The "Systematic Investing Game Plan" Memberships meet your needs as a Portfolio Trader, or, as a Strategy Developer.

Portfolio Trader gives you access to updated strategy signals for all of our strategies, updated daily.  ("Mountain Trading" services/signals are separate).

Strategy Developer gives you all the features of Portfolio Trader, plus 1 Year Access to all the education and tools that you need in order to develop your own Systematic, Rules-based Strategies.  (Access to everything that we have to offer, with the exception of the "Mountain Trading" services).

• Actionable Trading Ideas, also known as Strategy Scans.  These are posted every day as End-Of-Day (EOD) full Trading or Investing Strategy Systems.  They are turn key Strategy Models that are computer generated and rules-based.  All entries, exits (targets and stops) are directly built into the models.

• Guided Learning Tracks.  Education on Systematic Concepts, such as our "Masterclass" which is a 4 part series that takes you on the Journey from Discretionary to Systematic Investor (Course 1) all the way to Quantifying and Validating Strategies (Course 4).  Guided Learning Tracks are designed to help you to become more Systematic in your Decision Making and Trading/Investing Approach.
  

• Educational Courses.  Specific topics, such as our "Trading and Investing Automation for AmiBroker" course.

• Articles and Blog Posts.  Relevant and timely commentary, education, and other articles and videos on topics that are of interest to Systematic Investors.

• Research and Development of new strategy ideas from the founders and community, presented to members in article and video formats.  We are always working and testing behind the scenes on new strategy ideas!  Members get access to all the ones that "make the cut"!
  

• Alera Portfolio Manager (APM).  Discounts, Education and Implementation on existing and new Strategic Systematic Software Tools to help you Semi and Fully Automate various Strategies that help you be more Systematic and Process-driven.

• Meetings and Webinars.  We'll get together and connect with the community from time-to-time for a combination of education and social events.
  
  
• Community Discussion, Interaction and Support.

• Signal Provider Integration Services.  For website operators (educators, systematic traders/investors etc.) that want to provide Trading Ideas (aka Strategy Scans) to their clients and a way to integrate into their website and allow their clients to pull the resulting signals directly into Alera Portfolio Manager for their clients to execute.

Some members may not want to use any type of software technology assistance with their daily order entry workflow trading/investing processes after they have developed their Trading Strategies (for which APM is designed). It could be because the strategy signals are so infrequent (as with a monthly trading strategy).  Instead, they may just want to focus on the educational portions of our site, using the Strategy Scans (Trading Ideas) by reviewing them manually each day and cherry picking trades that "look good", or even concentrating on developing their own Systematic Strategies.  These are all worthy pursuits.

If the above is true, we suggest that you remove the APM option when signing up for the Strategy Developer membership by using coupon code   noapm

If you aren't sure what Alera Portfolio Manager (APM) is or what a 1 Year License provides, please ask us or contact Alera Trading directly to understand how the software works and benefits you in your day to day trading/investing workflow.

No.

Portfolio Trader Memberships are provided on a Monthly Basis and can be cancelled at any time after the initial month.  No refunds.

Strategy Developer requires a one (1) year commitment with no trial period.  We are looking for longer-term community members and we therefore do not provide refunds whatsoever for our Strategy Developer Membership and Mentorship Program.  However if you really feel that you have a valid reason, please contact us to discuss.

For Strategy Developer, some services, such as activating your Alera Portfolio Manager (APM) License and providing any computer code will NOT be made available until at least a few days after the Membership has been paid in full. 

Portfolio Trader - Monthly, 1 month minimum.

Strategy Developer.  1 Full Year.  Members shouldn't need to, but do have the option of renewing their memberships on the 1-year anniversary, by purchasing another membership.

You can find numerous instructions available on our website (we'll be updating these so please poke around and we'll update the links here once updated).  Best place to start is from the "How It Works" link.  Please note that as we are currently updating our memberships, the old terminology might be slightly confusing when videos refer to our old services, this is in the process of being updated.  Apologies for any potential confusion.

You will need to purchase a license for Alera Portfolio Manager (APM) for the automation portion.  There are different options to suit different needs and account sizes.  Please visit Alera Trading here and check out 'Pricing' from the top menu.