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Open Bug report MC-2491

PortfolioTrader - open position net profit does NOT automatically update with dynamic price change, making for daily bars quite hard to track value of open position

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Description

PortfolioTrader - open position net profit does NOT automatically update with dynamic price change, making for daily bars quite hard to track value of open position.
Not much to say other than:

1) for day bars, daily swing can be pretty brutal so dynamic open position value needs be dynamically displayed.
2) This is even more true for running real live - any software up there will dynamically show open position values, including classic MC / MC.NET charts ... so not sure why Portfolio is different.
3) This is critical enough to be seen more as a defect rather than a feature ... I wonder what other Portfolio users think (especially those running it on live)

Thanks

Steps to reproduce this issue

see above

Comments (3)
#1
user-offline.png  andb (andb)
Aug 13, 2018 - 12:47

Need to add another aspect of this behavior, sort of a point 4 below:

4) When closing a Portfolio Trader window with open positions (on PaperTrader), one gets asked:
- Do you want to close open position?
- Do you want to cancel unfilled order?

If one chooses NO, do NOT close / do NOT cancel order, one expects that upon re-opening the same Portfolio Trader and placing it in Real Live Trading, Portfolio Trader will acknowledge the open positions and the unfilled orders ... but I can see nothing like that happens: Portfolio Trader starts as everything is flat, and there is no unfilled order - which is ... a fault in my view.

Thanks

#3
user-offline.png  MultiCharts Support (MultiCharts)
Oct 19, 2018 - 02:13
Please keep us updated on the progress you have with the updated module we've sent you. As for assigning the position to the strategy when restarting the auto trading: When auto trading is initially started/restarted in SA mode - the strategy position is flat (zero). If you have an open position at the broker and you want your strategy to continue managing this position - you need to feed this position to the strategy. If you are trading one instrument using a single strategy/chart only – this can be done automatically. If you need to split the current position across multiple strategies/charts – you need to specify the position manually for each strategy next time you turn on the auto trading.

Please also keep in mind that only the open position information is synchronized (direction, amount of contracts, avg entry price), active price orders you have at broker cannot be synchronized. It means you need to manually cancel the active orders at broker and if conditions for generating these orders are met - the auto trading will place them.

There are multiple ways to synchronize the strategy position with the open position at broker. Please refer to our Wiki section to learn the difference: http://www.multicharts.com/trading-software/index.php/Auto_Trading#Assign_the_Initial_Market_Position_at_the_Broker_Settings

You can also synchronize your strategy and broker position automatically with the help of the synchronizer script (!From Broker To Strategy MP Synchronizer!). Position at the broker cannot be divided between multiple strategies automatically by means of the "synchronizer" script. If you are trading with multiple strategies on one instrument - you need to assign the position manually for each strategy. For more information on the synchronizer script usage please refer to the following pages: http://www.multicharts.com/discussion/viewtopic.php?f=16&t=8499#p56745 http://www.multicharts.com/trading-software/index.php/Manual_Trading_and_Automated_Trading_on_the_Same_Instrument_at_a_Time

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  •   icon_status.pngStatus changed: Under Review => Need Details
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