Financial Astrology: Research

The Financial Research module allows you to research correlations between market performance and astrological events. You can perform research on individual stocks and on entire Portfolios. Before starting to work with the Financial Research module, make sure you have at least one Research Criterion defined and saved (Finance/Research/Criteria menu).

Financial Research:

1. Select the Finance/Research/Research menu.
2. Select the product type:
1. Stock
2. Commodity
3. Currencies
3. For individual stocks, make sure to select the Market the stock is trading at. This is not required for Portfolios.
4. Enter the Ticker of the company you want to do your research for or select the Portfolio of stocks. Note: you can create Portfolios using the Finance/Portfolio screen.
• For currencies, enter the Price type (Bid, Ask or Midpoint) and select 2 currencies. Those currencies will be used to calculate exchange rate fluctuations.
• For countries other than the USA, make sure to select the appropriate Country/Market. Note: Historical data for Euronext and India markets are available for the last 3-4 months only.
5. Configure your filters:
• Duration (Years) - this will define the number of years starting from today that will be used to search for stock prices.
• Offset Degrees - how many degrees before or after the exact aspect should be considered as an Event. For example, suppose your Criteria define Mars / Jupiter conjunction as the triggering Event. If you set the Offset Degrees to -1, then the time when both planets are 1 degree before the exact conjunction will be used instead. Correspondingly +1 degree would mean 1 degree after the exact conjunction and 0 degree (default) would mean that this filter is ignored and the exact astrological (or astronomical) Event is going t be used.
• Offset Days - if set to anything other than 0, it will indicate how many days before (negative number) or after (positive number) the exact aspect will be considered as the actual Event. For example, if you set the Offset Days value to -1 and the aspect is happening on 22nd of March, the 21st of March date will be used instead of 22nd when running Research scans.
• Max trading days offset - this field defines what to do if events occur when the market is closed. For example, value of 0 means that only events happening when the market is open (during the trading days) will be considered. The value of 1 would mean that if the Even has occurred one day after the last trading day, it will still be counted. Lets assume AstroApp finds an Event that happened on Saturday when the market was closed. If the value is set to 1, then AstroApp will include this event in the overall analysis and will use prices from the previous trading day (in this case - Friday) for the corresponding calculations.
• Trade on Days - select which days to consider when searching for astrological events. If you un-check any of the week days, this means that they will always be ignored even if astro events occur exactly on those days.
• Trade on Months - select which months the astrological events and buy and sell events can happen on. If you uncheck any of the months, AstroApp will skip events that occur during those calendar months. This will remain true even if astrological or astronomical events occur exactly during those months.
• Point in Sign. Filter events based on Zodiac Signs in which events occur. For example, if the event is Trine of the natal Sun (Sun in the first trade chart) with transiting Mercury and the Sign selected is Aries, then only events when Mercury was making the trine aspect to the Sun from Aries will be considered. Another example: if the event is conjunction of the transiting Sun to the transiting Mercury and the selected Sign filter is Capricorn, then only Sun/Mercury conjunctions that happen in Capricorn will be considered.
  
6. Drag one or more Criteria from the Available Criteria table to the Selected Criteria table (from right to left).
7. Click the Process button. The Price changes correlations will be shown in the form of a graph and a table. 0P means the precise date of events. Days -29 to -1 are the trading days before the events, days 1 to 29 are days after the event. The vertical axis shows the percentage of changes in the Close of Day prices.

Working with the Financial Research Results:

1. You can save the Results for each Criterion by clicking the Save icon (leftmost cell for each row in the table).
2. If you move your mouse over any day (cell) in the upper table, the Info window will appear showing the following information:
1. Day number (trading day from the event)
2. Up - how many times the price was up on that day.
3. Down - how many times the price was down on that day.
4. AER (Long) - Annualized Expected Return if long trading strategies are used.
5. AER (Short) - Annualized Expected Return if shorting trading strategies are used.
3. To quickly determine the price change between any trading days, click on the first day (the cell in the table that corresponds to that day) and then on the day you want to compare the prices to. The results will appear in the bottom of the screen next to the Done button. Day 1 is the first day you have clicked, Day 2 is the 2nd, and the Difference is the Price change between the two days expressed in %.
4. To change the Chart type, right mouse click on the chart and use the Chart Type context menu to chose between Area, Column, Bar or line presentation.
5. To save the Graph as an image, right mouse click on any empty (white) area of the chart and select the Save Image menu option.

Additional Features____________________________________________

• You can add the Prices Correlation image to AstroScribe by launching the AstroScribe tool and clicking the "Append to AstroScribe" button.
• You can save individual Criteria results. Saving results that you plan to use in your work is always recommended since this way you will be able to access them significantly faster.

Editions:

• The Research screens are available in the AstroApp Financial Gold Edition.