Portfolio Trader: Difference between revisions
From MultiCharts
→Understanding Portfolio Money Management Signals
No edit summary |
Abeloglazova (talk | contribs) |
||
(3 intermediate revisions by the same user not shown) | |||
Line 78: | Line 78: | ||
'''Portfolio Performance Report''' is available in '''Auto Trading Mode'''. A Portfolio Performance Report shows results generated from the moment it opens. | '''Portfolio Performance Report''' is available in '''Auto Trading Mode'''. A Portfolio Performance Report shows results generated from the moment it opens. | ||
<br><div style="background-color: #E3FBE5;">'''NOTE:''' The report is recalculated automatically in the '''Forward Testing''' and '''Auto Trading''' modes, but not in the '''Backtesting''' mode. | |||
Please, also note that there are 2 cases when the Report is not recalculated: | |||
* when it is opened on Trade Analysis -> List of Trades page | |||
* when it is opened on Breakdown by Symbols -> Overview -> detailed report for the symbol page. </div> | |||
== Understanding Dynamic Portfolio == | == Understanding Dynamic Portfolio == | ||
Line 132: | Line 138: | ||
Each strategy is designed to open and close positions of a specific instrument, i.e. the strategy calculates the moment WHEN the position should be opened/closed. | Each strategy is designed to open and close positions of a specific instrument, i.e. the strategy calculates the moment WHEN the position should be opened/closed. | ||
After all strategies have been calculated, the PMM (Portfolio Money Management) signal (if any | After all strategies have been calculated, the PMM (Portfolio Money Management) signal (if any PMM signal has been applied) is initiated. | ||
The '''PMM signal''' can access all the strategies within a portfolio PMMS functionality helps to manage: | The '''PMM signal''' can access all the strategies within a portfolio PMMS functionality helps to manage: | ||
Line 142: | Line 148: | ||
[[File:PMMS Signal window.png]] | [[File:PMMS Signal window.png]] | ||
Since '''MultiCharts 11''' Portfolio Money Management signals can generate '''alerts'''. To enable alerts for the PMM signals it is required to use [[Alert]] keyword in the code of the signal and enable alerts in the '''Alerts''' tab in '''Strategy properties'''. | |||
== Symbol Prioritization == | == Symbol Prioritization == |