Simulation mode allows you to learn from the FLIP Platform and practice without risking real money. The product is delivered in simulation mode.
iFlip Invest was officially established in 2015.
iFlip is a Software as a service company (SAAS).
This term refers to testing a trading idea with historical data to determine how it has performed in the past and if the idea has efficacy.
Using historical or current market data to walk a strategy forward in an attempt to test for efficacy, prevent curve fitting and provide another indicator that a trading idea is either good or bad.
When a trading system generates a buy or sell indicator this is referred to as a signal. An alert is how it is delivered to you via text or email for example.
A symbol refers to a stock typically short for a ticker symbol. For example NKE for Nike.
A system is a composition of rules that are used to determine entry and exit points. Also referred to as a strategy.
A set of rules that determine entry and exit points.
An acronym for system symbol pair. In the strategy builder when creating a portfolio you pair systems and symbols to build a portfolio.
A basket of stocks, ETF, and bonds
A display that allows you to interact with the software and view your positions and progress.
The page within the portfolio builder that displays the statistics for a selected System Symbol Pair (SSP).
The section of the software where you can build your portfolio and your system symbol pairs.
Plain and simple, stock is a share in the ownership of a company. Stock represents a claim on the company’s assets and earnings.
An ETF trades like a stock on a stock exchange and looks like a mutual fund. Its performance tracks an underlying index, which the ETF is designed to replicate.
A bond is a debt investment in which an investor loans money to an entity (typically corporate or governmental) which borrows the funds for a defined period of time at a variable or fixed interest rate.
Risk management is the process of identification, analysis and either acceptance or mitigation of uncertainty in investment decision-making. Essentially, risk management occurs anytime an investor or fund manager analyzes and attempts to quantify the potential for losses in an investment and then takes the appropriate action (or inaction) given their investment objectives and risk tolerance.
Technical Trading: Technical traders are obsessed with charts and graphs, watching lines on stock or index graphs for signs of convergence or divergence that might indicate buy or sell signals.
Any class of metrics whose value is derived from generic price activity in a stock or asset. Technical indicators look to predict the future price levels, or simply the general price direction, of a security by looking at past patterns.
The power to produce a desired result or effect. When proposed trading strategies are tested they are generally tested for efficacy over long periods of time.
A sector is an area of the economy in which businesses share the same or a related product or service.
Shares in a company whose earnings are expected to grow at an above-average rate relative to the market.
A dividend is a distribution of a portion of a company’s earnings, decided by the board of directors, to a class of its shareholders.
A trading strategy designed to help a client derive income.
Diversification is a financial management strategy that combines a variety of investments into your financial portfolio. According to many financial experts, this diversification strategy allows for a healthier and safer portfolio by reducing risk while maintaining strong return potential. We have found this to be a myth.
That is a decision that only you can decide. If you have questions regarding suitability or risk tolerance it is always a good idea to talk to an Investment Advisor.
Compliance is the adherence of applicable laws, rules and regulations, both federal, state and local. iFlip is a software related company and does not provide financial advice.
No, Flipping Wall Street sells software ONLY and does not provide financial advice. For financial advice one should speak to an Investment Advisor.
Nothing, past performance is not indicative of future results. However, the client can enter stocks into the platform to learn and if they need specific recommendations regarding suitability they should contact a licensed Investment Advisor.
According to the DSA, direct sales is a 30 billion dollar industry that offers products directly to a customer away from a fixed retail location.
Shares are units of ownership interest in a corporation or financial asset. While owning shares in a business does not mean that the shareholder has direct control over the business’s day-to-day operations, being a shareholder does entitle the possessor to an equal distribution is any profits. The two main types of shares are common shares and preferred shares.
Volume is the number of shares or contracts traded in a security or an entire market during a given period of time.
William F. Sharpe, an American economist who won the 1990 Nobel Prize in Economics, along with Harry Markowitz and Merton Miller, for developing models to assist with investment decision making. Sharpe’s capital asset pricing model (CAPM) calculates expected returns based on varied levels of risk and states that taking on more risk is necessary to earn a higher return. Corporations, institutions and pension fund managers have all used CAPM theory to manage risk.
Remove everything from your portfolio in the Strategies tab. Then login to your to your brokerage account and manually close your positions. You can also call your broker/dealer or iFlip Invest Advisor
Send an email to firstname.lastname@example.org and on the subject line write Close Account with Your Username. In the body please include your name and phone number.
Remove everything from your portfolio in the Strategies tab. Then login to your to your brokerage account and manually close your positions. You can also call your broker/dealer or iFlip Invest Advisors.
Login to the My Portfolios tab and begin editing your portfolio. Refer to training videos for more information.
Return on investment (ROI) typically corresponding to a specific time period and measures the amount of return on an investment relative to the investment’s cost.
Not to begin simulating with the software. All software accounts begin in simulation mode so you can get comfortable and learn from the software. If you wish to use the tool to help you manage your portfolio and to begin trading live, you would then need a brokerage account.
You should speak to an Investment Advisor for suitability and risk tolerance.
Automated trading systems, also referred to as mechanical trading systems, algorithmic trading, or system trading, allow traders to establish specific rules for both trade entries and exits that, once programmed, can be automatically executed via a computer.
Financial companies use algorithms in areas such as loan pricing, stock trading and asset-liability management. For example, algorithmic trading, known as “Algo,” is used for deciding the timing, pricing and quantity of stock orders. “Algo” trading, also known as automated trading or black-box trading, uses a computer program to buy or sell securities at a pace not possible for humans. Since prices of stocks, bonds and commodities appear in various formats online and in trading data, the process by which an algorithm digests scores of financial data becomes easy. The user of the program simply sets the parameters and gets a desired output when securities meet the trader’s criteria.
Buying and selling stocks according to a screen based on predetermined criteria, usually with the help of technical indicators such as relative strength or momentum. This method allows traders to enter transactions without emotion and back-test their strategies by using historical data from any time period.
A market order is an order that an investor makes through a broker or brokerage service to buy or sell an investment immediately at the best available current price. A market order is the default option and is likely to be executed because it does not contain restrictions on the buy/sell price or the time frame in which the order can be executed.
A limit order is an order placed with a brokerage to buy or sell a set number of shares at a specified price or better. Because the limit order is not a market order, it may not be executed if the price set by the investor cannot be met during the period of time in which the order is left open. Limit orders also allow an investor to limit the length of time an order can be outstanding before being canceled.
An order placed with a broker to sell a security when it reaches a certain price. A stop-loss order is designed to limit an investor’s loss on a position in a security. Although most investors associate a stop-loss order only with a long position, it can also be used for a short position, in which case the security would be bought if it trades above a defined price. A stop-loss order takes the emotion out of trading decisions and can be especially handy when one is on vacation or cannot watch his/her position. However, execution is not guaranteed, particularly in situations where trading in the stock is halted or gaps down (or up) in price. Also known as a “stop order” or “stop-market order.”
A stop order that can be set at a defined percentage away from a security’s current market price. A trailing stop for a long position would be set below the security’s current market price; for a short position, it would be set above the current price. A trailing stop is designed to protect gains by enabling a trade to remain open and continue to profit as long as the price is moving in the right direction, but closing the trade if the price changes direction by a specified percentage. A trailing stop can also specify a dollar amount instead of a percentage. Also known as a “chandelier stop.”
A profit and loss statement (P&L) is a financial statement that summarizes the revenues, costs and expenses incurred during a specific period of time, usually a fiscal quarter or year. These records provide information about a company’s ability – or lack thereof – to generate profit by increasing revenue, reducing costs, or both. The P&L statement is also referred to as “statement of profit and loss”, “income statement,” “statement of operations,” “statement of financial results,” and “income and expense statement.”
There are many types of brokerage fees added in areas such as insurance, realty, delivery services or stocks. Brokerage fees will usually be based on either a percentage of the transaction or a flat fee. They can also be a combination of the two.
A mutual fund is an investment vehicle that is made up of a pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets. Mutual funds are operated by money managers, who invest the fund’s capital and attempt to produce capital gains and income for the fund’s investors. A mutual fund’s portfolio is structured and maintained to match the investment objectives stated in its prospectus.
A bond fund is a fund invested primarily in bonds and other debt instruments. The exact type of debt the fund invests in will depend on its focus, but investments may include government, corporate, municipal and convertible bonds, along with other debt securities like mortgage-backed securities.
A widely used indicator in technical analysis that helps smooth out price action by filtering out the “noise” from random price fluctuations. A moving average (MA) is a trend-following or lagging indicator because it is based on past prices. The two basic and commonly used MAs are the simple moving average (SMA), which is the simple average of a security over a defined number of time periods, and the exponential moving average (EMA), which gives bigger weight to more recent prices. The most common applications of MAs are to identify the trend direction and to determine support and resistance levels. While MAs are useful enough on their own, they also form the basis for other indicators such as the Moving Average Convergence Divergence (MACD).
Moving average convergence divergence (MACD) is a trend-following momentum indicator that shows the relationship between two moving averages of prices. The MACD is calculated by subtracting the 26-day exponential moving average (EMA) from the 12-day EMA. A nine-day EMA of the MACD, called the “signal line”, is then plotted on top of the MACD, functioning as a trigger for buy and sell signals. Traders also watch for a move above or below the zero line because this signals the position of the short-term average relative to the long-term average. When the MACD is above zero, the short-term average is above the long-term average, which signals upward momentum. The opposite is true when the MACD is below zero. As you can see from the chart above, the zero line often acts as an area of support and resistance for the indicator.
Because standard deviation is a measure of volatility, Bollinger Bands® adjust themselves to the market conditions. When the markets become more volatile, the bands widen (move further away from the average), and during less volatile periods, the bands contract (move closer to the average). The tightening of the bands is often used by technical traders as an early indication that the volatility is about to increase sharply. This is one of the most popular technical analysis techniques. The closer the prices move to the upper band, the more overbought the market, and the closer the prices move to the lower band, the more oversold the market.