The Association for Technical Analysis


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Dallas Trading and Investing Groups:


This is a listing of local trading groups.  It is not a recommendation nor an endorsement.   Please verify date, time and location before attending as these may change.

Notice:  Prices and locations for meetings are subject to change.


AfTA    The Association for Technical Analysis

Brief Description:  Provides members and the DFW trading/investing community with current information and education on technical analysis. Nationally known, knowledgeable speakers provide interesting and informed presentations on their specific areas of expertise.  Subjects covered may include stocks, e-mini’s, options, forex, commodities, mutual funds. 

Meets:      3rd  Tuesday of each month from Sept to May

Time:       7:00 pm  - 9:00pm      registration at 6:30 pm

Place:      Crowne Plaza Hotel   14315 Midway Road,  Addison 75001

Cost:       $25/meeting as a guest,  $100/year for membership gets you all nine meetings

Contact:  Tom Sprunger 972-235-1944


Other Info:  Active Trader SIG  (See Below)

 Dallas Investor’s Forum (DIF)

Brief Description:  Dallas Investors Forum together equity investors and their ideas that are tradable Monday morning. It is an open forum that encourages discussion and interaction with all guests for their investment of choice. This "idea farm" strongly stresses discussions on subjects of stocks, options, and mutual funds. Presentations are made by professional guests such as Alon Energy, Devon Energy, Vice Fund, VanEck Natural Resources Fund, and Strategic Investing (Fred Richards who uses concepts as found in Investors Business Daily) plus many others. Equally important are the ideas that you as a participant may discuss at each meeting for the benefit of the entire group. 

Meets:     1st & 3rd Saturdays of each month

Time:       8:30 - 11:00 am 

Place:      DoubleTree Hotel, 4099 Valley View Lane, Dallas, TX 75244

(Near LBJ and Midway Road)

Cost:       $15, includes coffee

Contact:  Peter Larsen, 972-661-0435,


Mechanical Trading Systems

Brief Description:   The mission of the Mechanical Trading Systems group is to develop low cost trading systems and portfolios producing exceptional returns with low draw down. Portfolios and systems are rule based, quantified through backtesting, and include money management and position sizing. Multiple strategies, financial instruments and trading platforms may be utilized.

Meets:    2nd Saturday of each month

Time:      9:00am - 11:30am

Place:      Cici’s Pizza      1927 E. Beltline Rd.   Suite 108      Carrollton, TX  75006 

Cost:      $12, includes coffee, buffet pizza and salad lunch

Contact:  Dan Yaklin      972-233-9930



DFW Options Group

Brief Description:  “Traders helping traders become better traders”

Trading strategies based upon options is the primary thrust.  This group focuses on all facets that make for successful trading – group interaction, money management, technical analysis, trading psychology, etc.

Meets:    1st Saturday of each month

Time:      9:00am - 11:30am

Place:      Cici’s Pizza    1927 E. Beltline Rd.    Suite 108       Carrollton, TX  75006 

Cost:      $11, includes coffee, buffet pizza and salad lunch

Contact:  Mary McAfee      972-438-1234


Dallas Managed Risk Investors Group

(aka FastTrack Users Group)

Brief Description: The Dallas Managed Risk Investors Group is a non-professional group of individual investors who share investment information. Our goal is to teach members how to make money on investments while managing risks. We discuss technical and other market information that impact buy and sell decisions, mostly for bond categories, such as for junk bonds, but also for ETFs, stocks and other investment vehicles.  We do not tolerate large drawdowns.

2nd Tuesday of each month

    6:30pm – 9:00pm

   Webcast like Meetings using for Meetings software (see Contacts).

Cost:      Small fee to cover expenses.  Guests are free for first two meetings.

  Contact Bert Steele at for more information and to be included on the next Zoom Meeting invitation


Fourth Saturday Investors Group

Brief Description:   Discusses ETFs, Mutual Funds, Gas/Oil related investments, REITs and stocks.  Meetings with “Speakers and Discussion”, or “just group discussion. Bring an idea

Meets:    4th Saturday of each month

Time:     9:00am - 10:45am

Place:    Egg & I,   15203 Knoll Trail, Dallas

             NW corner Arapaho & Knoll Trail; 1 block east of Dallas North Tollway)

 Cost:    $10, which can be used toward breakfast or lunch

Contact:  Lynn Minna,



Market Technicians Association -- DFW Chapter

Brief Description:   Market Technicians Association -- DFW Chapter Brief Description: The Market Technicians Association is a not-for-profit professional regulatory organization servicing over 4,500 market analysis professionals in over 85 countries around the globe. The MTA’s main objectives involve the education of the public, the investment community and its membership in the theory, practice and application of technical analysis.

The Dallas chapter of the Market Technicians Association is chaired by the team of Jeff Beamer, Matt Trump, CMT, and Vince Regan, CMT.

Meets: Monthly, last Thursday of the month, most months

Time: 6:00 pm

Place: Five Star Conference Center 222 Las Colinas Boulevard West Irving, TX 75039 The Urban Towers in Las Colinas has parking available in the front of the building facing Highway 114.

Cost: None... both members and non-members are invited to attend all chapter meetings at no cost.

Other Info/Schedules:

Investor’s Business Daily Meetups

Brief Description:   Investors of all skill levels meet to discuss using Investor’s Business Daily tools and  for stock selection.  Includes discussion of market direction, timely topics and specific stocks to consider. 

Two master groups meeting monthly, one in Dallas and one in Ft. Worth

Meets:     Monthly, see schedule, usually on fourth Wed.

Time:       ~ 6:30pm to 9:00 pm… time may vary

Cost:        Small fee to cover expenses after first visit, usually $5

Contact:   Charlotte Hudgin      214-995-8702   

For schedule, dates, times, locations and to register, see   

Dallas meeting:

Ft. Worth meeting:


IBD Neighborhood Meetups

There are also 33 neighborhood Meetup groups meeting all over the Dallas-Fort Worth area - probably several near you!  These groups meet during the first three weeks of the month on almost every weekday with a few in the afternoon or Saturday.

You are welcome to visit any of the groups. To find the IBD Meetups near you, visit:


AAII  The American Association of Individual


Investors – DFW Chapter

Brief Description:  Meets to discuss topics of interest to stock, bond, mutual fund, and ETF investors.  Topics discussed include stock selection, asset allocation, investment strategies, portfolio management, the economic outlook and the effects of that on the markets, and tax issues related to investing.  Speakers may be nationally recognized or local. 

Schedule and more info:

Meets:    Most months from September thru May, usually on third  Wednesday. 

Time:      Registration  6:30 pm   Program 7:00 pm    

Place:     Crowne Plaza Hotel   14315 Midway Road,  Addison 75001 

Cost:      Advance/$12     $15 at door

Contact:  Fred Richards 


Other Info:  Mutual Fund  subgroups  (See Below)


Dallas VectorVest User Group

Brief Description:  Come learn from others about how to make money in the market using VectorVest!  No RSVP required.
Remember to always read Friday's Views - (User Groups Section) for next meeting date and agenda.

Meets:    3rd Saturday of each month

Time:      9:00am - 12:00pm

Place:      CiCi's Pizza Corner of Beltline and Josey Lane in Carrollton 

Cost:      $12.00, includes Italian Buffet and Drinks

Contact:   Bill Martin     469-667-8607


AAII  Subgroups

Dallas Mutual Fund Subgroup

Meets on the first Wednesday of each month except July and August, 6:30 p.m., Preston-Royal Library, Royal Lane just west of the North Dallas Tollway. This group meets in an informal roundtable setting to share members? knowledge and experiences with mutual fund investing. This is a very informative session whether you are a beginning or experienced investor.

Contact Charley Smith, 214/341-1165, for further information.


Tarrant Mutual Fund Subgroup

Meets on the first Tuesday of each month, 5:45 p.m., The Golden Corral, 7660 Grapevine Highway, North Richland Hills.

Please call Thomas Wade, SIG leader, at 817/913-1330 for further information.  


Plano Mutual Fund Subgroup

Meets on the second Thursday of each month, 6:30 p.m., Plano Senior Center, 401 W. 16th St., Plano, TX. 16th Street is an east-west street that connects the southbound access road of the North Central Expressway and Alma Drive, between 15th Street and Park Boulevard. This group meets in an informal roundtable setting to share members? knowledge and experiences with mutual fund investing. This is a very informative session, whether you are a beginning or experienced investor.

Contact Bill Beatty 972/424-6280 for further information.




Terms and Conditions of use:

This information is produced by the Association for Technical Analysis (AfTA) and is intended for the private use of its members only. Although reasonable care is exercised in presenting the information contained herein, AfTA does not make any guarantee or other representation as to the accuracy or completeness of such information, nor that use of any such information will result in profits or prevent losses. Neither the Association nor its Officers assume any responsibility whatsoever for errors or omissions. Comments or materials presented do not necessarily reflect the opinion of AfTA or its Officers, nor does it constitute an endorsement of any products or services mentioned. 



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