The role of technology in trading and investing



In this post, I will discuss how technology changed the landscape of trading and investing.


Reading Time: 5 minutes         Financial activity: Trading/Investing          Knowledge level: Beginner


Summary

The past and the current situation

Some ways in which technology is impacting investment practices, today

Conclusions


The past and the current situation

Technology has played a significant role in transforming modern investment practices.

Until the last century, we had to use newspapers to read the values of the financial instruments that interested us and then we had to call our bank on the phone or go there in person, to give a purchase or sale order.

The bank, having received the order, telephoned the broker who operated on the stock exchange, who provided his employees with a sheet with the operations to be carried out in the stock exchange's shouting area. Therefore, the stock exchange was a physical place, with human operators shouting out orders, and not a virtual place, as is the case today.

So, with a personal computer and a connection to the internet, we can do all this job in seconds, not in days! You know this fact very well.

 

Some ways in which technology is impacting investment practices, today

Access to information and digital communications: we are no longer forced to buy and read a printed newspaper! It is no longer necessary to take a train or plane to go to another city and attend a training course or conference: via the Internet, we can access all the webinars we want!

Investors can now find competent financial advisors through online searches to help them make the best decisions for their funds.

Technology has made it easier for investors and traders to access a wealth of financial and market information in real-time. This includes access to news, stocks’ values, financial statements, research reports, and other market data, which can help traders/investors make more informed investment decisions.

So, technology has played a significant role in improving transparency in the investment industry by providing investors with greater access to information, automating investment processes, and enabling new investment strategies.

You can start your information research from popular internet portals like Google Finance or Yahoo Finance, and then you can visit institutional sites like CFTC (if you want to read some COT) or St. Louis FRED (if you need economic data).

If you don’t know what is FRED you can read this one: What is “FRED”?


Trading automation and digital platforms: technology has enabled the automation of many investment processes, such as trading, and portfolio management. You know that I am an algorithmic trader, without technology I would not exist!

Digital platforms have made it easier for traders to access a wide range of investment products and services. This includes online trading platforms, automated trading strategies, and social investing platforms, too.

If you want to try to code your first automated strategy you can read this post: A step-by-step guide to code your first automated strategy in TradingView.


Machine learning and large data analysis. Machine learning techniques can help traders/investors make smarter decisions about where they put their money in the market. AI-powered self-learning, automated trading platforms use machine learning, sentiment analysis, and complex algorithmic predictions to analyze millions of data points and execute trades at the optimal price. AI traders also analyze forecast markets with accuracy and efficiency to mitigate risks and provide higher returns. Technology has enabled investors to analyze large amounts of data quickly and accurately (Read my two posts about Jim Simons: My research about the strategies used by Jim Simons and More lessons I learned from Jim Simons).


Blockchain technology. Blockchain technology, which underpins cryptocurrencies such as the famous Bitcoin, has the potential to transform all investment practices by enabling faster and more secure transactions and reducing the need for intermediaries.

 

Conclusions

Why did I write this post about things that, after all, are known to everyone?

Overall, technology has transformed investment practices by increasing access to information, improving efficiency, and enabling new investment strategies. It is likely to have an even greater impact on the investment industry. Traders and investors who embrace these advancements and use them to their advantage will be able to reap the benefits of the new investment landscape.

Therefore, this post is above all an invitation to all traders to dedicate part of their time to researching and updating their knowledge, because the world of finance is constantly and very rapidly evolving.

 

A sincere wish of good work to all!

 

Written by F. GRAMOLA (*).

(*) Member of S.I.A.T., the Italian Society of Technical Analysis (member society of I.F.T.A. – International Federation of Technical Analysts).

 

Warning

We merely cite our personal opinions for educational purposes only.

All trademarks are the property of their respective owners.

Investing and trading are risky. Don't invest or trade money that you cannot afford to lose.

Initial photo by Nejc Soklič on Unsplash.





 


 

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