User guide

This user guide is a short and handy guide on how to use Neotic.ai services.
For more info, please check our Documentation section.
Feel free to contact us for feedback and suggestions.

Registration
Every user has the right to start with a free trial on Neotic.ai.
Before registration, one can access the performance of the current Neotic A.I. backtested strategies, however, only after registration, one can perform A.I. backtesting and A.I. live-trading.

Check the backtesting definition in the documentation section.
Make sure to login or register - if not a member - prior to running a backtest.
The user can either:

  • Use/Customize one of Neotic backtested strategies
  • Build their own backtest from scratch

Each option is explained further in subsection below.

Our team have been making excessive testing, using our A.I. algorithms. The strategies that made the highest returns and Sharpe ratios are displayed in this section.
Users can either

Make sure to login or register - if not a member - prior to running a backtest.

Neotic backtested strategies are divided into three categories:

The user can

  • Press “Portfolio details” to check the strategy’s backtest performance
  • Press “run this strategy now” to deploy live automated orders (with paper or real money)
  • Press “Use this strategy” to backtest the strategy and either:
  • Customize it by changing the trading parameters
  • Run a backtest with the same parameters

The user can rollover on the sign next to each parameter where it is explained briefly.
For detailed information, check the backtesting tutorial (strategy parameters) in the documentation section.
After filling this page, press the button “start backtesting” at the end of the page.
When the backtest is ready, the user will be notified by

  • An email message
  • A notification on their profile.

The user can at any time check all the backtests they performed in “My backtests” section in the user’s menu.

Go to “check performance” section to continue.

Users can either

Make sure to login or register - if not a member - prior to running a backtest.

Press A.I. baktesting in the services section.
The form is filled with default numbers suggested from Neotic, which the user can change according to their preferences.

The user can rollover on the sign next to each parameter where it is explained briefly.
For detailed information, check the backtesting tutorial (strategy parameters) in the documentation section.
After filling this page, press the button “start backtesting” at the end of the page.

When the backtest is ready, the user will be notified by

  • An email message
  • A notification on their profile.

The user can at any time check all the backtests they performed in “My backtests” section in the user’s menu.

Go to “check performance” section to continue.

After completing step 1, users will be looking for the backtest result (which may take between 40 and 180 minutes according to the chosen parameters).

In order to check their strategy’s performance once their backtest is ready, the user can either:

  • Click on the link in the email message they receive
  • Click the notification sign on the top left of Neotic header

For more information regarding the performance and returns, check the backtesting tutorial (portfolio’s performance) in the documentation section.

The user can

  • Press “Get stocks to trade today” to forward test their strategy (manually) and get daily recommendations on stocks to long &/or short
  • Go to get daily forecasts section to continue
  • Press “Automated orders” to deploy live their strategy (automation) where they can either choose paper trading (as a second layer of testing live) or real money trading
  • Go to set automated orders section to continue
  • Press “Trading criteria” to review the parameters of their strategy

The user can at any time check all the backtests they performed in “My backtests” section in the user’s menu.

Go to “deploy live” section to continue.

In order to deploy their strategy live, users should make sure first to complete step 1 and step 2. We even recommend to backtest several assumptions before choosing the best one.

The user can at any time check all the backtests they performed in “My backtests” section in the user’s menu, where they can press “learn more” to review each strategies’ performance.

Users can choose to deploy it live either with:

  • Paper trading (real markets but fake money)
  • Recommended as a second layer of risk management
  • Real money trading

The user can choose to deploy live either by:

  • Getting daily forecasts (manually trading)
  • Setting automated orders (passive trading)

Each option is explained further in subsection below.

After completing step 1 and step 2 and choosing the strategy that they wish to deploy live, the user can get daily recommendations on which stocks to long &/or short.

In order to run a forecast for the next trading day from the strategy they wish to deploy live, the user can:

  • Check all the backtests they performed in “My backtests” section in the user’s menu
  • Click “learn more” then click “Get stocks to trade today
When the forecast is ready (takes about 10 minutes), the user will receive an email message as well as a notification on their profile.

In order to check recommendations on which stocks to long and/or short once their forecast is ready, the user can either:
  • Press on the link in the email message they receive
  • Press on the notification button on the top left of Neotic.ai

Recommendations to buy &/or sell short
The user can press:
  • “Backtest trading criteria” to see their backtest filled form.
  • “Forecast trading criteria” to see their forecast filled form with their strategy’s criteria.

In order to review their forecasts, press My forecasts in the user’s menu.
For more information regarding inputting stocks on brokers platform, check the forecasting tutorial in the documentation section.

After completing step 1 and step 2 and choosing the strategy that they wish to deploy live, the user can set their strategy to run automated orders.

In order to set the strategy they wish to deploy live to run automated orders, the user can:

  • Check all the backtests they performed in “My backtests” section in the user’s menu
  • Click “learn more” then click “automated orders

The user can next choose:

  • Paper trading (real market - fake money)
  • Real money trading (real market - real money)

Currently, Neotic’s third medium service for automated real &/or paper trading is:



If the user prefers to use any other broker, they can contact us and we will work on providing them with an API to deploy their strategy live with the third-party website of their choice.

In order to fill the automated orders page (email, password and strategy id), refer to collective2 tutorial.

This section will explain how to set automated trading from Neotic to Collective2 services. Collective2 will allow the user to set up live trading strategies with different brokers. This process includes the following steps, each step is further explained below.

    1. Subscribe to Collective 2
    2. Collect Data services password and System Id
    3. Enter them on Neotic

1. Subscribe to C2

Go to https://trade.collective2.com/sign-up/ and create a Collective2 Account.

N.B.: Every user is entitled to two weeks free trial for paper trading.

2. Collect Data services password and System Id

To acquire a Data services password, go to Account Management screen:
Click General Account Settings in the top right of the screen.

Collective2 dashboard

Select the Data Services tab.
Access to automated order system

Check the boxes to Enable Data Services and Enable Trade Entry .
Write a Data Services Password in the bottom of the page and save changes when done.
Enable collective2 account

System id

Click create strategy on the left of the screen and give a name to your strategy.
Then click My strategies on the left and choose the strategy created. Close the popup screen.
Find trading system's id number next to the strategy's name on the main system page.

Collective2:Create a strategy

Choose your broker

Choose a broker between the following available ones (right of the screen):

Collective2 Supported Brokers

3. Enter them on Neotic

Now return back to Neotic
The user can choose a backtested strategy.
Click Learn More, then run this strategy now.-paper or real money trading - Collective2.

Automated trading system using machine learning

Fill the missing information:
  • Email from which the user created their account on C2.
  • Data Services Password entered above in step 2.
  • System id collected from C2 - number next to “Strategy title” - in step 2.
If all works fine, the user should see the following screen (user menu - my automated orders)
long and short automated strategies for stock market

As well as a green running bar on the top right of the screen in the user’s profile, that indicates there are currently live strategies running.
Run your automated strategy on collective2

The user can stop a running strategy at anytime by clicking the Stop button (status section in the table).
The user can daily check their live portfolio on Collective 2 interface by pressing the number in the system id column in the automated orders table.

N.B: The user might sometimes receive emails from Collective2 regarding unclosed positions. This rarely happens when the volume of the stock is less than or equal to the quantity bought/ shorted.

After the consumption of the trial period, the user will have to pay in order to keep using Neotic services.

Step 1: Log in
Step 2: Go to Pricing .
Step 3: Press Buy now button under the appropriate package.
Step 4: Fill the Billing information: Country - State (2 letters - only required if the country of origin is Canada or US) - Address - City - Last name - First name - Phone (with country code). Press Submit.
Step 5: Check the information and if all good press Confirm.
Step 6: Enter Zip/postal code and payment details: Card type - Card number and Expiration date and press Pay.
If all works fine, the user will be redirected to the order history page where a pop up will appear stating that payment is accepted.

The three listed packages of pricing vary per consumption not per period, however, on average:

  • Standard package is equivalent to 3 months of use
  • Super package is equivalent to 6 months of use
  • Ultimate package is equivalent to 1 year of use

Introduction

This user guide is a short and handy guide on how to use Neotic.ai services.
For more info, please check our Documentation section.
Feel free to contact us for feedback and suggestions.

Registration
Every user has the right to start with a free trial on Neotic.ai.
Before registration, one can access the performance of the current Neotic A.I. backtested strategies, however, only after registration, one can perform A.I. backtesting and A.I. live-trading.

top

1. Run a backtest

Check the backtesting definition in the documentation section.
Make sure to login or register - if not a member - prior to running a backtest.
The user can either:

  • Use/Customize one of Neotic backtested strategies
  • Build their own backtest from scratch

Each option is explained further in subsection below.

top

Use/Customize Neotic strategies

Our team have been making excessive testing, using our A.I. algorithms. The strategies that made the highest returns and Sharpe ratios are displayed in this section.
Users can either

Make sure to login or register - if not a member - prior to running a backtest.

Neotic backtested strategies are divided into three categories:

The user can

  • Press “Portfolio details” to check the strategy’s backtest performance
  • Press “run this strategy now” to deploy live automated orders (with paper or real money)
  • Press “Use this strategy” to backtest the strategy and either:
  • Customize it by changing the trading parameters
  • Run a backtest with the same parameters

The user can rollover on the sign next to each parameter where it is explained briefly.
For detailed information, check the backtesting tutorial (strategy parameters) in the documentation section.
After filling this page, press the button “start backtesting” at the end of the page.
When the backtest is ready, the user will be notified by

  • An email message
  • A notification on their profile.

The user can at any time check all the backtests they performed in “My backtests” section in the user’s menu.

Go to “check performance” section to continue.

top

Build a backtest from scratch

Users can either


Make sure to login or register - if not a member - prior to running a backtest.

Press A.I. baktesting in the services section.
The form is filled with default numbers suggested from Neotic, which the user can change according to their preferences.

The user can rollover on the sign next to each parameter where it is explained briefly.
For detailed information, check the backtesting tutorial (strategy parameters) in the documentation section.
After filling this page, press the button “start backtesting” at the end of the page.
When the backtest is ready, the user will be notified by

  • An email message
  • A notification on their profile.

The user can at any time check all the backtests they performed in “My backtests” section in the user’s menu.

Go to “check performance” section to continue.

top

2. Check performance

After completing step 1, users will be looking for the backtest result (which may take between 40 and 180 minutes according to the chosen parameters).

In order to check their strategy’s performance once their backtest is ready, the user can either:

  • Click on the link in the email message they receive
  • Click the notification sign on the top left of Neotic header

For more information regarding the performance and returns, check the backtesting tutorial (portfolio’s performance) in the documentation section.

The user can

  • Press “Get stocks to trade today” to forward test their strategy (manually) and get daily recommendations on stocks to long &/or short
  • Go to get daily forecasts section to continue
  • Press “Automated orders” to deploy live their strategy (automation) where they can either choose paper trading (as a second layer of testing live) or real money trading
  • Go to set automated orders section to continue
  • Press “Trading criteria” to review the parameters of their strategy

The user can at any time check all the backtests they performed in “My backtests” section in the user’s menu.

Go to “deploy live” section to continue.

top

3. Deploy live

In order to deploy their strategy live, users should make sure first to complete step 1 and step 2. We even recommend to backtest several assumptions before choosing the best one.

The user can at any time check all the backtests they performed in “My backtests” section in the user’s menu, where they can press “learn more” to review each strategies’ performance.

Users can choose to deploy it live either with:

  • Paper trading (real markets but fake money)
  • Recommended as a second layer of risk management
  • Real money trading

The user can choose to deploy live either by:

  • Getting daily forecasts (manually trading)
  • Setting automated orders (passive trading)

Each option is explained further in subsection below. top

Get daily forecasts

After completing step 1 and step 2 and choosing the strategy that they wish to deploy live, the user can get daily recommendations on which stocks to long &/or short.

In order to run a forecast for the next trading day from the strategy they wish to deploy live, the user can:

  • Check all the backtests they performed in “My backtests” section in the user’s menu
  • Click “learn more” then click “Get stocks to trade today
When the forecast is ready (takes about 10 minutes), the user will receive an email message as well as a notification on their profile.

In order to check recommendations on which stocks to long and/or short once their forecast is ready, the user can either:
  • Press on the link in the email message they receive
  • Press on the notification button on the top left of Neotic.ai

Recommendations to buy &/or sell short
The user can press:
  • “Backtest trading criteria” to see their backtest filled form.
  • “Forecast trading criteria” to see their forecast filled form with their strategy’s criteria.

In order to review their forecasts, press My forecasts in the user’s menu.
For more information regarding inputting stocks on brokers platform, check the forecasting tutorial in the documentation section.

top

Set Automated orders

After completing step 1 and step 2 and choosing the strategy that they wish to deploy live, the user can set their strategy to run automated orders.

In order to set the strategy they wish to deploy live to run automated orders, the user can:

  • Check all the backtests they performed in “My backtests” section in the user’s menu
  • Click “learn more” then click “automated orders

The user can next choose:

  • Paper trading (real market - fake money)
  • Real money trading (real market - real money)

Currently, Neotic’s third medium service for automated real &/or paper trading is:



If the user prefers to use any other broker, they can contact us and we will work on providing them with an API to deploy their strategy live with the third-party website of their choice.

In order to fill the automated orders page (email, password and strategy id), refer to collective2 tutorial.

top

Collective2 tutorial

This section will explain how to set automated trading from Neotic to Collective2 services. Collective2 will allow the user to set up live trading strategies with different brokers. This process includes the following steps, each step is further explained below.

    1. Subscribe to Collective 2
    2. Collect Data services password and System Id
    3. Enter them on Neotic

1. Subscribe to C2

Go to https://trade.collective2.com/sign-up/ and create a Collective2 Account.

N.B.: Every user is entitled to two weeks free trial for paper trading.

2. Collect Data services password and System Id

To acquire a Data services password, go to Account Management screen:
Click General Account Settings in the top right of the screen.

Collective2 dashboard

Select the Data Services tab.
Access to automated order system

Check the boxes to Enable Data Services and Enable Trade Entry .
Write a Data Services Password in the bottom of the page and save changes when done.
Enable collective2 account

System id

Click create strategy on the left of the screen and give a name to your strategy.
Then click My strategies on the left and choose the strategy created. Close the popup screen.
Find trading system's id number next to the strategy's name on the main system page.

Collective2:Create a strategy

Choose your broker

Choose a broker between the following available ones (right of the screen):

Collective2 Supported Brokers

3. Enter them on Neotic

Now return back to Neotic
The user can choose a backtested strategy.
Click Learn More, then run this strategy now.-paper or real money trading - Collective2.

Automated trading system using machine learning

Fill the missing information:
  • Email from which the user created their account on C2.
  • <
  • Data Services Password entered above in step 2.
  • System id collected from C2 - number next to “Strategy title” - in step 2.
If all works fine, the user should see the following screen (user menu - my automated orders)
long and short automated strategies for stock market

As well as a green running bar on the top right of the screen in the user’s profile, that indicates there are currently live strategies running.
Run your automated strategy on collective2

The user can stop a running strategy at anytime by clicking the Stop button (status section in the table).
The user can daily check their live portfolio on Collective 2 interface by pressing the number in the system id column in the automated orders table.

N.B: The user might sometimes receive emails from Collective2 regarding unclosed positions. This rarely happens when the volume of the stock is less than or equal to the quantity bought/ shorted.

top

Payment process

After the consumption of the trial period, the user will have to pay in order to keep using Neotic services.

Step 1: Log in
Step 2: Go to Pricing .
Step 3: Press Buy now button under the appropriate package.
Step 4: Fill the Billing information: Country - State (2 letters - only required if the country of origin is Canada or US) - Address - City - Last name - First name - Phone (with country code). Press Submit.
Step 5: Check the information and if all good press Confirm.
Step 6: Enter Zip/postal code and payment details: Card type - Card number and Expiration date and press Pay.
If all works fine, the user will be redirected to the order history page where a pop up will appear stating that payment is accepted.

The three listed packages of pricing vary per consumption not per period, however, on average:

  • Standard package is equivalent to 3 months of use
  • Super package is equivalent to 6 months of use
  • Ultimate package is equivalent to 1 year of use

top