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How to import trading items from other accounts

Updated on 2012-03-24 06:15:04

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QuantShare allows you to create several accounts. You can for example have an account to store your stocks quotes and strategies and another one to keep Forex, Options or ETFs data.
You can create a new account simply by selecting "Accounts" then "Add Account".

Sometimes, you create a trading system, a portfolio, a composite item or an indicator in one account and then you decide to use it in another account.

In the below steps, we will show you to copy a trading item from one account to another one.


These steps apply to trading indicators

- Select "Tools" then "Create Functions"
- Click on "Manage" button at the top of the form
- Click on "Tools" menu then select "Import Items from another Account"
- Select the account from which you want to import the indicator then click on "Next"
- Check one or several indicators then click on "Finish"

The indicators you have checked should now be available in the current account.

How to import trading systems:

- Select "Analysis" then "Simulator"
- Click on manage button (This button is located below trading systems, next to the search input box)

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Trading financial instruments, including foreign exchange on margin, carries a high level of risk and is not suitable for all investors. The high degree of leverage can work against you as well as for you. Before deciding to invest in financial instruments or foreign exchange you should carefully consider your investment objectives, level of experience, and risk appetite. The possibility exists that you could sustain a loss of some or all of your initial investment and therefore you should not invest money that you cannot afford to lose. You should be aware of all the risks associated with trading and seek advice from an independent financial advisor if you have any doubts.