1. Purpose and Background of the Series
Recognizing the limits of discretionary trading
We organize the emotional biases, subjective judgments, information processing limits, and mental burden accumulated from years of discretionary trading, and provide a new perspective based on prior experience.
Presentation of solutions via EA
We explain in detail the advantages of automated entry/exit, systemic risk management, and capital management based on EA algorithms. This emphasizes that consistency and rapid response become possible.
2. Structure and Content of the Series
【DAY 1–5】: Transition from discretionary trading to EA
Explain the limitations and psychological burden of discretionary trading and show how EA complements them.
Also touch on the basic concepts of EA and methods for overcoming the resistance faced by discretionary traders.
【DAY 6–10】: Practical methods for EA operation
Detailed description of parameters to check before operating an EA, setting adjustments, and maintenance methods.
Also cover portfolio management and risk diversification using multiple EAs.
【DAY 11–15】: How to distinguish good EAs and evaluation criteria
How to read backtests and explain indicators to differentiate good EAs from bad ones.
From the perspective of reproducibility and long-term stability, provide concrete evaluation criteria.
【DAY 16–20】: Use of Quant Analyzer and practical verification methods
Methods for evaluating EAs using Quant Analyzer, explanations of profit/loss curves, and Sharpe ratio and other indicators.
Theoretical and practical explanations of portfolio construction and optimization methods.
【DAY 21–25】: Advanced money management and risk management
Focusing on capital allocation across multiple EAs and dynamic capital management (adaptive management), explained practical risk control strategies.
Explore how to achieve risk avoidance techniques that are difficult with discretionary trading through EA operations.
【DAY 26–30】: Long-term operation and rules for success
Realistic expectations for sustaining EA operation over the long term, and imparting the mindset for success.
Help traders avoid common pitfalls and encourage strategies and mindset shifts aimed at asset formation.