Hi All,
just wondering if anyone has created a portfolio P&L report in excel from the data that is available in the positions manager?
I am finding it difficult to track PnL by strategy and wanted to see if anyone had any solutions to this problem?
Many thanks.
Portfolio P&L Report
- Henry MultiСharts
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Re: Portfolio P&L Report
Hello Bauhinia,
Please describe your question in details.
Do you refer to the Portfolio Performance Report or MultiCharts Order and Position Tracker?
Please describe your question in details.
Do you refer to the Portfolio Performance Report or MultiCharts Order and Position Tracker?
Re: Portfolio P&L Report
Hi There,
I am referring to the position orders tracker , as I assume this is the only place where you get to see all of your trades. From that I am looking to download to excel then create a trading performance report for the portfolio. I am wondering if anyone has created an excel tool that will display PnL for portfolio and then have the ability to drill down to strategy level.
Cheers
I am referring to the position orders tracker , as I assume this is the only place where you get to see all of your trades. From that I am looking to download to excel then create a trading performance report for the portfolio. I am wondering if anyone has created an excel tool that will display PnL for portfolio and then have the ability to drill down to strategy level.
Cheers
Re: Portfolio P&L Report
Hi Henry,
When trading I am finding it very difficult to track PnL on live strategies.
I would like to be able to calculate the PnL from the exported orders file in excel.
Or if MC could create a portfolio report of actual trades that would be great.
Cheers
Andrew
When trading I am finding it very difficult to track PnL on live strategies.
I would like to be able to calculate the PnL from the exported orders file in excel.
Or if MC could create a portfolio report of actual trades that would be great.
Cheers
Andrew
- Henry MultiСharts
- Posts: 9165
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Re: Portfolio P&L Report
Hello Andrew,
Have you checked the "Strategy performance report" for auto trading and "Trading performance report" for chart orders analysis in View tab of MultiCharts?
Have you checked the "Strategy performance report" for auto trading and "Trading performance report" for chart orders analysis in View tab of MultiCharts?
Re: Portfolio P&L Report
THanks Henry,
But this only gives information on trades on the current chart - correct?
What if I have 10 charts open and want to see the portfolio performance of the 10 charts?
I dont think I can see this info - hence why I need to download in excel the orders and calculate the PnL from there.
Any suggestions on creating a trading report from the orders so you can get a real feel for portfolio performance ?
Cheers
Andrew
But this only gives information on trades on the current chart - correct?
What if I have 10 charts open and want to see the portfolio performance of the 10 charts?
I dont think I can see this info - hence why I need to download in excel the orders and calculate the PnL from there.
Any suggestions on creating a trading report from the orders so you can get a real feel for portfolio performance ?
Cheers
Andrew
- Henry MultiСharts
- Posts: 9165
- Joined: 25 Aug 2011
- Has thanked: 1264 times
- Been thanked: 2957 times
Re: Portfolio P&L Report
That is correct.But this only gives information on trades on the current chart - correct?
Unfortunately there is no such feature in MultiCharts at the moment.What if I have 10 charts open and want to see the portfolio performance of the 10 charts?