Discover New Trading Strategies
Marwood Research contains premium courses and advanced trading strategies specifically designed for stocks and ETFs.
Over 25 trading and investing strategies can be found on our program complete with full rules and source code. This makes it easy for you to get started with our systems.
You will also learn about trading system design, the importance of data, how to stress test trading strategies and tips for improving trading system results.
Find Your Edge
Our courses contain a mixture of trend following and mean reversion strategies. See the sample equity curves further down this page for more details.
All our systems are tested out-of-sample and provided with full rules and simulation results.
We do not believe in complex systems because they are more likely to fail. We discuss the pros and cons of each strategy and place an emphasis on simplicity and robustness.
Use our systems as they are designed or modify them to suit your own unique trading style.
Learn Backtesting And Automation
Your confidence will suffer without reliable backtesting results.
That's why we teach you how to run accurate backtests, mistakes that you need to avoid and the importance of working with the right data.
You will also learn how to automate your trading strategies using Microsoft Excel and the Interactive Brokers API.
Get a fully automated platform in Excel for trading breakouts. Ideal for day trading up to 50 stocks when speed is crucial.
Conquer Price Action
On our course Candlestick Analysis for Professional Traders we show you the historical performance of the 25 best candlestick patterns.
We analyse common patterns such as shooting star, bullish engulfing and inverted hammer and we show you which patterns to pay attention to and which to ignore.
Very quickly gauge strength in the market of your choice and get a full trading strategy based on the best patterns we found. If you have ever struggled with candlestick charts this course is for you!
Learn Our Favourite Volatility Trade
In The Big Volatility Short we teach you a unique volatility system with a truly massive trading edge.
Further, we show you how volatility ETFs work, why they decay so rapidly, and the pros and cons of various trade strategies.
You will also receive live trade alerts (by email) whenever we get a new trade signal.
Get Our Database Of Financial Research
A membership to Marwood Research also includes access to our Financial Research Spreadsheet containing 400+ academic papers.
Use this spreadsheet to track interesting papers and come up with new trading strategies of your own.
Speed up the process of finding new strategies and keep on top of important topics with this database.
Use Our Value Investing Screen
In the course Value Investing Rules we show you a value investing screen that beats the S&P 500 by ~19% annually in historical tests.
You'll discover 10 key rules for selecting stocks based on the principles of value investors Warren Buffett, Benjamin Graham and Peter Lynch.
Our unique value model is perfect for long term investing and includes a ranking criteria - how to choose between stocks.
Learn To Swing Trade
Our program contains numerous swing trading strategies ready for you to discover. One such system trades ETFs and is called Trading For Yield.
Trading For Yield made money every year from 2007-2017 with a win rate over 75% and a profit factor over 3 in historical simulations.
Full rules, methods, backtest results and code provided.
Download Code And Resources
All of our Amibroker trading strategies come with downloadable source code that you can use on your own machine. Two strategies are also provided in Quantopian language (python).
You will also receive a handy backtesting template for Amibroker, an automation template for Excel and other downloadable spreadsheets and resources.
If you don't have Amibroker, don't worry. All of our trading strategies are explained in detail and are designed to be used without need of any additional software.
Put An End To Emotional Trading
No trading education would be complete without a discussion of trader psychology.
On our course Mental Models For Wall Street we show you how to take a more business-like approach to investing with the help of 20 classic mental models.
Models such as the availability bias, misconceptions of chance, the law of small numbers, feedback loops, loss aversion and cognitive dissonance can help you to take control of your emotions and become a more disciplined trader.
Receive Bonus Content And Updates
As a member of Marwood Research you will also receive bonus lectures and new trading strategies on a regular basis.
We update the program monthly with new ideas, select courses and systems. You will also receive bonus videos and my 2012 eBook How to Beat Wall Street.
Be aware that some of our best performing strategies are recent additions to the program!
This Month's Update:
New: Historical stock price data for 6,519 US stocks has been included in the program! This data is scraped from Yahoo Finance and updated weekly. Includes python script.
Our Top 20 Trading Systems
Sample Equity Curves & Charts
HYPOTHETICAL OR SIMULATED PERFORMANCE RESULTS HAVE CERTAIN LIMITATIONS. UNLIKE AN ACTUAL PERFORMANCE RECORD, SIMULATED RESULTS DO NOT REPRESENT ACTUAL TRADING. NO REPRESENTATION IS BEING MADE THAT THE SYSTEMS WILL PERFORM AS SHOWN. IT SHOULD NOT BE ASSUMED THAT THE METHODS, TECHNIQUES, INDICATORS, ADVICE SHOWN WILL NOT RESULT IN LOSSES. FINANCIAL TRADING WILL ALWAYS BE RISKY AND PROFITS ARE NEVER GUARANTEED. See Full Risk Warning.
Performance Since Publication
Some of our trading systems have been in operation for some time which means we can also analyse their performance since publication. The following equity curve shows the performance for our Follow The Money system since it was released in 2017.
Joe Marwood is an independent trader and investor specialising in financial market analysis and trading systems. He worked as a professional futures trader for a trading firm in London and has a passion for building mechanical trading strategies. He has been in the market since 2008 and working with Amibroker since 2011.
Peter Titus graduated from the University of Wisconsin- Madison with an engineering degree in 2003. He has been actively trading stocks and options since 2006 and has been building automated trading systems in Excel using Visual Basic for Applications (VBA) since 2009. He specializes in day trading stocks and ETFs.
Data Driven Research.
Here's what some people are saying about Marwood Research:
Its pretty detailed and I adapted it to my range of stocks and my returns are astonishingly good. Have started the product in my client accounts.
- Udipth Talera
Very simple and easy to follow and with clear examples. I ran a virtual portfolio using the criteria and its been above 25% for the last 4 months.
- Antoine Mallia
There is a lot of great information here. Not only does this introduce a good system but it also gives a good intro to AmiBroker.
- Jason Kitchens
There are some good trading systems outlined here and the Amibroker code is provided. This makes it easy to get started quickly. I've learnt a lot from this course that I've been able to implement in my trading.
- Allan Ward
I started to paper trade the system and It has shown some very good success, I am about to go live with it. Thank you Joe, I have signed up for some of your other courses, and look forward to more success. Thanks once again!
- Bob Reed
The course uses Amibroker and Norgate. Two excellent staples. Good analytic skills displayed, evidence of skill and experience. Very practical course. 5 stars. Example code is very good.
- Geo R
Quality information, good advice, good ideas, simply stated.
- J Collins
A very informative course with information that you cannot find online.
- Nathan Shi
Excellent course. Comprehensive and solid. Gives you a good grounding in the principles of formulating the strategy and testing it.
Simple. Robust. Practical.
CFTC RULE 4.41 – HYPOTHETICAL OR SIMULATED PERFORMANCE RESULTS HAVE CERTAIN LIMITATIONS. UNLIKE AN ACTUAL PERFORMANCE RECORD, SIMULATED RESULTS DO NOT REPRESENT ACTUAL TRADING. ALSO, SINCE THE TRADES HAVE NOT BEEN EXECUTED, THE RESULTS MAY HAVE UNDER-OR-OVER COMPENSATED FOR THE IMPACT, IF ANY, OF CERTAIN MARKET FACTORS, SUCH AS LACK OF LIQUIDITY. SIMULATED TRADING PROGRAMS IN GENERAL ARE ALSO SUBJECT TO THE FACT THAT THEY ARE DESIGNED WITH THE BENEFIT OF HINDSIGHT. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFIT OR LOSSES SIMILAR TO THOSE SHOWN. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL, OR IS LIKELY TO ACHIEVE PROFITS OR LOSSES SIMILAR TO THOSE DISCUSSED WITHIN THIS SITE, SUPPORT AND TEXTS. OUR COURSE(S), PRODUCTS AND SERVICES SHOULD BE USED AS LEARNING AIDS ONLY AND SHOULD NOT BE USED TO INVEST REAL MONEY. IF YOU DECIDE TO INVEST REAL MONEY, ALL TRADING DECISIONS SHOULD BE YOUR OWN. See full Risk Warning.