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                                                   New Feature To Portfolio?

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Brian
2011-08-21 11:48:55


The reporting feature to the backtesting module is very good. Could you add the same reporting to the portfolio module? In this way, you could enter positions manually into a portfolio and over time, see all the statistics for those orders (including the equity curve).

I do realize you can hook a trading system into a portfolio and see the stats, but I am suggesting that you give the user the ability to see the statistics on all historical trades that have been entered (manually, thru backtesting module, or otherwise).

Thank you



QuantShare
2011-08-22 09:22:46



Thanks for the suggestion Brian.


Brian
2011-08-22 11:30:29



Thank you for your consideration.

I have multiple trading accounts and I have been looking for a portfolio management tool where I could consolidate all trades from all accounts. Then be able to see stats based on this consolidated portfolio.

It seems like you have the pieces (portfolio and reporting module) in place, I'm hoping that you can provide the linkage to the users of quantshare.

Also, would you provide some mass insert (of manual trades) capability into the portfolio module. Possibly taking a csv file in a Quantshare format?



QuantShare
2011-08-23 07:17:22



Yes. Good idea.


Brian
2011-08-23 11:27:20



As a reference , I use smartmoney.com for this portfolio tracking functionality, but it does not have the statistical reporting that your package offers in the backtesting module.

Any idea when this might be implimented?

Keep up the good work, Thank you!



QuantShare
2011-08-24 08:01:39



In a month or two.


Brian
2011-10-01 19:45:48



I noticed this has been implemented in 2.4.4

Thank You!



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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.