Portfolio Trader: Difference between revisions
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→Understanding Portfolio Money Management Signals
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Please, also note that there are 2 cases when the Report is not recalculated: | Please, also note that there are 2 cases when the Report is not recalculated: | ||
* it is opened on Trade Analysis -> List of Trades page | * when it is opened on Trade Analysis -> List of Trades page | ||
* it is opened on Breakdown by Symbols -> Overview -> detailed report for the symbol page. </div> | * when it is opened on Breakdown by Symbols -> Overview -> detailed report for the symbol page. </div> | ||
== Understanding Dynamic Portfolio == | == Understanding Dynamic Portfolio == | ||
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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. | 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 | After all strategies have been calculated, the PMM (Portfolio Money Management) signal (if any PMM signal has been applied) is initiated. | ||
The '''PMM signal''' can access all the strategies within a portfolio PMMS functionality helps to manage: | The '''PMM signal''' can access all the strategies within a portfolio PMMS functionality helps to manage: | ||
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[[File:PMMS Signal window.png]] | [[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'''. | |||
<div style="background-color: #E3FBE5;">'''Note:''' It is important to understand that Money Management signals have a base resolution – this is the first symbol in your Portfolio table (the upper left cell of the table, as shown on the picture above). The data and statuses are taken from it during the PMM signal’s calculations. Even if the first strategy is disabled in Portfolio Tree, the PMM signal will refer to this symbol.</div> | |||
<div style="background-color: #E3FBE5;">If a PMM signal references additional data series (Data2, Data3, etc) the values are also taken from the first row of the Portfolio instruments table.</div> | |||
== Symbol Prioritization == | == Symbol Prioritization == |