StockFusion StudioStockFusion StudioTrading Advisor Expert SystemTrading Advisor Expert System

Boris G. Zinchenko, Ph.D.Boris G. Zinchenko, Ph.D. www.stockfusion.netwww.stockfusion.net

Aura Forecast EngineAura Forecast Engine

Expert Expert SystemSystem

ARIMA ARIMA Exponential Fit Exponential Fit

Markov Automaton Markov Automaton Logarithmic Fit Logarithmic Fit

Logistic Fit Logistic Fit Square Fit Square Fit

Square Root Fit Square Root Fit Stepwise RegressionStepwise Regression

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DataData

ForecastsForecasts CriteriaCriteria

Correlation Radius Correlation Radius Cumulative Gain Cumulative Gain

Fractal Dimension Fractal Dimension Friedman Friedman

Hurst Coefficient Hurst Coefficient Kruskal-Wallis Kruskal-Wallis

Absolute Difference Absolute Difference Shannon Probability Shannon Probability

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IndicatorsIndicators FXS Adaptive MA FXS Adaptive MA Hilbert Phasor Components Hilbert Phasor Components

Kaufman Adaptive MAKaufman Adaptive MAMESA Adaptive MAMESA Adaptive MA

Parabolic SARParabolic SARTEMA StochasticTEMA Stochastic

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Equis MetaStock® Equis MetaStock® Yahoo FinanceYahoo Finance

CSV text worksheetsCSV text worksheetsTeleChart 2008 TeleChart 2008

Microsoft Access® Microsoft Access® Microsoft SQL ServerMicrosoft SQL Server

Oracle 10i. Oracle 10i. more..more..

StockFusion LogonStockFusion Logon

Secure subscription through PayPalSecure subscription through PayPal Instant connection with easy cancellationInstant connection with easy cancellation Immediate technical support on all issuesImmediate technical support on all issues

Fill logon and password Fill logon and password exactly as received from exactly as received from PayPal subscription PayPal subscription service. Both are case service. Both are case sensitive and without sensitive and without white spaces. Use white spaces. Use “Remember me” option “Remember me” option to store logon for future.to store logon for future.

StockFusion HomeStockFusion Home

Use quick start sequence for jump startUse quick start sequence for jump start Watch resource lists for system capabilitiesWatch resource lists for system capabilities Use Vista style ribbon bar for navigation Use Vista style ribbon bar for navigation

All functions are All functions are available through available through vivid context vivid context specific ribbons to specific ribbons to comply with latest comply with latest Microsoft® Microsoft® usability guides. usability guides. Watch live hints at Watch live hints at each button to each button to discover its discover its functions.functions.

Data ProvidersData Providers

Home & Basics > Select ProviderHome & Basics > Select Provider Highlight desired provider and click [Next]Highlight desired provider and click [Next]

• MS Access®MS Access®• CVS TextCVS Text• Metastock®Metastock®• Quotes PlusQuotes Plus• TeleChart®TeleChart®• Yahoo FinanceYahoo Finance• SQL ServerSQL Server• Oracle 10iOracle 10imore to come…more to come…

Data SourceData Source

Some providers allow to extent list of data Some providers allow to extent list of data sources. Hit sources. Hit [Open][Open] to navigate for data and to navigate for data and display them in list display them in list

Each provider Each provider offers own data offers own data sources. Select sources. Select from the list and from the list and click [Next] to click [Next] to open one open one required. Symbol required. Symbol list will fill with list will fill with selected data and selected data and show up show up automatically.automatically.

Data ManagerData ManagerData manager view Data manager view lists in one table all lists in one table all symbols available symbols available with current with current provider. It offers provider. It offers quick overview of quick overview of summary values summary values and data update and data update status.status.

Home > View > DataHome > View > Data

Historical Data TableHistorical Data Table

Home > View > HistoryHome > View > History

This table shows This table shows all available price all available price history for a given history for a given symbol. Data can symbol. Data can exported to exported to Microsoft® Excel, Microsoft® Excel, Word, Text CSV Word, Text CSV and a Web pageand a Web page

Chart BasicsChart Basics

Use Use [Indicator][Indicator] group to add chart analysis group to add chart analysis Use Use [Scale][Scale] group to adjust resolution group to adjust resolution

All chart All chart settings are settings are automatically automatically stored in a stored in a workspace for workspace for each symbol each symbol and loaded on and loaded on next use.next use.

Technical IndicatorsTechnical Indicators Chart & Indicators > Indicator [group]Chart & Indicators > Indicator [group] Four available chart areasFour available chart areas Select chart area from list Select chart area from list [Window][Window] Select indicator from list Select indicator from list [Available][Available] Click button Click button [Add][Add] next to list next to list Indicator will show on chartIndicator will show on chart List List [Active][Active] gives shown indicators gives shown indicators Hit Hit [Remove][Remove] to delete selected to delete selected Hit Hit [Clear][Clear] to erase all indicators to erase all indicators

Expert SystemExpert System

Chart & Indicators > Advisor [group]Chart & Indicators > Advisor [group] Expert Advisor buttonExpert Advisor button After advisor completes calculations there After advisor completes calculations there

appears dialog with best strategy adviseappears dialog with best strategy advise Trade advises appear on chart immediately Trade advises appear on chart immediately

In certain situations expert In certain situations expert system cannot reliably system cannot reliably decide on the best strategy decide on the best strategy for given symbol. In this for given symbol. In this case there will be case there will be corresponding message. corresponding message. Trader then can rely on Trader then can rely on manual choice based on manual choice based on backtesting results.backtesting results.

Performance ReportPerformance Report

Chart > View > PerformanceChart > View > Performance

All key measures All key measures of backtesting of backtesting performance over performance over all symbol all symbol history including history including trading trading commissions commissions trade signal trade signal trigger trigger adjustmentsadjustments

Trade HistoryTrade History

Chart > View > TradesChart > View > Trades

Detailed list of Detailed list of trades simulated trades simulated by selected by selected strategy over the strategy over the whole symbol whole symbol history including history including individual profit individual profit and positionsand positions

Portfolio OptimizerPortfolio Optimizer Home > Symbol > Lookup [pick one]Home > Symbol > Lookup [pick one] Home > Symbol > Add to FavoritesHome > Symbol > Add to Favorites Repeat for all symbols of interestRepeat for all symbols of interest Home > View > Radar > CalculateHome > View > Radar > Calculate Watch expert results for each symbolWatch expert results for each symbol

Best trading strategyBest trading strategy ForecastForecast Expected changeExpected change

Home > View > RadarHome > View > Radar

© 2008 Boris Zinchenko© 2008 Boris ZinchenkoThis presentation is for informational purposes only. WE MAKE NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.This presentation is for informational purposes only. WE MAKE NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.

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