Quiver Strategies Walk-through
Questions/Comments? Contact us at: info@quiverquant.com
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00:00 Here's a quick tutorial on Quiver Strategies and how you can use it to make better trading
00:04 decisions.
00:05 Our goal with this product is to take unique investment datasets, tracking things like
00:08 congressional stock trading, corporate lobbying, social media sentiment, and build back-tested
00:12 automated trading strategies on top of them.
00:15 And honestly, our goal here is to make it as easy as possible for you to use these strategies
00:19 to start trading off of the data that we provide.
00:21 So here's an overview of what you can do with your Quiver Strategies subscription.
00:24 On the homepage is all of the current strategies that are available, and each strategy is a
00:28 unique portfolio constructed with one of our datasets.
00:31 The first two columns here show the performance of the portfolio over 1 day and 30 days.
00:35 And the third column displays the compound annual growth rate over each strategy's respective
00:39 back-test window.
00:41 And the last column is a Sharpe Ratio, which compares the return of the strategy to its
00:44 risk.
00:45 And by the way, typically a Sharpe Ratio above 1 is a very good sign, whereas a lower number
00:48 is a riskier investment.
00:50 So when you click on one of these strategies, in this case the Congress Buy Strategy, the
00:54 first thing that you'll see is a brief description of the strategy.
00:57 And this one specifically buys the assets that members of Congress are buying.
01:00 Next, you'll see the line chart of the performance of the strategy over a period of time.
01:04 Under this, you'll see more statistics, some of which we covered already.
01:07 Now this is the most important part.
01:09 Each portfolio will have a list of stocks that it currently holds.
01:11 The percentage of NAV shows how much of each stock position is weighted within the portfolio.
01:16 So if you have a $100 portfolio, and the stock weighted NAV is 17%, that stock position would
01:21 be $17.
01:22 And keep in mind that depending on what portfolio you're looking at, positions can be open and
01:26 closed either very frequently or not.
01:28 The way to see this is by looking at the columns on the right hand side titled Recently Opened
01:32 and Recently Liquidated.
01:33 Today is September 14th, but we can see that on September 12th, the portfolio sold its
01:37 shares of SQ and bought IMKTA to replace it.
01:41 There are two different ways to start investing in these strategies for yourself.
01:44 Your first option is to simply choose which strategies you want to replicate and then
01:47 manually add them to your own account.
01:50 Option number two is to have it completely automated so that it will automatically buy
01:53 and sell stocks based on changes made to the portfolio for a few of our strategies.
01:57 And keep in mind, we will be adding this functionality to more of our strategies in the future.
02:01 So to do this, go to Quiver Strategies' homepage and click on the button that says
02:04 Copy Trading on the top right.
02:06 If you're subscribed to Quiver Strategies, you'll have a unique access code which can
02:09 be seen here.
02:11 And be sure to store it somewhere and make sure that you don't share it with anyone.
02:14 Next you want to click on this green button that says Start Copy Trading.
02:17 And you will be sent over to our partner website, Quantbase.
02:20 Follow the signup instructions and be sure to use that unique access code.
02:24 And when you finish signing up, you'll have exclusive access to Quiver Strategy portfolios
02:28 on their website.
02:29 You can directly deposit money into Quantbase, pick up the strategies that you want to invest
02:32 in and it will automatically make the changes for you so you don't even have to look.
02:36 However, keep in mind that this is for option number two and that you don't need to do this
02:39 for option number one.
02:40 And that's a quick overview of Quiver Strategies.
02:43 This product is still very new and over time we'll continue adding more features and improvements
02:46 to make it the best product possible.
02:48 If at any point you have questions or need help, send an email to info@quiverquant.com
02:53 and we'll get back to you ASAP.
02:55 Thanks for watching and good luck!