Build an Automated Stock Trading System in Excel

This Online Course shows you step-by-step how to build a sophisticated automated stock trading model using Microsoft Excel. Microsoft's Visual Basic (VBA) language is used in conjunction with Excel's user interface, formulas, and calculation capabilities to deliver a powerful and flexible trading tool.

Watch the Demonstration Video

The Model includes five proven technical indicators (ADX, moving average crossovers, stochastics, Bollinger bands, and DMI). You are guided in a detailed fashion through creating worksheets, files, ranges, indicator formulas, control buttons, DDE/Active-X links, and code modules. The model incorporates both trend-trading and swing-trading features. The swing-trading feature can be turned on or off, depending upon your investing style. After building the model, you simply import the data you need, run the model automatically with a click of a button, and make your trading decisions.

The system operates with your choice of FREE ASCII .TXT files available on the internet (from Yahoo!Finance or other provider), or your subscription data service (with our without a DDE link). The model can be used alone or in conjunction with your existing fundamental and market analysis to improve investment timing and avoid unprofitable situations.

A separate pre-built Backtesting Model is also included for historical analysis and testing various stocks and time periods.

Watch the Back Testing Excel software video (FREE BONUS!)

What You Get With Each Course: A Tremendous 3-in-1 Value!

A complete how-to course PLUS VBA Code and FAQs sections

Detailed instructions on importing price data into Excel with eSignal QLink or Yahoo!Finance

A complete pre-built Backtesting Model in Excel with graphs and trade statistics for your historical analysis

Features & Benefits

Learn to integrate Excel, VBA, formulas, and data sources into a profitable trading tool

Acquire unique knowledge applicable to any Excel modeling or analysis project

Save money by eliminating recurring software costs

Calculate trading signals on a large number of stocks, funds, or spreads within seconds (limited only by Excel's data capacity)

Fast access to the course materials provided at time of purchase

Screenshots

Control Panel

Calculations Sheet

Backtest Model

Technical Requirements

Microsoft Excel

2 megabytes disk space (for files and stock data storage)

Intraday, daily, or weekly Open-High-Low-Close-Volume price data

Internet access (high speed DSL or cable modem suggested, but not necessary)

OPTIONAL: DDE data import link for Excel through your data provider (advised for more than 5-10 securities, otherwise free price data from Yahoo!Finance or other source works fine)

Table of Contents

Introduction

Basic Technical Requirements

The 5 Technical Indicators

Step 1: Average Directional Movement Index (ADX)
Step 2: Trending or Oscillating?
Step 2A: Trending = Moving Average Crossovers
Step 2B: Oscillating = Stochastic Oscillator
Step 3: Timing the Buy/Sell Signals with Bollinger Bands
Step 4: Enhancing Percentage Trade Success with the DMI

System Architecture

Setting Up

Building the Directory and File Structure
Building the Spreadsheet Structure
Building the Indicator Formulas
Market Data
ADX Indicator
Moving Averages
Stochastic
Bollinger Bands
DMI

Building the Macro Code

Step 1: Opening the Visual Basic Editor window
Step 2: Writing the Macro Code
Step 3: Checking the Code for Errors
What the Code Does

Building the \Signals/ Sheet

Step 1: \Signals/ Sheet Labels and Formulas
Step 2: Build the Ranges
Step 3: Adding a Control Button and Assigning a Macro
Step 4: Formatting the worksheet

Building the Data Source File

Loading Data from Other Sources

Loading .CSV or .TXT Files
Getting FREE Historical Data from Yahoo! Finance

Running the Model on a Daily Basis

When to Run the Model
Combining the Signals with Other Market Information
Money and Risk Management

Common Macro Errors

FAQs

Backtesting the model