Updated every day from free data
The PTM process, live every day.
Macro leading indicators set how long or short the book leans, sector screening finds the outliers, the trade-idea template turns them into ideas and the portfolio lab keeps risk in check. A 20–60 day long/short equity desk built on the ITPM Professional Trading Masterclass.
Portfolio bias
The four blocks
Each block averages its indicators; the bias averages the blocks.
The process, step by step
Top-down first, then bottom-up, then the book as a whole. Each step is a set of pages.
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01
Set the bias
Read the leading indicators and decide how long or short the whole book should lean.
Lessons 1–15
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02
Find where macro helps
See which industries and regions the macro reading favours, and which sectors the market is buying.
Lessons 22–29, 34–35
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03
Build trade ideas
Screen each sector for outliers with the 11 numbers and work the best into full trade ideas.
Lessons 22–33
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04
Size the book
Check volatility, correlation and beta-adjusted exposure before adding or changing a position.
Lessons 16–21