PINPOINT STRATEGY TRADING SYSTEM
OPERATING INSTRUCTIONS (For Equities)
Welcome and thank you for subscribing to the PinPoint Strategy Trading System. It is my hope that this strategy
will assist you in achieving your investment goals. Please take the time to read the following instructions carefully in
order that you, the operator, will fully understand how to utilize the strategy to its’ fullest extent. As stated in the
description of the product, this is a user-integrated strategy and will require some time and effort on your end to allow it
to run as efficiently as possible.
(1) To begin open a chart analysis window. Once opened do the following:
a. Using your mouse, right click over the chart and select “Format Symbol.”
b. I have chosen to use AAPL for the purpose of my example.
c. When the “Format Symbol” screen has appeared please adjust your settings to appear as they do in the
image below.
i. Please note that you, as the user and subscriber, can adjust the time settings as you wish. This
strategy works efficiently on many different intraday time intervals as well as Daily intervals. For
the purpose of this example I have chosen to use 50 minute bar intervals.
*Please note:
The PinPoint Strategy has all of the optimized input values for AAPL preloaded for the date range specified.
(2) Once you’ve completed the Format Symbol screen your chart should appear as below:
(3) In some it may not appear as above and will require you to adjust the following settings:
a. Using your mouse, right click on the chart and select “Format Strategy”
b. Once the Format Strategy window appears select the “Properties for All” tab on the right
c. Once the Properties for All tab appears please adjust your settings as follows:
(4) Once all of your settings are consistent with the ones above your chart should appear as it does in the example
above. This would complete your setup if you were trading 500 Shares of AAPL on a 50 Minute Time Interval for
a 6 month period. However, this is just a preloaded example of how to operate the PinPoint Strategy Trading
System.
(5) If all of your figures and images are consistent with those above then you have successfully configured your
workspace to operate the PinPoint Strategy Trading System. (Applicable for 500 Shares of AAPL on a 50 Minute
time interval for a 6 month trading period)
(6) The PinPoint Trading System will function with all other equity symbols as well (Please refer to the preloaded
workspace), not just AAPL. When applying the strategy to a new chart please do the following:
a. Using the mouse, right click on the chart and select “Format Symbol”
b. When the window appears insert the desired symbol, the time interval, and the trading period that you
would like to use.
c. Once the chart is established use your mouse, right click and select “Insert Strategy”
d. From the dropdown list select “PinPointTrade_Equities”
e. Once the strategy is inserted into the chart it will appear with the preset input values that are listed
above for the symbol AAPL
f. Using your mouse, right click and select “Format Strategies”
g. Once the window appears select the “Properties for All” tab to the right
h. Other than Commission and Initial Capital, all other items should remain the same
i. Please double check that this is the case:
i. Check the General Tab
ii. Check the Backtesting Tab
iii. Check the Automation Tab
j. If all of these are consistent with the aforementioned settings then you are ready to proceed.
k. Select “OK” to take you out of the “Properties for All” window
l. Using your mouse, double click on the input values within the screen in order that the following window
appears:
m. Now you will be required to optimize each of these values in order to work at the highest level of
efficacy with the stock in which you desire to trade
n. It is suggested that you first adjust the “NUMShares” setting to coincide with the number of shares that
you desire to trade based on the affordability of the stock and its’ suitability to your portfolio
o. Once you have done this it is time to optimize the inputs “PPL, PPS, and MA”
p. When you select to optimize each of these a preselected range of data points will appear in your
Optimization window. Each of the start, stop, and increment points that appear were selective to the
example shared above and are not recommended for initial Optimization of any other stock symbol. It is
my recommendation to use the following start, stop, and increment points for inputs PPL and PPS:
i. Start: 0.01
ii. Stop: 10
iii. Increment: 0.01
q. Each optimization will produce a unique value for every input.
r. When optimizing the input MA it is suggested to use the following start, stop, and increment points:
i. Start: 10
ii. Stop: 500
iii. Increment: 1
s. This will produce an input value that is unique to the stock in which you desire to trade.
t. Next optimize your dollar DollarFloor for your %Trail. It is my suggestion that you select a start and stop
range that are consistent with the level in which you desire to take profits. These inputs will more than
likely be very different than the inputs that are preset to accommodate the strategy trading 500 Shares
of AAPL.
u. Once you’ve established your DollarFloor then you can select your desired PctTrail. This value is entirely
up to you and your investment objectives.
(7) Once you have optimized each of the values “PPL, PPS, and MA” it is my suggestion that you continue to do so
until each of them reaches a value that does not change. Seeing as how they work in conjunction with one
another, the inputs can change during the second, or even third, optimization to more accurately assess how to
PinPoint the strategies entries and exits.
(8) Once you have finished optimizing the values select “OK” and then close out of the “Format Strategies” window
(9) Carefully review the Strategy Performance Report in order to see if the strategy is trading in a manner with
which you feel comfortable.
(10) If you are satisfied with the Strategies performance and wish to fully automate then please follow the following
instructions:
a. Using the chart below as an example, right click on the gray SA box in the upper left-hand corner
b. Select “Format Strategy”
(11) When the window appears select the “Automate Execution” box at the bottom of the window (Please refer to
image below)
(12) Within the same window then select the “Account Confirmation” box at the bottom of the window. If you
prefer to let the strategy place trades without a user confirmation then select “off” and then “I agree.” If you
prefer to confirm the trade prior to entry and exit then simply leave this set to “on.”
(13) Once you are finished with steps 11 and 12 the once gray SA box in the upper left-hand corner of the screen will
now appear colored. (Refer to the image below)
(14) If all of the settings are as you wish then you have successfully input and automated the PinPoint Strategy
Trading System into your chart.
(15) Please note that it is completely up to you, the subscriber, as to whether or not you are comfortable fully
automating your workspace. Many subscribers simply use the buy and sell indicators to aid them in executing
manual trades. Using these indicators as a reference for trend direction can be useful to the subscriber.
PINPOINT STRATEGY SYSTEM NOTATIONS:
(1) It is suggested that for any time interval that the user may select under 30 Minutes, optimizations should be ran
every 15 days. For any time interval from 30 Minutes and on it is suggested that the strategy be optimized once
per month. This will ensure the greatest level of accuracy and performance for the strategy within your chosen
chart.
(2) Optimization inputs are at the user’s discretion. Although a smaller increment tested over a larger start and
stop level can provide more efficient results, it can be time consuming based on your system. These levels can
be adjusted as the user sees fit.
(3) Please note the Variable Inputs for AAPL as of close today (4/8/2013) were as follows:
a. PPL 1.01
b. PPS 5.8
c. MA 150
d. DollarFloor 3512
e. PctTrail 3
(4) The PinPoint Strategy Trading System is intended to assist you in obtaining your investment goals and objectives
however there is no “full-proof” system that always delivers profitable trades so please know your trading and
financial limitations. (Please refer to the disclaimer below)
(5) Enjoy the benefits of the PinPoint Strategy Trading System. Over time, you will become more familiar with the
strategies actions and ease of use.
(6) If you need any assistance in establishing the correct input values for the strategy with a particular stock please
e-mail and ask. I will be more than happy to assist you in getting the strategy up and running.
(7) Thank you once again for choosing and subscribing to the PinPoint Strategy Trading System. It is my hope that
you find it satisfactory and fitting to your investment portfolio.
If you have any questions, comments, or concerns please feel free to contact me directly at the following:
[email protected]
TRADING DISCLAIMER (Please Read Carefully)
Certain aspects of trade results are based on hypothetical trading performance information. With respect to such
performance, please note the following:
CFTC RULE 4.41: Hypothetical or simulated performance results have certain inherent limitations. Unlike an actual
performance record, simulated results do not represent actual trading. Also, since the trades have not actually been
executed, the results may have under -or over -compensated for the impact, any, of certain market factors, such as lack
of liquidity. Simulated trading programs in general area also subject to the fact that they are designed with the benefit of
hindsight. No representation is being made that an account will or is likely to achieve profits or losses similar to those
shown.
Trading equities, foreign exchange, and futures on margin carries a high level of risk, and may not be suitable for all
investors. The high degree of leverage can work against you as well as for you. Before deciding to invest you should
carefully consider your investment objectives, level of experience, and risk appetite. The possibility exists that you could
sustain a loss of some or all of your initial investment and therefore you should not invest money that you cannot afford
to lose. You should be aware of all the risks associated with trading, and seek advice from an independent financial
advisor if you have any doubts.
No representation is being made that any account will or is likely to achieve profits or losses similar to those discussed
within these instructions. The past performance of any trading system or methodology is not necessarily indicative of
future results.
No representation is being made that any account will or is likely to achieve profits or losses similar to those shown. In
fact, there are frequently sharp differences between hypothetical performance results and the actual results
subsequently achieved by any particular trading program. Hypothetical trading does not involve financial risk, and no
hypothetical trading record can completely account for the impact of financial risk in actual trading.