Design your own portfolio
Having an investment plan is a must!
Build your ETF portfolio and backtest it for even more than 100 years!
Don’t invest without a clear plan or based on emotions. Design your own strategy, verify it and apply! Evidence-based rather than story-based decisions.
- Design your portfolio based on the built-in strategies
- Adjust strategies to meet your needs
- Test portfolio on historical data
- Get recent market data from free sources
- Invest following a plan rather than emotions
The purpose of the System Trader (#ST) software is to provide you with a comprehensive solution to consciously invest in the capital market based on effective and proven long-term investment strategies. #ST is a great help in moving from theory to practice, based on facts, not guesswork.
#ST includes a dozen examples of ready-to-use investment strategies modelled on outstanding investors (Warren Buffett, Ray Dalio and many others), the effectiveness of which can be checked in a period of up to 100 years. You can modify existing or build your own investment strategies from scratch, and then verify their behaviour based on the historical data built into the application.
#ST focuses on long-term investments in which your involvement may be limited to a few minutes a month or less.
Who am I? ↩
In 2018, I launched the System Trader podcast, in which I try to present practical, proven and verifiable methods of investing in capital markets. I try to reach distinguished and recognized experts all over the world.
I graduated in computer science, and I have been a professional programmer for 15 years, working for such companies as Motorola and IBM. In 2007, I started my adventure with capital markets.
Experience in the field of computer science and knowledge in the field of investing allows me to implement a unique project for investors. My ambition is to present a practical approach to investing based on hard rules and numbers, rather than conspiracy theories, guesses and predicting the future.
Technical requirements ↩
Windows (64-bit) and access to the Internet. In order to run in on a macOS please use the Parallels Desktop for Mac.
In System Trader software, you may find many built-in passive portfolios or build your own one. There are also active strategies, and the new ones are on the way. In any case, the software is mostly meant for investors using ETFs or individual stocks.
- Global Equities Momentum (GEM)
- Advanced Equity Momentum
- Global 60/40
- All Seasons (Ray Dalio)
- Risk Parity (Meb Faber)
- Permanent (Harry Browne)
- Global Permanent (Harry Browne)
- Global Market Portfolio (GMP)
- Global Asset Allocation (GAA)
- Rob Arnott
- Marc Faber
- Andrew Tobias
- 7Twelve (Craig Israelson)
- No Brainer Portfolio (William Bernstein)
- Ivy Portfolio
- Mohamed El-Erian
- Warren Buffett
- David Swensen
- Eliminate Fat Tails Portfolio (Larry Swedroe)
- …and more are on the way! 🙂
How to get market data?
In System Trader, you have built-in historical data for the most common asset classes. You can also import free data from Yahoo and Stooq (ETFs, mutual funds, stocks). If you have data in a text file or Metastock format, it can be loaded into the software as well. For American and Australian stock market System Trader supports Norgate premium paid data.
WARNING There’s no guarantee as for the quality and availability of data from the free sources like Yahoo.
To who is the software dedicated?
System Trader software is an excellent tool for all those who don’t want to follow markets daily as you can build a long-term portfolio which can require as little as just a few minutes per month to run it.
How far in history, you can test strategies?
It depends on the market, but some portfolios can be tested even for more than 100 years.
How much does it cost?
System Trader is now absolutely free as it’s in the beta testing.
Which financial instruments may be used with the strategies from System Trader?
Most of the strategies (portfolios) are working best with ETF (Exchange Traded Funds). For active strategies, you may also use individual stocks.
Version history ↩
16/05/2020 0.9.0 initial version
17/07/2020 0.9.1 beta number 2
expected by November 15th, 2020 0.9.2 beta number 3