Here’s the no-bullshit guide to becoming a systematic trader and investor

7 min read

After four years of developing an AI-powered algorithmic trading platform, seven years of trading and investing, and talking to hundreds of others interested in the stock market, I’ve learned one undeniable truth:

Trading is hard.

The “why” is a little bit more complex, but I have some ideas. High-quality resources for learning how to trade are scarce. The industry is full of more snakes than the Amazon rainforest, and if you’re not getting outright scammed, you’re at least wasting your time on strategies that have little to no alpha in the real-world.

But it doesn’t have to be this way.

Here’s how I’m fixing this.

A Platform For All Retail Investors to Make Smarter Investing Decisions

The first part in fixing this broken system is helping motivated traders get access to resources that help them make better trading decisions.

As someone who’s been on Reddit since before my balls dropped, I know the mentality of retail traders. They aren’t this group of highly sophisticated people analyzing spreadsheets and exploiting market inefficiencies caused by the latency of three different brokerages…

They’re degenerate gamblers.

Most of these people would put their life savings in a stock with $10,000 in revenue if it already moved 100% on the year. Their hope it will move another thousand, and they end up losing everything because they listen to hype and nonsense.

But not all retail traders are like this. Some people actually want to learn about the stock market, but doing so is just exceptionally hard, especially on forums like Reddit, TikTok and Instagram.

So I tackled this in three ways:

Step 1) Making it easy for retail investors to perform comprehensive financial research

I developed NexusTrade, a platform to make it easy for retail investors to learn about financial analysis hands-on. Unlike most other platforms which simply give definitions to jargon, users of the platform can learn about financial analysis with hands-on tutorials, browse fundamentally strong (and weak) investments, and perform advanced financial analysis.

For example, if you’re a newcomer, you can use NexusTrade to find fundamentally strong stocks using the AI chat.

USER: What were the best stocks in the market in 2024?
AI: Here’s a summary of the top-rated stocks for the fiscal year of 2024, based on their fundamental ratings: [List of stocks in markdown]

Using the NexusTrade AI Aurora to find fundamentally strong stocks

Or, if you’re a more advanced trader, you might ask a more sophisticated question to find stocks that conform to specific criteria.

USER: What biology, medicine, or healthcare related stocks have a 40% CAGR for the past 3 years, and increased their net income OR free cash flow every quarter for the past 8 quarters?
AI: Based on the query results, I’ve identified biology, medicine, or healthcare-related stocks that have shown exceptional growth, meeting these two criteria… Natera Inc (NTRA) is the only stock that meets the strict criteria of the query.

Using the NexusTrade AI Aurora to find stocks that conform to the strict criteria

Naturally, a more sophisticated investor will trust but verify, and check if the fundamentals to make sure they align with their expectations. In this case, NTRA looks perfect.

The revenue growth and net income growth for NTRA conforms to our criteria

Afterwards, we’ll take a quick peek of the industries, and ensure Natera conforms to our industry selection.

The list of industries that NTRA conforms to

As you can see, regardless if you’re a newcomer or a savvy investor, you can use NexusTrade to extract valuable financial insights. However if you recall, the main goal is to learn about systematic trading. While financial research is one aspect, the most important aspect is applying that research and creating systematic investing strategies.

Step 2) Transforming these ideas into systematic trading rules

In addition to financial research, NexusTrade allows you transform the regular investing mentality a trader would have into a set of systematic trading rules called “strategies”.

These strategies can be as simple or complex as you want. For example, they can be:

Buy and hold the S&P500
Rebalance between SPY and QQQ at an 80%/20% ratio every two weeks
Buy $2000 of NVIDIA if its revenue increased in the past 3 months and the M2 money supply hasn’t decreased in the past 6 months

An example of a complex strategy created from natural language

With the NexusTrade platform investors have a tool to learn to become systematic traders. But even with these tools, bridging the gap between “demo” and “doing” is extremely hard without a little motivation.

So I went one-step forward, and created the most comprehensive set of algorithmic trading tutorials that you won’t find anywhere else.

That’s not just a baseless claim. Let me prove it

Step 3) Making it easy for retail investors to perform comprehensive financial research

Now that we’ve fully introduced the NexusTrade platform and demonstrated its capabilities, it’s time for for the no-bullshit guide in becoming a systematic trader.

I created it with the NexusTrade Tutorials.

Trading Tutorials - Learn Algorithmic Trading

Learn algorithmic trading and financial research with our comprehensive tutorials. From basic concepts to advanced…

nexustrade.io

These tutorials give a step-by-step guide on all of the important aspects of investing, finance, and systems trading.

This includes:

Updating a watchlist of stocks (easy)

A step-by-step guide on how to add stocks to a watchlist

Creating a trading strategy on Amazon stock (medium)

A step-by-step guide on how to create a trading strategy on Amazon stock

Creating a strategy that outperforms the S&P500 (hard)

A step-by-step guide on how to create a trading strategy that outperforms the S&P 500

Unlike literally every other tutorial series out there, these tutorials are hands-on. They don’t require coding expertise or a finance background. They just require patience, reading abilities, and the will to learn.

And when I say “literally every other”, I truly mean that. I spent 30 minutes on Google trying to find ANY platform to compare my tutorials to in order to make the analysis more comprehensive.

But I simply couldn’t find any.

Google Search results for “in-app trading tutorials”

Every single query either returned a YouTube series, a paid course, or articles on Medium. To my knowledge, this is the only set of comprehensive in-app tutorials for algorithmic trading.

And it’s available to you for free. If you truly want to learn how to improve your trading strategy, this is your chance.

And if I’m wrong, don’t be shy to call me out. I was looking forward to the opportunity to compare my app to the closest competitor, and was disappointed when I couldn’t find any. While there are some apps that help investors create no-code trading strategies (like Composer), and other apps that help retail investors with financial research (Investopedia), there aren’t any that combine them, particularly when we combine it with financial analysis.

Concluding Thoughts

It’s undeniable that trading in-general is hard. Part of it is due to the massive amounts of information you have to learn beforehand, but the other parts is due to the industry’s obsession with selling snake oil.

I fixed this.

I created NexusTrade, an AI-Powered platform that enables retail investors to perform financial research and create algorithmic trading strategies. To learn how to use the platform, investors can use in-app tutorial systems that tells them step-by-step what they need to do in order to learn a concept related to trading and investing.

To my knowledge, this is the only set of in-app tutorials that teach investors financial concepts. These aren’t books, videos, or guides; these are hands-on activities to learn starting from the basics of creating a watchlist to the more advanced of creating a highly profitable trading strategy.

The financial world often seems designed to keep retail investors in the dark, but with the right tools and education, anyone can become a systematic trader. NexusTrade is my attempt to democratize what was once accessible only to Wall Street professionals. Whether you’re just starting out or looking to level up your investment strategy, I invite you to try the platform and work through the tutorial series. The best part? It’s completely free to get started.

Stop gambling with your financial future and start building systematic strategies that can weather market volatility. Visit NexusTrade today and join tens of thousands of investors who are already transforming their approach to the market.

NexusTrade - No-Code Automated Trading and Research

Perform financial research and deploy algorithmic trading strategies

nexustrade.io