Video Tutorial: QuantTrader – A complete walk-through for new users

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Continuing our effort to provide training and education for new users of our QuantTrader Software, here a new series of video tutorials.

A complete walk-through of the main functionalities for building a Meta-Strategy

Here the framework of the Hedged Dow Jones Meta-Strategy created during the process, and the detailed agenda of the 9 video clips:

QuantTrader “under the hood” – Explained with practical examples

In section 3.4 Setting up Strategy Algorithms and Parameters we explain the calculation of the “modified Sharpe Ratio”, how to properly select the volatility attenuator and show the differences between the six ranking and allocation algorithms:

Tutorial videos in detail:

The videos are available as a YouTube Playlist, so you can follow the overall process or chose topics of your interest. The tutorial is targeted to first-time and beginning QuantTrader users, with detailed explanation on each single step so you can replicate the process while watching. Further tutorials for our more advanced QuantTrader users are in preparation.

Tutorial Intro: Objective, Framework and Agenda

1. Starting QuantTrader & loading data

2. Setting up symbols and stock-lists

3.1 & 3.2 Using Portfolio Manager to create and configure the “Dow Jones” strategy

3.3 Interpreting the Strategy Backtest Window

3.4 Setting up Strategy Algorithms and Parameters

3.5 Optimizing Strategy Parameters

4. Using Portfolio Manager to create and configure the “Hedge” strategy

5. Creating the final “Dow Hedged” Meta-Strategy

Please post follow-up questions or doubts either in the comment section of this post, or in the comment section of the YouTube videos. I plan to prepare another video answering the main questions. If you have not yet subscribed to QuantTrader, you can do so from here, read more about its powerful features, or give it a try with our free, no-strings-attached 30 days trial.

Enjoy watching, excuse my heavy “kraut accent”, and please tell me how many “ahm’s” you count in total.

Looking forward to a vivid discussion as always,

Alexander Horn

2018-03-05T13:03:44+00:00By |3 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, 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.


  1. Gordon Cooper 03/05/2018 at 9:58 pm

    Excellent YouTube tutorial, thanks Alex!

    My one question is related to your last video, where as you note, the hedge component causes the meta strategy to switch from risk-on to risk-off.

    What parameter would you suggest we adjust to cause the hedge to behave more linearly or less abruptly?

  2. Richard 09/02/2018 at 4:07 pm

    Hello Alex,

    You’ve produced a helpful set of videos, especially building the hedged meta strategy from a risk-on / risk/off pair of strategies.
    As I may have previously mentioned, I would like to see consolidated signals linked to the QT back-test allocation results dynamically, so changes on the back-test screen are immediately reflected in the Consolidation results. It’s awkward and inefficient to manually transcribe results from one screen to another.

    Regards, Richard

  3. Alexander Horn 09/03/2018 at 12:20 pm

    Hello Richard,

    thanks for the comment, fully agree as always. But this time we’ve something much better in the oven, and very, very close to release. Will invite you as first beta-tester by email.

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