+380 (97) 533-87-78
Free consultations
This training course is intended for beginner traders who want to master medium-term trading as a profession and a way of stable earnings. Swing trading involves trading the relevant asset over a horizon of several days to several months.
In our course, you will get practical skills as well as the theory of effective trading in stocks and funds. You will be able to gain valuable experience and knowledge of both technical and fundamental analysis of company shares. You will also be able to independently calculate risk parameters, position size and manage profitability and risk.
Each module is designed to master a specific block of knowledge and skills for independent effective trading and analysis of completed transactions. You will independently set up the necessary statistical tools for analyzing your own results and will be able to make informed trading decisions.
- psychology of money and the right approach to trading;
- basic rules of medium-term trading;
- period of holding positions in Swing trading;
- Long / Short positions in Swing trading;
- understanding asset volatility;
- calculation of position size in trading;
Module duration: 4.5 hours
- downloading prices from open sources (Excel, Power Query)
- risk calculation per trade / per day / per week / per month;
- calculation of asset risk ATR (Average True Range);
- calculation of asset risk Std Dev (Standard Deviation);
- calculation of asset risk Beta (Systematic Risk/Market Risk);
- SMA (Simple Moving Average), plotting on a chart;
- ROC (Momentum indicators), plotting on a chart;
- SMA crossover Strategy (6/16, 21/60, 60/250);
- RSI (Relative Strength Index);
- BB (Bollinger Bands Indicator);
- macroeconomic factors and forecasting;
- macroeconomic indicators: leading, coinciding, lagging;
- factors within the economic sector (expected / unexpected);
- factors within the company (expected / unexpected);
- analysis of financial statements of companies;
- analysis of US macroeconomic factors;
- analysis of sectors of the US economy;
- analysis of company/market news;
- analysis of the company’s profit during the reporting period;
- support and resistance levels, time frame selection;
- manipulations of a major player in the market;
- medium-term earning opportunities;
- technical analysis of SMA/ROC/Asset vs Market;
- analysis of the asset price near key levels;
- analysis of ATR behavior near key levels;
- calculation of RR Ratio and Expected Profitability;
- expected RR Ratio and actual RR Ratio;
- calculation of Stop Loss and Profit Taker (for Swing Trading);
- trader’s trading plan, understanding and structure
- scenarios for entering a trade and setting Stop Loss;
- exit scenarios and Position Management;
- overview and setup of the Finviz screener (explanation of parameters);
- overview and setup of the the Trading View screener (explanation of parameters);
- price chart analysis and search for trading signals;
- selection and monitoring of assets in the Watchlist;
- setting up alerts in Trading View;
- development and maintenance of a trading journal in Excel;
- opening positions in the trading platform;
- placing Stop Loss and Profit Taker in the platform;
- placing Stop Loss and Profit Taker in Trading View;
- analysis of Realized RR Ratio and Profitability;
- analysis and understanding of Kelly Criterion for trading;
- analysis of completed transactions and conclusions;
---
Course duration: 4-5 weeks
Event format: online (in groups of up to 12 people)
Return to the page of online investment courses!
IQ Smart Capital is your reliable long-term partner in the world of finance. As always, we will be happy to help you achieve your long-term financial goals, effectively manage your portfolio and minimize risk!
Trading Basics for Beginners, Online Courses
The company offers courses for beginner traders who want to have stable profits and minimal risk. In our courses you will learn the basics of medium-term trading (Swing Trading), you will be able to start trading correctly and accumulate positive trading statistics in the medium term. You will also learn how to make informed trading decisions on your own and achieve a solid reward-to-risk ratio.
Medium-term trading, how to start trading for a beginner?
To start trading in the medium term, we recommend that beginners gain high-quality knowledge and continue to trade steadily with minimal risk on a real account. To trade in the medium term, you must have a registered personal brokerage account with a reputable European or American broker (we recommend considering Interactive Brokers, TD Ameritrade, Saxobank).
Swing Trading (medium-term trading) - training in Ukraine
In our courses you can get training in medium-term trading - Swing Trading. This style of trading involves trading strategies that are based on short-term opportunities that arise due to fundamental factors (macroeconomic level drivers) influencing the price behavior of an asset.
Professional Financial engineering and Risk management of Portfolio investments. Research and Analysis of the stock market, Investment in US and European stocks. Development of Quantitative Investment Strategies, Smart-Beta Strategies and Relative Return Strategies.
Studied investment management and finance at MIM-Kyiv Business School. Studied at Tepper School of Business at Carnegie Mellon University (USA).
Many years of business management experience, entrepreneur with 25 years of experience. He has an MBA degree from Business School MIM-Kyiv, Master of Laws, specialist in financial and banking law.
Zair Iusupov
CEO and Chief Investment Strategist
Private Wealth Management, Development of Investment Strategies and Investment Advisory
If you have any questions regarding our services, please contact us by filling out this contact form. Thank you for your request!
info@iqsc.fund
* required fields
Swing trading, a strategy aimed at profiting from price changes in stocks over a few days or weeks, requires traders to analyze the market, identify trends, and choose the right time to enter and exit positions. One of the main advantages of swing trading is the ability to profit from short-term price changes while minimizing the risks associated with long-term investments. This makes this strategy attractive to both beginners and experienced traders. Another advantage of swing trading is the ability to avoid emotional reactions to short-term price changes, which often affect long-term investments. As a result, traders can make trading decisions more calmly and systematically.
There are several key strategies of swing trading that can be effective in different market conditions. The first one is trend-following strategy, which involves identifying and following stable trends in the market. Traders can use various tools and technical analysis methods, such as moving averages or trend strength indicators, to determine the direction of price movement. Another popular strategy is contrarian trading, which involves entering positions against the current trend in order to profit from price corrections. This strategy requires more active management of positions and frequent market analysis. There is also the breakout strategy, where traders look for moments when the price breaks key support or resistance levels, and enter a position in the direction of the breakout. This allows them to profit from sudden price movements.
For successful swing trading, it is important to consider several key aspects. Firstly, this includes planning and risk management. A trader should have a clear trading plan that defines entry and exit points, as well as stop-loss levels. This will help minimize losses in case of unfavorable price movements. Secondly, having a capital management strategy is important. A trader should determine the optimal position size for each trade based on the size of their trading account and the level of risk they are willing to take. Lastly, continuous learning and skill development play a crucial role in swing trading. Traders should constantly study the market, analyze their trades, and adapt to changing market conditions in order to achieve successful results.
Investor Profile (Eng, Ukr)
Download PDF
Risk Tolerance (Eng, Ukr)
Strategic Asset Allocation (Eng)
Investment Planning (Eng)
General Process (Eng)
Artificial intelligence AI from IQ Smart Capital for investing
Апрель 27, 2024
Innovative approaches to investment management: solutions from IQ Smart Capital
Апрель 23, 2024
Investments: how to make a long-term investment portfolio?
Investments in 2024: which sectors of the US economy are worth investing in?
Апрель 28, 2024
How to select shares of companies in an investment portfolio?
Fundamental Analysis of US Stocks
Август 06, 2023
Which US stocks to buy in a falling market?
Февраль 27, 2024
Technical Analysis of Stocks for Long-Term Investors
Август 11, 2023
Investment Companies in Ukraine: Path to Capital Growth
Август 12, 2023
Investments in stocks and funds: how can an investor not lose his capital?
Asset Management in Ukraine: The Path to Financial Efficiency
Ноябрь 21, 2023
Investing in stocks and funds: how can an investor reduce portfolio risk?
