Documentation for Portfolio Money Management?

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Xyzzy
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Documentation for Portfolio Money Management?

Postby Xyzzy » 06 Jul 2016

Hi,

I'm trying to get my head around the Portfolio Money Management features in the Portfolio Trader. Are there any detailed writeups about how these features work?

I found the two articles below on the wiki, but they seem rather cryptic. I'd prefer an introductory tutorial on these features, if one exists.

http://www.multicharts.com/trading-soft ... y_Examples

https://www.multicharts.com/trading-sof ... M_Keywords

Thanks in advance.

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TJ
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Re: Documentation for Portfolio Money Management?

Postby TJ » 06 Jul 2016

Hi,

I'm trying to get my head around the Portfolio Money Management features in the Portfolio Trader. Are there any detailed writeups about how these features work?

I found the two articles below on the wiki, but they seem rather cryptic. I'd prefer an introductory tutorial on these features, if one exists.

http://www.multicharts.com/trading-soft ... y_Examples

https://www.multicharts.com/trading-sof ... M_Keywords

Thanks in advance.

[FAQ] Portfolio Trader / Portfolio Backtester
viewtopic.php?f=16&t=47045

Xyzzy
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Re: Documentation for Portfolio Money Management?

Postby Xyzzy » 06 Jul 2016

Thanks TJ. Unfortunately, the FAQ points to the same wiki pages that I found already (plus some other materials like discussion posts).

For someone from MultiCharts, is there any chance that you could update/expand on the documentation for the portfolio money management features? These seem like powerful features, but they're rather difficult to grok.

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Henry MultiСharts
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Re: Documentation for Portfolio Money Management?

Postby Henry MultiСharts » 11 Jul 2016

Hello Xyzzy,

We will definitely have the documentation improved when time permits.

jpeake
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Re: Documentation for Portfolio Money Management?

Postby jpeake » 05 Sep 2016

I'll second that. I'm not bad at coding and I can't get the signals in the portfolio to work with the money management to control lot size or any other of the key features. Dummies guide would be great :-)

Rick Webber
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Re: Documentation for Portfolio Money Management?

Postby Rick Webber » 12 Sep 2016

Yep, I'll third that.

Rick Webber
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Re: Documentation for Portfolio Money Management?

Postby Rick Webber » 26 Sep 2016

How about a fourth example that is as basic as possible and gets to the barest of necessities to make the portfolio work that would include three futures symbols (NQ, YM, CL) and a simple moving average crossover strategy that has an account of $25,000.00 and risking 5% of account equity with a $120.00 stop loss. A starting point for those still having a problem grasping the concepts with the three strategies examples already provided.

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Re: Documentation for Portfolio Money Management?

Postby davidg » 02 Nov 2016

Same here, experienced programmer trying to understand how money management signals work with the Portfolio Trader. The 3 examples provided help but nowhere near enough. Please provide more exhaustive documentation please.


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