Portfolio Performance Report: Difference between revisions
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A Portfolio Performance Report is generated by [[ | A Portfolio Performance Report is generated by [[Backtesting_a_Portfolio|Backtesting a Portfolio]]. | ||
Once the portfolio backtesting is complete, a Portfolio Performance Report is displayed in a separate window on the desktop. Reports can be displayed only one at a time. | Once the portfolio backtesting is complete, a Portfolio Performance Report is displayed in a separate window on the desktop. Reports can be displayed only one at a time. | ||
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To show the description of the performance measure, | To show the description of the performance measure, | ||
# Hover the mouse pointer over the name of the performance measure. <br>If there is a description, the pointer will change to a '''Description''' | # Hover the mouse pointer over the name of the performance measure. <br>If there is a description, the pointer will change to a '''Description''' [[File:12_Cursor.gif]] pointer. | ||
# Click on the name. The description will appear on the bottom of the report. | # Click on the name. The description will appear on the bottom of the report. | ||
For | For more information on using performance reports, see [[Using_Performance_Report|Using Performance Report]]. | ||
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== Saving Portfolio Performance Report == | |||
That is possible to save Portfolio Performance report for future reference. To do that: | |||
# In the Portfolio Performance Report window click '''Save''' [[File:Portfolio_Save.png]] toolbar button. | |||
# In the '''Save As''' dialog window appeared navigate to the required file location. | |||
# In the '''File Name''' field type in the file name. | |||
# In the '''Save as type''' field select the file type. There are 3 types available: *.XLSX (MS Excel), *.ODS (Open Office Workbook) and *.CSV; *.TXT (Text file with the List of Trades only). | |||
# Click '''Save'''. | |||
When saving the file in *.XLSX or *.ODS format select the sections to be saved in the pop-up window. You can use '''Check/Uncheck All''' buttons to select/disable all checkboxes. | |||
For saving file in *.CSV; *.TXT format select no separator or a comma/semicolon as a separator in the appeared window. Then select from two options available: export all trades or setup a date to perform export from. | |||
<div style="background-color: #F8D3CD;">Attention: | |||
* To save data in an *.XLSX format a version of Microsoft Excel that supports Visual Basic for applications must be installed on the computer. Once saved the *.XLSX file may be read by any Excel compatible application. | |||
* To save data in an *.ODS format OpenOffice package must be installed on the computer. Once saved the *.ODS file may be read by any *.ODS compatible application.</div> | |||
[[Category:Portfolio | [[Category:Portfolio Trading]] |