519
edits
Changes
Jump to navigation
Jump to search
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''' http[[File://www.multicharts.com/img/wiki/toolbar/BTReport/12_Cursor.gif ]] pointer.
# Click on the name. The description will appear on the bottom of the report.
For a more information on using performance reports, see [[Using_Performance_Report|Using Performance Report]].
<br>
== 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 BacktesterTrading]]
