Operating Portfolios: Difference between revisions
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Portfolios can be created by | Portfolios can be created by '''[[Portfolio Trader|MultiCharts Portfolio Trader]]'''. | ||
MultiCharts Portfolio | MultiCharts Portfolio Trader is included with the MultiCharts platform as a separate application. | ||
<br> | <br> | ||
== Starting Portfolio | == Starting Portfolio Trader == | ||
To start MultiCharts Portfolio | To start MultiCharts Portfolio Trader: | ||
# | # Click '''Portfolio Trader''' [[File:Port Trdr icon.png]] icon on the '''Main''' toolbar; or: | ||
# Select '''All Programs''', select '''MultiCharts''', and click '''Portfolio | # In the '''Main''' menu select '''File''', then point to '''New''' and click '''Portfolio Trader'''. | ||
# Or select the '''Portfolio Trader''' icon on the computer's desktop or on the Quick Launch bar, or: | |||
# Select '''All Programs''', select '''MultiCharts''', and click '''Portfolio Trader'''. | |||
<br> | <br> | ||
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To create a new Portfolio: | To create a new Portfolio: | ||
# Click the '''New Portfolio''' | # Click the '''New Portfolio''' [[File:Portfolio_NEW.png]] icon on the toolbar, or | ||
# Select '''File''' in the main menu and then select '''New Portfolio''', or | # Select '''File''' in the main menu and then select '''New Portfolio''', or | ||
# Press '''CTRL+N''' to use the keyboard shortcut. | # Press '''CTRL+N''' to use the keyboard shortcut. | ||
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To save a Portfolio: | To save a Portfolio: | ||
* Select the '''Save Portfolio''' | * Select the '''Save Portfolio''' [[File:Portfolio_Save.png]] icon on the toolbar, or | ||
* Select '''File''' in the main menu and then click '''Save Portfolio''', or | * Select '''File''' in the main menu and then click '''Save Portfolio''', or | ||
* Press '''CTRL+S''' to use the keyboard shortcut. | * Press '''CTRL+S''' to use the keyboard shortcut. | ||
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# Open the '''Open''' file window. | # Open the '''Open''' file window. | ||
#: To access the '''Open''' file window: | #: To access the '''Open''' file window: | ||
#:* Select the '''Load Portfolio''' | #:* Select the '''Load Portfolio''' [[File:Portfolio_LOAD.png]] icon on the toolbar, or | ||
#:* Select '''File''' in the main menu and then click '''Load Portfolio''', or | #:* Select '''File''' in the main menu and then click '''Load Portfolio''', or | ||
#:* Press '''CTRL+O''' to use the keyboard shortcut. | #:* Press '''CTRL+O''' to use the keyboard shortcut, | ||
#:* To open one of the 10 recently used portfolio workspaces use '''CTRL+ [0…9]'''. | |||
# Navigate to the portfolio file (*.pws) and select it. | # Navigate to the portfolio file (*.pws) and select it. | ||
# Press the '''Open''' button. | # Press the '''Open''' button. | ||
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Informational symbols are the symbols that may be required by the strategy's logic to make trading decisions. | Informational symbols are the symbols that may be required by the strategy's logic to make trading decisions. | ||
For example, if the strategy's logic references S&P 500 Index to make trading decisions for 3M, the S&P 500 Index symbol must be listed in as an Informational symbol, in addition to the 3M symbol being listed as a Tradable symbol. Up to four informational symbols can be used for each tradable symbol; informational symbols must be listed in the '''data2''' through ''' | For example, if the strategy's logic references S&P 500 Index to make trading decisions for 3M, the S&P 500 Index symbol must be listed in as an Informational symbol, in addition to the 3M symbol being listed as a Tradable symbol. Up to four informational symbols can be used for each tradable symbol; informational symbols must be listed in the '''data2''' through '''data10''' columns, in the same row as the tradable symbol for which they are intended. | ||
=== Adding Symbols to the Symbol List table: === | === Adding Symbols to the Symbol List table: === | ||
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:# Open the '''Select Symbol''' window by one of the following methods: | :# Open the '''Select Symbol''' window by one of the following methods: | ||
:#* Double-click the cell, and then click the http://www.multicharts.com/img/wiki/portfolio/ellipse.gif button, or | :#* Double-click the cell, and then click the http://www.multicharts.com/img/wiki/portfolio/ellipse.gif button, or | ||
:#* Right-click the cell, and then click '''Format | :#* Right-click the cell, and then click '''Format Instruments'''. | ||
:# Select a data feed from the '''Data Source''' drop-down list box. | :# Select a data feed from the '''Data Source''' drop-down list box. | ||
:# Select a symbol from the list of available symbols in the '''All Symbols''' tab, or use the category tabs to list only a particular category of symbols. <br>The list can be sorted by any column, in ascending or descending order, by clicking on the column header.<br><br> | :# Select a symbol from the list of available symbols in the '''All Symbols''' tab, or use the category tabs to list only a particular category of symbols. <br>The list can be sorted by any column, in ascending or descending order, by clicking on the column header.<br><br> | ||
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:::# To cancel the selection, hold down the CTRL key and select the symbol again.<br><br> | :::# To cancel the selection, hold down the CTRL key and select the symbol again.<br><br> | ||
::5. Click '''OK''' to add symbol(s) to the table.<br><br> | ::5. Click '''OK''' to add symbol(s) to the table.<br><br> | ||
:: Symbols can also be entered directly into each cell. Symbols are already in the QuoteManager database will show up in blue. Unrecognized symbols will show up in red, indicating that they must to be added to the [[ | :: Symbols can also be entered directly into each cell. Symbols are already in the QuoteManager database will show up in blue. | ||
Unrecognized symbols will show up in red, indicating that they must to be added to the [[Operating_Symbol_List|Symbol List]]. | |||
<br> | <br> | ||
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Select either '''Local''' or '''Exchange''' time zone from the drop-down list. | Select either '''Local''' or '''Exchange''' time zone from the drop-down list. | ||
If you have multiple symbols, the Time Zone setting will work as following: | |||
# If you change the Time Zone of the portfolio to Local, all instruments of this portfolio are set to Local. | |||
# If you change the Time Zone of the portfolio to Exchange, all Instruments are changed to Exchange Time Zone '''only''' if the Time Zone settings of all the Instruments are '''identical'''. If the Time Zone settings are different, there will be a message, indicating that it is not possible to set Exchange Time Zone for these Instruments and Local Time Zone should be selected. | |||
[[File:Time Zone.png]] | |||
=== Symbol Specific Settings === | === Symbol Specific Settings === | ||
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# Open the '''Select Symbol''' window by one of the following methods: | # Open the '''Select Symbol''' window by one of the following methods: | ||
#* Double-click the cell, and then click the http://www.multicharts.com/img/wiki/portfolio/ellipse.gif button, or | #* Double-click the cell, and then click the http://www.multicharts.com/img/wiki/portfolio/ellipse.gif button, or | ||
#* Right-click the cell, and then click '''Format | #* Right-click the cell, and then click '''Format Instruments'''. | ||
# Select the '''Settings''' tab:<br><br> | # Select the '''Settings''' tab:<br><br> | ||
:: '''Resolution''' | :: '''Resolution''' | ||
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::# In the '''Resolution''' textbox, enter the number units for each bar. | ::# In the '''Resolution''' textbox, enter the number units for each bar. | ||
::# In the '''Resolution''' drop-down list, select the desired units. | ::# In the '''Resolution''' drop-down list, select the desired units. | ||
:: To learn more about resolution, see [[ | :: To learn more about resolution, see [[Chart_Resolution|Chart Resolution]]<br><br> | ||
:: '''Quote Field''' | :: '''Quote Field''' | ||
:: It is possible to use trade data, bid data, or ask data by setting the '''Quote Field'''. <br>To set the '''Quote Field''', select '''Ask''', '''Bid''', or '''Trade''' in the '''Quote Field''' list box. | :: It is possible to use trade data, bid data, or ask data by setting the '''Quote Field'''. <br>To set the '''Quote Field''', select '''Ask''', '''Bid''', or '''Trade''' in the '''Quote Field''' list box. | ||
:: To learn more about Quote Field, see [[ | :: To learn more about Quote Field, see [[Quote_Field|Quote Field]]<br><br> | ||
:: '''Sessions''' | :: '''Sessions''' | ||
:: To set sessions: | :: To set sessions: | ||
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:: Select '''Trade Volume''' or '''Tick Count''' from the drop-down list.<br><br> | :: Select '''Trade Volume''' or '''Tick Count''' from the drop-down list.<br><br> | ||
== Data | == Data Server Mode == | ||
Data Server Mode settings affect the whole software (MultiCharts, Portfolio Trader and QuoteManager). This page determines whether the software has access to real-time data from a data provider server or it is limited to use only the data that is already stored in the database. | |||
< | # Select '''Online: Load the locally stored data and connect to a real-time data feed''' to switch software to online mode and get access to data from data vendor servers. | ||
# Check '''Download missing historical data''' to download the missing historical data from a data provider; clear the checkbox to work only with real-time data and locally stored data (no historical backfill from data vendor). | |||
# Select '''Offline: Use only the locally stored data''' to work only with historical data that is already saved in the database. No additional data will be requested from the data provider in this case. | |||
# To show the '''Data Server Mode''' tab on software startup, select the '''Show Data Server Mode dialog box on startup''' checkbox; clear the checkbox not to display the dialog box. | |||
<div style="background-color: #E3FBE5;">'''Note''': In order to switch between the modes or turn on/off the "Download missing historical data" box, all workspaces should be closed in all instances of MultiCharts, forward-testing and autotrading should be stopped in Portfolio Trader and QuoteManager should be exited, [[Forex_Board#Forex_Board_Service_Window|Forex Board service window]] should be dectivated and [[Pre-Scanning_and_Watchlist#Scanner_service_window|service Scanner]] should be cleared of all symbols (or also deactivated). </div> | |||
To learn how this setting affects data collected in MultiCharts, please read [[Collecting and Saving Data to MultiCharts Database|this article]]. | |||
[[Category:Portfolio | [[Category:Portfolio Trading]] |