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10 strategies and tactics for Technical Analysis

What is Technical Analysis strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Identifying the optimal Technical Analysis strategy can be challenging, especially when everyday tasks consume your time. To help you, we've assembled a list of examples to ignite your creativity.

You can copy these examples into your preferred app, or alternatively, use Tability to stay accountable.

How to write your own Technical Analysis strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Technical Analysis strategy examples

You'll find below a list of Technical Analysis tactics. We also included action items for each template to make it more practical and useful.

Strategies and tactics for utilising Football Metaphors to Manage an Investment Portfolio

  • ⛳️ Strategy 1: Balance offensive and defensive plays

    • Identify high-growth stocks like selecting star forwards
    • Include dividend-paying stocks as defenders for stability
    • Diversify investments across sectors like a varied team line-up
    • Mix tech and healthcare stocks to spread risk
    • Research management teams to find strong leaders as team captains
    • Implement a rotational investment strategy similar to player rotations
    • Regularly review portfolio performance with team huddle simulations
    • Apply the Executive-Investment Coach (EIC) top-down approach
    • Conduct macroeconomic analysis like assessing the playing field
    • Stay informed on global economic trends like watching global soccer tournaments

  • ⛳️ Strategy 2: Choose strong economies and companies

    • Select portfolios spread across promising economies like US and India
    • Identify stocks based on their economic growth potential
    • Focus on companies with growing capital per worker
    • Measure steady capital-output ratios over time
    • Evaluate ROE figures, prioritising those above 30%
    • Choose companies based on PE and PB ratios fitting desired criteria
    • Consider monetary policy impacts on sectors like banking and finance
    • Incorporate valuation factors across multiple categories
    • Assess investor sentiment for market timing
    • Monitor geopolitics to exploit industry-specific opportunities

  • ⛳️ Strategy 3: Engage in team-based decision-making

    • Conduct daily team meetings to discuss and deliberate over options
    • Utilise a structured ideation phase for stock selection input
    • Allocate roles within the team for sector-based research
    • Select top competitors of the chosen stocks for analysis
    • Analyse financial statements and ratios for decision making
    • Use technical chart trends for short-term investment forecasts
    • Utilise a custom screener for long-term investment options
    • Discuss and resolve conflicting opinions during team meetings
    • Simulate portfolio testing through various economic scenarios
    • Define a clear process from industry selection to stock segregation
investment-diversificationfootball-metaphorsinvestorfinancial-analystinvestment-management-teameconomic-analysis-team
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Strategies and tactics for setting up an EMA Crossover Alert on TradingView

  • ⛳️ Strategy 1: Configure EMAs on TradingView

    • Log in to your TradingView account
    • Open the chart of the desired financial instrument
    • Navigate to the 'Indicators & Strategies' tab
    • Search and select the 'Moving Average Exponential' indicator
    • Add three EMA indicators to the chart
    • Set the period of the first EMA to 9
    • Set the period of the second EMA to 50
    • Set the period of the third EMA to 100
    • Adjust the colour and style for each EMA for clear visual distinction
    • Save the chart layout for quick access in the future

  • ⛳️ Strategy 2: Create a Crossover Alert on TradingView

    • Ensure all three EMAs are visible on the chart
    • Open the 'Alerts' tab on TradingView
    • Select 'Add Alert' and choose EMA 9 as the first condition
    • Choose the 'Crossing' option
    • Set EMA 50 as the second condition for crossover
    • Add another alert for EMA 9 crossing EMA 100
    • Define alert notifications (pop-up, email, SMS) per your preference
    • Name the alerts clearly for easy identification
    • Set the alert expiration date based on your trading timeline
    • Create the alert and activate it

  • ⛳️ Strategy 3: Test and Monitor the Alerts

    • Simulate market conditions with historical data to test alerts
    • Verify the correct functionality of alerts through visual and audible signals
    • Adjust alert settings if signals are not appearing as expected
    • Monitor the chart regularly for the first few days to ensure reliability
    • Take notes on market conditions when alerts trigger
    • Modify action plan based on market behavior observed post-alert
    • Review historical performance of signals to evaluate effectiveness
    • Check alert logs for missed notifications due to technical issues
    • Communicate with TradingView support for unresolved alert issues
    • Share feedback or improvement suggestions with the TradingView community
tradingtechnical-analysistraderdata-analystmarket-analysistrading-strategy-development
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Strategies and tactics for generating strategies for the MT5 platform

  • ⛳️ Strategy 1: Analyse market trends

    • Study historical market data to identify recurring patterns
    • Utilise technical indicators to assess current market conditions
    • Review economic news and reports to predict market movements
    • Monitor trading volumes to gauge market sentiment
    • Utilise trend lines and chart patterns for analysis
    • Backtest historical data to verify the viability of trends
    • Set alerts for identified trend breaks or continuations
    • Compare multiple timeframes for a comprehensive view
    • Join trading forums to gather insights from experienced traders
    • Regularly update your market analysis with fresh data

  • ⛳️ Strategy 2: Optimise risk management

    • Determine your risk tolerance level based on your capital
    • Set stop-loss and take-profit orders for every trade
    • Diversify your portfolio to spread risks
    • Limit your position size according to your risk tolerance
    • Monitor open positions and adjust accordingly
    • Use trailing stops to lock in profits
    • Avoid overtrading by following a strict trade plan
    • Keep track of key economic events that may impact trades
    • Regularly review and update your risk management plan
    • Utilise risk/reward ratio for every potential trade

  • ⛳️ Strategy 3: Develop and test automated systems

    • Learn to create Expert Advisors (EAs) on the MT5 platform
    • Define clear rules and conditions for your trading system
    • Backtest your automated strategy using historical data
    • Optimise parameters to enhance the strategy's performance
    • Set up a demo account to run your EA in live conditions
    • Monitor the EA's performance and make necessary adjustments
    • Implement fail-safes to handle erratic market conditions
    • Regularly update the EA with new market data and trends
    • Incorporate machine learning for advanced automation
    • Switch to live trading only after successful testing and validation
market-analysisrisk-managementtraderrisk-managertechnical-analysis-teamtrading-system-development-team
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Strategies and tactics for optimising Option Selling for Greater Profit

  • ⛳️ Strategy 1: Diversify Your Portfolio

    • Invest in a mix of different options to spread risk
    • Regularly review portfolio performance and make adjustments
    • Consider different sectors and industries for investment
    • Allocate only a portion of capital to high-risk options
    • Use a balanced approach between long-term and short-term options
    • Invest in options with varying expiration dates
    • Evaluate historical volatility of options
    • Use a combination of index options and individual stock options
    • Employ different options strategies like spreads and iron condors
    • Research global markets for potential opportunities

  • ⛳️ Strategy 2: Utilise Technical Analysis

    • Study historical price charts of options
    • Apply indicators such as moving averages and RSI
    • Identify support and resistance levels for options
    • Monitor market trends to predict option price movements
    • Use technical analysis tools regularly for decision making
    • Back-test strategies using historical data
    • Update technical analysis methods according to market changes
    • Watch for chart patterns such as head and shoulders or wedges
    • Implement stop-loss orders based on technical levels
    • Learn about and apply candlestick patterns for options trading

  • ⛳️ Strategy 3: Enhance Risk Management

    • Set clear risk-to-reward ratios before entering trades
    • Determine maximum loss amount per trade to protect capital
    • Utilise stop-loss and take-profit orders effectively
    • Regularly review and adjust risk management plans
    • Avoid overleveraging positions in volatile markets
    • Diversify options positions to mitigate potential losses
    • Maintain a trading journal to track and analyse trades
    • Learn from past losses to improve future decisions
    • Stay updated with economic news that may impact options
    • Consider professional advice for complex option strategies
portfolio-diversificationtechnical-analysisrisk-managerfinancial-advisorinvestment-teammarket-analysis-team
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Strategies and tactics for optimising the use of moving averages and vortex indicators

  • ⛳️ Strategy 1: Combine indicators for trend confirmation

    • Select short, medium and long-term moving averages to monitor
    • Use the vortex indicator alongside the moving averages to confirm trend direction
    • Look for moving average crossovers to indicate potential buy/sell signals
    • Monitor the vortex positive and negative lines for trend strength confirmation
    • Set alerts for when vortex lines cross to indicate potential trend reversals
    • Analyse moving averages with vortex signals to reinforce decision making
    • Utilise historical data to backtest the effectiveness of this combination
    • Incorporate additional indicators for further confirmation if necessary
    • Review and adjust the selected moving averages periodically based on trading style
    • Document findings and refine strategy over time based on market conditions

  • ⛳️ Strategy 2: Use moving averages for entry and exit points

    • Identify periods for three moving averages to capture short, medium, and long-term trends
    • Wait for price to move above or below the moving averages for entry signals
    • Utilise vortex indicators to confirm the strength of the entry signal
    • Set stop loss levels below the moving averages to manage risk on trades
    • Use vortex lines crossing to determine appropriate exit points
    • Analyse price movements around the moving averages over time
    • Backtest strategy to find the optimal moving average periods for specific markets
    • Implement a risk-reward ratio based on moving average positions
    • Regularly review the performance of the strategy and make adjustments
    • Maintain a trading journal to record entry and exit rationales

  • ⛳️ Strategy 3: Implement a dual timeframe analysis

    • Choose one timeframe for moving averages and another for vortex indicators
    • Use long-term moving averages for overall market direction on a larger timeframe
    • Apply vortex indicators to a shorter timeframe for more precise entry points
    • Look for alignment of signals across both timeframes for higher probability trades
    • Apply risk management techniques based on multi-timeframe analysis
    • Implement alerts to notify of vortex line crossovers on the shorter timeframe
    • Backtest strategy across multiple timeframes to determine effectiveness
    • Decide on timeframe scales based on trading style and asset volatility
    • Adjust moving average periods according to chosen timeframe strategy
    • Continuously monitor and refine the strategy based on performance feedback
technical-analysistrend-confirmationtraderanalystrisk-management-teamquantitative-analysis-team
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Strategies and tactics for achieving over 20% annual returns with swing trading in 15 minutes a day

  • ⛳️ Strategy 1: Utilise technical analysis tools

    • Identify and learn to use key technical indicators like moving averages, RSI, and MACD
    • Set up your trading platform with these indicators for quick access
    • Schedule 5 minutes each day to review these indicators and identify potential trade setups
    • Use moving averages to identify trends – buy when the short-term average crosses above the long-term average and sell when it crosses below
    • Apply the RSI to identify overbought (sell signal) and oversold (buy signal) conditions
    • Analyse MACD crossovers to confirm trade signals from moving averages and RSI
    • Set price alerts on your platform for key levels identified by your technical indicators
    • Use a stock screener to quickly identify candidates that meet your criteria daily
    • Maintain a trading journal to log all trades and review weekly to refine your strategy
    • Reassess indicator settings monthly to adapt to changing market conditions

  • ⛳️ Strategy 2: Focus on high-liquidity stocks

    • Create a list of high-liquidity stocks with daily volume above 1 million shares
    • Concentrate on major market indices (e.g., S&P 500) to find suitable candidates
    • Check news and earnings reports for these stocks in your daily 15-minute session
    • Filter stocks that show price movement of at least 2% per day
    • Use price action analysis and chart patterns to confirm entry and exit points
    • Set stop-limit orders in advance to manage risk and lock in profits
    • Automate as much of the trading process as possible using limit orders
    • Review and adjust your high-liquidity stock list weekly
    • Join online communities or subscribe to newsletters focused on high-liquidity stocks
    • Apply trailing stops to maximise gains and protect profits

  • ⛳️ Strategy 3: Implement strict risk management

    • Determine the maximum amount of capital you are willing to risk per trade (usually 1-2%)
    • Set a hard stop-loss for every trade to limit potential losses
    • Define a target return for each trade (e.g., 1.5-2 times the risk amount)
    • Utilise position sizing to ensure each trade maintains the desired risk level
    • Avoid overtrading by limiting the number of trades you take each week
    • Reinvest gains selectively to compound returns without increasing risk significantly
    • Diversify trades across different sectors to mitigate sector-specific risks
    • Review and adjust stop-loss and target levels daily
    • Use trailing stops to secure profits while allowing for potential upside
    • Maintain emotional discipline by sticking to your defined strategy and rules
technical-analysishigh-liquidity-stockstraderrisk-managertrading-teamfinancial-analysis-team
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Strategies and tactics for developing a scalping strategy for trading small acoustics

  • ⛳️ Strategy 1: Utilise news analysis effectively

    • Subscribe to a reliable financial news service for instant updates
    • Analyse economic indicators that may affect the small acoustic market
    • Identify key news events and releases that typically cause market volatility
    • Set up alerts for news related to the acoustic market
    • Develop criteria for determining the significance of news events
    • Train to quickly interpret news impacts and anticipate market reactions
    • Maintain a schedule of major news releases to trade around
    • Create a checklist for quick news assessment and potential trade decisions
    • Incorporate news sentiment analysis tools into your strategy
    • Continuously evaluate the effectiveness of news sources and make adjustments

  • ⛳️ Strategy 2: Integrate and confirm indicators

    • Select three technical indicators known for reliability in scalping, such as RSI, MACD, and Bollinger Bands
    • Set up a charting tool with these indicators applied
    • Determine the optimal settings for each indicator for the small acoustic markets
    • Create specific criteria for confirmation across all three indicators before executing trades
    • Backtest the indicator combination multiple times for effectiveness
    • Document conditions under which the indicators historically have had high accuracy
    • Regularly update and refine the indicator settings based on market changes
    • Develop a straightforward decision-making process using indicator alignment
    • Use past trading sessions to simulate and review indicator-based decisions
    • Set trading hours during high liquidity for optimal indicator performance

  • ⛳️ Strategy 3: Execute disciplined trade management

    • Set strict entry and exit rules based on indicator confirmations and news analysis
    • Limit each trade risk to a small percentage of your overall trading account
    • Use stop-loss orders to protect against unexpected market moves
    • Maintain a trade journal to track all trades and strategies used
    • Review successful and unsuccessful trades regularly for patterns
    • Adapt position sizes based on volatility and individual trade risk
    • Utilise post-trade analysis to assess compliance with your strategy
    • Create a routine for market monitoring and trade execution
    • Implement constant tweaks to your scalping strategy based on journal insights
    • Utilise software for automated alert-based trade signals when criteria are met
scalpingtechnical-indicatorstradermarket-analysttrading-analysis-teamrisk-management-team
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Strategies and tactics for identifying Entry and Exit Points in Deriv Trading

  • ⛳️ Strategy 1: Use technical analysis

    • Learn key technical indicators such as moving averages, RSI, and MACD
    • Determine the historical performance of selected indicators
    • Set up trading charts using appropriate time frames for analysis
    • Identify bullish and bearish signals from the chosen indicators
    • Develop rules for entering trades based on indicator signals
    • Establish stop-loss limits aligned with your risk tolerance
    • Set profit-taking levels using technical resistance and support levels
    • Backtest the strategy using historical data to assess effectiveness
    • Regularly update and validate indicators based on market changes
    • Continuously monitor market conditions and adjust the strategy as needed

  • ⛳️ Strategy 2: Apply fundamental analysis

    • Stay informed on relevant economic announcements and reports
    • Calendar key events that could impact the market
    • Analyse the financial health of assets or commodities you're trading
    • Correlate economic indicators with asset price movement
    • Monitor major economic trends affecting the market
    • Use fundamental insights to anticipate longer-term movements
    • Build a watchlist of assets influenced by recent news
    • Determine entry points after significant news announcements
    • Identify potential exit points based on expected news impacts dissipating
    • Continuously update your fundamental analysis with new information

  • ⛳️ Strategy 3: Implement a risk management plan

    • Determine your acceptable level of risk for each trade
    • Use a risk-reward ratio to assess potential trades
    • Implement systematic entry points with set criteria
    • Establish stop-loss orders to limit potential losses
    • Utilise trailing stops to protect gains in profitable trades
    • Diversify trading across different assets to reduce risk
    • Assess risk factors associated with different trading environments
    • Prepare contingency plans for unexpected market movements
    • Regularly evaluate trade outcomes to refine risk management strategies
    • Use simulation trading to test risk management strategies before live application
technical-analysisrisk-managementtraderanalysttrading-teamrisk-management-team
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Strategies and tactics for developing a Successful Trading Strategy for Cryptocurrencies

  • ⛳️ Strategy 1: Enhance Technical Analysis Skills

    • Study the fundamentals of technical analysis focusing on support and resistance levels
    • Use moving averages to identify the general trend direction in the market
    • Implement Relative Strength Index (RSI) to determine overbought or oversold conditions
    • Learn about Bollinger Bands and use them to identify volatility and potential breakouts
    • Utilize MACD (Moving Average Convergence Divergence) to understand market momentum
    • Analyse the market volume to confirm trend strength or potential reversals
    • Identify different candlestick patterns for precise entry and exit points
    • Regularly backtest any new insight using historical data on Dogecoin and XRP
    • Attend webinars or read books to deepen understanding of cryptocurrency-specific factors impacting trends
    • Keep a trading journal to track trades and refine technical analysis skills

  • ⛳️ Strategy 2: Implement Risk Management Techniques

    • Set a risk-reward ratio that suits the trading style, such as 1:3
    • Use stop-loss orders to limit potential loss on each trade
    • Decide on a maximum investment amount per trade to avoid overexposure
    • Be consistent with position sizing based on account size
    • Consider using a trailing stop to protect gains while allowing for larger movement
    • Document each trade to identify patterns of success and failure
    • Regularly review and adjust the stop-loss and take-profit levels based on market changes
    • Implement diversification by trading multiple coins to mitigate risks
    • Monitor emotional responses to trading losses and gains to avoid impulsive decisions
    • Analyse risk factors specific to Doge and XRP, like regulatory changes or market news

  • ⛳️ Strategy 3: Leverage Technology and Market Indicators

    • Utilise trading platforms with advanced charting tools for precise analysis
    • Set up alerts for specific technical indicators to react timely
    • Integrate the use of automated trading bots that rely on predefined criteria
    • Explore social trading platforms to learn from more experienced traders
    • Employ sentiment analysis tools to gauge market sentiment using social and news sources
    • Use market correlation data to predict possible movements in Dogecoin and XRP
    • Test various algorithms and strategies in a demo account before applying them live
    • Continuously collect and analyse data on trading efficiency and adjust systems accordingly
    • Regularly update software and tools to access the latest features and security updates
    • Stay informed about recent technology trends in cryptocurrency trading that could enhance efficiency
technical-analysisrisk-managementtraderanalysttrading-teamrisk-management-team
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Strategies and tactics for achieving 90 percent profit on Ethereum vs US Dollar

  • ⛳️ Strategy 1: Conduct detailed market analysis

    • Analyse historical price trends of Ethereum using TradingView
    • Identify key support and resistance levels on the Ethereum chart
    • Study Ethereum’s past responses to market events and economic announcements
    • Monitor current market sentiment through news and social media platforms
    • Evaluate the impact of macroeconomic factors on Ethereum and the US Dollar
    • Set alerts for unusual trading volumes on Ethereum
    • Utilise Fibonacci retracement to identify potential price targets
    • Review technical indicators like RSI and MACD for overbought or oversold conditions
    • Subscribe to expert analysis on cryptocurrency markets
    • Review and adjust the analysis weekly to incorporate recent data

  • ⛳️ Strategy 2: Implement a selective trading strategy

    • Define entry and exit points based on technical analysis
    • Set a stop-loss to minimise potential losses
    • Create a diversified portfolio to hedge risks
    • Invest primarily during periods of positive market sentiment
    • Utilise limit orders to enhance trade entry efficiency
    • Schedule regular trading intervals to reduce emotional trading
    • Reassess and update trading strategy monthly
    • Develop a method for scaling in and out of trades
    • Use a risk-reward ratio of at least 1:3 for trades
    • Backtest the strategy on historical data to gauge effectiveness

  • ⛳️ Strategy 3: Use TradingView for validation and adjustment

    • Set up a TradingView account to access advanced analytics tools
    • Regularly update Ethereum charts with recent data and analysis
    • Configure alerts on TradingView for price levels and trend changes
    • Collaborate with other traders on TradingView to gain diverse insights
    • Test trading strategies using the TradingView paper trading feature
    • Use TradingView’s scripting tools to customise indicators
    • Join TradingView forums for community feedback and learning
    • Schedule quarterly reviews of strategy performance on TradingView
    • Attend webinars and training sessions available on TradingView
    • Document successful and failed trades to refine future strategies
cryptocurrency-markettechnical-analysistraderfinancial-analysttrading-teaminvestment-strategy-team
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How to track your Technical Analysis strategies and tactics

Having a plan is one thing, sticking to it is another.

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

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Planning resources

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