I’m in need of some marketing help…

TLDR: Failed web developer/front end developer, ISO of an internet marketer to work with a profitable stock trading signal algorithm. I need some advice, please.

A few years ago I developed a volatility/correlation algorithm for RIA here in Denver and deployed across a $150 million portfolio. That year the advisory firm won a Lipper fund award for a portfolio that employed this algorithm. (U.S. Balanced/Multi-asset (All Styles) Ranked # 1 ROR 17.45%). I know super exciting right… I like it’s kind like a dunnie.

I left the firm and have taken my algorithm and applied it across all the stocks in the S&P 500. I have made the terrible mistake of thinking that I could be an algorithmic writer/code writer, web developer, and internet marketer. I have failed miserably at the last two. There just isn’t enough time in the day.

So now I have a ghost site, actually, it should be called a zombie because it has a mind of its own. (excluding this blog site) I still have scripts that continue to maintain the algorithm and update it every day, although I haven’t looked at them in months, it keeps churning out trades. I have been too focused on my day job as an algorithm coder / CIO for a small family office.

Here are few highlights of the site:

The winners, page is a list of stocks that the algorithm picked and as you can see are basically winning. Breakouts & Breakdowns is updated daily with new trades. I just remember I even have an FAQ on the how the algorithm works, well not the secret sauce just a basic idea. There is a lot of potential in the algorithm as the sum product of all the equities I track can be analyzed into another technical indicator to see the market as whole, I call it the Happy/Panic meter.

Yes, I do understand that at the time of this blog post that Apple stock has not been adjusted for the split and some stocks might have a 100% gain because well that day I didn’t the correct quote. You can also see that each page has its own individual page, with charts, etc.. So please keep that in mind that I haven’t updated certain parts of the website, but the algorithm is as robust as ever.

Basically, I’m either looking for a business partner that would handle the marketing/front-end design and or personality of the website. (we could move it to another site) Would also be happy to discuss a host of other options, such as API access, trading machines/trading bots (click around the site, I have some experience in building trading machines), or white label services. I also can build portfolios for RIA and FA, I have some great ones already on the website.

So go ahead kick the tires, click around the website. Ask me some questions… throw out some ideas… because I running out of them. Chad @ this domain .com

Recommended Books for building trading algorithms

Notice I didn’t write 10 books you have to read to make millions of dollars in the market. That just seems a little click-bait/Buzz Feedy. Unfortunately, from a data scientist/ SEO perspective that would have been the more profitable. 

As we all suffer through covid-lockdown I just put together a list of books that I have read that I believe have shaped my understanding of markets and have molded my investment philosophy. I think bigger-picture books such a The Big Short and Black Swan are far more important than technical books.

Creating algorithms and or trading strategies is something that I believe starts with the creative process, maybe just staring at charts for hours or losing a lot of money. I’m lucky, I’m a self-taught coder and I can implement my strategies without getting caught up in whether my code is object-oriented and if I have the correct classes etc. I always say that the code is the easy part, it’s finding a good strategy that is hard part.

So these are some books that I have enjoyed and maybe you will too as well. If you have any recommendation, please leave them in the comments as I’m always looking for something to read / listen to. 

Books that shaped my investment philosophy or possible continue to shape my philosophy strategy.

The Creature from Jekyll Island: A Second Look at the Federal Reserve by G. Edward Griffin
The Warren Buffet Way by Robert G. Hagstrom, jr.
How Technical Analysis Works by Bruce m. Kamich
The Black Swan By Nassim Nicholas Taleb
Beating The Street By Peter Lynch
The Big Short by Micheal Lewis
Flash Boys by Micheal Lewis
Confession of an Economic Hit Man by John Perkins
A mathematician plays the stock market by John Allen Paulos

Here are some other books, that I have read that but am not giving an a full endorsement. I especially disliked “Random Walk”, but that seems to be Wall Street favorite.



Malcolm Gladwell and Freaknomics books are good audio books and generally pretty easy to consume quickly:
The Tipping Point by Malcolm Gladwell
Blink by Malcolm Gladwell
Outliers by Malcolm Gladwell
What the Dog Saw: and Other Adventures by Malcolm Gladwell
Boomerang by Micheal Lewis
Freakonomics by Steven D. Leviit and Stephan J Dubner

The Intelligent Investor: The Definitive Book on Value Investing by Benjamin Graham

Academic / Text Books
Option Volatility & pricing by Sheldon Natenberg
The Complete Guide to Option Pricing Formulas By Espen Gaarden Haug (This book is great for the formulas)

High-Frequency Trading by Irene Aldridge (Probably outdated and really that good.)

Music Books

How to Scrape and Parse Stock Earnings Reports

For years I looked for a simple way to get earnings reports from Wall St. It seems they would change their earning reports on a regular basis and the dates would be inconsistent. Then one day when I wasn’t paying attention, BAM. Earnings report and the stock would take off or crash on the numbers and I would be left holding the bag or missed the boat. You get the point.

Continue reading “How to Scrape and Parse Stock Earnings Reports”