Using Performance Report: Difference between revisions
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Performance reports are calculated based on trades and can be used to analyze strategy performance and check trades list and statistics. There are over 100 performance indices available for analysis, including about 30 charts.<br> | |||
There are two report types available: '''Strategy Performance Report''' and '''Trading Performance Report'''. One or the other can be used depending on one’s current goals. Check [[Comparison of the Reports]] for more info. | |||
There are two types | |||
<div style="background-color: #E3FBE5;">Note: Only one performance report can be opened at a time.</div> | <div style="background-color: #E3FBE5;">Note: Only one performance report can be opened at a time.</div> | ||
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== Accessing | == Accessing Strategy Performance Report == | ||
To access | To access Strategy Performance Report: | ||
# [[Understanding_Strategies|Apply a strategy]] to a chart. | # [[Understanding_Strategies|Apply a strategy]] to a chart. | ||
# In the main menu select '''View''' | # In the main menu select '''View''' -> '''Strategy Performance Report'''. | ||
== Accessing | == Accessing Trading Performance Report == | ||
To access | To access Trading Performance Report: | ||
# Plot a chart with the desired data range. | # Plot a chart with the desired data range. | ||
# Open the [[Chart Trading]] Panel. Connect | # Open the [[Chart Trading]] Panel. Connect your broker profile. Select the account that was used to place orders. | ||
# In the main menu select '''View''' | # In the main menu select '''View''' -> '''Trading Performance Report'''. | ||
== Viewing Performance Report == | == Viewing Performance Report == | ||
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# In the Strategy Performance Report window click '''Settings''' [[File:10_Format_Window.png]] toolbar button. | # In the Strategy Performance Report window click '''Settings''' [[File:10_Format_Window.png]] toolbar button. | ||
# Select the '''Financial''' tab. | # Select the '''Financial''' tab. | ||
# Set appropriate properties or click '''Default''' to set back to the default settings.<br>'''No. of standard deviations''' - the number of standard deviations is used in some report indices calculation. The default is 1.<br>'''Minimal acceptable rate of return''' - reference point for Sortino Ratio (See "Performance Ratios" section in the Performance report.<br>'''Degree of risk aversion of the investor''' - reference point for Fouse Ratio (See "Performance Ratios" section in the Performance report)<br> | # Set appropriate properties or click '''Default''' to set back to the default settings.<br>'''No. of standard deviations''' - the number of standard deviations is used in some report indices calculation. The default is 1.<br>'''Minimal acceptable rate of return''' - reference point for Sortino Ratio (See "Performance Ratios" section in the Performance report).<br>'''Degree of risk aversion of the investor''' - reference point for Fouse Ratio (See "Performance Ratios" section in the Performance report).<br> | ||
# Click '''OK'''.<br> | # Click '''OK'''.<br> | ||