Use automated investing to generate more consistent growth for your clients, boost your value, and systemize a portion of your advisory business for smooth sailing.
Designed for advisors like yourself who want an alternative investment strategy that better manages risks, protects your clients and business from market corrections or bear markets, and makes you stand out from the crowd.
Simply put, we offer an automated investing system with your and your client’s best interests in mind. The Consistent Growth Strategy (CGS) has been developed, traded, and refined for the past 26 years. We built this strategy for our capital and have our money invested in it.
Our focus is to grow our accounts and yours while controlling downside risk consistently. We do not believe that holding assets falling in value is an investment but rather a risk.
Let the autotrade system trade in your client’s account and free you from the stress, time, and difficulty of doing it yourself.
How it works is that you and your client open an account with AutoShares.come and fund or transfer the account over. You (the advisor) sign an agreement to be allowed to trade on the client’s behalf, and you and your client also sign the autotrade agreement that allows autoshares.com to execute a strategy on your behalf (the CGS Strategy).
Compatible Self Direct US Equities Trading Account Types:
Individual & Corporate Trading Accounts
Partnership, Joint Tenants, Trust, Investment Club
IRA, ROTH IRA, and 401K
You can also manually follow each investment signal via email and APP alerts. Either way, let us do the hard work and provide qualified investment and risk management signals.
Learn about our trading and investing solutions – Click Here
Frequently Asked Questions
Which services will AutoTrading be available?
Autotrading is only available with the Consistent Growth Strategy (CGS).
Can I trade more than one client account with a subscription?
Yes, if you have multiple clients and multiple accounts, like an individual self-directed and an IRA, one CGS subscription will trade all of your client’s accounts for a single subscription fee.
Can you autotrade in the brokerage account I have already?
We will be using the brokerage AutoShares.com as they specialize in AutoTrading, which is available in many countries. Unfortunately, due to regulations, it is not available for Canadians, eh!
What if I have retirement accounts with other brokerages?
You would have to open an account with AutoShares and transfer your funds, ROTH, Taxable Trust, and or Traditional IRA, over to them.
Why do The Technical Traders need to use AutoShares.com?
TheTechnicalTraders or its staff are not registered financial advisors, we do not manage assets. Instead, our strategy will get executed in your self-directed trading account, for which you give the broker autotrading permission to execute the strategy for you. They do offer all the typical account types of accounts like an individual, IRA, 401k, joint, corporate, trusts, and more.
What are the costs involved?
There will be no additional fee from The Technical Traders to set up or use AutoTrading. Autoshares.com has no monthly fee or trade commission. However, there is an autotrading fee per trade execution of $4.95 USD. For example, a completed trade from open to close will have between 2-4 trades executed for a total cost range of $9.90 to $19.80 USD (entry, close) or (entry, target 1, target 2, close).
What type of account do I open to trade CGS?
If you are an individual investor, then you could open an individual self-directed margin account to trade US equities. If you are transferring over a retirement account, then you will need to open a similar type of account and you will need to confirm with AutoShares.com.
How does AutoShares gain permission to execute trades in my account?
Autoshares.com will have an AutoTrading agreement you will sign during the process that will allow them to execute trades on your behalf in your account.
How will CGS trade instructions work with respect to the percentage of account value used for funding positions?
You will select what allocation amount you want to be traded with the strategy during your brokerage account setup. If you select 100%, then all of the funds in the account would be used. Please note the process is online and digital, and if you have any questions or concerns, you must contact AutoShares.com for support with anything related to your brokerage account.
Will the CGS Trades be fully executed in my AutoTrading account?
Yes. We will send AutoShares.com the complete details of each trade, including when to buy, position allocations, profit targets, stops, and exits.
How do I set up and start AutoTrading?
Subscribe to our CGS strategy.
Click the green button at the top right of AutoShares.com to Open an Account.
Accounts are generally approved, and login information is provided within two business days for individual investor margin accounts. During the process, you will select our newsletter CGS Strategy from a dropdown, and you will select what allocation amount you want to be traded with the strategy. If you select 100%, all the funds in the account will be used. Please note the process is online and digital, and if you have any questions or concerns, you must contact AutoShares.com for support with anything related to your brokerage account.
Suppose something goes wrong with the system; it messes up and performs a series of crazy trades on my account – could that happen?
Our system is not like a robot firing off trades, with no human interaction or oversight. I personally send every aspect of each trade to the broker, and they execute them in the client’s accounts.
What happens if there is a flash crash – will your system have stops and safeguards in place so that if the market does something crazy, my risk will be limited?
We have protective stops in place on every trade. If the market starts to fall sharply, we will get stopped out instantly. Please be aware that in all trading, some risk is involved. To leave room for price fluctuations, stops are initially set a small percentage away from the entry price. This allows for minor market corrections and protects investors if something like a flash crash occurs.
What assurance and security do I have that you won’t withdraw money from my account or my clients?
I do not have access to your account as it is your self-directed personal account. I don’t manage money, I simply send my trades to the broker, and they execute in your account.