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TECHNICAL ANALYSIS 101

A COMPREHENSIVE GUIDE TO BECOMING
A BETTER TRADER
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Risk Disclosure
We Are Not Financial Advisors or a Broker/Dealer: Neither TheoTrade nor any of its ocers, employees,
representaAves, agents, or independent contractors are, in such capaciAes, licensed nancial advisors, registered
investment advisers, or registered broker-dealers. TheoTrade does not provide investment or nancial advice or
make investment recommendaAons, nor is it in the business of transacAng trades, nor does it direct client commodity
accounts or give commodity trading advice tailored to any parAcular clients situaAon. Nothing contained in this
communicaAon consAtutes a solicitaAon, recommendaAon, promoAon, endorsement, or oer by TheoTrade of any
parAcular security, transacAon, or investment.
SecuriAes Used as Examples: The security used in this example is used for illustraAve purposes only. TheoTrade
is not recommending that you buy or sell this security. Past performance shown in examples may not be indicaAve of
future performance.
Return on Investment ROI Examples: The security used in this example is for illustraAve purposes only. The
calculaAon used to determine the return on investment ROI does not include the number of trades, commissions, or
any other factors used to determine ROI. The ROI calculaAon measures the protability of investment and, as such,
there are alternate methods to calculate/express it. All informaAon provided are for educaAonal purposes only and
does not imply, express, or guarantee future returns. Past performance shown in examples may not be indicaAve of
future performance.
InvesAng Risk: Trading securiAes can involve high risk and the loss of any funds invested. Investment informaAon
provided may not be appropriate for all investors and is provided without respect to individual investor nancial
sophisAcaAon, nancial situaAon, invesAng Ame horizon, or risk tolerance.
OpAons Trading Risk: OpAons trading is generally more complex than stock trading and may not be suitable for
some investors. GranAng opAons and some other opAons strategies can result in the loss of more than the original
amount invested. Before trading opAons, a person should review the document CharacterisAcs and Risks of
Standardized OpAons, available from your broker or any exchange on which opAons are traded.
No part of this presentaAon may be copied, recorded, or rebroadcast in any form without the prior wriXen
consent of TheoTrade .
No SoliciAng. No Recording. No Photography.
 Jeff Bierman
One of the industry's leading technical analysts
with more than 24 years of experience under his
belt

Prior to joining TheoTrade, spent 8 years at TD

Ameritrade serving as the company's Chief
Market Technician, working along side Don
Kaufman in the Trader Group.

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What You Will Learn

Deciding on Your Trading Strategy

Deciding on Your Time Frames

Se8ng up Your Chart Display/Styles

Selec=ng Your Vola=lity Indicators

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What You Will Learn (continued)

Selec=ng Your Trend/Momentum Indicators

Selec=ng Support/Resistance Tools

Adding Ancillary Tools/Gadgets

When to Make Adjustments

Deciding on Your Trading Strategy
What is My Psychological Constitution?
--Investor?
--Long-Term, Mid-Term
--Trader?
--Position, Intraday, Scalper, Swing
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Deciding on Your Trading Strategy

What is My Preferred Trading Style?
--Prevailing Trend, Momentum, Value, Market Neutral,
Contrarian, Income, Volatility
Setting Up Your Chart Display/Styles
Selecting Your Time Frame
--Aggregation: Years, Months, Days
--Frequency: Daily, Intraday (Minutes, Hours)

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Setting Up Your Chart Display/Styles

Selecting Your Chart Type
--Bars, Candlesticks, Heiken-Ashi, Equivolume, Ticks,
Range Bars
Setting Up Your Chart Display/Styles
Selecting Your Ancillary Displays
--Volume, Show Trades/Orders, High/Low
Bubbles, Corporate
Actions, Rollover/Expiration Lines
Setting Up Your Chart Display/Styles
Selecting Your Color Schemes
--Candlesticks (Filled/Non-Filled), Volume Bars,
Studies
Selecting Your Volatility Indicators
Volatility Measures
--Standard Deviation, Average True Range
(ATR), Percentage Shifts, Alternative
Formulas
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Selecting Your Volatility Indicators

Volatility Baselines
--Moving Average, Linear Regression
Trendline, Price Range
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Selecting Your Volatility Indicators

Volatility Degrees
--Percentiles, Multipliers, High/Low
Segments
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Selecting Your Volatility Indicators

Volatility Trends
--Expansion, Contraction, Status Quo
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Selecting Your Trend/Momentum Tools

Trend Indicators (Price-Based)
--Studies: Moving Averages, Linear Regression Lines, Zig-Zag
--Drawing Tools: Trendline, Regression Line
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Selecting Your Trend/Momentum Tools

Momentum Indicators (Price-Based, Volume-Based)
--Unbounded Oscillators: Price Oscillator, MACD, DMI,
Rate of Change/Momentum, Fisher Transform
--Bounded Oscillators: Stochastics, Williams Percent R,
Relative Strength Index (RSI), Commodity Channel
Index (CCI)
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Selecting Support/Resistance Indicators

Daily/Weekly Channel Studies
--Bollinger Bands, Keltner Channel, Price Channel
Standard Deviation Channels, Linear Regression
Channels
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Selecting Support/Resistance Indicators

Intra-Day Channel Studies
--Pivot Points, Volume Profile, TPO Profile,
Projection Bands
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Selecting Support/Resistance Indicators

Drawing Tools
--Price Level, Trend Line, Channel, Linear
Regression Channel,
Fibonacci Retracements, Rectangle
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Adding Ancillary Tools/Gadgets

Futures Watchlist
Internals & Indicators Watchlist
Live News
Time & Sales
Active Trader Mode
My Tools
Text Notes
Alerts
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When to Make Adjustments

Extraordinary Volatility Situations
--Fast Markets, Grinding Markets, Flat Price Action
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When to Make Adjustments

Lack of Trading Success
--Slippage, Inconsistency, Timing, Security Selection,
Trade Size
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When to Make Adjustments

Macroeconomic/Microeconomic Risks
--Interest Rate Changes, Geo-Political Issues, Binary
Events
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When to Make Adjustments

One-Sided Portfolio Positioning
--Over-Weighted Negative Delta, Over-Weighted
Positive Delta,
Long Stock Tilt, Short Stock Tilt