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Community.Rules

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Description

Community.Rules are a set of additional "drop-in" Strategy Builder Rules requested by Wealth-Lab customers.

To request a new Rule, log in to wealth-lab.com and create a Support Ticket in the Ticket Center. Please specify "Strategy Builder (Wizard) Request" for the category.

Download Community.Rules

You can find its zipped source code by clicking on "Attachments" on top of the page.

To download attachments, you need to log in to the Wiki with a SEPARATE Wiki account authorized by Wealth-Lab staff for this purpose! Logging in on the wealth-lab.com site is NOT enough.

Wealth-Lab Developer/Pro customers who can't see "Attachments" - please visit Support section at wealth-lab.com.

Installation Note

Rules cannot currently be delivered via Extensions. To install the Rule set:
  1. Shutdown Wealth-Lab
  2. Download the attachment
  3. Unzip Community.Rules.xml to the ..\Data\Rules subdirectory in Wealth-Lab's main installation folder. For most customers, the folder is as follows on a 32/64-bit O.S. installation:

Wealth-Lab Pro
  • C:\Program Files\Fidelity Investments\Wealth-Lab Pro 6\Data\Rules
  • C:\Program Files (x86)\Fidelity Investments\Wealth-Lab Pro 6\Data\Rules - for 32-bit WLP on 64-bit Windows

Wealth-Lab Developer
  • C:\Program Files\MS123\Wealth-Lab Developer 6\Data\Rules
  • C:\Program Files (x86)\MS123\Wealth-Lab Developer 6\Data\Rules - for 32-bit WLD on 64-bit Windows

Revision History

File revision date: 2013.05.25
New:
  • Sell at Stop if Price Declines by $ Value from Entry Bar
  • Cover at Stop if Price Declines by $ Value from Entry Bar

File revision date: 2013.05.14
New:
  • Sell at Stop if Price at Entry Bar is Exceeded by %
  • Sell at Stop if Price at Entry Bar is Exceeded by ATR
  • Cover at Stop if Price at Entry Bar is Exceeded by %
  • Cover at Stop if Price at Entry Bar is Exceeded by ATR

File revision date: 2012.10.31
  • Sell at ATR based Stop Loss
  • Sell at ATR based Profit Target
  • Cover at ATR based Stop Loss
  • Cover at ATR based Profit Target

File revision date: 2012.10.28
New:
  • Sell at ATR based Trailing Stop
  • Sell at ATR based Trailing Stop
  • Cover at ATR based Trailing Stop
  • Cover at ATR based Trailing Stop

File revision date: 2012.09.25
New:
  • Turnover is above a value
  • Turnover is below a value
  • Gap up
  • Gap down

File revision date: 2012.08.31
New:
  • External Symbol Moving Average is trending up
  • External Symbol Moving Average is trending down
  • External Symbol Fast Moving Average crosses above Slow Moving Average
  • External Symbol Fast Moving Average crosses below Slow Moving Average
  • External Symbol Fast Moving Average is above Slow Moving Average
  • External Symbol Fast Moving Average is below Slow Moving Average

Fix:
  • "External Symbol" rules now ignore leading/trailing whitespace in symbol name
  • "External Symbol Price increases a consecutive number of bars" throws a CS1040 runtime error

List of Rules

Basic exits
  • Sell at ATR based Stop Loss
  • Sell at ATR based Profit Target
  • Cover at ATR based Stop Loss
  • Cover at ATR based Profit Target
  • Sell at Stop if Price at Entry Bar is Exceeded by %
  • Sell at Stop if Price at Entry Bar is Exceeded by ATR
  • Sell at Stop if Price Declines by $ Value from Entry Bar
  • Cover at Stop if Price at Entry Bar is Exceeded by %
  • Cover at Stop if Price at Entry Bar is Exceeded by ATR
  • Cover at Stop if Price Declines by $ Value from Entry Bar

General Indicators
  • Indicator is below a value for n consecutive bars
  • Indicator is above a value for n consecutive bars
  • Indicator is below Indicator for n consecutive bars
  • Indicator is above Indicator for n consecutive bars

External Symbol
  • External Symbol Price is below its Moving Average
  • External Symbol Price is above its Moving Average
  • External Symbol Price crosses below its Moving Average
  • External Symbol Price crosses above its Moving Average
  • External Symbol Price decreases a consecutive number of bars
  • External Symbol Price increases a consecutive number of bars
  • External Symbol Moving Average decreases a consecutive number of bars
  • External Symbol Moving Average increases a consecutive number of bars
  • External Symbol makes a new high within period
  • External Symbol makes a new low within period
  • External Symbol Moving Average crosses above a level
  • External Symbol Moving Average crosses below a level
  • External Symbol Moving Average is above a level
  • External Symbol Moving Average is below a level
  • External Symbol Moving Average is trending up
  • External Symbol Moving Average is trending down
  • External Symbol Fast Moving Average crosses above Slow Moving Average
  • External Symbol Fast Moving Average crosses below Slow Moving Average
  • External Symbol Fast Moving Average is above Slow Moving Average
  • External Symbol Fast Moving Average is below Slow Moving Average

Price (or Volume) Action
  • Gap up (full)
  • Gap down (full)
  • Price is higher by X% than it was a number of bars ago
  • Price is lower by X% than it was a number of bars ago
  • Turnover is above a value
  • Turnover is below a value

Position-Based
  • Intraday Rule: One entry per day

Date/Time
  • Intraday Rule: Time is later than HHmm
  • Intraday Rule: Time is earlier than HHmm

Trailing Stops
  • ATR based Trailing Stop (Exit Long)
  • ATR based Trailing Stop (Exit Short)

Important Disclaimer: The information provided by Wealth-Lab is strictly for informational purposes and is not to be construed as advice or solicitation to buy or sell any security.  The owner of Wealth-Lab.com assumes no liability resulting from the use of the material contained herein for investment purposes. By using this web site, you agree to the terms of this disclaimer and our Terms of Use.

Used under license from FMR Corp. Copyright 2008 FMR Corp. All rights reserved.


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