Trading Style

What are the requirements to start using Smart Auto-Trading?

Smart Auto-Trading is so simple to use, investors from any experience level can use it. You start by running your trading sessions in simulation mode free of charge. Once comfortable with the application, you can elect to auto-trade using a supported brokerage account for a low monthly fee.

Simply register, set up your trading strategy and start experiencing Smart Auto-Trading in simulation or trading mode today.

Test different trading strategies, learn about the AI stock investing and see how much money you could make.

Who is best suited to use Smart Auto-Trading?

Smart Auto-Trading is available to suitable investors, new and experienced.

New investors will appreciate the simplicity and peace of mind associated with automated trading while experienced investors will appreciate the freedom to put part of their portfolio on auto-pilot.

Individuals, Family Offices, Trusts and Corporations can all benefit from using Smart Auto-trading. A Corporation can use Smart Auto-Trading to trade excess revenue while individuals can auto-trade in their taxed or tax deferred accounts such as IRAs. Just make sure you consult your CPA or Financial Advisor to ensure that Smart Auto-Trading is appropriate in your specific situation.

Stock Circles' Smart Auto-Trading simplifies stock investing down to a few easy steps.

I am too busy to monitor my account, can Smart Auto-Trading help me?

Busy, hard working investors with limited access can benefit the most from using Smart Auto-Trading.

If, like us, you are busy during the day, you do not have time to follow the market. You can use Smart Auto-Trading to benefit from opportunities otherwise lost. Smart Auto-Trading removes the hard work associated with stock trading. Its Artificial Intelligence screens, monitors and auto-trades stocks on your behalf while you relax, are at the gym, or just busy working.

What is the difference between 'Continuous Trading' and 'Day Trading'?

Smart Auto-Trading works best as a continuously trading strategy. Our Investment Philosophy advocates for the instrumentation of a long-term strategy that fits your personal needs.

Depending on your strategy, it can take several days to yield a profit or not at all. Your strategy will keep some stocks in market after market hours and will sell them if market conditions dictate or if your stocks have reached their profit targets.

'Day Trading' is not recommended or suitable for the majority of our investors. Investments don't always increase in value on the same day. In fact, in the last year, most stocks stayed in market several days before realizing a profit or being sold at a loss. If you are not an experienced Day Trader, you should refrain from using this technique as it increases the potential for preventable losses.

Am I an Investor or a Trader?

If an Investor exceeds 3 roundtrip trades on the same stock within 5 business days, your broker is required to mark your account as Pattern Day Trader (PDT).

Smart Auto-Trading could buy and sell the same stock more than 3 times in 5 business days if it calculates that it is appropriate to do so.

Being labeled a 'PDT' does not mean anything but may be useful if you are interested in changing your casual Investor status and become a 'professional' in the eyes of the taxation authorities. Make sure you consult with your CPA or financial advisor to understand how auto-trading can be used to help you become a professional trader in the eyes of the IRS.

What will I need to auto-trade?

If you are ready to trade, you will need the following:

  • A brokerage account with Ally Invest or Tradier Brokerage

  • At least $25,000 in the account

  • Your account will also need to have its margin enabled for Smart Auto-Trading to work.

    Once setup, come back to Stock Circles to enable real-trading. Stock Circles will require discretionary trading authority so that Smart Auto-Trading can auto-trade on your behalf. Stock Circles will also make sure you are suitable to invest using Smart Auto-Trading via a simple workflow.

    What is a margin account?

    A margin account is a companion account to your cash account located at your brokerage house. It allows Smart Auto-Trading to auto-trade uninterrupted. Without it, an investor would not be able to trade because trades otherwise take 2-3 business days to settle.

    Smart Auto-Trading does not trade using the margin portion of the account but the margin account is required for allowing Smart Auto-Trading to auto-trade uninterrupted.

    Why should I use your product vs. and ETF?

    An ETF is a passive management technique aimed at matching the performance of an overall index. By contrast, Smart Auto-Trading is an Active Manager that seeks to outperform benchmark indices. 3 years of data show that our best strategies consistently outperformed the S&P 500®, whereas most ETFs tend to produce returns similar to benchmark indices. It is a great substitute to ETF products but more volatile in nature. It requires a higher risk tolerance than ETFs hence its availability to sophisticated Investors only.

    Success Rate

    What yield can I expect from using Smart Auto-Trading?

    Market performance varies from strategy to strategy and is highly dependent on instrumentation and market performance. Past performance may not be indicative of future results. Therefore, you should not assume the future performance of any specific investment, investment strategy (including automated strategies), or product made in reference directly or indirectly in this site, will be profitable or equal to corresponding indicated performance levels. 'Smart Auto-Trading, like other investment methods, rely on favorable market conditions to provide positive outcomes.

    Smart Auto-Trading executes your trading strategy but can't guarantee a specific performance.

    The best way to find out if Smart Auto-Trading is right for you is to register and test your trading strategy in simulation mode, risk free.

    Science

    What is the science behind Artificial Intelligence stock investing?

    Smart Auto-Trading is designed to statistically calculate and classify stocks based on Behavioral Sciences concepts and market data.

    It uses a multi-dimensional decision making process to auto-trade stocks according to specific criteria pre-defined by investors. It is replicating the process by which Portfolio Managers trade stocks but can process much more data. It generally achieve a much higher success trade rate than its human counterparts.

    It does not have any bias towards specific Companies. If a Company fall out of favor, it will sell the stock.

    Using Smart Auto-Trading is like having a Personal Professional Trader working on your behalf. If will execute your strategy on the dot, 5 days a week, from open to close.

    Register today and try Smart Auto-Trading in simulation mode, free of charge.