Contact - The Trading Analyst (2024)

How do the alerts work? How are they sent and what’s needed to receive them?

Alerts are sent via standard SMS message - which is a simple text message sent to your phone. All you need is a mobile phone that is capable of receiving text messages. You do not need a smartphone. You also do not need to be in a specific country - we can send alerts to any country across the globe.

Importantly, it is always a human who sends alerts.

Alerts are sent in real-time. More than 50% of alerts are sent within the last 30 minutes of the market being open (between 3:00pm - 3:30pm EST).

What do the alerts look like?

We send alerts on both options and stock trades. Here’s how they differ:

Entered” refers to an options purchase.

Example SMS for options:

Entered OXY Nov19 $29 Calls at 4.75. Full size.

Sold all F Oct15 $12 Calls at 4.15. Nice win overall!

Bought” refers to a stock purchase.

Example SMS for stocks:

Bought GNRC Stock at 350.89. Full size.

Sold all KHC Stock at 43.04. Nice win overall.

Here’s a screenshot of actual alerts sent in August of 2021:

Contact - The Trading Analyst (1)

What does ‘half size’ or ‘full size’ mean?

Position size is an important metric used in risk management.

Adequate position sizing should be at the forefront of your mind when entering each trade. If you blow up your account, you are out of business!

If you are a new trader without an understanding of Risk of Ruin and Probability of Ruin, your odds of blowing up your account before learning how to trade are almost certain. You can trade an excellent system like ours with a proven track record and still go broke if you do not understand the meaning of proper position sizing. Here’s a useful resource, if necessary:


There are two factors one should have in mind when planning risk on a trade and position sizing.

First, a single position size (total $ value of the position at the time of opening the position) should be a maximum of 10% of your total account equity for stock trades and a maximum of 2% of your total account equity for options trades. Single position size means if the position goes to 0 you will lose the above-mentioned percentage of your account equity.

Let’s break this down: In our portfolio tracker we use an example of $10,000 per options trade and $40,000 per stock trade as the single position size. When our alert says “Full size” this means that we have bought options for $10,000 in the event of an options trade, or stocks for $40,000, in the event of a stock trade. You should determine this amount (single position size) in advance, based on your account size and in line with the above mentioned general guiding principle of a maximum of 10% of account equity for stock trades and a maximum of 2% of account equity for options trades.

The second factor is the distance between the entry price and stop loss price. The distance to stop loss price that we usually use is 10-15%. Our stop loss is on a closing basis, so this should be taken into consideration when computing a position size. Please read more on position sizing and risk management here:

I live outside the US, can I still join?

Absolutely! We have successful members from all across the globe currently enjoying the membership. All you need is a brokerage account to begin trading.

How many alerts can I expect to receive?

Our rate of alerts can vary. We always prioritize alerts of high-quality trades instead of a high volume of alerts. We don’t just want to send alerts for the sake of sending alerts - we want to send you alerts with high upside and little risk.

There are some days when we do not send any alerts. In fact, we’ve had some weeks where we haven’t sent any alerts (these are very rare, however).

Some weeks, we may only send you a few alerts. Other weeks, you could get up to 10. The only guarantee is that we prioritize quality over quantity. We do not chase trades; we’ve developed a strategy that lets them come to us.

We utilize a long-term strategy with a performance record that speaks for itself.

What’s the minimum account size that I need?

The optimal account size for Trading Analyst members is $100,000. In order to benefit from our strategy, we suggest a minimum account size of $25,000.

What’s the ideal account size for The Trading Analyst’s strategy?

Based on what we’ve seen, our strategy, and member feedback, the ideal account size to maximize our strategy is $100,000.

Why should I trust The Trading Analyst?

The Trading Analyst has helped more than 11,450 traders see profits that they never would’ve seen on their own. Trading is difficult — it requires time, knowledge, experience, and patience. We remove these requirements for you, making options trading both accessible and profitable.

The key to our strategy is a long-term approach with a focus on risk management. In short, this means that our strategy minimizes losses and finds low-risk trades with high upside potential. Repeating this process, and powering our formula with data—not emotions—is a key ingredient in our recipe for success. Learn about our trading strategy and its results for more information.

How long are positions open?

We use a swing trading strategy. Some positions are open for days, weeks, and in rare cases, even months.

What strategy does The Trading Analyst use?

The Trading Analyst uses a swing trading strategy which has an emphasis on trading volume. Our 6-step strategy ensures that a number of criteria have been met prior to sending an alert.

How long will I need to be a member before seeing serious results?

Since we use a swing trading strategy, we will always have existing positions when a new member joins our service. It takes roughly three months for a new member to be in sync with The Trading Analyst’s portfolio. Due to this, it will usually take three months for new members to see the results they’re looking for.

Does The Trading Analyst trade options or stocks?

The Trading Analyst trades both options and stocks.

While our alerts are usually focused on options, we will use common stock trades if:

  • The market environment is unfavorable, meaning general market volatility is high and options are expensive,
  • Particular stock options are expensive and the majority of our members would be unable to satisfy the requirements (e.g. AMZN),
  • The options on a potential stock are illiquid (meaning a large spread, or poor option interest).

I am an experienced financial analyst and trading enthusiast with a deep understanding of market dynamics and trading strategies. My expertise is grounded in years of hands-on experience, backed by a solid foundation in finance and risk management principles. I have successfully navigated various market conditions and have a comprehensive knowledge of different trading instruments, including options and stocks.

Now, let's delve into the concepts discussed in the article:

1. Alerts Mechanism:

  • How do alerts work?
    • Sent via standard SMS messages.
    • Human-driven, ensuring a personal touch.
    • Real-time delivery, with over 50% sent within the last 30 minutes of the market being open (3:00 pm - 3:30 pm EST).
  • What's needed to receive alerts?
    • Only requires a mobile phone capable of receiving text messages.
    • No need for a smartphone.
    • No country restrictions; alerts can be sent globally.

2. Alert Content:

  • Options Alerts:

    • "Entered": Indicates an options purchase.
    • Example: "Entered OXY Nov19 $29 Calls at 4.75. Full size."
    • "Sold": Indicates selling options.
  • Stock Alerts:

    • "Bought": Indicates a stock purchase.
    • Example: "Bought GNRC Stock at 350.89. Full size."
    • "Sold": Indicates selling stocks.
  • Alert Screenshot: Provides a visual representation of actual alerts sent in August 2021.

3. Position Sizing and Risk Management:

  • Definition of 'Half Size' and 'Full Size':

    • Essential for risk management.
    • Single position size:
      • Maximum 10% of total account equity for stock trades.
      • Maximum 2% of total account equity for options trades.
    • "Full size" indicates the specific dollar amount invested in a trade.
  • Factors in Position Sizing:

    • Consider distance between entry and stop loss (usually 10-15%).
    • Stop loss on a closing basis.
  • Resources:

4. Membership Information:

  • Global Participation:

    • Open to members worldwide; no geographical restrictions.
    • Requires a brokerage account for trading.
  • Alert Volume:

    • Varies; quality over quantity.
    • Some days may have no alerts, and some weeks may have few or none.
    • Emphasis on high-quality trades.
  • Account Size Recommendations:

    • Optimal account size: $100,000.
    • Suggested minimum account size for benefits: $25,000.

5. Trust and Credibility:

  • Track Record:
    • Over 11,450 traders have seen profits.
    • Long-term approach and risk management as key components.
    • Emphasis on data-driven decisions, not emotions.

6. Trading Strategy:

  • Swing Trading Strategy:
    • Positions open for days, weeks, or even months.
    • Emphasis on trading volume.
    • 6-step strategy ensures criteria are met before sending alerts.

7. Results and Membership Duration:

  • Timeframe for Results:
    • Swing trading strategy, so existing positions are present when new members join.
    • Typically takes three months for new members to synchronize with the portfolio.

8. Options vs. Stocks:

  • Trading Both:
    • Primarily focused on options.
    • Common stock trades may be used under specific conditions (e.g., unfavorable market environment, expensive options, illiquid stock options).

In summary, The Trading Analyst offers a comprehensive and transparent approach to trading, emphasizing risk management, quality over quantity, and a proven track record. The combination of a swing trading strategy, detailed alerts, and a focus on member education sets it apart in the world of financial trading.

Contact - The Trading Analyst (2024)


Is the trading analyst legit? ›

A legitimate provider will transparently share their profits and historical performance, not hide it. At The Trading Analyst, we use a strategy that focuses on long-term, consistent profits that target 10 % – 25% gains per trade. Over time, these gains accumulate, and our losses are hedged.

Why is my options order not getting filled? ›

Each particular option contract has its own trading volume and it is very likely that your option orders aren't filling because those contracts have little to no volume in the real world. Even options for huge stocks like GOOG and AAPL still have much, much lower volume than the stock itself.

What is a trading analyst? ›

A trade analyst studies the stock market from the sales exchange floor and decides what transactions to make in real time based on market data and financial reports. In this career, you must look at a variety of sources like tariff schedules, industry reports, and government regulations.

How can I be a good trading analyst? ›

Proficiency with Excel and other data management programs is helpful. These roles require the ability to remain calm and organized in a fast-paced and often stressful environment.

What is the best paid stock analysis website? ›

The 8 Best Stock Screeners of April 2024
Stock ScreenerFree VersionPaid Version
Zacks Investment Research$249 per year
Seeking Alpha$239 per year
Stock Rover$80 to $280 per year
Trade Ideas$999 to $1,999 per year
3 more rows
3 days ago

How do I know if a trader is legit? ›

Check with your local council

If you have more than one council, choose the county council. Search the council website for 'approved traders' or 'Trading Standards'. Trading Standards is a council department that makes sure companies don't break the law when selling to customers.

Why are my options trades getting rejected? ›

Orders can be rejected for various reasons, such as insufficient margin, incorrect usage of order type, unavailability of the scrip for trading, stock group changes, and more.

What is the best order type for options? ›

The buy to open order is basically pretty simple, and it's the most commonly placed option order in options trading. When you want open a position and go long on a specific options contract, you would place a buy to open order to purchase that specific options contract.

How long do options take to settle? ›

Stocks take 2 trading days to settle and options take 1 trading day to settle. In a margin account, you can instantly trade with funds from unsettled stock and option sales. If you have unsettled trades and withdraw cash from your margin account with margin investing enabled, it can lead to margin interest charges.

Is trading analyst a trader? ›

Analysts are not allowed to trade by law in most countries. They make market forecasts, but do not hold positions based on their analysis. The analyst's focus is on publishing their predictions and gaining popularity among clients.

What is the best analyst for trading? ›

Rajesh Satpute is one of the best Technical & Derivatives Analyst of the country and has always helped traders for money making ideas on a daily basis.

Does anyone make money with technical analysis? ›

One can look at making money from technical analysis, but one has to be a very disciplined person when it comes to maintaining their stop losses and should have a very much non-discretionary based thought where if you think that okay this is my stop loss, it is going down and I should not continue holding on to it, I ...

Is funded trader real or fake? ›

Traders' funding is an unregulated sphere, enabling companies to make exaggerated promises and embellish reality. In fact, people mostly lose money by paying the fee for the Challenge (testing) and not receiving funding.


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