Solving the Puzzle — Virtual Education 

You don't need to learn everything on this page from me. You can do it on your own. You can learn it from others. Or you can read the 746+ books I've read on trading, and spend the 43+ years I've spent coming by my experience. But, the fastest and most efficient way to do it is with someone like me.

The first list below is the Table of Contents of my 2 volume Solving the Puzzle course. You purchase the course and then I send you one or two chapters at a time. When you have finished studying the chapter we meet by Zoom to further study the chapter and answer any questions you might have. This goes on for all 20 chapters.    

If you want to add to your studies, we can pick from the second list, which is a compilation of additional subject matter we can draw from.   

Click Here to Jump to the Technical Analysis Study Guide 

Solving the Puzzle Table of Contents

1. Preface 
2. Overview & Preparation
3. Basic Mathematics
4. Charting Techniques
5. Symbolic Logic, Number Theory & Programming Skills
6. Technical Analysis
7. Potential Hourly Wage Analysis™ (PHW™)
8. Software for Trading & Testing
9. Brokerage
10. Designing Your System
11. Specifying Your Rules
12. Programming Your System aka Easy, EasyLanguage
13. Testing Your System
14. Optimization Without Curve Fitting
15. Evaluating Your System’s Potential
16. Money & Risk Management
17. Business Plan Development
18. More EasyLanguage
19. Statistical Assurance
20. Monitoring Your Performance
21. What If Your System Fails?
22. Let’s Begin Trading
23. Appendices
    1. Book List
    2. Glossary
    3. Exchanges
    4. Money Management
    5. Formulae

Additional Subjects

1. The Market
2. What Is Trading?
3. Why Do YOU Want to Trade?
4. What Is Your Goal?
5. How Much Can You Risk? (also see Risk vs Reward below)
6. What Kinds of Risk Are There?
7. Developing Your Business Plan
   1. Keeping a LabBook
   2. Time Management Tools
   3. Keeping Track of the Days
   4. Your Hourly Wage
8. Organizing Your Business
   1. Space Planning
   2. Color Schemes
   3. Organizing Your Trading Ideas
   4. Reference
   5. Computer Power
   6. Your Trading Records
9. Learning the Jargon
10. Adages
11. The Exchanges
12. Reading the Ticker Tape
13. Dow Theory
14. Margin Requirements
15. Inflationary Effects Over Time
    1. Annual Closing Values of the Dow
    2. Historical Margin Requirements
16. Fundamental Analysis
17. Sector Analysis
18. Technical Analysis
19. Time Frames
    1. Your ViewPoint
    2. Long-Term (Investing)
    3. Micro (Real Time Data Feed)
    4. Dual Time Frames
20. Data Sources
    1. Building a Database
    2. Vendors
    3. How Much Is Enough?
    4. Synthetic Contracts
21. Periodicals
    1. Newspapers
       1. Financial Times
       2. IBD
       3. Wall Street Journal
       4. Washington Post
    2. Magazines
       1. Active Trader
       2. Futures magazine
       3. SFO (Stocks, Futures & Options)
       4. TASC (Technical Analysis of Stocks & Commodities
       5. Traders' Catalog & Resource Guide™
       6. Traders World
    3. OnLine Services
       1. Briefing.com
       2. INO.com
       3. ValueLine
22. Charting Techniques
    1. Chart Construction & Analysis
    2. Types of Charts
    3. Trend Analysis
    4. Gap Theory
    5. Volume & Open Interest
    6. Reversal Patterns
23. Technical Indicators
    1. Bar Analysis
    2. Support & Resistance
    3. Attractors
    4. Consolidation & Congestion
    5. Finding Trends
    6. Moving Averages
    7. MACD
    8. RSI
    9. Stochastics
    10. Well-Known Systems of Others
    11. Published Systems in Popular Literature
    12. Sunny's Proprietary Indicators and Strategies
24. Fundamental Data & Information
    1. RS (Relative Strength)
    2. CANSLIM
    3. Economic Data
    4. Supply & Demand
    5. Sector Analysis
    6. Intermarket Analysis
    7. Cycles
    8. Strategic Investment Timing (Dick Stoken)
25. Computer Software
    1. Sorting for Tradables
    2. AbleTrend
    3. AdvancedGET
    4. BuildAlpha 
    5. eSignal
    6. Genesis Navigator
    7. MetaStock
    8. MultiCharts
    9. Ninja Trader
    10. TC2000 (& TCNet)
    11. TradeStation
    12. VantagePoint 
26. The Analysis Process
    1. Digital vs. Analog Analysis
    2. Numerical Analysis
    3. Pattern Analysis
    4. Necessary & Sufficient
    5. Proofs
27. Equations & Formulae
28. Exploring the Literature
    1. Sunny's Books
    2. Sunny's Must Read List
    3. Comprehensive Book List
29. Clubs and Professional Organizations
    1. AAII
    2. AAPTA
    3. MASC (Market Analysts of Southern California)
    4. MTA (Market Technicians Association)
30. Networking
31. Users' Groups
    1. MetaStock
    2. TradeStation
    3. Vector Vest
32. Seminars & Conferences
    1. The Money Show
    2. TradeStation World
    3. Traders Expo (Githler)
33. Trading Instruments
1. Bonds
2. Cash
3. Commodities
4. Futures
5. Funds
6. Options
7. Stocks (Equities)
34. Investment Timing 
1. Turning Day Trades into Position Trades 
35. Selecting Your Time Frame 
36. Contrary Investing 
37. Your Trading Plan 
38. Canned Trading Systems 
1. Trading OPM (Other People's Methods) 
39. Watchdogs 
40. Futures Truth 
41. Systems' Performance
42. If the System's So Good, Why Are You Selling It? 
43. Breaking the Code 
44. Following the Code 
1. Buckle Up for Safety 
2. Post-It Notes 
45. Psychology 
1. Fear & Greed
2. Sabotage
3. Coaches
4. Self-Analysis (ref: Adrienne Toghraie)
46. Ethics
47. Holy Grail
1. Profits Swept Under
2. Predicting the Future
3. Dancing with the Markets
4. Is That All There Is?
48. Phases of Discovery
    1. Think
    2. Program
    3. Test
    4. Follow Your System
49. System Design
    1. Design of Experiments
    2. Your Lab Book 
    3. Putting Your Ideas on Paper 
    4. Accepting the Results 
    5. Am I Done Yet? 
50. What Is True? 
51. Creating Your System 
52. System Testing 
1. Marking the Ideal Trades 
2. Calculating Your PHW™ (Potential Hourly Wage™) 
3. Overlays and Transparencies 
4. Proving a System "Works" 
5. Calculating Your CPC™ Index (Cardinal Profitability Constructs™) 
53. Factoring in Costs 
1. Slippage 
2. Commission 
3. Data Service 
4. Office Supplies & Maintenance 
54. Keeping Losses Small 
1. Protective Stops vs Profit-Taking Stops 
55. Looks Like a Duck, Walks Like a Duck 
56. Curve Fitting 
57. Optimization (the correct way) 
1. Areas of Confluence (Clustering Effects of Good Optimization) 
2. Comfort Zones 
58. Money Management 
1. Risk vs Reward 
1. Liquidity Risk
   • The risk of not being able to get out of the investment conveniently at a reasonable price. This can occur for a number of reasons. If the market is volatile, you may be forced to sell at a significant loss if you must sell immediately. Another cause can be an inactive market. For instance, it may be difficult to sell a house simply because there are no buyers. 
2. Market Risk
   • The risk that the general market or economic environment will cause the investment to lose value regardless of the particular security. A stock may drop in value simply because the overall stock market has fallen; this is referred to as stock market risk. A bond doesn’t face stock market risk, but it may drop in value due to a rise in interest rates; this is referred to as interest rate risk. 
3. Inflation Risk
   • The uncertainty over future inflation rates, which results in uncertainty over the future real (after-inflation) value of your investment. An investment that barely keeps pace with inflation will not be able to grow in real terms, leaving you with only as much purchasing power in the future as you have today. 
4. Business & Industry Risk
   • The uncertainty of an investment’s ability to pay investors income, principal, and any other returns due to a significant fall-off in business (either firm-related or industry-wide) or bankruptcy. A stock, for instance, may fall in value because a firm’s earnings have unexpectedly dropped due to bad management calls or an industry-wide slowdown. 
1. Optimal-f
   • Ralph Vince
   • "Portfolio Management Formulas" 
2. Ultimate-F
   • Sunny Harris: Compounding Your Returns (Proprietary) 
59. Styles and Levels of Control 
1. Systematic Trading 
2. Mechanical Trading 
3. Automated Trading 
60. Setting Up Your Account 
61. Record Keeping 
62. Divvying Up the Portfolio 
63. Entering Your First Trade Order 
64. Types 
65. Legal & Tax Questions 
66. Lawyers 
67. Regulators 
1. CFTC 
2. NFA 
3. NASDAQ 
4. SEC 
68. Evaluating Your Performance 
1. Using CPC & PHW 
2. Useful Statistics 
3. ME (Mathematical Expectation) 
4. Measuring Success 
5. RS 
6. VAMI 
7. Is It Still Working? 
69. Accounting 
1. Do It Yourself? 
2. Accountants 
3. Back Office Services 
70. Useful Internet Connections 
71. Systems and Strategies that Work!

Sunny Harris Study Guide for Technical Analysis (2nd List)

1. Trendlines
2. Horizontal Lines & Attractors 
3. 6 Most Popular Trading Approaches
   1. Simple Moving Average
   2. Exponential Moving Average
   3. Linear Regression Slope (channels)
   4. N-Day Breakout
   5. Swing Breakout
   6. Point & Figure
4. Reversals vs Positions
5. Chart Formations
   1. Pennants
   2. Triangles
   3. Flags
   4. M and W Patterns
   5. Head & Shoulders
   6. Key Reversals
   7. Island Tops & Bottoms
   8. Cup & Handle
6. Candle Formations
   1. Doji
   2. Dark Cloud Cover
   3. Engulfing Pattern
7. Moving Averages
   1. Simple
   2. Exponential
   3. Weighted
   4. Harmonic 
   5. Kaufman’s AMA
   6. Jurik Avg
   7. Sunny’s DMA
   8. Momentum
   9. MACD
8. Oscillators
   1. RSI
   2. RSI = 100 – ( 100/ (1+RS) )
      1. Where RS = AU / AD
      2. AU = sumup = sumup + (close – close[1] )
   3. Stochastics
      1. %K = ( C[0] – LL(3)) / ( HH(3) – LL(3) ) x 3
      2. %D = moving average of %K over #%D periods
9. ADX
10. Keltner Bands
11. Parabolic SAR
12. Cycles
13. Pattern Recognition
    1. a/la Larry Williams
    2. Inside Bars & Outside Bars
14. Donchian Channels
15. Business Cycle
    1.  (↑$ = ↓CRB) → (↓CRB=↓%) → (↓%=↑US) → (↑US=↑Stk)
    2. (↓%=↓$)→ (↓$=↓CRB) & (↑US=↑Stk)
    3. (↓$=↑CRB) → (↑CRB= ↑%) → (↑%=↓US) → (↓US= ↓Stk)
    4. (↑%=↑$) → and cycle all over 
16. Elliott Wave 
17. Gann Analysis 
18. Turtles 
19. Swing Trading vs Position Trading

Call me, and we'll talk about it. You can reach me after market hours at (760) 908-3070.

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Consulting Packages

Sunny has been teaching others to trade almost as long as she has been trading. Helping struggling novices over the hurdles is a passion of hers. Sunny has won awards for her teaching and consulting, being #1 in several categories. Sunny can teach you how to use TradeStation & MultiCharts and EasyLanguage and PowerLanguage, TC2000, VantagePoint, NinjaTrader, Genesis Navigator, and MetaStock so you don't spend months struggling on your own. If you have a concept you want programmed, she can do it for you or teach you how to do it yourself. Click Here.

Strategies,  Indicators & Custom Programming

We provide a wide range of software programmed by Sunny for her own trading. We are not a churn and burn shop that puts out lots of indicators for sale, just to have products to sell. 

Each of these unique products is available to help others in their quest for profits. And, they are used by Sunny in her own daily trading. The software includes indicators that make trading smooth and easy, and strategies that can even be automated to provide hands-off trading. Click here for a full list, descriptions, charts and prices.