Configuring Strategies: Difference between revisions
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== Understanding Strategies == | == Understanding Strategies == | ||
A strategy is a set of signals, applied to a | A strategy is a set of signals, applied to a symbol. Signals systematically specify market entry or exit points according to a set of trading rules implemented in the signals' algorithms, and can be viewed as the basic building blocks of strategies. | ||
Over 100 pre-built, customizable signals, covering the most popular trading concepts, are already included with the platform, and additional signals can be imported from a variety of sources. | Over 100 pre-built, customizable signals, covering the most popular trading concepts, are already included with the platform, and additional signals can be imported from a variety of sources. | ||
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Signals can be fully customized, or entirely new signals created, using PowerLanguage® scripting in '''PowerLanguage Editor'''. | Signals can be fully customized, or entirely new signals created, using PowerLanguage® scripting in '''PowerLanguage Editor'''. | ||
A portfolio can contain | A portfolio can contain numerous strategies. | ||
Each strategy can have its own list of symbols and signals. It is to | Each strategy can have its own list of symbols and signals. It is possible to apply different strategies to different sets of symbols. | ||
Basic adjustments to a signal's logic can be made by simply changing the '''Input Values'''. Signals can have one or more inputs, or none at all. Multiple instances of the same signal can be used in the same strategy, and each instance can have different input settings. | Basic adjustments to a signal's logic can be made by simply changing the '''Input Values'''. Signals can have one or more inputs, or none at all. Multiple instances of the same signal can be used in the same strategy, and each instance can have different input settings. | ||
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Strategies can be constructed by simply combining a number of signals. | Strategies can be constructed by simply combining a number of signals. | ||
Signal settings are specific to each particular signal, while [[Strategy_Properties|Strategy Properties]] regulate the actions of a group of signals as a whole. | [[Signal_Settings|Signal settings]] are specific to each particular signal, while [[Strategy_Properties|Strategy Properties]] regulate the actions of a group of signals as a whole. | ||
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== Cloning Strategies == | == Cloning Strategies == | ||
To clone a strategy right-click on the strategy and click '''Clone Strategy'''. | To clone a strategy right-click on the strategy in the '''Portfolio Tree''' window and click '''Clone Strategy'''. | ||
== Adding Signals == | == Adding Signals == | ||
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You can also drag and drop signals from one strategy to another. | You can also drag and drop signals from one strategy to another. | ||
<div style="background-color: #E3FBE5;">Note: Only the compiled (those with the | <div style="background-color: #E3FBE5;">Note: Only the compiled (those with the Ready Status = Yes) signals can be inserted. To learn more see [[Editing_Study_Scripts#Compiling Scripts|Compiling Studies]]</div> | ||
== Removing Signals == | == Removing Signals == | ||
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== | == Copying Signals == | ||
To copy / paste a signal right-click on the signal and click '''Copy''' / '''Paste'''. | To copy/paste a signal right-click on the signal and click '''Copy''' / '''Paste'''. | ||
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== Turning Signals On and | == Turning Signals On and Off == | ||
Signals can be turned on or off. The script of a signal that is turned off will not be executed and will not generate orders. | Signals can be turned on or off. The script of a signal that is turned off will not be executed and will not generate orders. | ||
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# Select the '''Status''' button to toggle the signal on or off. | # Select the '''Status''' button to toggle the signal on or off. | ||
# Click the '''OK''' button. | # Click the '''OK''' button. | ||
<br><div style="background-color: #E3FBE5;">Since '''MultiCharts 11''' it is possible to turn signals on and off in Portfolio by simply checking or unchecking the corresponding checkbox next to the signal in '''Portfolio Tree'''.</div> | |||
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== Turning Strategies On and Off == | |||
Since '''MultiCharts 11''' it is possible to turn strategies on and off in Portfolio by simply checking or unchecking the corresponding checkbox next to the strategy in '''Portfolio Tree'''. <br> | |||
To select or de-select all strategies right-click on an empty space in Portfolio Tree and choose '''Check''' / '''Uncheck All strategies'''. | |||
== Changing Signal Priority == | == Changing Signal Priority == | ||
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If all entries' execution generated for a portfolio causes the capital limits to be exceeded, then the entries with the highest priority will receive preference, while the entries with the lowest priority will not be executed. | If all entries' execution generated for a portfolio causes the capital limits to be exceeded, then the entries with the highest priority will receive preference, while the entries with the lowest priority will not be executed. | ||
The priority of a symbol is the order in which it is listed in the Symbol List of the Portfolio | The priority of a symbol is the order in which it is listed in the Symbol List of the Portfolio Trader. | ||
Signal priority can also be specified in PowerLanguage using the <code><b>[[PortfolioEntriesPriority|PortfolioEntriesPriority]]</b></code> keyword. | Signal priority can also be specified in PowerLanguage using the <code><b>[[PortfolioEntriesPriority|PortfolioEntriesPriority]]</b></code> keyword. | ||
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# Select '''Format Signal'''. The Format Signals window will appear. The table will show available inputs. | # Select '''Format Signal'''. The Format Signals window will appear. The table will show available inputs. | ||
# In the '''Value''' column, click on the value of the input to be changed and enter the desired value. | # In the '''Value''' column, click on the value of the input to be changed and enter the desired value. | ||
<br><div style="background-color: #E3FBE5;">Since '''MultiCharts 11''' it is possible to view the signals of a strategy and their inputs by hovering the mouse over the strategy’s name in the Symbols Table (see [[Operating_Portfolios#Understanding_the_Symbols_Table]]).</div> | |||
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[[Category:Portfolio | [[Category:Portfolio Trading]] |