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Portfolio Trader

279 bytes added, 13:01, 19 December 2017
'''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''' mode and '''Auto-Trading''' modemodes, but not in the '''Backtesting''' mode. Please, also note that there are 2 cases when the report 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 ==
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 PPM PMM signal has been applied) is initiated.
The '''PMM signal''' can access all the strategies within a portfolio PMMS functionality helps to manage:
[[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 ==

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