Stock Trading Strategy & Analysis
Budget: $250 – $750 USD
I trade equities through the Finex platform and need a practical, documented strategy that combines both technical and fundamental analysis.
What I’m looking for:
• A step-by-step workflow for scanning, entering, managing, and exiting stock trades on Finex, complete with the specific indicators and timeframes you rely on.
• A fundamental checklist that quickly filters companies by earnings quality, valuation, and sector outlook before they reach the technical stage.
• A simple dashboard or template (Excel, Google Sheet, or a Finex-compatible tool) that merges these data points and shows risk-to-reward for each idea.
• Two fully worked trade examples—charts, notes, and position management—so I can see the method in action.
Deliverables should be clear enough that I can follow them without further coaching, backed by screenshots from Finex wherever relevant. A short hand-over call or recorded walkthrough to set everything up is appreciated. Experience with Finex is ideal, but strong stock-trading results on a comparable platform are also welcome.
What I’m looking for:
• A step-by-step workflow for scanning, entering, managing, and exiting stock trades on Finex, complete with the specific indicators and timeframes you rely on.
• A fundamental checklist that quickly filters companies by earnings quality, valuation, and sector outlook before they reach the technical stage.
• A simple dashboard or template (Excel, Google Sheet, or a Finex-compatible tool) that merges these data points and shows risk-to-reward for each idea.
• Two fully worked trade examples—charts, notes, and position management—so I can see the method in action.
Deliverables should be clear enough that I can follow them without further coaching, backed by screenshots from Finex wherever relevant. A short hand-over call or recorded walkthrough to set everything up is appreciated. Experience with Finex is ideal, but strong stock-trading results on a comparable platform are also welcome.
Related categories:
Excel
Statistics
Finance
Business Analysis
Risk Management
Financial Analysis
Data Visualization
Google Sheets