InvestiQuant - What's NewInvestiQuant - What's Newhttps://www.investiquant.com/blogsThu, 02 Jul 2026 15:29:19 -0700http://zoho.com/sites/<![CDATA[6 Benefits Of Cloud-Based Automated Trading Systems]]>https://www.investiquant.com/blogs/post/6-Benefits-Of-Cloud-Based-Automated-Trading-Systems1Cloud-based automated trading systems use sophisticated algorithms to analyze market data in real time, identify trading opportunities, and execute trades without human intervention...See how you can benefit.]]>

Are you a trader or an active, self-directed investor who has tried different strategies with little success? Are you tired of the emotional rollercoaster that comes with making trading decisions? Or do you find it difficult to monitor the markets and execute trades effectively due to a busy schedule? If you answered yes to any of these questions, it may be time to consider a new approach. Cloud-based automated trading systems use sophisticated algorithms to analyze market data in real time, identify trading opportunities, and execute trades without human intervention. This can eliminate the emotional bias that often plagues manual trading and help you achieve more consistent results. Additionally, cloud-based automated trading programs can operate 24/7, 365 days a year, allowing you to take advantage of more trading opportunities if you have a busy schedule, without having to install or manage complicated software. This innovative trading approach can also leverage advances in technology, like AI, with statistical backing. 

Let’s take a deeper dive into automated, cloud-based trading systems and how you can incorporate them into your investment approach.


What Are Cloud-Based Trading Systems?

Cloud-based trading systems are software applications that are hosted in the “cloud” (via an Internet server farm like those offered by AWS (Amazon) or Microsoft) and managed over the Internet by the system developer.  They are not installed on an individual’s PC or computer.  The trading systems use sophisticated algorithms to analyze market data and identify trading opportunities.  When a market condition meets pre-determined rules and parameters, the algorithms send trade signals to the broker’s signal execution software and execute trades without human intervention. 

Cloud-based, automated trading systems can offer several benefits. However, it is not without risks, and self-directed investors should carefully consider their goals, risk tolerance, and investment capital before using an automated trading program.

 

How Are Fully Automated Trading Systems Different From Other Investment Strategies?

Fully automated trading systems are different from other investment strategies in that they rely on pre-programmed rules and algorithms to execute trades, rather than relying on human decision-making or analysis. These rules can be adaptive based on recent market performance and changing conditions and even driven by advanced machine-learning and AI technology to find opportunities that would not be found otherwise.  Automation also improves execution speed (minimizing missed opportunities) and removes emotion from the trading process, helping to improve consistency and trading results.

Traditional investment strategies, such as those based on fundamental or technical analysis, involve a trader making subjective decisions based on their analysis of market conditions, news events, and other factors. This can be influenced by cognitive biases (such as anchoring, loss aversion, and gamblers’ fallacy) and other emotions and ultimately lead to poor trading results. Fully automated trading programs can also operate 24/7, without the need for human intervention, which can allow for more opportunities and even take advantage of movements in multiple markets simultaneously.

Fully automated trading programs are complex to build and maintain, but when built properly by trading professionals, can offer many benefits to investors.

 

What Are The Benefits Of Cloud-based, Fully Automated Trading Systems?

Cloud-based, fully automated trading systems offer several benefits to new and experienced traders, and investors alike, including:

  • Consistency: One of the key benefits of using fully automated trading systems is consistency. Unlike human traders who can be influenced by emotions and cognitive biases, an automated trading program follows pre-programmed rules and parameters, leading to more disciplined and profitable trades.

  • Efficiency: Automated trading programs can save traders time by analyzing market data and executing trades much faster than a human trader. This can allow traders to take advantage of more trading opportunities, particularly in fast-moving markets. Moreover, automated trading programs can operate 24/7, meaning traders can benefit from trades that occur outside of regular trading hours.

  • Backtesting: Automated trading systems can be backtested and optimized on historical data, allowing traders to identify strategies with the best odds of success. This can lead to better trading results and help traders avoid costly mistakes that may have been made through trial and error.

  • Risk Management: Automated trading software can help traders manage risk by setting stop-loss orders and other risk-management parameters. This can help prevent large losses and preserve capital, particularly in volatile markets

  • Scalability: Automated trading programs can be scaled up to handle larger trading volumes, which can be difficult for human traders to manage. This can allow traders to take advantage of more trading opportunities without sacrificing performance.

  • Diversification: Automated trading solutions can allow traders to diversify their trading portfolios by using multiple strategies simultaneously. This can help to spread risk and potentially increase returns.


How Do I Get Started With a Cloud-Based Automated Trading System?

Getting started withInvestiQuant's fully automated trading programs is a great way to take advantage of volatility and put advanced technology to work for you. iQ Autotrading offers traders a range of robust, statistically-based, systematic trading strategies that are designed to generate attractive returns, regardless of the direction of the stock market. The best part is that these turnkey solutions can be enabled to autotrade your account at an approved execution broker in a matter of days, without having to install or maintain any software whatsoever.


By utilizing a wide range of strategy inputs, including alternative data, technical patterns, volatility, market profile, seasonal events, and multiple advanced machine-learning techniques,iQ Autotrading offers a diversified approach to algorithmic trading. InvestiQuant's autotrading is a powerful, hands-free solution for traders and investors of all types, offering strong, verified returns, potential for outsized growth, emotion-free, statistically-based trading, low correlation with stock trading strategies, a turnkey, hands-free solution, and aligned interests.


Ready to see how cloud-based, automated trading can transform your investment portfolio? Request info to learn about the performance of InvestiQuant’s automated trading programs and how your account could be enabled for automated trading in a matter of days. 

]]>Sun, 28 Jun 2026 07:55:00 -0400<![CDATA[Matt's Minute: Autotrading – How do I do it? It's easier than you think.]]>https://www.investiquant.com/blogs/post/matt-s-minute-autotrading-easier-than-you-thinkSee how simple it can be to put your trading on autopilot.]]>

Wondering how to actually set up autotrading?

It’s easier and faster than you might think.

This quick walkthrough shows you exactly how to get started, step by step, so you can begin trading automatically without the guesswork. 

See how simple it can be to put your trading on autopilot.

]]>Sun, 22 Mar 2026 21:35:24 -0400<![CDATA[Keep it Real When Autotrading]]>https://www.investiquant.com/blogs/post/keep-it-real-when-autotradingAutotrading is a powerful tool. Success requires the proper mindset and expectations. There are 6 fundamental principles every investor must understand and accept.]]>

Autotrading with iQ can be a powerful tool for portfolio growth and diversification, but success requires the proper mindset and expectations. 


Here are 6 fundamental principles every investor must understand and accept:


1.  Autotrading Is Not an ATM

iQ Autotrading is a powerful portfolio diversification tool, not a source of quick gains for immediate financial needs. A disciplined, long-term approach is key to maximizing its benefits.


2. Drawdowns Are Normal - And Necessary

Account equity declines (drawdowns) are unavoidable and can occur at any time. In fact, market growth and volatility ensure that every trading strategy’s largest drawdown is still ahead. Fortunately, they are also completely normal and part of long-term success and can represent tremendous opportunities for starting. Savvy investors embrace these realities and realize that every prior run-up (period of strong performance) was preceded by a drawdown. 


3. Short-Term Results Are Random 

As with all investments, short term results can and will vary wildly. Despite best efforts, iQ Autotrading may not deliver returns exactly when you want or need them.


4. Most Months Generate Modest Gains or Losses 

iQ Autotrading programs often generate most of their gains within just 3-4 months each year. Waiting for the "perfect moment" to start could mean missing the best month of the year and staying invested at all times is crucial. (Caveat: investors must abide by their own risk tolerance.)


5. Risk Remains Constant, Even in a Drawdown

Unlike hedge funds, iQ Autotrading programs don’t deleverage during a drawdown. To maximize long-term expectancy, they maintain the same daily budget, which means the losses can add up quickly in a single month. BUT, it also means the recovery is as statistically probable as the drawdown itself. The hedge fund phenomenon that a 50% drawdown requires a 100% return to breakeven does not apply here! 


6. Neither Stock Market Rallies nor Declines Guarantee Autotrading Gains

iQ Autotrading programs are designed to be lowly correlated to equities and do not track stock market performance. Historically, these strategies have often (though not always) performed best when traditional markets struggle - helping add meaningful diversification to a portfolio. Like any adaptive strategy, performance can vary, and periods of underperformance may occur as models adjust to changing market conditions. 


How to Get Started
]]>Sun, 01 Mar 2026 08:05:00 -0500<![CDATA[Six Ways to Know If An Autotrading Solution Might Be Worth Trusting With Your Capital]]>https://www.investiquant.com/blogs/post/six-ways-to-knowHow can you make decisions on what autotrading solution to trust...]]>

#6 -The firm does NOT rely on overseas brokerage firms (who may trade against you)

InvestiQuant (iQ) avoids risky overseas brokerages and only utilizes highly regulated brokers registered with U.S securities agencies.



#5 -The firm’s strategies were NOT developed by retail traders who have no professional experience creating and managing scalable investment solutions

iQ’s strategies were built by previously registered Series 3 traders who managed and traded tens of millions of dollars of investors’ capital as licensed professionals prior to launching InvestiQuant’s autotrading solutions. 


#4 - Clients do NOT have to wonder if the autotrading firm actually trades the same strategies they promote

U.S registered brokers are available to verify that iQ only offers strategies to clients that iQ, its shareholders and employees trade and rely on with their own capital.


#3 -The firm does NOT utilize risky Martingale or related techniques 

Unlike some trading “experts” and many AI and forex bots, iQ strategies don’t double-down on losing trades or use other risky techniques to generate gains — a key reason why clients have trusted InvestiQuant for over 16 years. 


#2 -Client orders are NOT executed independently (“first come, first served”) 

iQ clients’ orders are executed at the same time and price averaged by each broker for client fairness. They are NOT at the back of the line (behind the company’s executives and early clients who are front-running them) receiving different / worse prices and results.


#1 -The firm prioritizes results over revenue and does NOT sell ‘unlimited licenses’ or ‘lifetime access’ to clients

Because InvestiQuant and its team rely on the same strategies, they strictly manage client utilization by charging recurring license fees for the amount of trading volume utilized. (Why would anyone with a legitimate edge NOT do that?)



Get Started Now
]]>Thu, 22 Jan 2026 14:37:06 -0500<![CDATA[Matt's Minute: Futures or Stocks?]]>https://www.investiquant.com/blogs/post/matts-minute-futures-or-stocksUnique benefits of Futures vs Stocks]]>

Four Reasons Futures Are Better Than Stocks


There is a major difference between short-term investing in stocks and futures. 

In this quick video, I share 4 reasons why futures are the better option.




]]>Tue, 20 Jan 2026 07:55:00 -0500<![CDATA[Matt's Minute - Who Controls Your Autotrading Account?]]>https://www.investiquant.com/blogs/post/Who-controls-accountAccount Control...]]>

When it comes to autotrading, several parties are involved, but who actually has control over your account?


In this quick video, I break down exactly who holds the reins when you participate in an autotrading program. It’s an important question every autotrader should understand.

]]>Sat, 27 Dec 2025 18:22:18 -0500<![CDATA[Apex 65 - Introducing iQ's Newest Program]]>https://www.investiquant.com/blogs/post/Apex65iQ's Newest Program is now available...]]>

Designed with our lowest entry requirement for a multi-market strategy, Apex 65 trades exclusively intraday in the E-mini S&P 500 and NASDAQ futures markets.


Apex 65 executes up to one E-mini contract per day—selecting only those setups that exhibit high win probability or exceptional reward-to-risk potential, all while remaining within strict daily risk limits.

Designed with our lowest entry requirement for a multi-market strategy, Apex 65 trades exclusively intraday in the E-mini S&P 500 and NASDAQ futures markets.

Apex 65 executes up to one E-mini contract per day—selecting only those setups that exhibit high win probability or exceptional reward-to-risk potential, all while remaining within strict daily risk limits.

Click Here to Get Started Now

Futures trading programs have large potential rewards, but also large potential risks and are not suitable for everyone. You must be willing to accept these risks in order to invest in the futures markets. The past performance of any trading system or methodology is not necessarily indicative of future results and may not account for license fees. You should expect larger drawdowns in the future than those shown in historical and hypothetical results.

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.

InvestiQuant is not a registered commodity trading advisor and does not provide personalized advice. Only consider futures trading and notional funding after careful consultation with a futures broker.


]]>Sun, 30 Nov 2025 07:55:00 -0500<![CDATA[Part 3: Common Questions About Autotrading]]>https://www.investiquant.com/blogs/post/part-3-common-questions-about-autotradingHelpful details about an autotrading account with iQ.]]>

Part 3: Common Questions About Autotrading Accounts

Can I stop (or pause) the trading of my account, or withdraw funds,  at any time?

Yes. If for any reason, you want to pause the execution of InvestiQuant’s strategies, or withdraw some, or all, of your funds, simply contact your broker. Please allow 24-48 hours.  You do not need to contact InvestiQuant, though we would appreciate a courtesy email to info@investiquant.com.  Note: client accounts can only be paused when not in a trade. 

Does anyone at InvestiQuant have access to, or visibility of my account funds? 
No. One of the many benefits of the iQ Autotrading model is that InvestiQuant’s exclusive role is to serve as your signal provider.  This allows us to keep our focus solely on creating the best strategies and offloading the execution of the strategies to an expert team. Our sophisticated signal delivery technology routes our signals to the broker’s application which seamlessly converts the signals to orders for execution at the exchange on your behalf. 

Can I use my existing account?
It depends. If you already have an account open at one of our specialized brokers (like The FOX Group or Edge Clear), then YES.  If not, then you will need to open an account with one of them as our signals are integrated directly with them and their systems. Plus, their specialized staff provide the invaluable service of monitoring and overseeing the algorithmic execution of our strategies in client accounts (so that you don’t have to). 

Note: if you have funds in an account at one of our Futures Merchants (GAIN/StoneX, Phillips Capital, Dorman, etc.) but with a different broker, then you will only need to re-paper the account with our broker and not need to move your funds.

Can I trade in the same account as the one that executes iQ signals for me?
You cannot trade in the exact account used for autotrading. However, you can open a sub-account under the same name as your autotrading account. Maintaining separate accounts ensures clarity of trade results. You'll receive daily statements detailing the day's trades – entry and exit points, and their outcomes. A comprehensive monthly statement is also provided.

Can I manage the trades once the program has executed a trade?
No. Due to their auto-adaptive design and stop management, the vast majority of traders will underperform (likely by a lot) the statistically-based execution of our strategies.  InvestiQuant's autotrading programs are autonomous by design, eliminating the need for user interference with stops and targets and avoiding the many negative consequences of human’s many cognitive biases. 

Does InvestiQuant “front run” or trade against the signals executed in my account?
No! The InvestiQuant team members’ accounts rely on the very same signals and strategies as our clients. Further, our accounts are traded side-by-side with our clients. And, the clients at each broker receive the same result at the end of each trading day - win, lose or draw.

Begin Your Autotrading Journey with InvestiQuant
InvestiQuant has been providing institutional quality trading strategies based on statistical edges to self-directed investors since 2008. Our AI-driven automated solutions help clients protect and grow their wealth, hands-free, regardless of the direction of the stock market. Learn more about our autotrading programs, or contact us to get in touch with our team today. 


Get Started Now
]]>Fri, 24 Oct 2025 16:23:34 -0400<![CDATA[Matt's Minute - Which program should you choose?]]>https://www.investiquant.com/blogs/post/matt-s-minute-which-program-should-you-chooseWhat Program is Best to get Started With?]]>

Too many good options make decision-making difficult. When choosing an autotrading program to get started with, there are two key questions to ask yourself before you choose a program. Check out this quick video to learn how to choose.

]]>Fri, 17 Oct 2025 15:36:41 -0400<![CDATA[Answers to Your Common Autotrading Questions: Part 1]]>https://www.investiquant.com/blogs/post/answers-to-your-common-autotrading-questions-part-1Navigating the world of autotrading can seem daunting, especially for those new to active, self-directed investing. With an array of choices to make and strategies to consider, it's crucial to be well-informed. At InvestiQuant, we're dedicated to providing transparency and education...]]>
Navigating the world of autotrading can seem daunting, especially for those new to active, self-directed investing. With an array of choices to make and strategies to consider, it's crucial to be well-informed. At InvestiQuant, we're dedicated to providing transparency and education to not just our valued clients, but also those who are in the exploratory phase. Whether you're a passive investor or a seasoned trader, or just starting out, we are here to help.

Common Questions About Autotrading Programs

Is it best to start with the smallest autotrading program available? 
In general, we believe it is best to start with the program(s) that will best fit your needs and your risk tolerance.  When autotrading, the larger programs provide the best diversification and risk-adjusted returns (i.e. may be less volatile and easier when starting out).  A simple way to compare the risk-adjusted returns between programs is to use the Sharpe ratio—the higher, the better. This metric is viewable on iQ performance reports and via the iQ Portfolio Builder tool. 

Another effective way to measure risk is to compare the size of the historical drawdowns relative to the program’s suggested funding levels—the smaller the percentage, the better. By examining these two metrics, you can find the program(s) that may be best suited for pursuing your financial goals. 

Is it okay to license and combine multiple autotrading programs? 
Yes. Even when trading, diversification is key. Our most satisfied clients typically license one of our larger programs like the iQ Combo or iQ Select in order to benefit from their blended portfolios of different strategies and inputs—which typically generate the best returns relative to risk. 

To see the results of hypothetically combining different iQ autotrading programs and using different funding amounts, you can access our free iQ Portfolio Builder appand view iQ Autotrading Program performance here.

What markets are traded by InvestiQuant’s autotrading programs? Why futures?
iQ strategies currently trade the stock index futures markets exclusively (e.g. S&P 500 e-mini futures and NASDAQ 100 e-mini futures). They are ideal instruments due to their high liquidity, ability to enter long and short in all account types, including IRAs, cost-effectiveness when two-way trading (long and short), tax advantages (consult your accountant regarding Section 1256 contract benefit), and ability to be funded with less capital (thereby freeing up your capital for other investments and uses).

Is futures trading risky?
All trading and investing carry inherent risk, regardless of the type or trading instrument. InvestiQuant strategies avoid much of the risk by only trading the intraday time frame (~930 am ET to 500 pm ET) and avoiding the less liquid, more volatile overnight session.  To be clear, we don’t hold trades overnight, and thereby avoid the risk of unexpected market shifts due to overnight news and geopolitical events. 
Historically, our strategies have only been active and exposed to market risk about 10% of the time that of stocks - which naturally makes them very lowly correlated and ideal solutions for value-added portfolio diversification. We also include stops with every signal that gets executed, this helps keep risk in check whenever a trade does not work out.

Begin Your Autotrading Journey with InvestiQuant
InvestiQuant has been providing institutional quality trading strategies based on statistical edges to self-directed investors since 2008. Our AI-driven automated solutions help clients protect and grow their wealth, hands-free, regardless of the direction of the stock market. Learn more about our autotrading programs, or contact us to get in touch with our team today. 
Get Started Now
]]>Sun, 28 Sep 2025 07:31:00 -0400