My advice is call the NFA directly. Their customer service is VERY helpful. They will most likely answer any specific questions you have...
LongView, I too am probably going to use FundCount. Marco said they can add section 1256 contracts when needed. He and his team are extremely...
Banjo, any idea as to the cost? Right now this is what I have for the others: TradeDepot: Initial Fee: $2,000 Annual Fee: $500...
What is everyone here using for accounting? I'm going to run equities through my fund too, so I'm going to need layered accounting. Will...
Yes, attorney fees. But one thing nice about CTA/CPO is that the NFA has to approve your docs. If you find some good boilerplate you can reduce...
If the guy is a would-be-buyer at 50 and he sells naked puts at that strike...who cares? Just a way of placing a buy limit order and making some...
Another thing I love about options is, you don't need to know the market direction exactly. You have three choices: Up, Down, Sideways (as...
If you look at Dunn's portfolio's they have a max drawdown of 50%! But they've returned 18% on average over like 20 years... Just like one day...
A little different from both. You don't need a sponsoring firm, but you need to demonstrate that you have 3 years of relevant work experience (as...
Consider it a minimum requirement. CFA might keep your resume from getting thrown out of the pile. Of course, sometimes you need the MBA in...
I haven't tried this yet, but here's suggestion. Get your historical trades out of the TradeManager -> Orders tab. It allows you to pull down...
I have a friend who helps run the desk that moves insider blocks at UBS. Typically, as I understand it, there are lots of methods to dispose of...
I'm am not a tax or turbo-tax expert...but have you ever thought about using another piece of software to generate your Schedule D and then...
If you're just looking for charting and stuff you can always go with the ubiquitous charting providers that allow you to apply custom and canned...
Anyone know of good (relatively inexpensive) attorneys in Chicago to help set up a CPO? Also, who does everyone use for accounting and audit?...
Brandon, I'm PM-ing you...
Thanks Brandon...CPO has to pass Series 3 though, right?
What if you plan on opening a CPO?
You don't need sponsorship for the Series 3 do you?
Also, not all trade short term. I have a friend at a $500MM+ fund and their average holding period per position is over a year.
Separate names with a comma.