Forecaster

Core Features

• Portfolio Management
  Tooling to adjust and manage personal portfolios based on economic cycles and projections.
• Market Data
  Real-time and historical data for over 150,000 instruments including stocks and forex.
• Watchlist
  'Favorites' feature allows users to keep track of important updates for selected assets.
• Charting Tools
  Advanced charts with overlays for seasonality, fair value, and proprietary technical indicators.
• Stock Screener
  Quantum Screener scans global markets to find opportunities based on specific criteria.
• Order Control
  Tools to manage, modify, and cancel buy or sell orders efficiently on the trading platform.
• Order Execution
  Automated system to process buy/sell orders directly via the broker and stock exchange.

Order Execution

• Limit Order
  An order to buy/sell at a specific price or better, ensuring price control but not guaranteed execution.
• Market Order
  Buy/sell immediately at the current market price, ensuring execution but no price control.
• Stop (Loss) Order
  Automatically sells stock when it drops to a pre-set price to minimize losses.
• Stop Limit Orders
  Combines a stop-loss order with a limit order to sell/buy once a set price is triggered.
• Trailing Stop Order
  Automatically adjusts stop price as the market price moves in favor of the position.

Research and Analysis

• Sentiment Analysis
  The 'Market Mood Indicator' gauges investor emotions from Extreme Fear to FOMO.
• Analyst Ratings
  Curated news section and AI summaries highlight analyst perspectives and price movements.
• Multi-Timeframe Analysis
  Analysis of instruments over periods ranging from 1 month to 30 years.
• Advanced Order Flow Analysis
  Tracks and analyzes buying and selling activity across the market.

Technical Analysis

• Smart drawing tools
  Features specialized pattern-matching and Projection tools to map future price paths.
• Trendlines
  Technical analysis tools include trend tracking and automated projection scenarios.
• Technical Indicators
  Includes proprietary tools like Advanced DPO, Wyckoff, and Hull Moving Average Speed.
• Automated Technical Patterns Detection
  Projection engine automatically detects and matches historical technical patterns.
• Custom Indicators
  Create and apply personalized technical indicators for unique trading strategies.

Fundamental Analysis

• Balance Sheet
  Access to company assets, liabilities, and equity for deep fundamental analysis.
• Income Statement
  Provides detailed net income, revenue trends, and profit/loss data for financial modeling.
• Industry Analysis
  Allows ranking and filtering of specific segments to identify undervalued industry opportunities.
• Financial Ratios
  Access to P/E, ROE, Debt/Equity, and other key fundamental metrics for stock valuation.
• Cash Flow Statements
  Analysis includes evaluating future cash flows and assessing financial sustainability.
• Earnings Forecasts
  Forecasts future cash flows and earnings expectations using DCF and average fair value models.
• Company Valuation Models
  Uses DCF, Peter Lynch method, and Economic Value Added (EVA) to calculate intrinsic fair value.

Backtesting and Optimization

• Historical Data Simulation
  Pattern-matching engine scans decades of past data to simulate likely future scenarios.
• Strategy Tester
  Statistics page allows testing seasonal trends and pattern success rates over historical data.
• Strategy Optimization
  Users can refine their approach by combining seasonality with COT reports and fundamentals.
• Paper Trading
  Practice trading without risking real capital using simulated environments.
• Monte Carlo Simulation
  Uses probabilistic models to forecast trading outcomes in uncertain conditions.

Risk Management

• Performance Analytics
  Statistics on success rates and average returns for seasonal patterns and historical projections.
• Risk Calculator
  Gauges bankruptcy risk and financial health using models like Z-Score and F-Score.
• Diversification Analysis
  Analysis tools for index and sector composition to help users diversify based on fair value.
• Position Sizing Calculator
  Determines the appropriate trade size based on risk tolerance and market conditions.
• Stop-Loss Automation
  Automatically implements stop-loss rules to limit potential trading losses.
• Maximum Drawdown Analysis
  Measures the largest peak-to-trough decline in a portfolio's value.

Trading Options

• Swing Trading
  Specifically optimized for swing traders using seasonal patterns and multi-layered analysis.
• Intraday Trading
  Data refreshes throughout the day to support short-term decision-making.
• Algorithm Trading
  Uses AI-driven pattern-matching engines (Projection) to automate historical analysis for users.
• Futures Trading
  Analysis of futures markets via the Commitment of Traders (COT) report insights.
• Forex Trading
  Comprehensive analysis tools for major and minor currency pairs including seasonality.
• Crypto Trading
  Provides data and forecasting for various cryptocurrencies within the terminal.
• Rotational Trading
  Sectors and Rankings tools help identify which market segments are rotating into undervalued areas.
• Paper Trading
  Practice trading without risking real capital using simulated environments.
• Options Trading
  Allows the buying/selling of call and put options for speculative or hedging purposes.
• Automatic Trading
  Uses automated systems to execute trades according to predefined criteria.
• Derivative Trading
  Trade derivatives like options, futures, and swaps based on underlying assets.
• Spread Trading
  Speculative trading of the price difference between two assets.

Reporting & Analytics

• Dashboards
  Centralized AI Agent dashboard providing a one-stop hub for global macro and stock intelligence.
• Portfolio Tracking
  Real-time metrics to monitor position performance and manage holdings with data-backed insights.
• Risk Analytics
  Financial scoring models (Beneish M-Score) identify potential earnings manipulation and risk.
• Customizable Reports
  Tailored reports to analyze performance, tax implications, or investment behavior.
• Trade Performance Attribution
  Breaks down the source of trading gains or losses for better analysis.

Account Management

• User Access Management
  Standard account registration and subscription-based access controls for individual users.
• Customizable User Interface
  User-friendly interface designed for easy navigation with simple search and menu panels.
• Multi-Factor Authentication (MFA)
  Adds a second layer of security to protect accounts from unauthorized access.
• Account Summary Reports
  Provides detailed summaries of account balances, holdings, and transactions.
• Audit Trail
  Tracks and logs user activity to maintain compliance and security.

Integrations

• Multi-Language Support
  The platform is available in over 20 translations to cater to a global user base.
• Market Data Integration
  Integrates vast amounts of financial data for over 150k instruments into a single terminal.
• Cloud Data Integration
  Browser-based 'software as a service' that syncs account settings across all devices.
• Brokerage Integration
  Connects to brokerage accounts for seamless trading and order execution.
• Third Party Integration
  Supports tools like research platforms, analytics software, and financial news services.
• Social Media Integration
  Connects with social platforms to track sentiment, discussions, and trends.
• API Integration
  Connects with external APIs for custom trading, data feeds, or system automation.

Alerts & Notifications

• Real-Time Market Updates
  Refreshes data regularly throughout the trading day for up-to-date analysis.
• News Alert
  Curated news section provides articles on strategic partnerships and analyst views.
• Price Alert
  Notifies users when stock prices reach a specific target or threshold.
• Volume Alerts
  Signals abnormal trading volume, indicating potential market movements.
• Push Notifications
  Sends updates directly to mobile devices for timely decisions.
• Sentiment Alerts
  Notifies users of changes in market sentiment based on social or news analysis.