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Open Feature request MC-1100

Exporting to Excel a Portfolio Performance Report

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Description

There is a need to be able to choose which data sheets are exported to excel.
A porfolio of 470 symbols takes about 2 hours to export because of all the calculations
need to do the "Correlation Analysis sheet" and others. In tradestation you can choose
what data you want exported to excel.
 
I just need the Performance Summary, Trade Analysis  and Equity Curve charts. All the
other things are not needed for preliminary research.
 
Also, It would be great if the settings info contained the inputs used for the signals and the money management rules.
 
I am running a MacPro using Bootcamp with Windows 7 (64bit) and MC (64 bit) with 8 Gigs of Ram.

Steps to reproduce this issue

Run a portfolio of 470 symbols over 14 years and save it to excel.

Comments (9)
#0
user-offline.png  DaveW (DaveW)
Jun 26, 2013 - 11:44

When the design for this is considered, please consider:
* allowing a 'text only' export of all data to CSV
* using a more efficient method of writing to excel (or to a CSV for text-only export). The current process is unbelivably slow considering all of the metrics have already been generated when the export is initiated. I can only guess that is because the current export routines are designed in a very inefficient way to allow the graphics to be exported into Excel. An export of a 3 - 5 MB CSV file (or an Excel file using a more efficient method of writing the file) should take seconds.
Also, agree the settings and inputs should absolutely be exported.

#0
user-offline.png  Guest (Guest)
Jul 24, 2013 - 20:25

I have exactly the same problem. I would love to have the ability to exclude certain pages -- especially the "list of trades" page.

#0
user-offline.png  Xyzzy (Xyzzy)
Jul 24, 2013 - 20:30

The "Agree Completely" comment was from me. (I didn't realize that I wasn't logged in.)

#0
user-offline.png  Guest (Guest)
Oct 18, 2013 - 00:53

Being able to export to csv or copy paste the data to a spreadsheet would be a major improvement. Right now the export speed is unusable slow for larger sets of trades.

#0
user-offline.png  Guest (Guest)
Oct 22, 2013 - 11:09

Yes this feature is very much needed. In fact, one almost expects users to be given this much customization.
The current speed is unbelievably slow and I would request MC team to kindly tackle this issue on priority, since it seems to me that implementing this can't be too hard. Thanks a lot.

#0
user-offline.png  FastLane (Enalmada)
Jul 18, 2014 - 02:17

A configuration tab for performance summary under the settings are so we could select more or less would be very convenient.

#0
user-offline.png  Alex MultiCharts (Alex MultiCharts)
Sep 12, 2014 - 11:54

In MultiCharts 9.1 we will add ability of skipping the export of "List of Trades" data for reducing the total export time.

#0
user-offline.png  Guest (Guest)
Oct 01, 2014 - 15:48

This sounds like a good idea, but many of us need the "List of Trades", and I have found this to be the single slowest item in the export. Most of the CPU time seems to be taken by Excel, not MultiCharts.
May I suggest a workaround? Can you add the capability to export just the "List of Trades" as a CSV file? MC already can generate CSV files quickly, and this would allow us to use the list of trades without interrupting our workflow with a very long export step.
Thanks for your consideration.

#0
user-offline.png  Alex MultiCharts (Alex MultiCharts)
Oct 02, 2014 - 07:20

No workarounds are required. In MultiCharts 9.1 you will be able to select which tabs to include in the export file. I.e. that will be possible to export "List of trades" only.

History
Issue basics
  • Type of issue
    Feature request
  • Category
    Performance
  • Targeted for
    MultiCharts 9.1 (RELEASED)
  • Status
    Released
User pain
  • Type of bug
    Not triaged
  • Likelihood
    Not triaged
  • Effect
    Not triaged
Affected by this issue (2)
People involved
Times and dates
  • Posted at
  • Last updated
Issue details
  • Resolution
    Not determined
  • Severity
    Normal
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