
On Tuesday, June 13th, we had a training webinar on using Tradestops to research stocks. Many of you attended, but you can watch the replay here in case you missed it.
We covered numerous topics, and shared a lot of information. Today, we will go over some of the questions that you had.
What does the SSI tell me about a stock?
You can use the Stock Analyzer to research any stock that you are interested in if you are at the Plus level or higher.
The SSI acts as a life cycle for your stock. It tells you, at a glance, how a stock is performing in the market. This algorithm is independent of your stake in any given stock. It looks only at how that individual stock is perform in its respective market.
When you look up a stock in the Stock Analyzer, you can immediately see the SSI. To the right of the ticker symbol, you will see a colorful box. It will be either red, yellow, green, or gray.

The colorful box tells you how the stock is performing. Green is good. Yellow is a period of correction, so take caution. Red means the stock has triggered a stop. You can read more about the SSI here.
If your stock shows a gray NA box, this means that we do not have enough historical data yet to calculate the SSI. A stock requires 521 public trading days before an SSI can be calculated. You should also notice that options do not have an SSI.
How do I use the chart on the Stock Analyzer?
After you look up a stock on the Stock Analyzer, we provide you with a chart. It shows you how the stock performed historically. You can use the chart legend on the left side of the page to include certain data on the chart or exclude data.

If the circle has a check mark, this means that the indicator is active on the chart. If the circle is white, you will not see the indicator on the chart. It is inactive. To turn an indicator on or off, just click the circles in the Chart Legend.

On the top part of the graph (in the blue box in the photo above), you can change the amount of time you would like to see for the stock’s data. M means months, and Y means years. Just click on one of those timeframes to adjust the chart.
A red H in a circle (in the red box in the photo above) tells you the high point from which the SSI will be calculated. This red H is always being calculated for a new high. When a new high is triggered, a new red H would appear on the graph.
On the bottom part of the graph, you can see the historic VQ% (in the yellow box in the photo above). If you hover your mouse over the green line, you can see the percentage that the stock was, say, 2 years ago.
How can I add a position to my portfolio?
Once you find a position that you like, you can add it to a watch portfolio. Please note that these positions cannot be added to synced portfolios.
On the very bottom part of the Stock Analyzer, you will see:

Use the drop-down menu to select the portfolio that you want to add the position to. Just click on the portfolio title, and it will become the active portfolio. After you have selected a portfolio, click Add.
You will be brought to the Advanced Position Adding page. Simply fill out the requested information, and then click Save and Close. The position will then be added to your portfolio.
If you don’t know what Entry Date or Shares to use, that’s okay. You can use the pre-filled date. This can always be edited later. Also, since this is just a Watch Portfolio for now, you can enter 0 for the shares. This can be edited too.
You can also always add tags or notes before saving.

Tags and notes can help you remember why you added this position to your portfolio. Tags can act like categories – “gold or silver.” Notes can help you remember why the position is in your portfolio – “the stock analyzer said it was good.”
Just make sure to click the Save and Close button once you are done.
Where can I access Tom’s Watchlist Portfolios?
Some of you who watched the webinar wanted to see Tom Meyer’s watch portfolios. We are happy to provide this information to you. Just click this link, and you will be brought to the watch list page. You just need to click on the watch list title to download it.
Each file contains the “Symbol,” “Entry Date,” and “Entry Price.” For a detailed walk-through on how to upload csv files please click here.
Visit the Stock Analyzer Today
We hope that we answered some of your questions today that you might have had from the webinar. We will continue to host training webinars so that you can become a TradeStops expert. Keep a look out in your Inbox for the next training webinar invite.
Cheers!
Customer Success Team