|
|
"Testing and developing my own
investment
systems is fun and easy." |
Thomas Tin
Private trader
Canada |
|
 |
Maximum flexibility gives you endless analysis options
|
|
The majority of traders and investors often start without any tracking tools whatsoever, after a time the next evolutionary step is often to design or modify an existing spreadsheet to perform basic trade tracking.
Although this is better than having no tracking capabilities, the real benefits are obtained when you utilise the power of software which has been specifically designed to do the job, i.e. Stator - Advanced Finance Management.
Stator provides a unique portfolio management solution that allows a high degree of user customisation through the use of Owners, Systems, Sub-Consolidations and Consolidated so you can have total freedom to structure and analyse your portfolio the way that suits you best.
Stator is flexible enough to meet or exceed the needs of all types of investors and traders. The diagram below illustrates the powerful methodology employed by Stator.
|
Owners:
Owners are individual investors created in Stator. You can create an unlimited number of Owners.
Systems:
Systems are individual portfolios of holdings, the definition of each System is up to you. You can create an unlimited number of Systems for each Owner.
Sub-Consolidation:
Sub-Consolidation combines any combination of Systems into the one portfolio. Once again can create an unlimited number of Sub-Consolidations for any possible combination of Systems. This is a truly unique feature which is only available in Stator. |
|
|
Consolidated:
The Consolidated portfolio combines all the Systems into one portfolio. This provides an overall summary view for the Owner.
The flexibility and analysis power that this methodology provides is enormous. This solution is not only perfectly suited to System traders, it is fast becoming the new standard by which portfolio management is performed.
|
The screen shot on the right illustrates the concept of Systems, Sub-Consolidations and the Consolidated portfolio a little clearer.
Systems allow you to create sub-portfolios within the Owner, this is perfect when you wish to segregate your trading into different classes for analysis purposes.
With Sub-Consolidation you can view a sub-portfolio comprising a combination of any Systems which have been created in Stator.
This gives you total freedom to structure your portfolio in the best way that suits your trading style.
The consolidated portfolio provides a summary of all the Systems combined together, this is perfect for taxation reporting etc as the taxman does not really care what Systems you are trading.
|
|
|
|
Advanced Position Sizing & Money Management
|
|
Stator incorporates a wide range of highly successful position sizing algorithms to enable you to calculate position sizes based upon your own unique tolerances for risk, trading capital and trading strategy. These money management strategies have been used by professional investors for years, now they are available to you.
Position sizing is an effective strategy to implement into your trading plan and Stator makes it easy, just select the position sizing model and complete the fields. Stator will calculate the optimum position size for the particular trade.
The following money management checklist is used by many of the world's top traders and investors. Make it your habit to start using this checklist each and every time you trade. Stator has all the tools to enable you to integrate these strategies directly into your investments.
|
|
|
|
|
Determine the amount of risk you are willing to accept for each trade. Answer this question before entering any trade "How much am I willing to lose on this trade?" |
|
|
Understand the amount of risk you are taking on the trade and calculate the position size accordingly. Make sure you put power into your trading/investing by calculating the correct position size for your risk. |
|
Set stop losses to adhere to your money management and risk settings. |
|
Track the open trade moving forward to understand how you can do it better the next time. Always strive to improve your success in the markets. |
|
Exit the trade should your stop loss be hit or if your allowable risk is reached. Make sure you have capital left to trade another day! |
|
Monitor the performance of your closed trades to determine the exact amount of risk to accept, whilst maximising profits. Constantly monitor and perfect your trading style and technique. |
|
Advanced Statistics and Performance Charts
|
|
System traders are constantly taking advantage of the increased analysis capabilities provided by Stator. These days it's easy to backtest a trading system over historical data. Proper testing of a trading strategy provides an indication of the robustness and sustainability of a trading system all without actually risking a single cent.
|
|
|
Take the actual equity curve picture on the left as an example. You can clearly see that the performance of this portfolio is exceptionally good, the curve seems to keep rising and rising with each trade.
You can use the statistics and performance charts to give you an instant score-card for your trading method.
You will now instantly the areas which you need to improve in order to make more profitable and timely trades.
|
Many software applications are available on the market these days which allow you to accurately backtest different trading strategies. The statistics and graphs which these software applications provide, give you confidence to start trading a strategy in real life.
Stator provides all the statistics and graphs to enable you to compare and evaluate an actual trading strategy against historical results.
At any point in time you can generate graphs and reports which you can use to compare against your backtesting results.
Finally, you can track the performance of your trading system as you trade.
Imagine the convenience of having statistics readily available which provide you with a level of analysis greater than the analysis you had available when your backtesting your trading system!
At any point in time you can view the statistical performance of your trading system to compare against your backtested results.
You will have more confidence knowing your trading results are on track with your expected results. You stay one step ahead, and always in control.
With Stator you will be constantly "self-evaluating" your trading/investing to make your trading plan stronger and more profitable.
|
| |
|
|
"This program does for Portfolio
Management
what TradeSim
does for backtesting and
simulation of trading systems." |
David Bates
Private trader
Australia |
|
|
Reporting, Exporting and Data Analysis
|
|
|
|
With Stator, you can export your data to professionally designed paper reports, text files, spreadsheets and more. This flexibility enables you to extend the analysis of your investments even further. Your analysis becomes only limited by your imagination.
Stator enables you to extract any data to a pre-formatted, professionally designed report, export to PDF format, export to Microsoft Excel® and to a text file.
This is handy should you ever want to perform your own data analysis, save your reports for record keeping, accounting or just to put on the wall to admire! |
Professionally created reports include your current portfolio, parcels, income distributions, dividends, closed trades, statistics, cost summaries and taxation summaries among a few.
No matter what your purpose Stator easily gives you full access to all your valuable data, leaving you with total control.
Extend the analysis of your investments to fine tune and improve your trading plan.
|
|
Risk & Performance Management
|
|
Adopting money management along with sound risk management will only strengthen and improve your trading and investing performance.
The whole concept of risk management in the field of investing/trading is to make sure you enjoy a high degree of success without exceeding your own tolerance for risk. After all, your aim is to be highly successful in the market and make as much money as possible.
|
|
|
For every trade, you inevitably take on risk. It is important to understand this risk before, during and after each trade. Risk is always present, it's the control you have over it which will determine the success you will enjoy.
With Stator, we have introduced full stop loss/trailing exit and target management.
With these features you can:
|
|
|
Manage a stop loss/trailing exit price for every trade. Ensure you preserve your capital through prudent risk management. |
|
|
Value your portfolio at current prices or at your set stop loss/trailing exit prices to determine your true "risk-free" portfolio value using various portfolio heat calculations. |
|
Constantly adjust and fine tune stop loss/trailing exit prices. Improve the performance of your trading plan through constant trade management. |
|
Manage target prices for each trade. Ensure that you are notified of any possible exit points. |
| |
With Stator you will have total control over every aspect of your trading activities.
|
|
Trading Journal and File Links
|
|
A good trading plan encompasses not only good trade analysis but also the ability to keep a trading diary. Stator provides a complete solution so that you can seamlessly manage a trading diary as well as link files on you computer to any trade or Owner.
Stator provides a perfect solution to manage a trading journal/diary.
Both "Memo Notes" and "Memo Files" can be created at the Owner level or the trade level. This means that you can create journal entries and link files for specific trades as well as write journal entries and link files at the Owner level.
Can you imagine being able to scroll through your trades reviewing the notes you saved when taking the trade. You can save trading strategy notes, emotional descriptions and more, in fact the option are endless.
Stator provides all the required tools to analyse and monitor your trading journal so you get the most from your trading records.
Stator's trading journal and file links allow you to:
|
|
|
Write unlimited notes for each trade or Owner and have the ability to review them from a central location. Keep on track from the one place. |
|
|
Link files to trades and launch the file from within Stator. Perfect for attaching contract notes, pictures, any file that resides on your computer. |
|
Improve your trading performance by constantly utilising self-evaluation techniques such as managing a trading journal. |
|
|
"The pieces of Stator are well done.
However the package, everything working
together is what sets it apart." |
Lyle Wilkinson
United States |
| |
Investor, trader, author of "DIY Portfolio Management", MBA |
|
|
|
Wide range of trading instruments and features
|
|
|
Stator has been designed to enable you to easily track your investments at all times. Not only from a local perspective but to also enable you to take advantage of any profitable opportunities as they arise.
Can you imagine not having to worry if your portfolio management program can support new trading instruments? Stator does not limit your trading options.
With Stator, you can track warrants, options, ordinary shares, trust units as well as leveraged instruments like the increasingly popular contract-for-difference (CFD).
Stator (Professional) extends upon the support provided by enabling foreign exchange, futures, indices and is fully multiple-currency enabled which means you can manage trades in over 100 different currencies from around the globe.
Trade on a global scale and open up your profitable opportunities. |
| |
|
|
Security & peace of mind!
|
|
With Stator there is no need to be "online" to analyse your portfolio. In this day and age, online security should be one of your primary concerns, especially when your personal and financial information is stored on servers around the world.
Who do you trust?
We have all heard stories of identity theft and security intrusion in cyber-space. To prevent yourself from becoming just another statistic, you should be prudent as to how your personal information is stored online. With Stator you can rest assured, knowing that all your valuable financial information is stored on your local computer.
With Stator you have:
Local data storage: all your valuable financial and portfolio information is stored on your local computer or network. No more worrying about having valuable information stored "online" on servers all around the world. Stator is not a program that "dials-home" or requires access to the internet in order to operate.
Your financial information is sensitive and should be treated that way at all times.
Automated Data Backup: With Stator you can schedule to have your valuable data automatically backed up. Stator comes fully equipped to perform data backup behind the scenes and at the frequency you desire. It's as simple as "Set and forget", Stator will manage the entire data backup routine. |
| |
|
|
Download the Stator Demo to see for yourself
|
|
If we kept going with the features included in Stator, this page would be quite long.
Stator is a complete portfolio management package and for it's low price it cannot be matched on features and value.
Give your trading performance a boost and download the Stator demo for yourself or if you wish to take advantage of our Professional version you can purchase a license using our 100% no-questions asked, "risk-free" guarantee.
[How can Stator help my trading]
[Purchase Stator]
[Download Stator Demo (FREE)] |
| |
|
|
