Portfolio P&L Report

Questions about MultiCharts and user contributed studies.
bauhinia
Posts: 31
Joined: 08 Sep 2011
Has thanked: 4 times
Been thanked: 2 times

Portfolio P&L Report

Postby bauhinia » 20 Feb 2012

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.

User avatar
Henry MultiСharts
Posts: 8383
Joined: 25 Aug 2011
Has thanked: 1200 times
Been thanked: 2679 times

Re: Portfolio P&L Report

Postby Henry MultiСharts » 22 Feb 2012

Hello Bauhinia,

Please describe your question in details.
Do you refer to the Portfolio Performance Report or MultiCharts Order and Position Tracker?

bauhinia
Posts: 31
Joined: 08 Sep 2011
Has thanked: 4 times
Been thanked: 2 times

Re: Portfolio P&L Report

Postby bauhinia » 22 Feb 2012

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

bauhinia
Posts: 31
Joined: 08 Sep 2011
Has thanked: 4 times
Been thanked: 2 times

Re: Portfolio P&L Report

Postby bauhinia » 19 Mar 2012

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

User avatar
Henry MultiСharts
Posts: 8383
Joined: 25 Aug 2011
Has thanked: 1200 times
Been thanked: 2679 times

Re: Portfolio P&L Report

Postby Henry MultiСharts » 20 Mar 2012

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?

bauhinia
Posts: 31
Joined: 08 Sep 2011
Has thanked: 4 times
Been thanked: 2 times

Re: Portfolio P&L Report

Postby bauhinia » 20 Mar 2012

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

User avatar
Henry MultiСharts
Posts: 8383
Joined: 25 Aug 2011
Has thanked: 1200 times
Been thanked: 2679 times

Re: Portfolio P&L Report

Postby Henry MultiСharts » 20 Mar 2012

But this only gives information on trades on the current chart - correct?

That is correct.
What if I have 10 charts open and want to see the portfolio performance of the 10 charts?

Unfortunately there is no such feature in MultiCharts at the moment.


Return to “MultiCharts”