Account Portfolio & Breakdown Strategy Performance

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  • This topic has 2 replies, 2 voices, and was last updated 6 years ago by avatarCKW.
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  • #47581
    CKW

    Hi nicholas & all,

    I am looking a simpler way to keep track “account porfolio performance” and “breakdown of each strategy performance” every month. Account porfolio performance is simple, the data can be retrieved from “Close Positions List” tab under “Trading -> Detailed Report” but this table do not indicate the strategy which triggered those trades? I supposed same for everyone (means including Premium PRT user ?) (Well, I am using IG version). This is a bit troublesome to map manually in excel (of course no big issue for my small account/less trades).

    br.

     

     

     

    #47955

    The best way I have found is to use the:
    -> Order List in PRT and then use the
    –> All tab and make sure you click the spanner/wrench to add the System column.

    Then drag to Excel or on Mac drag to desktop. You can also filter for a specific system.

    1 user thanked author for this post.
    #48013
    CKW

    thanks David. I didn’t know this feature earlier! Nice to ask here 🙂

    1 user thanked author for this post.
Viewing 3 posts - 1 through 3 (of 3 total)

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