosses above the long-term one (called a "golden cross").</li><li>Sell Signal: When the short-term moving average crosses below the long-term one (called a "death cross").</li></ul><h4>3. Using Moving Averages as Support or Resistance</h4><ul><li>In an uptrend, the moving average can act as support. This means the price might bounce off the moving average and continue going up.</li><li>In a downtrend, the moving average can act as resistance. This means the price might struggle to go above the moving average and continue going down.</li></ul><h4>4. Slope of the Moving Average</h4><ul><li>If the moving average is sloping upward, it means the trend is up.</li><li>If the moving average is sloping downward, it means the trend is down.</li><li>If the moving average is flat, it means the price is moving sideways.</li></ul><h3>Limitations of Moving Averages</h3>While moving averages are helpful, they’re not perfect:<ul><li>Lagging Indicator: They are based on past prices, so they might not predict future movements perfectly.</li><li>False Signals: In choppy or sideways markets, moving averages can give misleading signals.</li><li>Not Great for All Markets: They work best when the price is trending (going up or down steadily) and may not work well in volatile or range-bound markets.</li></ul><h3>Tips for New Traders</h3><ol><li>Start Simple: Use a single moving average (e.g., 50-day SMA) to get a feel for how it works.</li><li>Combine with Other Tools: Use moving averages with other indicators like the RSI or MACD to confirm signals.</li><li>Practice: Test your strategy on historical data or a demo account before trading with real money.</li><li>Adjust for Your Style: Short-term traders might use shorter moving averages (e.g., 10-day), while long-term investors might use longer ones (e.g., 200-day).</li></ol>

Moving Average

<h3>What is Mansfield Relative Strength?</h3>Mansfield Relative Strength (MRS) is a technical indicator that helps traders compare the performance of a S&amp;P 500. It shows whether the stock is outperforming or underperforming the benchmark over a specific period.Think of it as a way to measure how "strong" or "weak" a stock is compared to the overall market. You can add MRSI indicator to the chart by clicking MRSI on Indicator Panel.&nbsp;<img width="602" height="420" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdgTW4ia1qLjUtcu4K4SmgBbGwu4-AxOuyAtQHQZgQ0l53ghIQMqjfB3JmEFqeV_2Qzew3HoX2UiQWn2gw5aFx2OyWmVG7kDcHKj-B6seP-f3t3IMmTbFWZYwEk4ICu_iTw9Q5qsw?key=ptn2U0A8PMtRH98iPJo8rssE"><h3>How Does It Work?</h3>The Mansfield Relative Strength is calculated by comparing the price of a stock to the price of a benchmark index. Here's the basic idea:<ol><li>Relative Strength (RS): First, you calculate the relative strength of the stock by dividing the stock's price by the benchmark's price.</li><li>Normalize the Data: To make it easier to compare across different stocks or time periods, the RS is normalized (adjusted) to a specific range, often using a moving average or standard deviation.</li><li>Plot the Indicator: The result is plotted as a line on a chart. If the line is above zero, the stock is outperforming the benchmark. If it’s below zero, the stock is underperforming.</li></ol><h3>How to Use Mansfield Relative Strength in Trading</h3>Here’s how traders use MRS to make decisions:<ol><li>Identify Outperformers: If the MRS line is rising and above zero, it means the stock is stronger than the benchmark. Traders might consider buying or holding such stocks.</li><li>Identify Underperformers: If the MRS line is falling and below zero, it means the stock is weaker than the benchmark. Traders might avoid or sell such stocks.</li><li>Spot Trend Reversals: Changes in the direction of the MRS line can signal potential reversals. For example, if the line starts rising after being below zero, it could mean the stock is starting to outperform.</li></ol><h3>Example</h3>Let’s say you’re looking at TSLA and comparing it to the S&amp;P 500:<ul><li>If Stock A’s price is rising faster than the S&amp;P 500, the MRS line will move upward and stay above zero.</li><li>If Stock A’s price is falling or rising slower than the S&amp;P 500, the MRS line will move downward and stay below zero.</li></ul> <img width="602" height="419" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf1w1DgJeM6m32vtw_kI8kz2ZM364Uoxcpy5PFiuNLb-42m1PHIttx8lCxabMzgOH53rc9rgSmB3PQVBLGGjrNEAk7R1APbiHhyH4I9YXuoZcMC8HrBezxbsQ_xaaTZSP8PoMmXYA?key=ptn2U0A8PMtRH98iPJo8rssE"><h3>Why Is It Useful?</h3><ul><li>Market Context: It helps you see how a stock is performing relative to the broader market, not just in isolation.</li><li>Trend Confirmation: It can confirm whether a stock’s trend is strong or weak compared to the market.</li><li>Sector Rotation: Traders use it to identify which sectors or stocks are leading the market.</li></ul><h3>Limitations</h3><ul><li>Lagging Indicator: Like many technical indicators, MRS is based on past data, so it may not predict future performance perfectly.</li><li>Benchmark Dependency: The results depend on the benchmark you choose. If the benchmark isn’t relevant, the indicator might not be useful.</li></ul><h3>Quick Summary for Newbies</h3><ul><li>Mansfield Relative Strength compares a stock’s performance to a benchmark (like the S&amp;P 500).</li><li>If the MRS line is above zero, the stock is outperforming the benchmark.</li><li>If the MRS line is below zero, the stock is underperforming.</li><li>Use it to find strong stocks, avoid weak ones, or spot potential reversals.</li></ul>

Mansfield Relative Strength Index (MRSI) Tutorial

Get the most out of TradeVision's Trade Tracker feature! In this video, we’ll walk you through its powerful functionalities, including a detailed chart of your realized gains over time and the ability to view both your closed and open trades—all in one convenient dashboard. See how Trade Tracker simplifies your trading analysis and helps you stay on top of your performance like never before.

Trade Tracker - Track Your Trades Like a Pro

Overview of Options Panel Features

<h2>Short comparison of Indicators:</h2> <ul><li>TrendsAI offers a broad market analysis for entry and exit signals, capturing various market conditions.&nbsp;</li><li>Breakout Indicator focuses on pinpointing rare, high-confidence breakout opportunities for significant price moves.</li></ul> <h2>Breakout Indicator</h2><ul><li>Function: This indicator focuses on capturing moments of significant market momentum combined with certain conditions that might increase the likelihood of a sustained move.</li></ul> <h3>Conditions for Trigger:</h3> <ul><li>Above 150 SMA: Suggests a longer-term bullish sentiment.</li><li>50 SMA Sloping Up: Indicates a short-term upward trend.</li><li>Above 50 SMA: Confirms that the price is in an uptrend in the short term.</li><li>High Trading Volume: Adds conviction to the breakout, suggesting strong buying interest.</li><li>Utility: This setup is quite stringent, which means when all these conditions are met, it might signal a high-probability trade, although less frequent. It's tailored for traders looking for strong, confirmed breakouts rather than trading on every small movement.</li></ul> <h3>Considerations:</h3> <ul><li>Risk Management: Even with strong indicators, always pair them with risk management strategies like stop-losses, position sizing, and diversification.</li></ul> These indicators seem designed to provide traders with a clearer picture of market conditions, but like all trading tools, they should be used in conjunction with other analysis methods for the best results.

Breakout Indicator

<h2 class="ql-align-justify">Basic Option Terms</h2> Option – A financial contract that gives the buyer the right, but not the obligation, to buy (call option) or sell (put option) an underlying asset at a predetermined price (strike price) before or on a specific expiration date.Call Option – A type of option that gives the holder the right to buy an underlying asset at the strike price before expiration. Call options are typically used when traders anticipate the asset’s price will rise.Put Option – A type of option that gives the holder the right to sell an underlying asset at the strike price before expiration. Puts are used when traders expect the asset's price to decline.Expiration – The date on which an options contract becomes void. After expiration, an option either expires worthless or is exercised.Strike Price – The predetermined price at which the holder of an option can buy (for calls) or sell (for puts) the underlying asset.Premium – The price paid by the buyer of an option to the seller (writer) for the rights granted by the option contract. It is influenced by factors such as volatility, time until expiration, and the underlying asset’s price. <h2 class="ql-align-justify">Greek Metrics (Risk &amp; Sensitivity Measures)</h2> Delta (Δ) – Measures how much an option’s price (premium) will change in response to a $1 move in the underlying asset. Delta ranges from 0 to 1 for calls and -1 to 0 for puts. A delta of 0.50 means the option price will move approximately $0.50 for every $1 move in the underlying.Gamma (Γ) – Measures how much Delta changes when the underlying asset moves by $1. It indicates how stable Delta is and how quickly it might change, which is crucial for adjusting positions.Vega (ν) – Measures an option’s sensitivity to changes in implied volatility. A higher Vega means the option price is more affected by changes in market volatility.Theta (Θ) – Measures how much an option loses in value per day due to time decay. Since options have expiration dates, their value declines over time, especially for short-term options.Rho (ρ) – Measures how much an option's price changes in response to a 1% change in interest rates. It is more relevant for long-term options. <h2>Market &amp; Sentiment Metrics</h2> Beta – A measure of how much a stock or option moves relative to the overall market (e.g., the S&amp;P 500). A beta above 1 means it is more volatile than the market, while a beta below 1 means it is less volatile.Implied Volatility (IV) – The market’s expectation of future price fluctuations in the underlying asset, derived from option prices. Higher IV generally increases option premiums.Implied Volatility Percent (IV Percentile/Rank) – Measures how the current IV compares to historical IV levels. A high IV percentile means IV is higher than usual, while a low percentile suggests lower-than-normal IV.Put/Call Ratio – A sentiment indicator calculated by dividing the total volume of put options by the total volume of call options. A high ratio suggests bearish sentiment, while a low ratio indicates bullish sentiment.Sentiment – The overall market mood regarding a stock or option. It is influenced by factors like IV, put/call ratios, and open interest. <h2>Option Liquidity &amp; Pricing Factors</h2> Open Interest (OI) – The total number of outstanding option contracts that have not yet been closed, exercised, or expired. High OI suggests strong interest in an option.Standard Deviation (SD) – A statistical measure of an asset's price volatility. In options trading, it is used to estimate the probability of an asset staying within a price range.Leg – A single component of a multi-leg options strategy. For example, a vertical spread consists of two legs (buying one option and selling another).Option Trading Strategy – A structured approach to trading options that involves combinations of calls, puts, and underlying assets to achieve specific risk/reward profiles. Examples include straddles, strangles, iron condors, and credit spreads. <h2>Risk &amp; Profitability Metrics</h2> Net Credit – The amount received when entering an options trade where the premiums collected exceed the premiums paid. It is common in credit spreads and other income-generating strategies.Estimated Margin – The required capital to maintain an options position, set by brokers based on risk and leverage.Maximum Profit – The highest possible gain from an options trade, calculated based on the strategy used. Some strategies, like selling credit spreads, have a defined maximum profit.Maximum Loss – The most an options trader can lose on a trade, which varies based on the strategy. Defined-risk strategies have a known max loss.Chance of Profit (Probability of Profit - POP) – The estimated likelihood that an options trade will be profitable at expiration. It is influenced by factors like Delta and IV.Break Even (BE) – The price level at which an options trade neither makes a profit nor incurs a loss at expiration.Total Commission – The combined fees charged by a broker for entering and exiting an options trade.Expected Move – The market’s estimate of how much a stock is likely to move within a certain period, derived from option pricing models and IV. <h2>Special Cases &amp; Advanced Topics</h2> 0DTE (Zero Days to Expiration) – Refers to options contracts that expire on the same trading day. These are highly volatile and often used for short-term strategies, such as scalping or hedging.Unusualness (Unusual Options Activity - UOA) – Refers to abnormally high volume or open interest in an option contract, often indicating institutional activity or speculation on a major event.

Tradevision glossary (2) - Options and Metrics

You now have the ability to add trades manually, giving you greater flexibility and control over your portfolio management.<h3 class="ql-align-justify">How you can use this effectively?</h3>There are several scenarios where manual trade entry can be particularly useful:<ul><li class="ql-align-justify">Unsupported Brokers: If your broker is not supported by TradeVision, you can still track your trades by entering them manually.</li><li class="ql-align-justify">Unavailable Stocks: If TradeVision does not include certain stocks you want to research, you can manually input them to ensure they are part of your analysis.</li><li class="ql-align-justify">CSV Import Issues: If your .csv file does not load properly, but you only have a small number of stocks to import, you can quickly add them yourself without relying on an automatic upload.</li></ul><h3 class="ql-align-justify">Adding Stocks Not Available in TradeVision</h3>Even if a stock is not listed in TradeVision's database, you can manually enter it to keep track of its performance alongside your other investments.<h3 class="ql-align-justify">Where to Find This Feature</h3><img width="602" height="313" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXd_aGVRQjfv2nvxfx0x4oM7yTxwnX90ZQfkSDhbR2lrJ5XZ4AXSfvs_rZtgGZ4Wkw3Nf7il3gAz1B29cJBvuaXs4BezCtpzWSubFSwOfXfqJy4XiqAoyUEJfZ9CjhfiCiBqpuxhag?key=ptn2U0A8PMtRH98iPJo8rssE">You can access manual trade entry in the Trades tab, located at the end of the list of available brokers.<img width="602" height="428" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXc48GrIEbJKAV1tqOGKbO20PkT4zaZ7AzuJZgb03LUD0KkrwZg6K6vV8cMShuINc6ytNx7zuttYP0Nw20GeL-SEC9iPJWa9o93i0pJr78VIxWcK6kuF4f0pVacPCnHHcM9yOKpRXQ?key=ptn2U0A8PMtRH98iPJo8rssE"> <h3 class="ql-align-justify">How to Use It</h3>After selecting the Manual Entry option, a new window will appear where you can input your trade details. This allows you to customize your portfolio tracking according to your specific needs.<img width="602" height="256" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXe9nGpeXF8Jb6toc3pEtfE36xB3jq2JR4YbhCU4bx4YejKogOKZtlpl9NrzR5-1R9Yjqe8GRsE4rj9P9UybHmlQFXSz9pTu-1uGAwpcPHpoHd5G_pmA_wAoaQPvp_s_WarFP8b1Pw?key=ptn2U0A8PMtRH98iPJo8rssE"> The manual trade entry window is structured with several key columns, allowing you to accurately input and manage your trades. Here’s what each column represents:<ul><li class="ql-align-justify">Time – The date and time when the trade was executed. This helps in tracking and analyzing trade performance over specific periods.</li><li class="ql-align-justify">Action – The type of trade you are entering, such as Buy, Sell, Short, or Cover. This ensures clear differentiation between different trade actions.</li><li class="ql-align-justify">Quantity – The number of shares or contracts involved in the trade.</li><li class="ql-align-justify">Symbol – The ticker symbol of the stock or asset being traded.</li><li class="ql-align-justify">Option Symbol – If the trade involves options, this field is used to specify the full option contract details, including expiration date, strike price, and type (Call/Put).</li><li class="ql-align-justify">Price per Unit – The price per share, contract at which the trade was executed.</li><li class="ql-align-justify">Commission – Any fees associated with executing the trade, helping to keep track of total trade costs.</li><li class="ql-align-justify">Delete Button – A simple way to remove any incorrect or unwanted trade entries, ensuring that your records remain accurate.</li></ul>The system intelligently detects closed trades when both buy and sell transactions for a stock or contract are imported.<ul><li>Closed Trades: If a trade is fully executed (both buy and sell actions are present), it is automatically recorded as realized PnL (Profit and Loss).</li><li>Open Trades: Any positions that remain open (only a buy or short action without a corresponding close) are categorized as unrealized PnL.</li><li>Manually Closing Trades: If a trade remains open, you can manually add the closing transaction at any time to complete the record.</li></ul><h3 class="ql-align-justify">Create a Watchlist Instantly!</h3>You can now build a custom watchlist directly from your imported tickers, allowing you to track stocks or contracts effortlessly.

Trade Tracker - Manual Entry for Options and Stocks

You can find the new Sliders in the Options View of Visualizer.<ol><li class="ql-align-justify">Open the Visualizer: <a style="background-color: transparent; color: rgb(255, 255, 255);" rel="noopener noreferrer" href="https://www.tradevision.io/visualizer/?ticker=AAPL" target="_blank">https://www.tradevision.io/visualizer/?ticker=AAPL</a> (ticker is optional)</li><li class="ql-align-justify">Click on the Option View Button (see screenshot)</li></ol><img width="588" height="550" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfAY7Yd_hCYrM7mdhVJnV4qSo-FBA0jFNmmOa7NN7cL_9q0_5ghhk2Ib90sLwzwv7N8iKtAqAPPDt3sL4E3veMnfeqJb_SmJApPIfrscGnHGVWSJIEocIok8xo_qImf6SfqD25Z?key=ptn2U0A8PMtRH98iPJo8rssE"><ol><li class="ql-align-justify">Use the Sliders in the bottom part of the Payoff Chart.</li></ol> In an options payoff chart, the DTE (Days to Expiration) and IV% (Implied Volatility Percentage) sliders allow you to adjust and visualize how time and volatility affect your options position. Here's what each does:<h2 class="ql-align-justify">1. DTE (Days to Expiration) Slider</h2><ul><li class="ql-align-justify">What it does: Adjusts how many days are left until the option expires.</li><li class="ql-align-justify">How to use it:</li><li class="ql-indent-1 ql-align-justify">As DTE decreases (moving the slider to the left), time decay (theta decay) accelerates, particularly for short-term options.</li><li class="ql-indent-1 ql-align-justify">For long options (calls/puts): The value of the option tends to drop as expiration nears if the stock price remains unchanged.</li><li class="ql-indent-1 ql-align-justify">For short options (selling calls/puts): Time decay works in your favor; the price of the option decreases, helping you make a profit if you close early.</li></ul><h3 class="ql-align-justify">Example of DTE Usage:</h3><ul><li class="ql-align-justify">Suppose you buy a call option on AAPL with 30 DTE at a strike price of $150.</li><li class="ql-align-justify">If the stock moves slightly in your favor, but only 10 DTE remain, the option's price might not increase as much due to time decay.</li><li class="ql-align-justify">If you had only 2 DTE left, the price drop due to time decay would be even more pronounced.</li><li class="ql-align-justify">On the other hand, if you sold a call option, time decay would work in your favor, helping you collect premium faster.</li></ul><h2 class="ql-align-justify">2. IV% (Implied Volatility Percentage) Slider</h2><ul><li class="ql-align-justify">What it does: Adjusts the implied volatility of the options.</li><li class="ql-align-justify">How to use it:</li><li class="ql-indent-1 ql-align-justify">Higher IV% increases option prices (good for sellers before IV drops, bad for buyers if IV contracts).</li><li class="ql-indent-1 ql-align-justify">Lower IV% decreases option prices (good for buyers after purchasing, bad for sellers if IV rises).</li><li class="ql-indent-1 ql-align-justify">Options on stocks with earnings coming up tend to have higher IV%, which often drops post-earnings.</li></ul><h3 class="ql-align-justify">Example of IV% Usage:</h3><ul><li class="ql-align-justify">Suppose you buy a put option on TSLA when IV is 80% (high due to an upcoming earnings announcement).</li><li class="ql-align-justify">If the stock moves in your favor but IV drops to 40% after earnings, the option price may decrease despite the favorable move.</li><li class="ql-align-justify">If you had sold the put instead, you would benefit from this IV drop, making money even if the stock didn’t move much.</li></ul><h3 class="ql-align-justify">How to Use These Sliders Together</h3><ul><li class="ql-align-justify">Bullish trades: If IV is low, it’s a good time to buy options since they are cheap.</li><li class="ql-align-justify">Bearish trades: If IV is high, selling options might be better since IV crush post-event (like earnings) can work in your favor.</li><li class="ql-align-justify">Neutral trades (like iron condors or credit spreads): Benefit from high IV%, as time decay and IV crush work in your favor.</li></ul> <h3 class="ql-align-justify">Example: Bullish Call Option on AAPL</h3><h4 class="ql-align-justify">Trade Setup</h4><ul><li class="ql-align-justify">Stock: AAPL (Apple Inc.)</li><li class="ql-align-justify">Current Price: $250</li><li class="ql-align-justify">Option Trade: Buy a $260 Call</li><li class="ql-align-justify">Expiration: 30 DTE</li><li class="ql-align-justify">IV%: 46%</li></ul><h4 class="ql-align-justify">Scenario 1: Changing DTE (Time Decay)</h4>Let's say AAPL stays at $250 for the next 15 days (DTE moves from 30 → 15).<ul><li class="ql-align-justify">The call option price will decrease due to time decay.</li><li class="ql-align-justify">Even though AAPL hasn’t moved much, the option loses value because there's less time for the stock to reach $260.</li><li class="ql-align-justify">If AAPL jumps to $270 with 15 DTE left, the call price will increase, but not as much as if it had moved earlier (since there’s less time left).</li></ul>📉 Lesson: As DTE decreases, time decay hurts option buyers but benefits sellers.<h4 class="ql-align-justify">Scenario 2: Changing IV% (Volatility)</h4>Let’s say AAPL is at $270, and suddenly IV jumps from 46% → 60% (maybe due to upcoming earnings).<ul><li class="ql-align-justify">The price of the call option increases, even if AAPL stays at $270, because the market expects bigger price moves.</li><li class="ql-align-justify">If you bought the call earlier, you now have an opportunity to sell it for a higher price without any stock movement.</li><li class="ql-align-justify">If IV drops from 30% → 20%, the call price decreases, making it harder to profit.</li></ul>📈 Lesson: Buying options when IV is low and selling when IV is high can improve profits.<h3 class="ql-align-justify">Using the DTE &amp; IV% Sliders in a Payoff Chart</h3><ol><li class="ql-align-justify">Move the DTE slider down: Watch how time decay erodes the option price.</li><li class="ql-align-justify">Move the IV% slider up: See how option prices increase with rising volatility.</li><li class="ql-align-justify">Combine both: See how a long call’s value drops fast if time passes and IV decreases.</li></ol>

Implied Volatility Slider and Day-to-Expiration Slider

Dark-Pool

We use a variety of specialized terms in our interface, which can sometimes be confusing for new users. To help you navigate and understand these concepts more easily, we’ve put together this brief glossary. It provides clear definitions of commonly used terms, allowing you to follow along with confidence and enhance your trading knowledge. <h2 class="ql-align-justify">Common terms:</h2> Advanced chart – An advanced chart is a detailed graphical representation of a stock's price movement over time. It includes various technical analysis tools, such as trendsAI Indicator, moving averages, volume indicator, and breakout indicator. Bullish – Positive outlook on a stock, market, or asset. The signals with marks Bullish and HOLD are stored here. Bearish – The opposite of bullish. It refers to a negative outlook on a stock, market, or asset. The signals with marks Bearish, HOLD, and neutral appear here. Neutral – Market outlook where an investor or analyst expects prices to remain stable or move sideways, with no significant upward or downward trend.&nbsp; Hold – Recommendation or strategy where an investor retains their current position in a stock without buying more or selling. If you already bought it, it suggests keeping it, but not BUYing more. Buy and Hold — Long-term investment strategy in which an investor buys stocks and holds them for an extended period. We compare the trendsAI performance to this strategy's returns to showcase our advantage over the overall market. Marketcap – Market cap is the total value of a company's outstanding shares. It is calculated by multiplying the current stock price by the total number of shares. Screener – Tool used to filter and identify stocks based on specific criteria, such as market cap, options IV%, put/call ratio, etc. Indicator – An indicator is a statistical tool used in technical analysis to predict future price movements.&nbsp; Watchlist – A watchlist is a curated list of stocks or assets that an investor monitors for potential buying or selling opportunities. You can have up to 10 watchlists with an unlimited number of stocks in any of them.&nbsp; Ticker – A ticker is a unique symbol assigned to a publicly traded company's stock. It is used to identify the stock on exchanges and financial platforms. For example, Apple's ticker is AAPL, and Tesla's ticker is TSLA. Smart Money – Smart money refers to the investments made by experienced, well-informed investors or institutions (e.g., hedge funds, mutual funds). You can use the SMART tab to check their moves. P&amp;L (Profit and Loss) – Financial statement, that summarizes the outcomes of trades in a simple resulting value. Unrealized P&amp;L – Unrealized P&amp;L refers to the profit or loss on an investment that has not yet been sold. It represents the current value of the investment compared to its purchase price. Candle (candlestick) – Type of chart used in technical analysis to represent the price movement of a stock over a specific time period (e.g., 1 minute, 1 hour, 1 day). <h2 class="ql-align-justify">Tradevision Indicators:</h2> TrendsAI v0 – unique long-only AI-trained indicator, that provides regular entry and exit signals, based on the EMA and ATR strategies. Has the best cooperation with MA lines. Only available on 1 day timeframe.&nbsp;TrendsAI v3 – another version of trendsAI, that has both long and short signals available. Less coverage. Breakout Indicator – momentum indicator, that highlights stocks, that recently broke from their respective trading stages and now have higher probability for prolonged upward movement. <h2 class="ql-align-justify">Charting:</h2> Volume – Volume refers to the total number of shares traded in a particular stock or the entire market during a given period. Support – Support is a price level at which a stock tends to stop falling and may even bounce back up.You can read about it here:&nbsp; <a style="background-color: transparent; color: rgb(255, 255, 255);" rel="noopener noreferrer" href="https://www.tradevision.io/help/?tab=tutorials&id=16" target="_blank">https://www.tradevision.io/help/?tab=tutorials&id=16</a>&nbsp; Resistance – Resistance is the opposite of support; it is a price level at which selling interest is strong enough to prevent the stock from rising further.&nbsp;You can read about it here: <a style="background-color: transparent; color: rgb(255, 255, 255);" rel="noopener noreferrer" href="https://www.tradevision.io/help/?tab=tutorials&id=16" target="_blank">https://www.tradevision.io/help/?tab=tutorials&id=16</a> Moving Average – A moving average is a technical indicator that smooths out price data over a specific period (e.g., 50-day or 200-day moving average) to identify trends.&nbsp;You can read about it here: <a style="background-color: transparent; color: rgb(255, 255, 255);" rel="noopener noreferrer" href="https://www.tradevision.io/help/?tab=tutorials&id=19" target="_blank">https://www.tradevision.io/help/?tab=tutorials&id=19</a> Earnings – Company's profit during a specific period, usually reported quarterly or annually.&nbsp; Dividends – A portion of a company’s earnings paid out to shareholders, typically on a quarterly basis.

Tradevision glossary (1) - Words we use

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