Other SortWizard References:
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Seminars
- The Basics:
Seminar #1 goes over the basic features and use of the SortWizard.
Click
here for the
text and reference links from a live chat room training seminar.
- Searching for Candlestick
patterns:
Seminar #2 focuses on finding a variety of patterns in a single
search.
Click
here for the
text and reference links from a live chat room training seminar.
- Using Candlesticks for trading:
A comprehensive set of informational guides sponsored by the
Candlestick Shop on trading with the use of candlesticks.
Click
here for the
text and reference links from a live chat room training seminar.
Submit
SortWizard™ Searches and Strategies*
Email Your
Strategies here:
- Open the search you
would like to submit in the SortWizard. Click in the search
display area to make it the active cell.
- Click on the Send mail"
envelop icon in the toolbar to open your default mail application.
- In the subject line, please type: "SW Criteria"
.
- Please
include
a detailed description of how you use the strategy.
- If you want to have your name, nickname, initials included with your search(es) please
specify.
Additional Searches and Strategies*
*
Click Here to
read use Disclaimer
These examples assume that
you have experience using the SortWizard. If you are a new
SortWizard user, we suggest you go to the Learning
Center first and
work through the tutorials for more detailed examples.
The search criterion and strategies below
have been submitted by traders who have been successfully using the SortWizard. We
would like to thank them all for sharing their ideas with us.
For the searches that have
STK files available for downloading, make sure you save the STK file into
the SortWizard folder. If you let the SortWizard install itself
without modifications, the default folder is c:\program files\neo inc\sortwizard.
Using Time elements.
For example you would like to use the High Time or
Low Time fields to set criteria for the time or the the High or Low.
Let's assume you would like to find
stock with the Low of the day prior to 9:40AM. In Add/Remove Fields you have to go
to the RT server (in Server field where it says SORTWIZARD now) and select
PRICES server, LIVEQUOTE table and STOCK_MM sub table. Move the Low
Time field over to the Selected Fields column. There are two ways to
do this:
Create a Limit: =HighTime < TIME(9,40,0)
OR
Create a Formula: HTime = HighTime
9:40 in decimal form is 9.76; 9.67/24 = .4029
Set the HTime field in Primary criteria to <.4029
Using the Tony Oz Scanner
with the SortWizard.
Learn how
to use RealTick symbols chains as the data source for you searches and
then add your own criteria and use other functions of the SortWizard.
Pre and Post market gap scans. For use with SortWizard Plus
version 2.1938 or higher.With
the you can easily set up this scan.
These scan take advantage
of the time of trade data to filter out trades that do not apply to the
reference time period. We
suggest you run the scan with Auto Search mode activated and set to a 1 min
search interval. Click on the links below to download the files.
Pre-market
gap up scan
Pre-market
gap down scan
Post-market
gap up and down scan This scan must be started prior
to 4:00PM EST to capture 4:00PM share volume
Trading Setups. Check out
26 setups and 12 scenarios a successful trader (Walter) scanned for using the SortWizard.
Trading a pullback
based on Dave Landry's Trading Lesson of the Week primer
for the 2/02 OnlineTrading Expo.
"Trading
pullbacks--pauses or temporary reversals in ongoing trends--can be a
low-risk, high-profit-potential strategy if approached properly. Here, we
(Dave Landry) will discuss how trends and pullbacks form, how to identify
good pullback candidates, and how to execute trades on these patterns. For
simplicity, we will frame our discussion in terms of uptrends, but the
concepts are equally applicable to downtrending markets."
Click
here to
read the details as to how use this strategy.
Click
here to
order Dave Landry's books.
The setup makes the
assumption that the "above the market" entry point is $0.25
above the previous day's high. The differential between the desired
entry point and current trading price is displayed in the "Entry
Diff" column. The entry point differential can be changed to
your specific entry point target by editing the the "EntryDiff"
formula.
In keeping with the write
up, the protective stop should be set at: "below the lowest bar of
the pullback" Therefore, the protective stop differential
"Pro Stop Diff" is set at the low of the previous day.
That column displays the difference between the current trading price and
the previous day's low. The protective stop differential can be changed to
your specific stop criteria by editing the the "ProStopDiff"
formula.
Click
here to
download the DL_Pullback Reversal STK file.
Submitted by Ticker:
Find stocks trading
at whole numbers and .5 for all the symbol results of a scan. With
the SortWizard Plus you can easily set up this scan.
This search creates a real-time
intraday updating list of symbols that are between -.1 and .1 of the whole
number or .5. The use of the ISNEW function brings the new entrants
to the top of the list so they can be isolated easily. The scan uses a
single combined OR and AND limit statement and the FRAC function to do all
the work.
Download
the sample and look in the Limits tab of the Search Parameter Setup
window to see how the OR/AND statement was set up. You can edit the
statement to tighten it up by replacing -.1 and .1 with -.05 and .05 or
-.02 and .02.
Submitted by Richard:
Determine the Pivot
Line, R1, R2, S1 and S2 for all the symbol results of a scan. With
the SortWizard Plus you can easily set up this scan.
This search creates the
pivot line and and associated pivots for the previous day. The pivot
line and points could be determined on a intraday basis by using the
intraday data fields.
The pivot formulas used are as
follows:
Pivot Line = (Hist Close + Hist High + Hist Low)/3
Pivot High1 = R1 = (2 * Pivot Line) - Hist Low
Pivot Low1= S1 = (2 * Pivot Line) - Hist High
Pivot High2 = R2 = Pivot Line - Hist Low + Hist High
Pivot Low2 = S2 = Pivot Line + Hist Low - Hist High
Download
the sample and look in the Formula tab of the Search Parameter Setup
window to see how each of the formulas were created. You will find
the formulas as named above at the top of the Selected Fields column to
the right. Just click on a formula and you will see the expression
used for that formula in the formula bar at the bottom of the window after
the f(x)=.
Submitted by
Toni:
Review for a number
of Moving Average Crossovers in a single scan. With
the SortWizard Plus you can easily set up this scan.
This is
one way you can do it. Open the default
template. In Search Parameters Setup, click on the Add/Remove Fields
tab. Select the SORTWIZARD server and TODAY table. In the
TODAY table you will find the list of Moving Averages (Mov Avg 5 and etc.).
Click on the Formulas tab
in the Search Parameters Setup. Click on the New Formula button to
create a formula with the FID named: "MA5vs10Cross". Create the
formula =MA_5/MA_10-1.
What this formula will do is return a "0" is the two MAs are
crossing, a "+" value when the MA5 is over the MA10 and a
"-" value when the MA5 is below the MA10.
Repeat the formula creation
process for all the other MAs as follows:
MA10vs20Cross (=MA_10/MA_20-1), MA20vs40Cross
(=MA_20/MA_40-1),
MA20vs50Cross (=MA_20/MA_50-1),
MA50vs100Cross (=MA_50/MA_100-1),
MA100vs200Cross (=MA_100/MA_200).
Click on the Formulas tab
in the Search Parameters Setup. Create a formula with the FID named:
"Max".
In the formula bar enter:
=.01 (1% above the
cross). Create another formula named "Min".
Enter: =-.01 (1% below
the cross). Using this method you can easily change the
percentages for all the MAs used in the formula below by changing only
those two numbers.
Click on the Limits
Tab. Here we are going to create a statement that will eliminate all
the symbols that do not have a cross that is + or - 1% for the
absolute intersection. To do that we create a conditional statement that
is made up of a combination of an "OR" and multiple
"AND" statements. Click on the New Limit button to create
the Limit. Enter this statement (must all be in the same limit
formula line):
=OR(AND(MA5vs10Cross>=Min,MA5vs10Cross<=Max),
AND(MA10vs20Cross>=Min,MA10vs20Cross<=Max),
AND(MA20vs40Cross>=Min,MA20vs40Cross<=Max),
AND(MA20vs50Cross>=Min,MA20vs50Cross<=Max),
AND(MA50vs100Cross>=Min,MA50vs100Cross<=Max),
AND(MA100vs200Cross>=Min,MA100vs200Cross<=Max))
Under Limits we want to add
a volume ratchet to eliminate stocks that are not liquid (trading on a
pace less than 400,000 shares during the trading day). To do that create
new limit and enter this formula: =ACVOL_1>6050+(MKTOPENRATIO()*396050)
In Primary Criteria tab,
add in Net Chg and Chg Open criteria of Outside .1 and -.1 to
eliminate stocks that haven't moved during the day.
Run the search. Now
you can toggle between the different MA columns by double clicking on the
column headings of each to see all symbols that are at MA crossovers
(0.00). You can also go to the Column Display Setup tab to change
the MA fields to display in colors (AutoColor) and change the precision to
eliminate extra zeros in the a MA columns.
Then you will get green results for + values and red for - values.
Click
here to download the MA Crossovers STK file.
Submitted by
Christine:
A fast way to look
at many Candlestick Patterns in a single scan.
The SortWizard Plus has
some great candlestick setups already programmed into its database.
Here is how how you can work them all at once. Open the default
template. In Search Parameters Setup, click on the Add/Remove Fields
tab. Select the SORTWIZARD server and TODAY table. In the
TODAY table you will find the list of Candlestick Patterns. Add all
those fields to the scan.
All the candlestick
patterns return results in the same way except the Doji. If the
conditions of the pattern are met, the result displayed will be "1" if
not, then a "0" is displayed. The trends used to determine the
difference between a Hammer and and Hangman are less that a week.
For longer term trends create moving average criteria in
"Limits" (some examples have already been created) like MA10>MA20 and
MA20>MA50 or High 5>High 30 and etc. A criteria for more
liquid stocks has also been added setting the Average 20 Day Volume >
250,000.
The Doji is a little
different because it can be used for multiple patterns. The result
displayed for a Doji is number between "1" and "0". In the case of the
Doji, a "1" is a perfect Doji, where the open = close. A "0" is a
Marubozu, where the open and close are at the high and low extremes of the
day. You use the "% Doji Range" (100% = at the high of the day, 0%=low) field to
determine the type of pattern you have.
Doji examples:
- A Spinning Top pattern
would have ".75" in the Doji column and 40 to 60% in the %Rng(day)
column.
- A perfect Dragonfly Doji
would have a "1" in the Doji column and 100% in the %Rng(day) column.
Once your scan has been
setup, run the search. All you need to do is "sort" one pattern
column at a time in descending order so the "1s" are at the top of the
list by double clicking on the column heading. Repeating that
process will display all the symbols at the top of the list that qualify
for the pattern selected.
The programming of the
patterns uses the most stringent textbook definitions to set the criteria
for qualification. Qualification under those criteria yields the
highest probability trade opportunities. Therefore, many fields
may return "0" or no results from day to day.
Click
here for a training seminar based on this search.
Click
here to download the Candlestick Patterns STK file.
If you want to look for candle patterns one
at a time without the real-time criteria, you can use this search. To
find the the pattern you want, select the pattern and set the criteria Equal
To = 1. You can see how that was done by looking the Search Criteria
Summary at the bottom of the Primary Criteria in Search Parameters Setup.
Click
here to download the Candlestick Patterns by type STK file.
A promotional sample
real-time intraday file from Jeff Cooper's book Hit
and Run Trading I .
All the strategies outlined in
the book can be created with the SortWizard
Plus. You can order the book at a discount by clicking on the link
above. Click
here to learn more about and purchase
the SortWizard add-on modules containing all the scans from this
and other books Jeff Cooper has written.
Click
here to download Hit and Run I "180 Long"
STK file.
Click here to download Hit and Run I
"180 Short"
STK file.
The strategies work as
follows:
For Longs:
- Two days prior to the
current trading day the stock must close in the bottom 25% of its
daily range. One day prior the stock must close in the top 25%
of its range. (note
how this is set up under the Limits tab in Search Parameters Setup)
- The stock's price must
close greater than both the 10 and 50 day moving averages the day
prior. (note
how this is set up under the Limits tab in Search Parameters Setup)
- In the current trading
day buy at .125 above the prior day's high. (note
"Entry Point" column)
- Set a protective stop at
one (1) point under the prior day's high. (note
"Pro Stop" column)
For Shorts:
- Two days prior to the
current trading day the stock must close in the top 25% of its daily
range. One day prior the stock must close in the bottom 25% of
its range. (note
how this is set up under the Limits tab in Search Parameters Setup)
- The stock's price must
close under both the 10 and 50 day moving averages the day
prior. (note
how this is set up under the Limits tab in Search Parameters Setup)
- In the current trading
day sell short at .125 under the prior day's low. (note
"Entry Point" column)
- Set a protective stop at
one (1) point under the prior day's high. (note
"Pro Stop" column)
Submitted by
Red Barron:
A generic sample
real-time intraday file to create scans for Tony Oz's book Stock
Trading Wizards and
others.
This
intraday scan and
all the other scans in the book are easy scans to create with the SortWizard
Plus. The sample detailed below contains all the elements needed to
create the scans and includes the use of features exclusive to the SortWizard.
If you already own the book, this scan will the provide basics
from which all the others can be derived. You can order the book by
clicking the link above or on the banner in the menu frame to the left. The
generic sample is setup as follows
From the SORTWIZARD
Server's TODAY table add the fields: Avg Vol 20, Hist Close and RSI
14
Open the Default scan from
"Template Files" then under the Primary Criteria tab in Search
Parameters Setup set Last Price, Net Chg, Chg Open, %Rng(day), Exch
Name, Avg Vol 20 and RSI as shown below (Search Criteria Summary window):
(DISP_NAME='ALL'), (TRDPRC_1 Between(5,100)),
(NETCHNG_1>.5), (CHG_OPEN>.5), (PCT_RNG_DAY>85%),
(EXCH_NAME={'ASE','NAS','NYS'}), (AvgVol_20>260500),
(RSI_14<75)
Under the Limits Tab
in Search Parameters Setup create the following
4 limits using the Hist Close, Open, Avg Vol 20 and Tot Vol fields.
The MKTOPENRATIO() performs the "Q" function.
- =OPEN_PRC<=ClosePr+2 (use Open,
Hist Close fields)
- =OPEN_PRC<=ClosePr*1.04 (use
Open, Hist Close fields)
- =ACVOL_1>AvgVol_20*MKTOPENRATIO()*1.5
(use Tot Vol, Avg Vol 20 fields)
- =ACVOL_1>10000+(MKTOPENRATIO()*240000)
(use Tot Vol field)
Note in the sample there is
a great function shown in the 4th column of the display of results titled "NS".
This is the New Stock column. It
will return a "1" when a new qualifying stock arrives in the
scan. If you set the Primary Sort of that column to Descending
(right click on the NS column heading to set it) then all the new arrivals
will be displayed at the top of the results list. Check out the
formula named "New Stock" to
see how it is created.
Check out Tutorials # 5 and
#6 in the Learning Center for more tips in the use of the SortWizard
Plus.
Sample STK
File
Submitted by
Ticker:
A Plus version
search for finding stocks breaking out of an interday channel: The
scan objective is to yield symbols that are just about to break out or
down from the 5 day channel. It uses the combination of a 10 and a 5
day channel compression in conjunction with on pace 10 day average volume
and a limit to trigger results that occur 0.1 below the 5 day high or 0.1
above the 5 day low. Use the New Symbol column to see the symbols
(displayed as a "1") that just entered the scan results.
There are a number of different channels and associated fields already written
into this scan so you can experiment
with your own alternatives. STK
File
A Descending Triangle is variant of a
channel. This
scan uses Limits to narrow down the triangle over a 20 day time
line. The Days in a Trend fields are used to determine how those stocks
are trending with respect to lower highs and higher lows looking to find
those stocks at the "point" of the triangle. Nice
long and short moves generally occur at the that inflection point. STK
file
Submitted by
NorCalTrader:
Searches for finding stocks with
upside potential:
Symbol='????', Trd Price Between(6,10),
Vol>1000000, 52High>20, %Rng(day)>75, Exchange='NAS
STK File
*
Symbol='????', %Gap Between(0,10), Trd
Price Between(6,300), %NetChgPrev>10, Vol>100000, %Rng(day)>75, Exchange='NAS' STK File
*
Symbol='????',Trd Price Between(6,300),
Vol>300000, Exchange='NAS', %Gap Between(0,10), % NetChgPrev Between(5,10),
%Rng(day)>85 STK
File *
A bottomfishing search:
Symbol='????',Trd Price Between(6,50),
Vol>300000, Exchange='NAS', %Gap>0,% NetChgPrev>5, %Rng(52wk)<20,
%Rng(day)>80 STK
File
*
Submitted by
Kewldmd:
Search for finding stocks with
morning gap up potential: Start
running the clear and search after about 3:30 - 3:40 EST. Sort % Rng (day)
descending.
Symbol=<ALL>,Trd Price Between(10,100),
Vol>605000, Exchange='NAS', %Rng(day)>95
STK File
*
Search for finding a Doji
candlestick pattern: Run
the clear and search throughout the day. Toggle the % Rng (day) sort in ascending
and descending order to search for short and long candidates. You could add a volume
criteria if you like as well.
Symbol=<ALL>,Trd
PriceBetween(2,50),
Exchange='NAS', Rng(day)>.5,
%Rng(day)>40<60, Chg Open Between(.1,-.1) STK
File *
Search for finding stocks with huge
trading day range for intraday scalps:
Symbol=<ALL>,Trd Price
Between(20,70),
Vol>100000, Exchange='NAS' Rng(day)>2 STK File
*
Submitted by
Clayleas:
High Break-out: Catches stocks trading near their 52 week
high that are ready to break out.
Symbol=<ALL>,
Trd Price Between(5,25), Vol>100000, Exchange=<ALL>, <Auto Clear
Search every 3 Min>, %Rng(day)>85, %Rng(52wk)>95
STK File
*
Submitted by _ig_:
Search for Active Highs:
Symbol=<ALL>, Vol>1000000, Trd
Price Between(5,30), #Trds>100, Exchange='NAS', RngD>1, %RngD>95
STK File
*
Turnaround
EarlyBird:
Symbol=<ALL>,Vol>20000, Trd Price Between(.05,2.5),
#Trds>20, Bid>0, Exchange=<ALL>, RngD>.05, %RngD>100, %Chg Open>1, %
NetChgPrev>1,Spread<.1 STK
File *
Submitted by Radar Love:
Pre-lunch search
for movers for a hold until the close: Run
the SW at 11:30-12:00 EST or before. This should yield about 5 to 10 stocks up more than
$2 on the day with more than 1 million shares traded. You can also use the same STK but
with Net Chg Prev set to -2 and compare the number of symbol moving in
each direction to judge the market
direction. Purchase stocks you like from the list. Start selling stocks about 15:45 to allow enough
time to close out all the positions before the close.
Symbol=<ALL>, Trd Price
Between(20,100), Net Chg Prev>2<-2, Bid>0, Vol>1000000, Exchange='NAS STK File
*
More searches to
setup and try.
Bottomfisher2080
This search finds mid-priced stocks doing well today
that are well off their 52week highs.
"Symbol='????', Trd Price Between(6,50), Vol>300000, Exchange='NAS', Bid>0
%Gap>0,% NetChgPrev>5,%Rng(52wk)<20,%Rng(day)>80"
NYSE97pct
This
search finds high vol marginable stocks on NYSE that are doing very well today. "Symbol=<ALL>,Trd Price
Between(6,300), Vol>1000000, Bid>0, Exchange='NYS' %Rng(day)>97"
NAZ92pct
This
search finds high vol marginable stocks on Nasdaq that are doing very well today. "Symbol='????', Trd Price
Between(6,300), Vol>1000000, Bid>0, Exchange='NAS' %Rng(day)>92"
BasketUp5 This
search finds a basket of stocks up 5 points. Strategy calls for buying 100 shares of each
at noon EST and selling EoD. Optional: Short QQQ in equal dollar amount to reduce overall
market risk exposure. Use BasketUp or BasketDown depending on which gives more issues.
"Symbol='????', Trd Price
Between(50,200), Vol>1000000, Net Chg Prev>5, Bid>0, Exchange='NAS';
BasketDown5 This
search finds a basket of stocks down 5 points. Strategy calls for shorting 100 shares of
each at noon EST and buying back EoD. Optional: Buy QQQ in equal dollar amount to reduce
overall market risk exposure. Use BasketUp or BasketDown depending on which gives more
issues. "Symbol='????', Trd
Price Between(50,200), Vol>1000000, Net Chg Prev<-5, Bid>0,
Exchange='NAS'")
gapNsnap
This
search finds mid-priced stocks that gapped up on overnight order fills, and are then going
higher after retracement. Strategy is to run at 7:00 EST. "Symbol='????',Trd Price Between(6,100),
Vol>100000, Exchange='NAS',Bid>0 %Gap>3,%Rng(day)>95")
Wild10s
This
search finds stocks under $10 that are up strongly today. "Symbol='????',Trd Price Between(1,10), Vol>100000,
Bid>0, Exchange='NAS', % NetChgPrev>16"
Uppity5s
This
search finds stocks under $5 that are at the top of their range today and relative to last
52wks. "Symbol='????',Trd
Price Between(0,5), Vol>100000, Bid>0,Exchange='NAS'
%Rng(52wk)>90,%Rng(day)>90"
10were20
This
search finds marginable stocks under $10 that were 20 or more in last 52 weeks, and may be
turning around for recovery.
"Symbol='????',Trd Price Between(6,10), Vol>1000000, 52High>20, Bid>0,
Exchange='NAS' %Rng(day)>75".
Lower30s
This
search finds stocks that may be suitable for shorting, as they are in low range for day,
with large point range and down from close. "Symbol=<ALL>,Trd Price
Between(0,300),Vol>1,Bid>0,Exchange='NYS' Chg
Open<0,%Rng(day)<30,Rng(day)>5"
Disclaimer
The trading
setups and strategies
are intended for educational purposes and only for demonstrating SortWizard usage. Those
who act in accordance with the contents and suggestions of this document or any
other references linked to or from this page are acting on
their own. Each user of the setups is entirely responsible for his or her own actions, if
any.
The user understands there could be
errors in the setups and in the SortWizard software
that could produce erroneous results.
The use of any of the supplied information, files, strategies,
software, and etal supplied to
you from anywhere in this web site, materials supplied to you from any other source and/or
your reading of this document constitutes that you are in agreement with this disclaimer
and exempts the author(s), IPS Technologies, Inc., and Neo Inc. from any
liability or
from any litigation under any circumstances. If you do not agree with this disclaimer, it is
the user's/reader's responsibility
to refrain from taking action on anything detailed within this or any other document(s)
referred to.
