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This is a quick script to pull some data from portfolios and write them into a common csv file for later analysis. This should be a workaround until portfolio stats are accesible from Scripts. Then we rather pull them there and do analysis within QS, Azouz will include this in next release. Note that this pulls statistice from underlying strategy, so for example equity updated at portfolio level needs to be adjusted.
Stats are:
- Overall portfolio stats like equity, NB positions, return since inception and monthly, cash, percentage invested
- OpenPosition level: Entry date, shares and price, equity, return
Hope this is usefull for adding some custom metrics from other scripts.
I'll get this into current live portfolio so we get some initial stats, later we can update.
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.
