Who is Holly?

Our Virtual Trade Assistant Holly AI is designed to provide real-time stock suggestions to our premium clients.

Our AI learns from the past and approaches every new day with non-emotional precision. With over 60 carefully curated algorithms in her portfolio, she is a skilled and versatile trader to follow.

Holly's trading signals include entry prices, stops, and targets. You can see her trades as she enters and exits them as well as her success rate.

There are usually between 5 to 25 trades in total per day. Holly is an intraday trader and does not hold positions overnight.

Holly only trades her own algorithms and they are not customizable.

David of Trade Ideas at Equities TV:

What Holly Does

Holly backtests all her over 60 strategies every night. Thereafter, she goes through each strategy one by one and optimizes it. If she, for example, finds that stocks over $20 perform inadequately in a particular strategy, she will remove this price range and run another test to check if the performance has improved.

Holly will repeat the same process with all other parameters until the strategy performs optimally in the backtest. A process that would take a human many days, is performed by Holly over the course of a few hours at night.

After this extensive backtest and optimization process, Holly will analyze what the overall markets are doing.

At the end of the night, she will select only the strategies with the highest statistical chance to deliver profitable trades for the upcoming trading day. These are the strategies that you will find in the AI/Holly Strategy Window in the mornings. On average, Holly enters between 5 and 25 trades per day based on various strategies.

CMT Michael of Trade Ideas at the University of Toronto:

Holly's Strategies

The over 60 strategies our AI employs are described below. The parameters are proprietary and cannot be customized.

The 5 Day Bounce

The trigger for this alert has to cross above resistance while also making a 60 minute high on stocks that are trying to bounce from the lows of their 5-day range. The max price of stocks will be $20. The strategy looks to go long on an oversold reversal strategy. Consult the main AI window for this strategies’ target, hold time and stop type.

Alpha Predators

This strategy looks for momentum stocks under 20 dollars to buy on a pullback trigger as the event to go long. These stocks will be green on many time frames from 5-day to 5 minutes. There are numerous filters looking at moving averages and changes in price over the last hour. We need at least 1 consecutive green candle coming in on the current day. Consult the main AI window for this strategies’ target, hold time and stop type.

Bon Shorty (Short)

A short-selling strategy that looks to jump on momentum. The trigger is a breakdown of resistance as defined by Trade Ideas data for stocks between 15 and 85 dollars. The stock must be down from the previous day. The S&P 500 cannot be up very much in the last 5 minutes. Consult the main AI window for this strategies’ target, hold time and stop type.

Breakout

This long strategy uses the crossing above resistance as the entry event. On higher than normal relative volume, the stock must be between $10 and $150 with at least 125k shares being already traded today. Additionally, the stock will be above the midpoint of the previous day’s range. This strategy ensures that the leading market indicator used has not moved more than 0.5% in either direction over the past 30 minutes. Consult the main AI window for this strategies’ target, hold time and stop type.

Bullish Pullback

Looks for strong stocks pulling back 25% to create the entry trigger. These stocks will include a max price of 100 in the scan and a minimum of 20 dollars (where “Strong Stocks Pulling Back” left off). Consult the main AI window for this strategies’ target, hold time and stop type.

Bullish Trend Change

The strategy is triggered, when stocks over $20 are crossing above resistance with a 60 minute high. Consult the main AI window for this strategies’ target, hold time and stop type.

Buyers Stepping

In A strategy that uses our Fibonacci pullback as the trigger to go long. This is a pullback entry concept. Stocks from 50 cents to 30 dollars will show up on this alert. The pullback entry will be on a stock that is already up nicely on the day and the S&P 500 has to be positive for the day. Consult the main AI window for this strategies’ target, hold time and stop type.

Close to a Cross

This strategy triggers when a stock has a strong intraday move and a very short-term proprietary moving average crosses the 50-Day SMA. These moving average crossovers are followed closely by institutions which can cause huge buying pressure after the alert.

The Continuation

Stocks between 50 cents and 50 dollars make up this strategy. The trigger is a new 30 minute high if the stock had 2 consecutive up days coming into the present day. Thus the name “continuation”. The daily range for this candle will be a wide range above normal. Consult the main AI window for this strategies’ target, hold time and stop type.

Count de Monet

Looks for stocks to go long that are making a resistance breakout to a 5-Day High area. This strategy is focused on stocks under $40 with small to medium-sized float. The S&P 500 needs to have a green 5-minute candle. Consult the main AI window for this strategies’ target, hold time and stop type.

Cuts Like a Knife (Short)

Another short-selling strategy that looks for a breakdown of support (as defined by Trade Ideas data). The trigger to go short is Crossed below Support on stocks up to 100 dollars. The earnings filter is turned on to play stocks that just had earnings in the last day to look for downward momentum to ride from the earnings news. Consult the main AI window for this strategies’ target, hold time and stop type.

Downward Dog (Short)

This is simply a breakdown of a channel (as defined by Trade Ideas data). A short-selling momentum strategy that looks for stocks under 50 dollars. Consult the main AI window for this strategies’ target, hold time and stop type.

Downward Momentum (Short)

A short-selling strategy that looks to pile on the selling. A downward break of the opening 30-minute range is the trigger to go short here. The price of this strategy will focus on stocks between 20 and 100 dollars and the S&P has to be negative in the last 15 minutes. This strategy also looks at a long-term filter to ensure the stock is in a daily downtrend. Consult the main AI window for this strategies’ target, hold time and stop type.

Early Bird

Stocks under $20 that are crossing above an algorithmic resistance level on slightly higher than normal 5-minute volume. The volume today is currently under 1m shares. Ranges for the 10 day, 120 minute and 15 minutes are capped so as it catch the move early. Consult the main AI window for this strategies’ target, hold time and stop type.

Float On

Stocks from 1 to 100 that are crossing above short-term resistance is the trigger for this long side strategy. There are numerous filters for moving average relative strength and only scans for low float stocks under 20 million shares. Market filters also ensure that the S&P 500 is showing strength on the day and in short-term time frames. Consult the main AI window for this strategies’ target, hold time and stop type.

Got Dough Wants to Go

This strategy will focus on large float stocks, mid-high cap stocks that are showing momentum on the daily and the intraday charts. The S&P 500 needs to be positive on the day. The trigger to go long this strategy comes from the 30-minute high event. Consult the main AI window for this strategies’ target, hold time and stop type.

Horseshoe Down

Looks for a gap down in price with an attempt to come back up and fill a portion of the gap. The alert triggers to go short if the price moves back below the prior low of the gap opening. The exact opposite of “Horseshoe Up” Consult the main AI window for this strategies’ target, hold time and stop type.

Horseshoe Up

Looks for a gap up in price with an attempt to come back down and fill a portion of the gap. The alert triggers to go long if the price moves back above the prior high of the gap opening. Consult the main AI window for this strategies’ target, hold time and stop type.

Knocking On Resistance (Short)

A short strategy that looks to fade the upward movement of stocks under 20 dollars using a breakout of the opening range but right into a level of resistance (R1) as defined by Trade Ideas technology. Consult the main AI window for this strategies’ target, hold time and stop type.

Little Big Guy

This strategy focuses on stocks under 8 dollars. The trigger is a minimum 5 hour level of resistance. This strategy has market filters that look at the S&P 500 to make sure it is not too negative on the day. Consult the main AI window for this strategies’ target, hold time and stop type.

Looking for a Bounce

Here the A.I. is looking for a 30-minute opening range breakdown at a certain level of support that will look to bounce off support and go long based on the filters used here. The max price for this strategy is 20 dollar stocks. Consult the main AI window for this strategies’ target, hold time and stop type.

Mighty Mouse

Stocks from 50 cents to 5 dollars that are crossing above resistance as defined by Trade Ideas data is the idea behind this strategy. The stock must be up compared to yesterday and wait 15 minutes before this event triggers. The name Mighty Mouse suggests stocks under 5 dollars that are showing upward opportunities early in the day. Consult the main AI window for this strategies’ target, hold time and stop type.

Nice Chart

Numerous filters make up this long strategy. The trigger is a New High above yesterday’s high but with many more filters looking at market strength, moving averages, and RSI in the short term. The max price for this strategy is 80 dollars. Consult the main AI window for this strategies’ target, hold time and stop type.

Nickelback

Nickelback is basically the same concept as “Quarterback” but only monitors a symbol list of stocks that trade in 5 cent increments in hopes of making a better spread on entry and exit. A pullback of 25% is still needed for the entry trigger. Consult the main AI window for this strategies’ target, hold time and stop type.

No Fear Short Here (Short)

The trigger of this is a locked or crossed market (bid and offer are the same or even crossed). A short-selling strategy that looks at Nasdaq and S&P market filters and downward momentum to trigger a short selling opportunity. The price window for this short momentum strategy is 50 cents to 8-0 dollars. Consult the main AI window for this strategies’ target, hold time and stop type.

Not a Double Bottom (Short)

The trigger for this short sell alert is what appears to be a double bottom but breaks down thru support. Stocks from 10 to 100 dollars make up this strategy and the change is 1 minute period is a significant down move. Market filters do not allow for the S&P 500 to be up too much in the last 15 minutes. Consult the main AI window for this strategies’ target, hold time and stop type.

On Support

This is very similar to the “Looking for a Bounce” strategy as it is looking for a breakdown in the opening 30-minute range. However, this strategy looks at only stock above 20 dollars that are bouncing off support as defined by the filters used. Consult the main AI window for this strategies’ target, hold time and stop type.

Power Hour Long

Looks to buy strong stocks relative to the previous day and only in the last hour of the day. The S&P 500 must be up in the last 10 minutes as a market filter. Consult the main AI window for this strategies’ target, hold time and stop type.

Power Hour Short (Short)

Looks to short weak stocks relative to the previous day and only in the last hour of the day. The S&P 500 must be down in the last 10 minutes as a market filter. Consult the main AI window for this strategies’ target, hold time and stop type.

Pushing Through Resistance

The signal is triggered by a 30-minute opening range breakout to go long. This strategy is set to wait for around 40 minutes after the open before any alert would trigger. There needs to be positive movement in the trailing 15 minute period as well. Consult the main AI window for this strategies’ target, hold time and stop type.

Putting on the Brakes

Similar to “Knocking on Resistance” but for stocks above 20 dollars and more filters to ensure the 5-day range is not too strong. The 30-minute relative weakness in the S&P 500 is also considered. Consult the main AI window for this strategies’ target, hold time and stop type.

Quarterback

Looks for strong stocks that had a significant move upward then pulls back 25% for the entry trigger. Stock prices will be 5 to 100 dollars and relative volume needs to be above normal. The A.I. has added many RSI filters and the stock must be up from yesterday’s close. Consult the main AI window for this strategies’ target, hold time and stop type.

Selling Strength (Short)

This is similar to “Topping Formation” but for stocks above 20 dollars. Market filters require the S&P 500 to not be positive. Consult the main AI window for this strategies’ target, hold time and stop type.

Slippery Slope (Short)

This short selling strategy uses a new 5 minute low as the entry trigger. Stocks between the price of 50 and 200 are monitored for weakness relative to the prior day and also the 10-day and 1-year range with negative momentum coming into the current trading day. Consult the main AI window for this strategies’ target, hold time and stop type.

Staggering Volume

This one is looking for stocks making new highs that are off the chart in terms of relative volume, 5-minute volume, and 1-minute volume. There is a short squeeze component as well using the “days to cover” filter. “Position in Range” filters under 60-minute time frames are also used here. These stocks will be fast movers in general. Stocks above and under 5 dollars are in play with this strategy.

Strong Stock Pulling Back

This strategy is triggered by a 25% pullback from highs on stocks that are showing strong volume and price movement relative to the S&P 500 even on a weak day. Stocks under 20 dollars only in this strategy. Consult the main AI window for this strategies’ target, hold time and stop type.

Sunrise Mover

This strategy is set to be active after only 5 minutes into the day and stops being active 45 minutes after the bell. Stocks between 3 and 80 dollars are scanned for a break above short-term resistance as the trigger to go long if the S&P 500 is positive. There are numerous filters added by the A.I. looking at moving average relative strength across the board. Consult the main AI window for this strategies’ target, hold time and stop type.

Tailwind

This long strategy uses a pullback in price to trigger the entry. Stocks that have a complex setup of moving averages and are positive across the board on those moving average and volume filters are considered. The max price of this strategy is 60 dollars. Consult the main AI window for this strategies’ target, hold time and stop type.

Topping Formation (Short)

This is a short-selling strategy that looks to fade an overbought situation with a new 5 day high being the trigger to go short. The price window will be stocks between 10 and 20 dollars. Market filters require the S&P 500 to not be positive. Consult the main AI window for this strategies’ target, hold time and stop type.

Trend Play

Uses a proprietary moving average ribbon to identify when a stock is in a strong trend. For this play to trigger both on the daily and intraday charts need to be aligned with the same trend using the same metric. This makes stocks interesting to long-term players which will in a lot of cases push the price for shorter-term players.

Trend Play Short (Short)

Same as the Trend play (see above). But this strategy is looking for downtrends that can trigger a short sell signal.

The Vault

A long strategy that looks for oversold conditions in stocks between 9 and 30 dollars. The current price is likely near the low of the 10-day range. The event is triggered by crossing back thru yesterday’s resistance. This strategy has many additional filters; too many to list here.

Volume Doesn't Lie

This strategy looks for stocks that are up at least 4% and doing at least 2 times normal volume. The volume is the trigger and the theory is that the price action will continue in the same direction as the gap. This was originally designed for multi-day holds, but was reconfigured for Holly (so keep that in mind). Consult the main AI window for this strategies’ target, hold time and stop type.

Wake Up Call

This strategy looks for stocks to buy under 20 dollars making new highs with low float size. There are numerous filters for intraday moving averages and price action filters in the last 15-30 minutes that the A.I. has added. The stock needs to be up a bit in the last 5 minutes before it triggers as well. Consult the main AI window for this strategies’ target, hold time and stop type.

Yesterday Hammer Today Strength

This is searching for your textbook hammer candle to have happened yesterday. This pattern shows sellers being rejected after trying to push the price lower. The alert triggers after a stock has shown strength in the current trading day and has pushed through resistance.

Engulfing

This watches the current day's action to see if a possible engulfing candle is forming (today's low lower than yesterday's and today's high higher than yesterday's). This looks to trigger after both sides of that equation are made and we are showing some intraday strength.

AVWAP Bounce

The strategy uses a multi-day Vwap to find stocks that are not only bouncing off today's VWAP but yesterday's as well.

The Guiding Hand (Long)

Both of these are looking at the same thing just reversed. We are looking at stocks that are gapping and the basing sideways looking for a short-term moving average to catch up to price and push it higher.

Balloon Under Water/The Anvil (Short)

These are revisions to the mean algos that are looking for stocks that have drifted away from what our algos are looking at for “fair value”. It looks to take the other side of the move after momentum has shifted.

The Guiding Hand (Short)

Both of these are looking at the same thing just reversed. We are looking at stocks that are gapping and the basing sideways looking for a short-term moving average to catch up to price and push it higher.

Bon Shorty 2.0

The original user-generated AI algorithm is back. Just like Holly grails version, this is looking for a stock that was weak yesterday selling off today. Also known as a second-day play.

Pushing The Spring

This looks for a tight consolidation on the daily chart and a breakout the following day.

Pulling The Arrow Back

Looking at yesterday's trading we are looking for sellers failing to keep prices low yesterday causing a late-day bounce. Bullish action the following day is often great confirmation of the next move.

Failed Bounce (Short)

This is the opposite of pulling the arrow back where we are looking for a rejection of buyers in yesterday's action to continue today.

Bear/Bull Trap (Short)

This is looking for the classic trap pattern. Where a stock will break the high of yesterday just barely and then start to reverse forcing the other side to sell.

Revision To The Mean Long

This algorithm is looking to catch that falling intraday knife. Looking for a quick bounce in a weak stock.

Snap Back Long/Short (Short)

These are looking for reversion to the mean but on a daily basis instead of intraday day.

Separation From The 8

There are many ways to define “overbought”. In this case, we are looking at how much a stock has deviated from its 8 periods moving average.

Breakout long (Short)

Neo’s focus is on high-volume stocks that are currently in the news. For these algorithms, they are looking to take an early move on these stocks in the direction of the trend.

Pullback long (Short)

These algos look for the same Neo signature stocks in the news but are looking for them to base sideways before pushing higher.

Where to find Holly

You will find our Virtual Trade Assistant Holly AI in the Channel Bar under Trade Ideas AI.

If you would like to include Holly in your own layout, rather than using our preconfigured channel, you can open her windows from the Toolbar.

Click on New and select the AI/Holly Strategy Window and the AI/Holly Strategy Trades Window.

To auto trade Holly or to follow her trades via right-click, you will additionally need to open the Holly AI Tab inside our Brokerage Plus Module.

Holly Windows

Overview: Holly AI Windows

The AI Strategy Window will list the strategies that Holly, after a long night of backtesting and optimization, has carefully selected for the upcoming trading day.

To see Holly’s trading in action, head to the AI Strategy Trades Window. All the trades that Holly enters during the day will appear here.

For detailed insight into the AI Strategy Window, head to this section.

For detailed insight into the AI Strategy Trades Window, head to this section.

For detailed insight into the AI LongTerm Strategy Trades Window, head to this section.

Show AI Trades

The trades of our AI Holly will not only be presented to you in the AI Strategy Trades Window but also on the charts.

To enable this feature, right-click into your Chart, select Properties, and then Show AI Trades.

The AI trades will be displayed in a quick and easy-to-grasp visual format:

  • An upward-pointing arrow indicates the entry bar of a Long Trade.

  • A downward-pointing arrow indicates the entry bar of a Short Trade.

  • The blue line represents Holly's Entry Price.

  • The red line indicates the Stop Price.

  • The green line indicates the Target Price.

  • The background coloration highlights the time period of the trade.

  • The green coloration indicates the area in which the trade is profitable.

  • The red coloration points to the area in which the trade would result in a loss.

  • If you hover over the sideways-pointing arrows, you will see a breakdown of the trade parameters. This feature is particularly helpful when reviewing past Holly trades on the chart.

Holly Visuals on Charts:

Holly AI One-Click Trading via Charts:

Holly AI One-Click Trading via the AI Strategy Trades Window:

AI Risk Mode Explained

The AI Windows give you a clear and detailed insight into the Profit & Loss the AIs generate.

All AI Windows display Profit & Loss based on the chosen AI Risk Mode. You can select between aggressive, moderate, or conservative.

  • Aggressive Mode

    In aggressive mode, Holly will not place a stop and hold the trade until the end of the day.

    She only has 1 Exit.

    Timed Exit: Holly will exit when the Time Stop is hit

  • Moderate Mode

    In moderate mode, Holly will consider 2 exit reasons.

    Stop Hit: Holly will exit when her Stop Price is hit

    Timed Exit: Holly will exit when the Time Stop is hit

  • Conservative Mode

    In conservative mode, Holly considers 5 different exit reasons.

    Stop Hit: Holly will exit when her Stop Price is hit

    Target Hit: Holly will exit when her Target Price is hit

    Profit Save: Holly will exit when the Trailing Stop Price is hit

    Reduce Risk: Holly will exit when the Price Action is unexpected

    Timed Exit: Holly will exit when the Time Stop is hit

Holly's different Risk Modes in Action:

AI Risk Size Explained

By Default, the AI Risk Size is set to 100 shares per trade.

This setting can be adjusted to reflect your personal investment style. From the Toolbar choose Tools, select Options, and then AI Trade Size.

Here you have the choice between defining Holly’s entry parameters based on:

  • Dollars

    If you entered $2000 as the amount and the stock price is $20, Holly will buy 100 shares. If the stock price is $40, she will only buy 50 shares.

  • Shares

    You can enter a fixed number of Shares per trade to buy or short.

  • Risk

    If you choose to risk $100 and Holly’s algorithmic stop loss per trade is $0,20, she will buy 500 shares per trade.

  • Default

    By Default, the AI Profit & Loss is based on 100 shares per trade.

These settings will be used to calculate the Profit & Loss in both AI Windows as well as the Holly AI Tab within Brokerage Plus.

AI Profit & Loss Explained

The AI Windows give you a clear and detailed insight into the Profit & Loss the AIs generate.

The Profit & Loss is always based on two settings:

  1. The AI Risk Mode (Aggressive, Moderate, Conservative)

  2. The AI Risk Size (Toolbar > Tools > Options > AI Risk Size)

AI Strategy Window

  • P&L Graph

The Profit & Loss Graph displays the Total Profit & Loss based on AI Risk Mode & Risk Size.

You can toggle between the different Risk Modes.

You can choose to show or hide the Profit & Loss Graph. Simply right-click into the AI Strategy Window and check or uncheck Show Profit & Loss Graph.

  • P&L Columns

The Profit & Loss Columns display the Profit & Loss per AI Strategy based on AI Risk Mode & AI Risk Size. That’s why you always see three different columns, namely aggressive, moderate and conservative.

You can adjust the Risk Size by heading to the Toolbar. Open the Tools Tab, then select Options, and AI Risk Size.

AI Strategy Trades Window

  • P&L Columns

The Profit & Loss Columns display the Profit & Loss per AI Trade (based on AI Risk Mode & AI Risk Size).

  • Strategy Menu

The Strategy Menu on the top left-hand side displays the Total Profit & Loss based on the AI Risk Mode & Risk Size.

Brokerage Plus

  • Holly AI Tab

The Holly AI Tab columns display the Profit & Loss per AI Strategy (based on AI Risk Mode & AI Risk Size)

  • Positions Tab

The Positions Tab columns display the Profit & Loss per Trade (based on your Holly AI Tab Trading Instructions)

  • Positions Tab Graph

The Positions Tab Graph displays the Total Trading Profit & Loss of all Trades (based on your Holly AI Tab Trading Instructions)

Please note, all your personal trades will be listed in the Positions Tab of Brokerage Plus, not only the ones executed by Holly, but also all other trades that you have manually entered, or initiated via right-click from our charts and scans.

AI Holly Strategy Window

The AI Strategy Window will list the strategies that Holly, after a long night of backtesting and optimization, has carefully selected for the upcoming trading day.

You will find it in the Toolbar under New, as well as in the Trade Ideas AI Channel.

AI Strategy Window Overview:

AI Profit & Loss

The AI Windows give you a clear and detailed insight into the Profit & Loss the AIs generate.

Profit & Loss Graph

The Profit & Loss Graph displays the Total Profit & Loss based on AI Risk Mode & Risk Size. You can toggle between the different Risk Modes. You can choose to show or hide the Profit & Loss Graph. Simply right-click into the AI Strategy Window and check or uncheck Show Profit & Loss Graph.

Profit & Loss Columns

The Profit & Loss Columns display the Profit & Loss per AI Strategy based on AI Risk Mode & AI Risk Size. That’s why you always see three different columns, namely aggressive, moderate and conservative.

You can adjust the Risk Size by heading to the Toolbar. Open the Tools Tab, then select Options, and AI Risk Size.

The Profit & Loss is always based on two settings:

1. The AI Risk Mode

All AI Windows display Profit & Loss based on the chosen AI Risk Mode. You can select between aggressive, moderate, or conservative.

  • Aggressive Mode

    In aggressive mode, Holly holds the trade until the end of the day.

    She only has 1 Exit.

    Timed Exit: Holly will exit when the Time Stop is hit

  • Moderate Mode

    In moderate mode, Holly will consider 2 exit reasons.

    Stop Hit: Holly will exit when her Stop Price is hit

    Timed Exit: Holly will exit when the Time Stop is hit

  • Conservative Mode

    In conservative mode, Holly considers 5 different exit reasons.

    Stop Hit: Holly will exit when her Stop Price is hit

    Target Hit: Holly will exit when her Target Price is hit

    Profit Save: Holly will exit when the Trailing Stop Price is hit

    Reduce Risk: Holly will exit when the Price Action is unexpected

    Timed Exit: Holly will exit when the Time Stop is hit

2. The AI Risk Size

By Default, the Risk Size is set to 100 shares per trade.

This setting can be adjusted to reflect your personal investment style. From the Toolbar choose Tools, select Options, and then AI Trade Size.

Here you have the choice between defining Holly’s entry parameters based on:

  • Dollars

    If you entered $2000 as the amount and the stock price is $20, Holly will buy 100 shares. If the stock price is $40, she will only buy 50 shares.

  • Shares

    You can enter a fixed number of Shares per trade to buy or short.

  • Risk

    If you choose to risk $100 and Holly’s algorithmic stop loss per trade is $0,20, she will buy 500 shares per trade.

  • Default

    By Default, the AI Profit & Loss is based on 100 shares per trade.

These settings will be used to calculate the Profit & Loss in both AI Windows as well as the Holly AI Tab within Brokerage Plus. The sizing of your personal Holly trades, on the other hand, will depend on your Holly Trading Instructions.

Filters

The two filter dropdowns on the top right-hand side of the AI Strategy Window, enable you to filter by active, inactive, long, and short strategies, as well as individual strategies.

The filters are part of the Strategy Menu, which you can choose to show or hide. Simply right-click into the AI Strategy Window and check/uncheck the option Show Strategy Menu.

Right-Click Menu

The Right-Click Menu is the main way to control and configure most of the Trade Idea windows and the Holly AI Windows are no exception.

AI/Holly Right-Click Menu:

View Trades

The Right-Click-Menu gives you the option to only view the trades of a specific strategy, or to view all trades, only the open trades or only the closed trades.

Selecting any of these options will open a new AI Strategy Trades Window that contains your trade selection.

Duplicate

To copy your current window, use the Duplicate function. Simply right-click into your AI Strategy Window and select Duplicate from the dropdown.

You will get an exact copy of the current window, which you can modify while keeping the original window intact.

Duplicate into New Dock Window

To open a copy of a free-floating window in a new Dock, right-click into the free-floating window and select Duplicate into New Dock Window.

An exact copy of your free-floating window will now be opened in a new Dock.

Duplicate into XYZ Dock

To load a copy of a free-floating window into an already open Dock, right-click into the free-floating window and select Duplicate into XYZ Dock, where XYZ stands for the Name of that particular Dock.

An exact copy of your free-floating window will now be added to the chosen Dock.

Show Strategy Menu

You can choose to show or hide the Strategy Menu, which contains the Profit & Loss display on the top left-hand side of the window as well as the two filter options on the top right-hand side.

Simply right-click into the AI Strategy Window and check or uncheck Show Strategy Menu.

Show Profit & Loss Graph

The Profit & Loss Graph displays the Total Profit & Loss based on AI Risk Mode & Risk Size. You can toggle between the different Risk Modes. You can choose to show or hide the Profit & Loss Graph.

Simply right-click into the AI Strategy Window and check or uncheck Show Profit & Loss Graph.

Pinned

To keep a single Trade Ideas window on your screen permanently, even when switching layouts, or toggling through channels, right-click into the specific window, and select Pinned from the dropdown. The Pinned Feature, is available for all Trade Idea Windows, including Scans, Charts, Compare Count, and the Holly AI Windows.

Once a window is pinned, it does not follow the behavior of the other windows.

This is useful if you would like to include one or more windows of a channel in a custom layout, without saving the individual windows to the Cloud first.

It is important to note, that this window will stay open until you decide to unpin it. When accidentally saved within a layout, It might load multiple times, when closing and re-opening this layout. At worst, you will have multiple versions of the window all running on top of each other in the same position. This can put a strain on system resources and drastically impact software performance. The pinning option should therefore be used very carefully and consciously. A window should always be unpinned after the desired action is completed.

To do this, right-click into the window and remove the checkmark on Pinned.

To see all pinned and unpinned windows, or to close them, go to the Toolbar, select Windows, and choose, Close All Unpinned, or Close All Pinned.

Columns

The columns can be reorganized via left-click drag and drop. The individual columns can also be extended or compressed by using your mouse.

To add more columns right-click into the window and select Columns.

The left-hand side shows the already listed columns, the right-hand side shows the columns that can be added.

Select additional columns by highlighting them with a left mouse click.

Click the arrow pointing to the left to move them to the Selected Columns field.

To remove any of the already selected columns, highlight the column, then click the arrow pointing to the right.

Click OK when you are done.

Save as Default

You can save a window and its configuration as the default version of this window type by right-clicking and choosing Save As Default. Whenever you now open a new window of this type from the New Tab of your Toolbar, the window configuration that you saved as default, will load.

The Load Window option, which you can find in the File Tab of the Toolbar, provides access to all the default versions of your Trade Ideas windows. The default layouts of your Chart, Single Stock, Brokerage Plus, and AI Windows are saved in the TradeIdeasPro folder on your local computer.

Segments

Our Holly AI consists of three Segments, namely Holly Grail, Holly 2.0, and Neo, which have different strategies assigned.

To switch to a specific AI, select Segments and make your choice.

AI/Holly Strategy Trades Window

To see Holly’s trading in action, open to the AI Strategy Trades Window. All the trades that Holly enters during the day will appear here.

Whenever Holly enters a new trade, the entire entry row will flash.

You will find it in the Toolbar under New, as well as in the Trade Ideas AI Channel.

AI/Holly Strategy Trades Window:

AI Profit & Loss

The AI Windows give you a clear and detailed insight into the Profit & Loss the AIs generate.

Profit & Loss Columns

The Columns display the Profit & Loss per Trade based on AI Risk Mode & AI Risk Size. That’s why you always see three different columns, namely aggressive, moderate and conservative.

You can adjust the Risk Size by heading to the Toolbar. Open the Tools Tab, then select Options, and AI Risk Size.

Profit & Loss Top Menu

The Strategy Menu on the top left-hand displays the total Profit & Loss based on AI Risk Mode & Risk Size.

You can choose to show or hide the Profit & Loss Menu.

Simply right-click into the AI Strategy Trades Window and check or uncheck Show Strategy Menu.

The Profit & Loss is always based on two settings:

1. The AI Risk Mode

All AI Windows display Profit & Loss based on the chosen AI Risk Mode. You can select between aggressive, moderate, or conservative.

  • Aggressive Mode

    In aggressive mode, Holly holds the trade until the end of the day.

    She only has 1 Exit.

    Timed Exit: Holly will exit when the Time Stop is hit

  • Moderate Mode

    In moderate mode, Holly will consider 2 exit reasons.

    Stop Hit: Holly will exit when her Stop Price is hit

    Timed Exit: Holly will exit when the Time Stop is hit

  • Conservative Mode

    In conservative mode, Holly considers 5 different exit reasons.

    Stop Hit: Holly will exit when her Stop Price is hit

    Target Hit: Holly will exit when her Target Price is hit

    Profit Save: Holly will exit when the Trailing Stop Price is hit

    Reduce Risk: Holly will exit when the Price Action is unexpected

    Timed Exit: Holly will exit when the Time Stop is hit

2. The AI Risk Size

By Default, the Risk Size is set to 100 shares per trade.

This setting can be adjusted to reflect your personal investment style. From the Toolbar choose Tools, select Options, and then AI Trade Size.

Here you have the choice between defining Holly’s entry parameters based on:

  • Dollars

    If you entered $2000 as the amount and the stock price is $20, Holly will buy 100 shares. If the stock price is $40, she will only buy 50 shares.

  • Shares

    You can enter a fixed number of Shares per trade to buy or short.

  • Risk

    If you choose to risk $100 and Holly’s algorithmic stop loss per trade is $0,20, she will buy 500 shares per trade.

  • Default

    By Default, the AI Profit & Loss is based on 100 shares per trade.

These settings will be used to calculate the Profit & Loss in both AI Windows as well as the Holly AI Tab within Brokerage Plus. The sizing of your personal Holly trades, on the other hand, will depend on your Holly Trading Instructions.

Filters

The two filter dropdowns on the top right-hand side of the AI Strategy Trades Window, enable you to filter by open/closed positions, all long/short strategies and profitable/losing trades, as well as individual strategies.

Profitable Trades/Losing Trades: Uses the current mode (Conservative, Moderate, Aggressive) to determine which trades match the filter.

Any Profitable/Losing Trades: This filter matches a trade if ANY of Conservative, Moderate, or Aggressive profit values are profitable/losing.

The filters are part of the Strategy Menu, which you can choose to show or hide.

Simply right-click into the AI Strategy Trades Window and check/uncheck the option Show Strategy Menu.

Right-Click Menu

The Right-Click Menu is the main way to control and configure most of the Trade Idea windows and the Holly AI Windows are no exception.

AI/Holly Right-Click Menu

Trade XYZ

Our Brokerage Plus Module enables you to send orders based on Holly's strategies directly to participating brokers or our simulator.

As a first step, open the Brokerage Plus Module by clicking, Brokerage Plus Sim in the Toolbar. This will automatically connect you to our Simulator.

You can confirm that you are connected to our Simulator, by clicking Connect in the top left-hand corner. If the connection bar and the chosen connection option are green, the connection has been established. To connect to a participating Brokerage Platform, follow the instructions in the Brokerage Plus Ho to connect Holly section.

Once connected, right-click the symbol you would like to trade within the AI Strategy Trades Window and select Trade XYZ.

You can enter the trade based on Holly’s moderate or conservative Risk Mode. Since the aggressive risk mode has no stop loss, it is not an option. Once you have chosen the risk mode, our Brokerage Plus Module will send the order to the Simulator or your Brokerage Account, including Holly’s stops, targets, and timed exit parameters.

Once executed, your trade will be displayed in the Positions Tab of Brokerage Plus.

The Trade Size will depend on your Trading Instruction settings in the Holly AI Tab within Brokerage Plus.

In addition to applying Holly’s conservative or moderate exit parameters, you can also select your own One-Click-Trading Strategies from the right-click menu.

Holly One-Click-Trading:

Holly Chart Trading:

Send XYZ to…

The Send to Feature that you can access via right-click into the AI Strategy Trades Window, enables you to lookup more info for a stock, add it to a watchlist, or share it with others.

You can send the chosen symbol to a chart window, a single stock window, to Twitter, or the Web. By selecting Send to Web, you can find info about the stock on Yahoo Finance, Finviz, and many other web-based platforms.

Lastly, you can send the stock symbol to one of your symbol lists or create a new symbol list.

This is particularly helpful if you would like to bookmark the stock and continuously monitor it independent of Holly.

To learn more about Symbol Lists, head to the Symbol List section.

For more details about the Send to Feature have a look at this section

Symbol Linking

Most Trade Idea Windows, including Alert, Top List, Multi-Strategy, and Compare Count Windows as well as the Holly AI Windows, RBI, GBI, and Price Alerts can be symbol-linked to a Chart or Single Stock Window. This means that when changing your windows stock symbol, your symbol-linked Chart or Single Stock Window will automatically change as well, and display the specific stock’s data.

To enable Symbol Linking for a Single Stock Window, right-click into it, and select Symbol Linking. Now, add a Checkmark to the left-hand side of the Symbol Linking option.

To enable Symbol Linking for a Chart, right-click into it, select Properties, and then Symbol Linking. Now, add a Checkmark to the left-hand side of the Symbol Linking option.

By default, all symbol-linked Windows belong to the blue, Link to All, Color Group.

The assigned color will always display in the top left-hand corner of each window.

You can create up to 4 additional Linking Groups and by doing so, link selected windows to a specific Chart or Single Stock Window, which is very useful when monitoring various scans.

There are two ways to create a Linking Group:

  • Option 1

You can assign windows to a specific Color Group individually. To do so, right-click into your window, select Symbol Linking, and choose a color from the dropdown. The selected window will now display the Color Group in the top left-hand corner.

Next, right-click into your Single Stock Window and select Symbol Linking.

Add a Checkmark to the left-hand side of the Symbol Linking option, then select a Color Group from the Symbol Linking dropdown.

Your Single Stock Window will now be linked to all the windows that belong to the same Color Group and update accordingly whenever you change the stock symbol in one of these windows.

Follow the same process with your Chart, right-click into it, select Properties, and then Symbol Linking. Now, add a Checkmark to the left-hand side of the Symbol Linking option. Thereafter, choose a Color Group.

Please note, that the Single Stock Window and Chart will also be linked to the Blue Color Group since this is the default Link to All Group.

  • Option 2

To establish a Linking Group for a number of windows at once, go to the Toolbar, open the Tools Tab, and select, Symbol Linking Channels.

The next window will display all the Trade Ideas windows currently in use.

By default, each window is assigned to the blue, Link to All, Linking Group.

To establish a new Linking Group, select the windows that will be part of the new Linking Group by adding a checkmark.

You can select all windows at once by choosing, Select All, at the bottom.

You can clear your selection by selecting, Clear Selected, at the bottom.

Once you have selected the windows, open the Link Channels dropdown in the top left-hand corner. Select a color for your new Linking Group, then choose, Set All Selected, to assign the windows.

All the selected windows will now display the color of the Linking Group you have assigned them to.

To see all windows that are assigned to a specific Linking Group, choose the Group Color from the Link Channels dropdown, then select, Filter By. To see all available windows, select, Clear Filter.

Once you have assigned the windows, select Close.

All the windows that you assigned to a Linking Group will now display the Group Color in the top left-hand corner.

Any Single Stock Window or Chart that has been assigned to the same Color Group will update accordingly, whenever you change a stock symbol in one of the other Linking Group windows.

Holly AI History & Performance

The History Feature allows you to analyze Holly’s trades over the past 60 odd days. You can select specific days or a time period.

To access the function, right-click into the Strategy Trades Window and select History.

You can sort the output by specific columns. If I would like to, for example, see the highest profit in conservative risk mode for the last 30 days, just double-click the Conservative Profit column to sort by it.

To transfer the column entries into a spreadsheet, highlight the rows either by clicking and holding down your left mouse key while moving over the rows or by pressing the Control and A key on your keyboard. To copy your selection, press the Control and C key on your PC’s keyboard. Finally, press the Control and V key to paste the selected rows into your spreadsheet.

To highlight entire rows with one mouse click, go to the Toolbar, select Options, Layouts, and then Highlight grid row upon selection .

If this setting is disabled, you can highlight single columns.

To learn more about Holly AI's Performance, visit our AI Performance page and also have a look at the following Nasdaq articles:

NASDAQ September 2021 AI Dashboard

NASDAQ August 2021 AI Dashboard

NASDAQ July 2021 AI Dashboard

NASDAQ June 2021 AI Dashboard

NASDAQ May 2021 AI Dashboard AI Dashboard

NASDAQ April 2021, AI Dashboard AI Dashboard

NASDAQ March 2021, AI Dashboard AI Dashboard

NASDAQ February 2021 AI Dashboard AI Dashboard

NASDAQ January 2021 AI Dashboard AI Dashboard

NASDAQ December 2020 AI Dashboard AI Dashboard

NASDAQ November 2020 AI Dashboard

NASDAQ October 2020 AI Dashboard

NASDAQ September 2020 AI Dashboard

NASDAQ August 2020 AI Dashboard

NASDAQ July 2020 AI Dashboard

Duplicate

To copy your current Trade Ideas Window, use the Duplicate function. Simply right-click into your AI Strategy Trades Window and select Duplicate from the dropdown.

You will get an exact copy of the current window, which you can modify while keeping the original window intact.

Duplicate into New Dock Window

To open a copy of a free-floating window in a new Dock, right-click into the free-floating window and select Duplicate into New Dock Window. An exact copy of your free-floating window will now be opened in a new Dock.

Duplicate into XYZ Dock

To load a copy of a free-floating window into an already open Dock, right-click into the free-floating window and select Duplicate into XYZ Dock, where XYZ stands for the Name of that particular Dock. An exact copy of your free-floating window will now be added to the chosen Dock.

Show Strategy Menu

You can choose to show or hide the Strategy Menu, which contains the Profit & Loss Top Menu on the top left-hand side of the window as well as the two filter options on the top right-hand side.

Simply right-click into the AI Strategy Trades Window and check or uncheck Show Strategy Menu.

Pinned

To keep a single Trade Ideas window on your screen permanently, even when switching layouts, or toggling through channels, right-click into the specific window, and select Pinned from the dropdown. The Pinned Feature, is available for all Trade Idea Windows, including Scans, Charts, Compare Count, and the Holly AI Windows.

Once a window is pinned, it does not follow the behavior of the other windows.

This is useful if you would like to include one or more windows of a channel in a custom layout, without saving the individual windows to the cloud first.

It is important to note, that this window will stay open until you decide to unpin it. When accidentally saved within a layout, It might load multiple times, when closing and re-opening this layout. At worst, you will have multiple versions of the window all running on top of each other in the same position. This can put a strain on system resources and drastically impact software performance. The pinning option should therefore be used very carefully and consciously. A window should always be unpinned after the desired action is completed.

To do this, right-click into the window and remove the checkmark on Pinned.

To see all pinned and unpinned windows, or to close them, go to the Toolbar, select Windows, and choose, Close All Unpinned, or Close All Pinned.

Actions - Sound Notifications

Whenever Holly enters a new trade, the entire entry row will flash, giving you a visual clue.

To enable additional Sound Notifications, right-click into the AI Strategy Trades Window and select Actions.

  1. Check Play Sound in the new popup window.

  2. Then click Set Up Sound.

  3. The next window will display built-in sound options. You can choose an asterisk, a beep, exclamation, a stop, or text to speech. If you choose the Text-To-Speech, a female voice will call out each stock symbol that triggers. Further below, you can choose a custom sound from your local computer.

  4. Once you have selected a Sound Option, click Play to test the audio. Use the Balance and Volume sliders to adjust the sound to your liking.

  5. Hit Okay when you are done.

Columns

The columns can be reorganized via left-click drag and drop. The individual columns can also be extended or compressed by using your mouse.

To add more columns right-click into the window and select Columns.

The left-hand side shows the already listed columns, the right-hand side shows the columns that can be added.

Select additional columns by highlighting them with a left mouse click.

Click the arrow pointing to the left to move them to the Selected Columns field.

To remove any of the already selected columns, highlight the column, then click the arrow pointing to the right.

Click OK when you are done.

Reentry Feature

If a stock rallies back up or down after Holly's Stop or Trailing Stop has been hit, she will re-enter the trade once the price reaches the halfway level between the stop price and her initial entry. Her initial Stop will stay in place.

You can see Holly’s Reentry Time and Reentry Price by selecting and adding the corresponding columns via the right-click Menu.

For more details about the Reentry Feature, head to this section.

Save as Default

You can save a window and its configuration as the default version of this window type by right-clicking and choosing Save As Default. Whenever you now open a new window of this type from the New Tab of your Toolbar, the window configuration that you saved as default, will load.

The Load Window option, which you can find in the File Tab of the Toolbar, provides access to all the default versions of your Trade Ideas windows. The default layouts of your Chart, Single Stock, Brokerage Plus, and AI Windows are saved in the TradeIdeasPro folder on your local computer.

Segments

Our Holly AI consists of three Segments, namely Holly Grail, Holly 2.0, and Neo, who all employ different strategies. To switch to a specific AI, select Segments and make your choice.

Premium AI Longterm Strategy Trades Window

Holly exits all her trades at the end of each trading day. However, the trade catalysts don’t simply expire when the stock market closes. Some of these triggers offer the potential to catapult a stock over the course of several days or weeks in the direction of the day’s trading signal.

The AI Longterm Strategy Trades Window enables you to see these trades.

Traders can now benefit from Holly’s carefully selected trades beyond the initial trading day, and easily track them.

To load this window, go to the Toolbar, open the File Tab and select Premium AI Longterm Strategy Trades Window:

All stocks listed in the Long Term Strategy Trades Window fit one of the following criteria:

  • When the original trade was a Long Trade, they are either making new highs or are moving from red to green.

  • When the original trade was Short Trade, they are either making new lows or are moving from green to red .

Each thumbnail chart relays the following info:

  • The Direction of the Trade (Buy/Sell)

  • The Original Entry Price

  • The Current Price of the Stock

Below each thumbnail chart you will find the following info:

  • The Direction of the Original Holly AI Trade (Long or Short)

  • The Original Entry Price

  • The Date of the Original Trade

  • The Signal Price, which is the price that triggered the stock being added to the Longterm Holly AI Strategy Trades List

  • The Total Change in $, which is the difference in dollar between the Original Entry Price and the Signal Price

  • The Total Change in %, which is the difference in percent between the Original Entry Price and the Signal Price

  • The Total Number of Profitable Days counted from the Original Entry Date

By default, the thumbnail charts are sorted by Signal Time, from left to right.

Clicking the top arrows on the left and right-hand side enables you to move through the list.

The total number of stocks on the list as well as the current position are displayed on these arrows.

A click on the bottom arrow on the right-hand side will bring you to the last stocks on the list, a click on the bottom arrow on the left-hand side will bring you back to the first entries.

A click on the thumbnail header will load the stock in any symbol-linked chart

To see Holly AI Trade details in your chart, right-click into the chart, select Properties and then Show AI Trades

To see all longterm Holly AI trades in grid view, right-click into the Long Term Strategy Trades Window and select Show Data Grid.

This will open the Long Term Strategy Trades Data Grid

By default, the thumbnail charts are sorted by Signal Time Descending from left to right.

A double-click on a data grid colum header will change the sort order of the thumbnails accordingly.

To remove stocks from the list, simply click on the X in the top right-hand corner of the thumbnail chart.

To reverse the symbol removal, right-click into the window and select, Clear Removed Symbols.

To add indivudal removed symbols back to the list, select Add Removed Symbols, then select the specific symbol(s) from the dropdown.

Actions - Sound Notifications

Whenever Holly enters a new trade, the entire entry row will flash, giving you a visual clue.

To enable additional Sound Notifications, right-click into the AI Strategy Trades Window and select Actions.

  1. Check Play Sound in the new popup window.

  2. Then click Set Up Sound.

  3. The next window will display built-in sound options. You can choose an asterisk, a beep, exclamation, a stop, or text to speech. If you choose the Text-To-Speech, a female voice will call out each stock symbol that triggers. Further below, you can choose a custom sound from your local computer.

  4. Once you have selected a Sound Option, click Play to test the audio. Use the Balance and Volume sliders to adjust the sound to your liking.

  5. Hit Okay when you are done.

Holly AI History & Performance

The History Feature allows you to analyze Holly’s past trades. You can select specific days or a time period.

To access the function, right-click into the Strategy Trades Window and select History.

You can sort the output by specific columns. If I would like to, for example, see the highest profit in conservative risk mode for the last 30 days, just double-click the Conservative Profit column to sort by it.

To transfer the column entries into a spreadsheet, highlight the rows either by clicking and holding down your left mouse key while moving over the rows or by pressing the Control and A key on your keyboard. To copy your selection, press the Control and C key on your PC’s keyboard. Finally, press the Control and V key to paste the selected rows into your spreadsheet.

To highlight entire rows with one mouse click, go to the Toolbar, select Options, Layouts, and then Highlight grid row upon selection .

If this setting is disabled, you can highlight single columns.

To learn more about Holly AI's Performance, visit our AI Performance page and also have a look at the following Nasdaq articles:

NASDAQ September 2021 AI Dashboard

NASDAQ August 2021 AI Dashboard

NASDAQ July 2021 AI Dashboard

NASDAQ June 2021 AI Dashboard

NASDAQ May 2021 AI Dashboard AI Dashboard

NASDAQ April 2021, AI Dashboard AI Dashboard

NASDAQ March 2021, AI Dashboard AI Dashboard

NASDAQ February 2021 AI Dashboard AI Dashboard

NASDAQ January 2021 AI Dashboard AI Dashboard

NASDAQ December 2020 AI Dashboard AI Dashboard

NASDAQ November 2020 AI Dashboard

NASDAQ October 2020 AI Dashboard

NASDAQ September 2020 AI Dashboard

NASDAQ August 2020 AI Dashboard

NASDAQ July 2020 AI Dashboard

How to use Holly

There is more than one way to incorporate Holly into your trading:

Option 1: Holly Hands-On

Follow Holly's trades by placing orders manually

Option 2: Holly Right-Click

Follow Holly's trades via One-Click Trading from the Holly Strategy Trades Window

Option 3: Holly from Charts

Follow Holly's trades via One-Click Trading from our Charts

Option 4: Holly on Autopilot

Automate your Trading with Holly

Option 1: Trade Holly Hands-On

One easy way of benefiting from Holly's Trading Signals is to monitor her real-time trade suggestions via the AI Strategy Trades Window and then placing the orders manually in your Broker's Account.

This is the way to go, if you have an account at a Brokerage that doesn't connect to our Brokerage Plus Module.

Our External Linking feature makes placing an order manually in your trading account a breeze.

Set up Sound Alerts to get notified whenever Holly places a new trade, then check the chart and trade parameters.

If the stock is in your price range and you like the setup, follow Holly's example and enter the share size, stop loss, and target price manually into your brokerage platform.

Don't get discouraged if you don't manage to enter at the exact same time and price as Holly. Most of her trades are not set to only last seconds. Keep evaluating the trade as it progresses and feel free to take partial profits or to exit earlier or later than Holly.

Always remember, the combination of human and machine is much more powerful than each on their own.

Option 2: One-Click Trading via the Holly Strategy Trades Window

Our Brokerage Plus Module enables you to send orders based on Holly's strategies via right-click directly to participating brokers or our simulator.

Brokerage Plus is the Trade Ideas Portfolio manager. It is the control center for all your orders and positions.

  • Step 1: Choose and setup your preferred connection

  • Step 2: Open the Holly AI Tab within Brokerage Plus

  • Step 3: Give Holly Trading Instructions

    The Trading Instructions define your position size and other trade parameters. You won't be able to follow Holly's Trades via right-click without these instructions.

    To create Trading Instructions, right-click into the Holly AI Tab and choose Edit Long/Short Trading Instructions.

    Then, follow the detailed steps in this section.

  • Step 4: Open the AI Strategy Trades Window

    You will find it in the Toolbar under New, as well as in the Trade Ideas AI Channel.

  • Step 5: Right-click the Holly AI trade you would like to follow and select Trade XYZ

  • Step 6: Select the AI Risk Mode

    You can enter the trade based on Holly’s moderate or conservative risk mode. Since the aggressive risk mode has no stop loss, it is not an option. Once you have chosen the risk mode, our Brokerage Plus Module will send the order to the Simulator or your Brokerage Account, including Holly’s stops, targets, and timed exit parameters.

    The Position Size will depend on your Trading Instructions settings in the Holly AI Tab within Brokerage Plus.

  • Step 7: Monitor the executed trade in the Positions Tab

    Once executed, your trade will be displayed in the Positions Tab of Brokerage Plus, where you can modify targets and stops as well as flatten the trade.

Option 3: One-Click Trading via our Charts

Our Brokerage Plus Module enables you to trade directly from our Trade Ideas charts while sending your orders to participating brokers or our simulator.

This is the way to go, if you would like to trade one of Holly's stock picks, but you would like to apply your own entry and exit parameters to the trade.

Option 4: Holly on Autopilot

Our Brokerage Plus Module enables you to auto-trade Holly’s strategies via the Holly AI Tab.

You can auto trade Holly in our Simulator, in a participating Broker's Simulator, or in your Live Account at a participating Brokerage.

Before attempting to auto trade Holly AI in your Live Account, you should thoroughly familiarize yourself with the Trade Ideas Software, the workings of Holly AI as well as with trading and order execution in general.

Any trading automation, be it Holly's algorithms our your own, should always start with a test phase in a simulator.

  • Step 1: Choose and setup your preferred connection

  • Step 2: Open the Holly AI Tab within Brokerage Plus

    The Holly AI Tab/ Holly AI Window will contain the strategies that Holly has selected for the upcoming trading day.

    Each night Holly backtests all of her 60 odd strategies. She does a deep dive into each strategy’s performance metrics and tweaks each algorithm for it to perform best. Once assessed and optimized, Holly only activates the strategies that perform best in the current market conditions.

  • Step 3: Give Holly Trading Instructions

    Holly only trades her own algorithms and the parameters are not customizable. You can, however, choose which strategies to enable for auto-trading and create Trading Instructions based on your account size and investment preferences.

    To create Trading Instructions, right-click into the Holly AI Tab and choose Edit Long/Short Trading Instructions.

    Then, follow the detailed steps in this section.

  • Step 4: Enable Auto-Trading

    Once the Trading Instructions are configured, you will need to manually enable Auto-Trading.

  • Step 5: Monitor the executed Holly trades in the Positions Tab

    Once Holly Automation is enabled, all the trades that she is executed on your behalf will be listed in the Positions Tab of Brokerage Plus.

    You can modify these trades at any time via the right-click menu of the Positions Tab .

    To change the parameters of any of your positions listed in the Positions Tab, highlight it, then right-click.

    This will bring up a dropdown menu with various options.

Holly Connection

You can right-click or auto trade Holly in our Simulator, in a participating Broker's Simulator, or in your Live Account at a participating Brokerage.

The three different setups will be discussed in the following sections.

Connect to the Trade Ideas Simulator

To right-click or auto-trade Holly in the Trade Ideas Simulator, click the Brokerage Plus Sim button located in the Toolbar. This will establish an immediate connection to our in-house Trade Ideas Simulator.

Alternatively, you can access the Brokerage Plus Module from the Toolbar. Simply open the New Tab, and select Brokerage Plus.

Then, open the Connect Tab of the Brokerage Plus Module and select Trade Ideas Simulated Trading - Connect from the dropdown.

The connection bar will turn green and the Connect Tab will display the number of established connections in brackets.

To disconnect, click the Connect Tab, and select Trade Ideas Simulated Trading - Disconnect

Once connected, open the Holly AI Tab of Brokerage Plus. If you prefer to open a separate window, select Window and then Holly AI.

The Holly AI Tab/ Holly AI Window contains the strategies that Holly has selected for the upcoming trading day.

Here, you'll select all or some of her strategies for automation and give her Trading Instructions based on your account size, risk and investment preferences.

Holly and Interactive Brokers

To right-click or auto-trade Holly with your Interactive Brokers Paper Trading or Live Account follow the steps in this tutorial. The setup for both accounts is identical except for the port number.

Since Interactive Brokers blocks the API connection of IB Lite Accounts, you will need to have an IB Pro Account to connect to Trade Ideas. Before the Brokerage Plus connection can be established, you need to configure Interactive Broker’s Trader Workstation.

Open and log into Interactive Brokers Trader Workstation, choosing either Live Trading or Paper Trading.

From the Trader Workstation Menu, select File, then Global Configuration.

Head to the API section Settings:

Make these three adjustments:

Check: Enable ActiveX and Socket Clients

Uncheck: Read-Only API

Select Socket Port Number 7496 to connect your Interactive Brokers Live Account,

Select Socket Port Number 7497 to connect your Interactive Brokers Simulated Account.

Thereafter, head to the API section Precautions:

Check all Bypass boxes to execute submitted orders immediately, without any further confirmation.

Uncheck all Bypass boxes if you would prefer to confirm the orders sent to Interactive Brokers before they are executed.

Hit Apply when you are done.

Now, open the Brokerage Plus Window from the Toolbar.

Click the Connect Tab in the upper left-hand corner of the Brokerage Plus Window.

Select Interactive Brokers - Connect from the dropdown.

As Client ID enter 0 or 1.

As TWS Login Type, choose TWS Live to connect to your Live Account or TWS Paper to connect to your Simulated Account.

Make sure, the Socket Port in Interactive Brokers' Trader Workstation corresponds (7496 for your IB Live Account and 7497 for your IB Simulated Account).

Click Connect.

You will now see a green connection bar next to the Connect Tab of Brokerage Plus.

To disconnect, click the Connect Tab, and select Interactive Brokers - Disconnect

Lastly, make sure to have a paid data plan from Interactive Brokers for the exchanges you would like to trade.

Once connected, open the Holly AI Tab of Brokerage Plus. If you prefer to open a separate window, select Window and then Holly AI.

The Holly AI Tab/ Holly AI Window contains the strategies that Holly has selected for the upcoming trading day.

Here, you'll select all or some of her strategies for automation and give her Trading Instructions based on your account size, risk and investment preferences.

Connect to ETrade

To right-click or auto trade Holly with your ETrade Live Account follow the steps in this tutorial.

First, open the Brokerage Plus Window from the Toolbar.

Click the Connect Tab in the upper left-hand corner of the Brokerage Plus Window.

Select ETrade - Connect from the dropdown.

This will open the ETrade Login Page in your default web browser.

Log into your ETrade Account with your ETrade username and password.

Accept ETrade's connection to Trade Ideas.

Accept ETrade's connection to Trade Ideas:

Copy the 6 digit code provided.

Minimize your browser window and paste it into the Connect to ETrade field of our software. Then, click Connect:

You will now see a green connection bar next to the Connect Tab of Brokerage Plus.

To disconnect, click the Connect Tab, and select ETrade - Disconnect

Lastly, make sure to have a paid data plan from ETrade for the exchanges you would like to trade.

Once connected, open the Holly AI Tab of Brokerage Plus. If you prefer to open a separate window, select Window and then Holly AI.

The Holly AI Tab/ Holly AI Window contains the strategies that Holly has selected for the upcoming trading day.

Here, you'll select all or some of her strategies for automation and give her Trading Instructions based on your account size, risk and investment preferences.

Holly Trading Instructions

Holly only trades her own algorithms and the parameters are not customizable. You can, however, choose which strategies to enable for auto-trading and create Trading Instructions based on your account size and investment preferences.

For step by step instructions, head to the Holly Main Trading Instructions section and/or view the video tutorials below:

Trading Instructions Part 1:

Trading Instructions Part 2:

Long Trading Instructions / Short Trading Instructions

Holly only trades her own algorithms and the parameters are not customizable. You can, however, choose a Risk Mode, define the Position Size and select specific AI Strategies. To do so, follow the steps outlined below:

To create Trading Instructions, right-click into the Holly AI Tab and choose Edit Long Trading Instructions to configure Holly's Long Strategies and Edit Short Trading Instructions to configure Holly's Short Strategies.

1. Account

Select the Edit button next to Account. As Allocation Type, select Account, then choose the connected Account and click Save.

2. AI Trade Mode

From the dropdown, you can choose Moderate or Conservative. Due to the risks associated with not placing a Stop Loss, the Aggressive Mode is not an option in Holly Auto-Trading.

AI Risk Modes Explained:

3. Position Sizing

Next, you can select how Holly calculates your position size.

You can base the position size on Fixed Dollars. If you entered $2000 as the amount and the stock price is $20, Holly will buy 100 shares. If the stock price is $40, she will conversely only buy 50 shares.

You can enter a fixed number of Shares per trade to buy or short.

To base your position size on a Stop Loss in Dollars, enter the total amount you are willing to risk. If you choose to risk $100 and Holly’s algorithmic stop loss per trade is $0,20, she will buy 500 shares per trade.

AI Risk Size Explained:

4. Entry Order

Choose a Limit Order, if you would like to keep control over the entry price.

Choose a Market Order, if getting into the trade is more important to you than the exact entry price. Learn about Market Orders before making this choice and be particularly careful using this order type when trading fast-moving stocks and stocks with large spreads.

Use Last Price as Limit Reference, unless you are familiar with custom formulas and filters as entry orders.

When using the Trade Ideas Filter or your own Custom Formula from the Limit Formula dropdown, please note that the filter calculation needs to result in a static Dollar or Percentage Value.

Trade Ideas does not hold any orders, all orders are immediately sent to the brokerage. For this reason, orders cannot be based on a value that requires constant monitoring and recalculation like a moving average or a bar stop.

5. Limit Offset

The Limit Offset gives you the ability to control how aggressive or passive your Entry Order will be, it simply allows a bit of wiggle room. If you set the Limit Offset to 0, you are stating that your limit price for the order will be the exact price of the alert.

If you enter a negative Limit Offset, like - $0.02, you are prepared to pay up to 2 cents more per share (long) or 2 cents less (short). This approach is best for prioritizing the likelihood of being filled over a rigid price level.

If you enter a positive Limit Offset, like $ 0.01, you are waiting for the price of the stock to become 1 cent “cheaper” (long) or 1 cent higher (short). You are stating that you are prepared to wait for the stock price to move in your direction, rather than to pay a little extra to get in easier or quicker.

Please note, these rules are the same for long and short orders. With a negative Limit Offset you are willing to lose some profit potential in an effort to get filled, with a positive Offset you are stating that you'll wait for the price to come to you, even if that means a lesser possibility of being filled.

6. Time in Force

Lastly, you can set the Time in Force for your Entry Oder, which is its expiration time.

GTD means Good Till Day. Select the number of minutes and seconds, you would like your order to stay open before it gets canceled due to not having been filled.

If you select GTC, which means Good Till Cancelled, your order will remain open, until you manually cancel it.

Holly Reentry Trading Instructions

Holly has the ability to re-enter a trade if it fulfills certain requirements.

She does so when she has been stopped out, but the stock then rallies back up to the midpoint between the stop loss and the initial entry price, signifying that there might be a second leg to the trade.

When Holly re-enters a trade, the initial stop will stay in place.

If you would like to re-enter trades just like Holly while auto-trading, select the two Reentries Enabled checkboxes in the Holly AI Tab. You can make a separate choice for long and short re-entries.

Via the right-click menu of the Holly AI Tab, you can select to Edit Reenter Long/Short Trading Instructions.

The process is the same as shown in the Holly Long/Short Trading Instructions section above.

Enable / Disable Auto-Trading

To auto-trade Holly's strategies, you have to enable them.

As a precaution, Holly’s strategies will not stay enabled for longer than the current trading day and will also disable when the program is closed during the day.

Highlight the strategy or strategies that you would like to enable, then right-click and choose Enable Selected Strategy.

You can also use the two Checkboxes above to select all Long or all Short strategies and then enable them all via the right-click Menu.

Please note, as a precaution, Holly’s strategies have to be newly enabled every day, they will not stay enabled for longer than the current trading day and will also disable when the program is closed during the day.

To disable an active strategy, right-click and select Disable Selected Strategy.

You can also use the two Checkboxes above to select all Long or all Short strategies and then disable them all via the right-click menu.

Once Holly Automation is enabled, all the trades that she is executed on your behalf will be listed in the Positions Tab of Brokerage Plus.

You can modify these trades at any time via the right-click menu of the Positions Tab .

To change the parameters of any of your positions listed in the Positions Tab, highlight it, then right-click.

This will bring up a dropdown menu with various options.

Positions Tab

Once executed, Holly's trades for you will be displayed in the Positions Tab of the Brokerage Plus Module, where you can monitor and modify them.

To change the parameters of any of your positions, highlight it, then right-click.

This will bring up a dropdown menu with various options.

Modify Stop Order

To adjust an already placed Stop Loss, highlight your position, then right-click and select Modify Stop Order. Thereafter, choose a preset value for your Stop Loss or enter an exact price.

Alternatively, you can move your Stop Loss, which is displayed as a line on your chart including the projected loss value, right on the chart.

Modify Time Stop

To modify a Time Stop, highlight your position, then right-click and select Modify Time Stop. Thereafter, choose a time.

Add Target Order

To add a Target Order to your trade, highlight your position, then right-click and select Add Add Target Order. Thereafter, choose a value. The newly added Target Order will be displayed in a column in the Positions Tab as well as on the chart of the stock as a line together with the projected profit value.

Modify Target Order

To adjust an already placed Target Order, highlight your position, then right-click and select Modify Target Order. Thereafter, choose a preset value.

Alternatively, you can move your Target Order, which is displayed as a line on your chart together with the projected profit value, right on the chart.

Columns

The columns of the Positions Tab can be reorganized via drag and drop with your mouse. The individual columns can also be extended or compressed by using your mouse. To sort the data by a column, double-click on the column header.

To add more columns right-click into the Positions Tab field and select Columns.

The left-hand side shows the already listed columns, the right-hand side shows the columns that can be added.

Select additional columns by highlighting them with a left mouse click.

Click the arrow pointing to the left to move them to the Selected Columns field.

To remove any of the already selected columns, highlight the column, then click the arrow pointing to the right.

Click OK when you are done.

Gear Icon Options

Show Profit & Loss Graph

To display the Profit & Loss Graph as well as other performance statistics about your trades in the Positions Tab, click the Gear Icon in the bottom right-hand corner and select Show P&L Graphs.

The Positions Tab Graph displays the Total Trading Profit & Loss of all your Trades.

Show Order Entry

To display the manual Order Entry Panel in the Positions Tab of the Brokerage Plus Window. Click on the Gear Icon in the bottom right-hand corner and check the option Show Order Entry.

This will open the Order Entry Panel right inside the Positions Tab.

Show Filters

To add Filter functionality to your Positions Tab, click on the Gear Icon in the bottom right-hand corner and check the option Show Filters.

This will add three Filter options to the top of the Positions Tab. You can filter your positions by Trading Account, applied Trading Strategy as well as Open, Closed, Long, and Short.

Next to the three Filter dropdowns, you have the option to show or hide Zero Positions. Zero Positions are your completed trades.

Show Order Buttons

To add Rapid Order Buttons to your Positions Tab, click on the Gear Icon in the bottom right-hand corner and check the option Show Order Buttons.

  • Flatten will close the current positions by initiating a market order.

  • ½ will half the number of shares by initiating a market order.

  • Double will double the number of shares by initiating a market order.

  • Reverse will close the current long/short positions and enter into new short/long positions by initiating a market order, which is double in size to the current order but trading in the opposite direction.

  • Limit Out enables you to exit one or all of your trades at once whilst applying a Limit Offset to the price that the stock is currently trading at. Highlight the position you would like to exit, then add the Limit Offset that you would like to apply to the current Bid/Ask price of the stock.

  • All highlights all your positions at once

  • Long highlights all your active Long positions at once

  • Short highlights all your active Short positions at once

Why Holly?

... because Holly Helps Everyone! No matter if you are a new Trader, a seasoned Trader, a Day Trader or a Swing Trader, you will be able to benefit from Holly and gain a definite edge in the market!

Holly and the New Trader

As a new Trader, you can quickly become overwhelmed by all the data streaming in. The immense amount of information is as exhausting as it is exciting. You haven't found your trading style yet and the stock market may seem like a vast ocean of unexplored territory. Navigating all that deep blue on your own might feel overwhelming, but with the help of our investment discovery engine Holly, it really doesn't have to be. Our AI dives deep into the stock market and comes back with a map to guide your investment decisions. What would take a trader days or weeks, Holly accomplishes in seconds. She watches the stock market for you and analyzes the data as it comes in, comparing it to what she learned. When you log into your customized channel she tells you the trends, recommends the plan for getting in, as well as getting out, and shows you opportunities to make the most of your investment dollars. With Holly at the helm, you're making financial decisions based on statistically tested scenarios and actionable market intelligence.

As a new trader, you can learn a lot from Holly. See her as a mentor on your side who helps you navigate the markets. Monitor how she executes her trades, which strategies she applies, and which risk modes work best in which market.

Holly and the Seasoned Trader

Apart from utilizing Holly's tried and tested strategies, there is value in monitoring the performance of the different risk metrics. The Moderate Risk Mode outperforming the Conservative Risk Mode, for example, would be a strong signal to hold onto winners instead of taking quick profits. And conversely, if the Conservative Risk Mode is outperforming the Moderate Risk Mode, it is a strong indication that the market is choppy, and one would be best advised to take profits quickly or at least move up the stop in the direction of the trend. Holly’s strategy selection and direction can also give traders a good indication about what kind of a market to expect in the upcoming trading day. If Holly, for example, mainly chooses long strategies, one could take that as a sign to keep a close eye on all shorts.

Holly and the Swing Trader

Holly exits all her trades at the end of each trading day. However, the trade catalysts don’t simply expire when the stock market closes. Some of these triggers offer the potential to catapult a stock over the course of several days or weeks in the direction of today’s trading signal. A swing trader can use Holly’s carefully selected trades to create a watchlist of stocks that are suitable for a swing setup. You can point any of your scans at such a Symbol List and/or use them in combination with Price Alerts.

Have a look at this section of the main User Guide for step-by-step instructions on how to create and use Symbol Lists.

Following a simple routine could put you in a position to leverage the power of Trade Ideas’ AI to identify statistically significant edges and gain potentially large profits.

Look at the weekly chart of MARA below for example. Holly traded this stock multiple times over days and weeks, a savvy swing trader looking for good setups, could have potentially ridden this trend all the way up.

Trade-Ideas, LLC · Episode 14: Swing Trading with HOLLY AI