Category: How to & Advice

If you have even just a little bit of experience trading any market, you would know that the bigger funds or individuals with a big portfolio are the ones that tend to cause major movements. Often called whales, they are able to push markets higher if they aggressively buy a stock and can cause selloffs if they dump their shares. We don’t need to be whales to be successful traders, but it pays to know what the big money is doing in the market.

With the Investa Stock Jockey, you can precisely track who is pushing the stock up, what their average price is, and you can also see when they start selling!

Let’s take a look at one of the strong moves in the Philippine stock market back in 2019 – ABA.

As you can see from the chart, ABA made a double bottom before going on a strong rally. Just by using technical analysis, we know where we should’ve bought and would most likely have plans to sell. However, using the Investa Stock Jockey, we can gain more insights that could help us be prepared for even more situations. Here’s one of the ways you can use it:

1. Pick the stock and select the date

Once you launch the Investa Stock Jockey tool, you would just need to input the stock and set the filter to custom.

Set the dates to the trading days that you want to check for broker activities, and apply the filter. It should show who bought the most and what their average price was. 

2. Use the filters to get a better view of what’s happening in the stock

You can use the different filters within Investa Stock Jockey should you want to organize your data if there is specific information that you want to get.

For example, you can use the net value filter to see who the biggest shareholder is. Also, you can filter by broker just to see what a specific broker has been doing for the specified dates. There are many ways you can tinker with the filters, you just need to be creative should you want to get a better view of the stock’s transactions.

3. Deduce what happened and make your plans

Since you would see the big transactions that came in, you can easily figure out what happened during that time span.

For ABA back in 2019, it is noticeable that JP Morgan was the main shareholder that pushed prices upward. Hence, it would make sense that you would be warry with what they do. For example, if they started selling their shares, it might be safer to switch to a tighter stop since JP Morgan was the one that bought up the majority of the shares that caused ABA to rally.

Although JP Morgan wasn’t the main seller during the selldown for ABA back then, you would see that there was a significant drop in volume. When JP Morgan stopped aggressively buying, there wasn’t enough demand from other buyers to even just sustain share prices. The takeaway here could possibly be that for short-term trading, aside from big shareholders dumping their shares, you also need volume to come in and participants to hold net positive amounts of shares in order to sustain rallies. 

There are a lot of things you can learn by just learning how to read broker transactions. When paired with technical analysis, you can gain helpful insights into what others are thinking about the stock. You just need to take the time to gain experience and to know how different situations can play out.

Aside from having access to the Investa Stock Jockey, having an InvestaPrime subscription lets you gain access to a lot of other powerful tools and educational material that can help you progress no matter your current skill level. Want to know more about what we offer? Head on over to the InvestaPrime landing page to look at all the features that we provide to our subscribers!

What is the hallmark of great traders? Professionals and legendary traders alike don’t win all the time, and neither are they immune to losses. What sets the good traders from the rest are the abilities to know the probabilities of a trade and to skillfully manage risks and rewards. 

Being able to take in the information the market gives and know what scenarios are more likely to happen is a skill that can only be obtained through hard work and experience. You need to put in the productive hours to be able to gauge the markets at a higher level. The same goes for risk management, as you work towards becoming a better trader, you start to learn how to more effectively minimize your losses and maximize your gains. 

We understand that different skill levels have different tools needed when it comes to risk management, which is why we came up with the InvestaCalculator to help traders of all levels. With this tool, you can calculate and manage your risks no matter your current skill level as a trader!

Let’s take a look at how the InvestaCalculator can be used.

1. The Smart calculator that helps those starting out

As was mentioned, risk management and knowing the probabilities of a trade are skills that are obtained and honed through experience. However, to help newer traders, the InvestaCalculator offers a tool called the Investa Smart Calculator so that newbie traders can have a guide on where they can set their cutloss and target prices. 

For example, if you wanted to trade SCC as a new trader, you would just need to input the stock and the price you want to enter at. The Investa Smart Calculator will determine some cutloss and take profit targets based on the stock’s current trend, volatility, and sentiment. Keep in mind, however, that this should not be taken as financial advice as the values calculated are only based on an algorithm that provides estimates. Furthermore, you would still need to know if it is a good trade to take and if you are entering at a good price. Make sure to only use it as a crutch if you are new to trading and you are still learning how to set exit prices.

2. Seamlessly manage your risk while charting

For new and veteran traders alike, the InvestaCalculator’s Risk Management Calculator will surely come in handy. Accessible even while you chart, you can use some of our pre-made risk tolerance settings or input your custom amounts to calculate how many shares you need to buy to adhere to your risk management rules. 

On top of being accessible even with your charts up, it’s really easy to use. If you’re newer to trading and have yet to determine your own risk management rules, you can use some of the pre-made risk tolerance settings. If you’re a more seasoned trader, this tool still comes in handy as you can customize the setup and input your risk management protocols. Once everything is set up, just input your portfolio amount and the different prices you want to buy, cutloss, and take profits at to know how many shares you should buy. 

3. Bottomline calculations

Should you want to know what the end results will be for your transactions, you can also use the InvestaCalculator’s Buy & Sell Calculator to know certain information such as what your break even price will be and how much you will earn or lose should you buy or sell at a different amount from your pre-determined targets. 

If you used the RIsk Management Calculator, this will be easy as you would just click

the “Copy to Buy & Sell Calculator” and you won’t need to input any other information. You can also change the values should you want to know the different results if you were to execute buys and sells at different prices. 

As you can see, using the InvestaCalculator will let you have a more seamless trading experience as you can make the calculations needed to manage your risks on the same page as your charts. With the different tools available, you’ll surely find this useful whether you just started trading or if you’re already a professional!

Aside from the InvestaCalculator, having an InvestaPrime subscription lets you gain access to a lot of other powerful tools and educational material that can help you progress no matter your current skill level. Want to know more about what we offer? Head on over to the InvestaPrime landing page to look at all the features that we provide to our subscribers!