TRADIER ANNOUNCES PARTNERSHIP WITH JERUSALEM PORTFOLIO
By - Dan Raju, Tradier CEO on Sep 23, 2020 at 11:00:54 AM

Copy of TNT (1)

The Socially Responsible Investing Platform Will Enable Users to Invest in Israel on Tradier

 

Charlotte, NC, September 23, 2020:  Tradier, a leading online broker and provider of the widely used brokerage API company for advisors, developers, and individual investors, today announced a partnership with The Jerusalem Portfolio, an RVW wealth company, to launch their innovative self-service digital advise platform. The platform will enable retail investors to invest in and support the growth and prosperity of Israel.

Through the platform, retail investors can own or gift an Israel-focused investment portfolio containing fractional ownership interests in over 100 Israeli publicly traded companies through a professionally managed portfolio of ETFs. The Jerusalem Portfolio strives to become the leading innovative way for everyone to invest in and support the vibrant and dynamic economy of Israel. Investors can invest for themselves or give a gift for a special occasion such as a birth, bar or bat mitzvah, graduation, wedding, or any other Simcha or celebration.

"The Team at The Jerusalem Portfolio strives to not only generate value for the investors but also cater to the underlying demand globally to invest in Israel. We are excited that our partnership with Tradier who offers brokerage API’s combined with white-label based partnerships” said Jonathan Gerber, CEO and Founder of The Jerusalem Portfolio

The Jerusalem portfolio platform leads the way as the retail market for socially responsible investing continues to grow.  Investors recognize the value of creating a positive social impact and couple that with positive outcomes. This platform brings technology innovation and transparency while letting retail investors be an integral part of the vibrant economy of Israel.

"We are excited to partner with Jonathan Gerber and the innovative team at RVW who are enabling the market with a different set of choices and a great seamless investing platform," said Dan Raju, co-founder, and CEO of Tradier. "We are proud that companies like The Jerusalem Portfolio choose Tradier as a destination to transform our industry and offer innovative products that enable online investors”.

For more information, please contact sales@tradier.com or visit www.tradier.com.

About RVW Wealth

The Jerusalem Portfolio (TJP) is operated by RVW Wealth, LLC, a registered investment advisor, which researches and monitors available investment vehicles for equities of public companies located in and/or actively involved in Israel. Registration as an investment advisor does not imply any level of skill or training. Past performance is not indicative of likely future returns

About Tradier Brokerage Inc.

Tradier Brokerage, Inc.—a member of FINRA and SIPCis an independent subsidiary of Tradier, Inc. The Brokerage API enables entrepreneurs, businesses, developers, and active traders to solve their trading and brokerage challenges using independent content and tool providers of their choice—at simple and competitive prices.

About Tradier, Inc.

Tradier, Inc. is a cloud-based financial services provider and brokerage API company that offers a groundbreaking platform to serve platform providers, advisors, developers, and individual investors. Tradier delivers an innovative set of fully hosted API's, modules, and "out of the box" tools that are leveraged by a growing list of providers seeking to create innovative trading and investing experiences.

Created by developers, Tradier is a technology linchpin that works with organizations that want to democratize access to data, trade execution, low-cost trading, and market connectivity through cloud access. In addition, Tradier's APIs empower third-party developers to build applications such as algorithmic and robotic trading systems.

Contacts:

press@tradier.com

 

 

 


OptionsBrew Episode 6 with Special Guest Nora Thomas from ChartTraderPro
By - Dan Raju, Tradier CEO on Sep 21, 2020 at 9:16:24 AM

Introducing OptionsBrew (2)

We are excited to invite you to OptionsBrew's Episode 6 live audience.

When: Sep 23, 2020, 7:00 PM Eastern Time (US and Canada) 
Topic: OptionsBrew Episode 6 with Special Guest Nora Thomas from ChartTraderPro

For this episode, Lex will be chatting with Nora, a professional bond trader for 18 years. She started at Merrill Lynch in New York City then went on to start her firm. She traded to the age of 39 before retiring. For the next 10 years, Nora invested personally then decided to create her trading system, ChartTraderPro, a trigger system for entry and exit points.

Don't miss this action-packed episode as Lex and Nora will be discussing how ChartTraderPro can be used to enhance your trading experience during volatile markets.

Register in advance, only 100 guests will be able to attend: Reserve my seat

Or watch the live show on YouTube: Watch live on YouTube

We look forward to seeing you there!


Big StockCharts Event Tomorrow!
By - Dan Raju, Tradier CEO on Sep 21, 2020 at 7:53:01 AM

 

 

As you know we have been making you aware of our excitement about StockChartsACP. The launch date is finally here. StockCharts ACP will officially be launched at a great online event starting 12 PM ET on September 22nd.  Do not miss the event.  The event is also featuring some of the best charting stalwarts in the market today.

The ACP Launch event, Introducing StockCharts ACP: The Future of Technical Analysis will be airing September 22nd from 12PM ET to 2PM ET.

The event will have special will be a mix of live content and videos showing ACP and key contributors.  The event will be hosted by Chip Anderson (Founder and President of StockCharts), Grayson Roze, and David Keller (StockCharts Chief Market Strategist). They will be joined by a phenomenal list of charting legends that includes John Murphy, Ralph Acampora, Martin Pring, Larry Williams, Arthur Hill, Dave Landry, Mish Schneider, and others. 

 

Tradier CEO Dan Raju and StockCharts CEO Chip Anderson are also going to announce a few exciting "Options" that you just cannot miss.

 

So, if you haven't already, be sure to block off your calendar for this Tuesday, September 22nd at 12:00pm ET,  LIVE at StockCharts.com/tv for the big event.

See you all tomorrow...


Stock Splits in a New Era of Hyper-Engaged Retail Investing
By - Dan Raju, Tradier CEO on Sep 17, 2020 at 11:24:12 AM

Super excited about this post on NASDAQ

https://www.nasdaq.com/articles/stock-splits-in-a-new-era-of-hyper-engaged-retail-investing-2020-09-16

    The way retail investors reacted to the Apple (AAPL) and Tesla (TSLA) stock splits gives everyone a sneak peek into the euphoric state of investor sentiment that is at play in the market today. The way in which investors traded these securities is nothing short of a frenzy. It is easy for us to look at investor reaction to these splits in isolation, but what happened also has roots to what has been brewing over months.  I think we may have to take a few steps back to Q4 last year to understand the buildup to this.    

    It started out with the announcements of commission-free trading in Q4 2019. The news drew tremendous interest from retail investors. This was followed by the rapid acquisition of TD Ameritrade and E*Trade. Then Covid-19 changed everything starting March 2020. Overnight the country had a home working, online workforce with time and money in their hands. The 24/7 news cycles of market volatility and bumpy markets totally eclipsed retail investors. Even normal market events were looked at by retail investors through a hyped lens and the markets reacted with extreme volatility. Younger millennial investors are enamored by massive changes in the stock prices of brands they associate with. The net result is that the pandemic created a larger, reactionary, and active online investor market that is highly engaged in the ongoing volatility.

   Everybody knows that stock splits do not change the company fundamentals, and during normal times, stock splits rarely trigger any substantial retail response. During these volatile times, when popular companies like Apple and Tesla announce stock splits, it is read by investors in general as a bullish signal of where the market is going. It pushes them to react to it. To add to the sentiment, investors feel like they can now afford the split stocks and can do that without paying a commission. So the combination of the current mindset, lowered price and zero commissions is creating a greater interest in stock splits. We should not be surprised if a few other popular public companies look at the current frame in the market and decide to pursue stock splits.Traders are hungry for content, trading convenience, curated news, and most importantly advanced education about these companies. In addition to placing simple equity orders, traders heavily employed options strategies to get interact and get an edge in the market.

    Historically, retail investors have had mixed reactions to stock splits. The late 80’s and 90’s saw hundreds of companies execute stock splits. After the 2008 crisis,  there was a substantial decrease in the number stock splits. The success of the recent Apple and Tesla stock splits may change this. In this pandemic driven market and hyper reactive investing environment, stock splits are more likely bound to create enhanced trading activity. In the short run, this may well encourage a few other companies who have been considering splits to take quick action. In the long run, as brokers begin offering ability to trade in fractional shares, it offsets the main reason for stock splits, since fractional trading makes a high stock price a non-barrier because traders can buy a fraction one share with a simple click.

 

 


Aug-Sep 2020
By - Dan Raju, Tradier CEO on Sep 15, 2020 at 9:53:59 AM

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At Tradier, across our 200 plus platforms, we get a keen view of active investor behavior. Sometimes, it isn't easy to rationalize the data, so I have the unique opportunity to speak to our client platform CEO's firsthand. 

           I asked them a seemingly simple question. Is retail investing behavior changing? How do they rationalize almost 200% growth in daily trade volumes? What are you doing about it? For example, eight of our biggest clients saw August 28th, 2020, as their highest trading volume day ever and the first week of September as one of their highest trading volume weeks. This volume follows months of a substantial increase in account acquisition and record trading volumes starting March 2020. The following notes detail some of their thoughts. I hope this will help over the 50 plus new clients who are launching on the Tradier API. This wave of volume seen in the markets presents a tremendous opportunity for innovators.

  1. A new breed of active retail investors:  The pandemic will eventually pass; however, it has permanently created a new kind of investor for decades to come. The 24/7 news coverage about the virus and the market's reaction to it has eclipsed analysts' recommendations. This new breed of traders has learned to react in volatile markets. It's been a crash course for many of them on managing volatility and market fundamentals.
  2.  Moved up the rank: Over the last three years, investing and trading apps with zero commission offerings and low-cost Robo-advisors have attracted many new millennial investors. A sizeable portion of that crowd has now upgraded themselves by seeking more comprehensive active investing functionality that the basic and simple apps lack. Options trading strategies are being employed more widely by these new investors. New investors that got engaged in the Wave 1.0 of zero commission apps are now moving to new more robust offerings(2.0). The Robo-Advice market is seeing a similar 2.0 wave.  
  3. Usage vs. Number of Accounts: The metric of the number of accounts is overblown. The reality is that 80% of online investors have more than one brokerage account. 50% have more than two brokerage accounts. All of them use multiple platforms, websites, research, and analysis platforms. So usage is essential. It's important to measure usage, engagement, and trade volume per user. This metric represents a better picture of growth and success. Traders are willing to pay a higher subscription fee for a better product that gives them an edge. This reality has prompted a number of our clients to launch such features.  
  4. Content Hungry:  Due to the pandemic, most investors work from home and are connected to their market sources. Anything that gives them an edge in the market like education, collaboration, signals, and trading communities attracts active investors. Content triggered trading volume has increased substantially. Some of our most active platforms are content-rich.
  5. The abandoned Active Trader: Most active traders historically paid very low or no equity commissions for a decade. They now seek a better platform. The hype around free stock trading over the last two years has confused active traders. The market's focus on free trading apps and the consecutive merger and derailment of a few large brokers have orphaned active traders. Active Traders need functionality, features, and quality real-time data over anything else. We see that some of the fastest-growing platforms cater to active traders by providing advanced features and combine that with free trading.

OptionsBrew Episode 5 with special guest Dan Passarelli, author, trader, and former member of the Chicago Board Options Exchange (CBOE) and CME Group
By - Dan Raju, Tradier CEO on Sep 10, 2020 at 1:32:43 PM

Introducing OptionsBrew (1)

When: Sep 16, 2020, 7:00 PM Eastern Time (US and Canada) 
Topic: OptionsBrew Episode 5 with Special Guest Dan Passarelli from Market Taker Mentoring, Inc.

For this episode, Lex will be chatting with Dan Passarelli, author, trader, and former member of the Chicago Board Options Exchange (CBOE) and CME Group. Dan has written two books on options trading — “Trading Option Greeks” and “The Market Taker’s Edge.” He is the founder and CEO of Market Taker Mentoring, Inc., the global leader in options education.

Don't miss this action-packed episode as Lex and Dan will be discussing how to gain an edge using volatility with options.

Register in advance for the webinar, only 100 guests will be able to attend: Reserve my seat

Or watch the live show on YouTube: Watch live on YouTube

We look forward to seeing you there!


The pandemic has fueled the launch of so many new investing platforms....
By - Dan Raju, Tradier CEO on Sep 1, 2020 at 8:18:23 PM

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- Dan Raju, CEO, Tradier

This writeup is not meant to be a detailed study but a quick wrap of what we are seeing.

I am sure you have heard enough about how the pandemic has been a source of unprecedented growth for major brokerages including Tradier. Our traders who access Tradier from hundreds of applications, platforms, and content platforms have been engaged in the market at a scale I have never seen before.

I wanted to shed light on another trend we see. With over 200 plus connected platforms, the Tradier API’s has become the defacto fabric in the market to launch Investing platforms. Tradier today powers Equity apps, Derivative Platforms, Educators, Content Platforms, Algo Platforms, Screeners, Robo-Advisors, Brokers and so many other new innovative offerings that are hard to even categorize. This scale affords Tradier the luxury to centrally see what innovation is being launched and most importantly how investors behave and invest.

  It started in April 2020. We saw an unprecedented flood of new platforms being launched to serve particularly the active investing market. The inbound requests to connect and launch on the API has been so high that our Bizz Dev teams had to go on overdrive to keep up with the demand. I recently spent time with these new clients on the ...why now?. and learned a few things I wanted to share.

  • The pandemic has created a new brand of “Stay Home and Connected” Investors that trade differently. The traditional cycles of investor engagement do not apply to them. They are engaged with their money 24/7. This demand has triggered the launch of educational, alerting, and signal based platforms.
  • "Content is King" again. The best content providers are winning and are feeding into the demand from online investors for new content.
  • Third-Party Platforms: We believe that 75% of all traders do not rely on what their brokerage firms offer for all their trading needs and use third-party platforms and sites for their content. Brokerage firms are fast becoming execution destinations for online traders.
  • Communities: There has been a massive increase in social Investing groups, Clubs, Chats, Slack groups, Discord groups, and whatsapp groups that are serving active traders by bringing real-time community engagement.
  • Custom Digital Advice: A lot of mid-size Investment Advisors(RIAs) are launching their own private label custom Robo-advisory platforms at a rapid scale. We are seeing a massive increase in digital advisors that are employing derivatives as an investment vehicle.
  • Brokerage firms should stop flaunting Brokerage Accounts: 75% of traders use multiple platforms and have multiple brokerage accounts. The account metric is fast becoming irrelevant. Most investors just do not close their account to move to another other. Many of them spend less time on the brokerage firms' apps than their preferred content sites. Everybody that I know has so many accounts, They just start trading elsewhere where they get an edge. I expect to see a fundamental shift in the way the industry looks at brokerage accounts. The focus will shift to account quality and activity.

 


Charting is the new way of Investing: How First-Time Traders Rely on Stock Charts
By - Dan Raju, Tradier CEO on Sep 1, 2020 at 8:17:22 PM

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Example stock chart from StockCharts Advanced Charting Platform with Tradier Brokerage integration.

As a first-time trader or investor, it can be hard to make decisions about what to buy, sell, and when to pull the trigger. The art and science of reading stock charts, known as charting, is an excellent skill to have that can help you make those tough decisions.

Let’s start with the basics: what a stock chart is. A stock chart gives you a visual snapshot of all the important information an investor needs to know about a stock’s performance. This includes:

  • The 10- and 40-week moving average: These lines track the stock’s share price movement over a period of time.  
  • The relative strength line: This line compares the stock’s performance to the performance of the S&P 500.
  • The share price of the stock. 
  • The volume of stock that was traded.

All of these bits of information combine to tell you a story about that stock’s performance. They become especially useful when you look at both a stock’s daily chart and weekly chart. The weekly chart can help you understand trends in the stock’s share price and helps you stay grounded with a well-rounded picture of a stock’s performance. The daily chart is like the play-by-play of a stock’s performance throughout the day and can be especially useful for time-sensitive moments like the day of a breakout.

So why would you want to learn to read stock charts? As a first time investor, we know that the market can seem frustratingly opaque and it’s easy to panic at a sudden price swing or bear-ish market day. The current stock market is especially vulnerable to news-based swings that have little to nothing to do with the actual value of the underlying stocks. 

The ability to read and understand stock charts can help you understand the swings and stay grounded in an understanding that’s based on facts about the stock’s performance, not headlines or opinions about the market. Stock charts are the perfect research tool for learning about and being able to predict a number of important factors that should influence your decision to buy or sell.

  • Past and present instability in the share price. Price instability isn’t necessarily a bad thing but having an understanding that you are buying a stock with a history of price instability is always a good thing especially during market fluctuations. On the flip side, if your research tells you that the share price is typically stable you will have a better reason to look at selling if there’s a period of instability in the share price. 
  • How well the stock performs compared to the overall market. Everyone is looking for a stock that can beat the market. Studying a stock’s chart is the best way to find one. 
  • How important events and market fluctuations impact the stock’s value. When you have a long-term investment strategy, you will be holding stocks for a while. Understanding how they perform after important events or market fluctuations can go a long way to helping ease your mind and keep you grounded after an upsetting market swing.
  • History of volume and trading levels. Are institutional investors sweeping up as many shares as possible or dumping them as fast as they can? Does the stock plateau and climb regularly or does it always hit a ceiling and drop? These are important things to know when developing an investment strategy and a stock chart can tell you both of them.

With Tradier, you have access to the web's most advanced, interactive financial charting platform: StockChartsACP. This platform allows you to see all the relevant stock charts and data easily. Combined with Tradier’s investment platform, you can then go ahead and make your trades all in one place. Nothing could be simpler.


Harvested Financial empowers retail investors with data driven options strategies
By - Dan Raju, Tradier CEO on Aug 25, 2020 at 9:35:15 PM

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-By Dan Raju, CEO of Tradier

    When we launched the Options API, Tradier created a ripple in the industry. It was not only going to empower self-directed investing, but smart entrepreneurs who will use it to to deliver automated digital advice.  More recently, a study sponsored by the OIC(Options Industry Council ) and conducted by noted research firm Cerulli Associates made comments on how financial advisors are approaching exchange-listed options and how they are increasingly using these to meet their clients’ financial goals. It certainly seems to sync directly with what we are seeing in the retail market in general. Based on the survey conducted more and more Advisors show elevated levels of confidence about options and adopting more diverse options strategies.

  We’re thrilled to share that our partners at Harvested Financial have today caused a ripple of its own, with the launch of their new platform. Harvested is a user-friendly and seamless options-focused Robo-advisor. The team at Harvested Financial, drawing on years of finance, passion for data and software engineering experience, built a full-featured, options-focused robo-advisor. They are unlocking new asset classes and trading strategies and bringing choice to retail investors.

CEO Mark Phillips and CTO Rory Gwozdz built Harvested Financial because they believe derivatives should be part of everyone’s portfolio. Harvested Financial designs and executes options strategies for individual investors and investment advisors. Their platform guides investors through building personalized investment strategies. Harvested Financial manages the trading and strategy implementation on the back end, adjusting and rebalancing across market environments. An intuitive interface frames opportunity in terms of trade-offs and defined outcomes.

“Harvested Financial is excited to partner with Tradier to bring a first of its kind product to market,” Mark told us. “Your technology stack, execution quality, and client servicing make for a perfect fit.”

Learn more about Harvested Financial and see how you can unlock options trading for your portfolio.

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It's Time to Take Advantage of Other People's Fear
By - Dan Raju, Tradier CEO on Aug 21, 2020 at 4:31:14 PM

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Guest post by Chris Douthit, OptionStrategiesInsider.com

My nephew's new thing is to tell people that they're a noob…

If you're unfamiliar with a noob, it's slang for a person who is inexperienced in a particular area, someone who would be considered a beginner or rookie.

This had me thinking, every investor at one point in their career is a noob, and as we grow in experience, making mistakes along the way, we begin to have a better understanding of markets and how they work.

Some people never get there, they lose money and think investing doesn't work or will never work for them and give up. Others a push forward, and will hopefully learn one of the most important investing lessons there is… Don't follow the "herd."

Most new investors typically don't have the stomach for investing, it's something they develop over time. When things get tough new investors usually give in to their fears and follow the herd. On the other hand, experienced investors ignore the herd and take advantage of market fears allowing them to swoop in and capture profits.

Most of us like to think that we're the type of investor who takes advantage of an opportunity, the fact is, not following the herd is a lot easier said than done. The best time to buy stocks is after they have been beaten up, but ironically few people are willing to pull the trigger at this time. There's a reason the stock has been beaten up, and most investors are usually scared to jump in when volatility is upon us. Instead, they wait until the stock is trading higher, and much of the profits of already evaporated.

I've seen it time and time again. Back in 2009, I started buying property and encouraged everyone I knew to do the same. Most people told me I was crazy, but as it turned out, those who took my advice made a killing.

Experience has taught me fear is a good indicator, but not a sign to exit the market, but instead to use my head to think logically about the current price levels and where they should go in the future. This is not a new philosophy; legendary investor Warren Buffett has made a career of taking advantage of massive opportunity to buy stocks when everybody else is fearful.

Today there is still a lot of money sitting on the sideline because people are too scared to buy stocks. With coronavirus cases spiking and with the last economic meltdown fresh in our memory, being fearful makes a lot of sense. It's especially scary with the stock market closing in on all-time highs along with the uncertainty of the presidential election looming in November.

However, the economy is still at the beginning stages of its recovery…

So, I need to ask myself, what is the herd doing? The herd is fearful about what can go wrong over the next several months. They are using options to buy insurance on their portfolio, and they are continuing to keep their money on the sideline.

When there is a significant demand for protection, the price of that protection increases, here investors continue to pay more and more for that protection. This gives investors willing to take the other side of that trade far larger than normal returns.

For example, let's say investors own the iShares Trust US Industrial ETF (IYJ), but they feel nervous about the future of the economy. They could use the options market to buy insurance on their asset for about $250. However, that same insurance policy would've cost them $120 one year ago.

That means the insurance policy has more than doubled in the last year! And this is for the same policy, the only difference is how fearful people are today, which has led to a massive increase in price versus just one year ago.

The point is, investors haven't been this fearful since the financial crisis. As a result, they don't have the stomach to make smart investment decisions, but instead, that fear is making them follow the herd. Just like in 2009, when I was recommending people should buy property, I am recommending they don't follow the herd today.

For investors who already own stocks, it's the perfect opportunity to take advantage of the fear by implementing the right option strategies for this market. For those who already own stocks and want to monetize their current asset, the covered call strategy is a favorite among many investors.

However, for investors who really want to put in the time to understand the market and the stocks within them, the iron condor strategy is a perfect fit allowing investors to capture profits on both sides of the market.

The window to capture elevated price levels due to market fear won't last forever, these are once in a decade opportunities. Those who want to take advantage of these opportunities alongside us just need to go to OptionStrategiesInsider.com to learn more.



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