OPEN A STRATEGY 1. Go to the top menu to View TradingAppStore Updates

2. When the window pops up, click the orange Launch button to load a strategies workspace

SETUP SYMBOLS FOR FULLY AUTOMATING A STRATEGY 1. Change the symbol on the chart to a trade-able symbol. This can be done by going to the menu

and selecting Format Symbols.

2. Once here change the first symbol in the list if more than one symbol present by clicking the

Format button with the topmost symbol selected.

3. Once the Format Symbol window comes up click the lookup button next to the symbol name

4. Once pressed select the Custom Futures tab. Enter the symbols root value in the top box. If you

are trading SP 500 Emini it is ES, if you are trading US Bonds it is US, if you are trading Gold it is

GC.

5. Enter the appropriate settings for each symbol. The settings are shown below for each strategy,

first SP 500 Emini (ES), second US Bonds (US), and third Gold (GC):

@ESZ14=11INC

@USZ14=11INC

@GCZ14=120XC+GJMQZ

6. Replace the symbol every time there is a contract rollover. This means the first part, which is

now shown as @ESZ14 should be updated when the December (Z) 2014 contract rolls over into

the March (H) 2015 contract.

7. When you are unsure of what symbol to trade go back into the Customer Futures area and

follow the above instructions, the correct symbol will be automatically determined for you. I

recommend that you do this weekly to always make sure you are trading the most current

symbol. Warning: If there is an open position when rollover happens you will either have to roll

the contract (sell old and buy new) or keep the chart trading the old contract to ensure it exits

automatically. ALWAYS check trades are accurate by loading the base workspace with

@ES/@US/@GC on it to verify the correct trades are being taken, if there is a question contact

me.

FULLY AUTOMATE STRATEGY 1. If you would like to fully automate my strategies or anyone’s strategies, start by going to the

menu: Format Strategies.

2. Once there you will notice an area at the bottom of the page that is titled Automation. Once

there be sure both check boxes are clicked indicating you will automate the strategy. If you

would like confirmation off (full autotrading) click the box to Off, if you would like a message to

pop up asking if a trade is okay before the strategy takes it then select On.

3. In the Format Analysis Techniques & Strategies windows click on the Properties for All button on

the right hand side. We will be checking some important settings to ensure automation is done

in such a way that it is safe. My strategies have this setup by default, but it is good to check

before automating them.

4. In the first tab (General Tab), you can setup the simulated commission/slippage values, do inside

bar backtesting, turn on pyramiding, and set the number of contracts a strategy trades. There

should be nothing needed to change here for proper execution, so we don’t need to do

anything.

5. Go to the Automation tab in the Strategy Properties window.

6. Be sure the section titled Stop Orders has both boxes checked. If both are checked stop loss

orders will sent to Tradestation instead of being held on your computer, this means if your

computer loses connection to the internet the stop loss will still be sent and your position still

protected. If this box is unchecked then you must be sure your computer is on at all times or a

stop loss may not be triggered at the correct point.

Semi-Automated Trading or Manual Trading Semi-Automated Trading or Manual Trading is verifying trades before Tradestation actually takes them.

The best way to do this is to load the charts like described above and follow the Fully Automated

directions, but instead of selecting Account Confirmation On (step 2 of Fully Automation), select On.

This will show a warning when trades are taken, and allow you to confirm the trade is legitimate before

Tradestation actually takes the trade.

To confirm a trade, I recommend keeping the default workspace with @ES/@US/@GC loaded on the

chart and verifying that the trade taken by the Custom Futures symbol chart matches the default

workspace, then verifying the trade.

Remember if this option is selected Entries and Exits will not be taken automatically, they will require

you to open Tradestation each day at 6PM New York time and confirm all trades. Stop Losses will still be

automated in this mode.

All entries and exits for my strategies are taken at 6PM New York time at the opening of the next bar, if

you send stop losses to the market (as described above), it is only necessary to open Tradestation

around this time to check if there have been any entries or exits that day.

If you would like to take trades fully manually keep all charts the default @ES/@US/@GC, checking

orders at 6PM New York time, placing any order on the current contract most liquid contract.

Tradestation How To Automate Article:

http://help.tradestation.com/09_01/tradestationhelp/automated_execution/enable_auto_execu

tion_strategy.htm

DISCLAIMER

U.S. Government Required Disclaimer - Commodity Futures Trading Commission Futures and

Options trading has large potential rewards, but also large potential risk. You must be aware of

the risks and be willing to accept them in order to invest in the futures and options markets.

Don't trade with money you can't afford to lose. This is neither a solicitation nor an offer to

Buy/Sell futures or options. No representation is being made that any account will or is likely to

achieve profits or losses similar to those discussed on this web site. The past performance of

any trading system or methodology is not necessarily indicative of future results.

CFTC RULE 4.41 - HYPOTHETICAL OR SIMULATED PERFORMANCE RESULTS HAVE CERTAIN

INHERENT LIMITATIONS. UNLIKE AN ACTUAL PERFORMANCE RECORD, SIMULATED RESULTS DO

NOT REPRESENT ACTUAL TRADING. ALSO, SINCE THE TRADES HAVE NOT BEEN EXECUTED, THE

RESULTS MAY HAVE UNDER-OR-OVER COMPENSATED FOR THE IMPACT, IF ANY, OF CERTAIN

MARKET FACTORS, SUCH AS LACK OF LIQUIDITY. SIMULATED TRADING PROGRAMS IN GENERAL

ARE ALSO SUBJECT TO THE FACT THAT THEY ARE DESIGNED WITH THE BENEFIT OF HINDSIGHT.

NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE

PROFIT OR LOSSES SIMILAR TO THOSE SHOWN.