Wishing you a prosperous 2018: QuantTrader for All-Strategies subscribers

Well, we had this on our list for 2017 (evidence here thanks to Marcin!), so even if now only a couple of hours remain for our European followers, and we definitely failed our readers for Asia, we’re to our standards perfectly on time for our subscribers from North and South America:

QuantTrader with most functionalities will now be available for our
“All-Strategies” subscribers at no additional cost!

Thanks to your continuous input and feedback we’ve built a special edition of QuantTrader to enable you to:

  • Generate signals on your preferred day so you’re not bound to the firm monthly cycle and do not have to wait for our signal emails. We still advocate to keep a monthly cycle, e.g. trading at or around the month-end, but with QuantTrader you can now find your own rhythm and cycle to trade either before, on or after the month-end, or even change your trading day when you are for example on business travel or holidays.
  • Cut signals intraday before close to trade at close. This probably is one of the main critique points during 2017: Why do signal subscribers have to delay trading into next opening, while performance of our strategies is calculated at the month-end close. Well, we still believe this is not a killing argument based on our research, but we do understand the psychological importance of trading at close of the month-end, especially when it’s about going relaxed into the weekend.
  • Get the consolidated signals for your preferred portfolio, that is, a blend of different strategies. This is very much as in our Online Portfolio Builder and Consolidated signals, but now you can also save your preferred portfolio allocation, something we were not able to deliver so far in the online version. More on this functionality with practical steps in a separate post.
  • Backtest the pre-configured, Markowitz optimized portfolios during the last years, zoom into any time window and see allocation graphs. In the next days we will once again run the optimization for certain volatility and drawdown constrained portfolios, in addition to the classical minimum volatility and maximum Sharpe ratio portfolios, and make these available in QuantTrader to our “All Strategies” and QuantTrader Premium subscribers.

So, what’s the catch, where are the strings attached versus a full QuantTraders subscription? The limitations of this “light” version are the following:

  • This QuantTrader version does not allow you to edit the existing or add new components to a strategy. So if your pension plan caters only a limited list of ETF or only Mutual Funds, you probably want to give the premium version a 30 days free trial to verify the signals with different instruments.
  • You can edit, view and backtest all available strategies and portfolios, but cannot save changed parameters like lookback, sensitivity to volatility, algorithm. This means the default backtests will be according to the strategy signals as we most recently published, any change must be entered manually on each load.
  • It is not possible to create own strategies or portfolios thereof, so for example you cannot create or use some of the amazing portfolios explained in the “Showing-off” section of the QuantTrader forum.

We truly believe that enabling our “all strategies” subscribers to use QuantTrader to generate their signals is a fair response to one of the most requested features, while keeping some of the most sophisticated functionality limited to the premium QuantTrader subscribers allows us to further accelerate the development of the software thanks to the community.

How do I get started? Where do I sign up?

The accounts of our “All Strategies” subscribers have already been enabled to download and use QuantTrader. Simply download the last version from the Download Page, and use your account username and password to log-in and get started. You can use our QuantTrader online-help to find your way across the different windows, and further input from the community at the QuantTrader forum.

We’ll publish more in the next days on how to effectively and efficiently use QuantTrader to set-up your portfolio and re-balance in less than 15 minutes a month.

For the remaining hours, wishing you a healthy and prosperous 2018!

Your Logical Invest team.

2018-02-18T03:04:54+00:00By |9 Comments

About the Author:

Alexander has been researching and applying financial modelling as Financial Executive since 15 years. His passion and expertise lies in the enterprise and project valuation. He has participated in several multi-billion M&A deals in the chemical and bio-tech industry. Prior to joining Logical-Invest.com, Alexander was the Chief Financial Officer and Corporate Vice President in Japan for a major global chemical player. Before he served in executive roles in North America, Europe and Asia within the automotive sector. He holds an MBA in General Management from the Instituto Panamericano de Alta Dirección de Empresa (IPADE) and an M.A. in International Business from the University of Paderborn. If not in Mexico City, probably he is right now enjoying life and writing for Logical Invest at his beach house "Rincón del Mar" at the Mexican pacific coast - and always happy about a visit.

9 Comments

  1. reuptake 01/01/2018 at 12:17 pm

    Santa is alive and well (and I started to worry…)! Thanks LI Team!

  2. reuptake 01/02/2018 at 7:08 am

    There’s one functionality that I think should be added (as it’s already present in Excel / online versions of Portfolio Builder for free, even for non-subscribers): backtesting portfolios of strategies (fixed percentage). This would give QT Lite full functionality of Portfolio Builder (minus “solver based” portfolio building).

    • Alexander Horn 01/02/2018 at 12:59 pm

      Yes, all of the pre-configured portfolios will be available as meta-strategies, but for the time being will not be able to edit them like in the custom portfolio functionality online. But can still work this “design” part online and then do the periodic signal consolidation in QT, this is much more stable compared to the online version.

      • reuptake 01/03/2018 at 5:18 am

        I understand QT lite has to actually be “lite” and differ from full, paid version, but it would be great if this will be possible in the future. For me (and I repeat it for like 100th time 🙂 ) the change in some strategies (GMRS, WTOP4) from TMF to another hedge is why only QT is able to deliver backtest results that are indicative of future performance. That’s why I don’t like to use Excel/online tool of Portfolio Builder, since for most of the time it uses very different version of those strategies. On the other hand pre-configured portfolios in QT would be nice, but is there anyone using them as-is, without modifications? I highly doubt it (Max Sharpe now gives me 0.14% allocation in NASDAQ100 strategy, which would result in allocating 0.035% to some shares…). So once again, please at least think about introducing Custom Portoflio backtesting to QT Lite. It could work from Consolidated Allocation window, user could enter allocations there and button [Backtest] could create “ad hoc” strategy from it and send it to main backtester window.

        Another, minor improvement: the table of allocations in Consolidated Allocation window is always sorted from symbol with highest allocation to lowest. It would be helpful if one could sort it (by clicking the headers of the table) ascending/descending by other columns as well. Eg. Portfolio Rebalancing tool in IB sorts stocks by symbol name and it’s much easier to enter the allocations if both tables in QT and IB are sorted in the same way.

        • Alexander Horn 01/07/2018 at 11:40 pm

          Hi Marcin,

          thanks for the comments!

          The option to modify the strategies will only be activated in the full QT for the time being, sorry.

          When bringing the “Preconfigured Portfolios” into QuantTrader I actually have to respect the minimum step size of 5%, e.g. round all allocation up or down to the next 5% step. This means I have to drop all the small allocations which are resulting from the mathematical optimization, but indeed are not of much practical use if not running a portfolio like Buffet. Again, recall the “Preconfigured Portfolios” are the mathematically optimal portfolios as starting point for building your own Custom Portfolio considering account size, p¿trading and strategy preferences, etc.

          Let us include the table sort for the next version update.

  3. Petr Trauške 01/03/2018 at 3:36 am

    Hello Alex,

    I´d like to ask when all of your perfect strategies will be inculed in QuantTrader. They would make better use of these strategies and it would increase user comfort.

    Thanks

    Petr

  4. mjurisic123 01/03/2018 at 8:36 am

    Hi,

    has QuantTrader Lite been enabled? Getting an error message: “Bad or missing User Level !”

    Thanks

  5. Alexander Horn 01/03/2018 at 8:56 am

    We had a couple of peope not being able to access QT:

    When logging into QT please use your username, not email.

    QT seems not to like very cryptic passwords, e.g. many special characters.

    You can see your username here, and also change password if required: https://logical-invest.com/my-account/edit-account/

    Any other problem please send us an email: qt@logical-invest.com, if we do not come back to you in a couple of hours use: sos-seemsalexwentfishingagain@logical-invest.com

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