Account Portfolio & Breakdown Strategy Performance

CKW · 2017-09-28T02:43:30+00:00

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.

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09/28/2017 at 3:43 AM #47581 quote

CKW
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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.

10/02/2017 at 12:09 AM #47955 quote

David
Participant

Veteran

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.

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10/02/2017 at 2:50 PM #48013 quote

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

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Account Portfolio & Breakdown Strategy Performance

Platform Support: Charts, Data & Broker Setup

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CKW @ckw Participant

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This topic contains 2 replies,
has 2 voices, and was last updated by CKW
9 years, 1 month ago.

Topic Details

Forum:	Platform Support: Charts, Data & Broker Setup
Language:	English
Started:	09/28/2017
Status:	Active
Attachments:	No files