Operating Portfolios: Difference between revisions
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Portfolios can be created by [[Portfolio Trader|MultiCharts Portfolio Trader]]. | Portfolios can be created by '''[[Portfolio Trader|MultiCharts Portfolio Trader]]'''. | ||
MultiCharts Portfolio Trader is included with the MultiCharts platform as a separate application. | MultiCharts Portfolio Trader is included with the MultiCharts platform as a separate application. | ||
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== Starting Portfolio Trader == | == 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: | # Click '''Portfolio Trader''' [[File:Port Trdr icon.png]] icon on the '''Main''' toolbar; or: | ||
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#:* Select the '''Load Portfolio''' [[File:Portfolio_LOAD.png]] icon on the toolbar, or | #:* 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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<br> | <br> | ||
[[Category:Portfolio | [[Category:Portfolio Trading]] |