Tutorial: Using the Interface
Modifying the Portfolio View
Modifying the Portfolio View
i Tutorial Task
Display signals and custom signal analyses in the Portfolio View.
The Portfolio View is the focal point of the TradingSolutions interface. By default, the Portfolio View of the sample TradingSolutions portfolio includes a display of the Primary Signal and the percent gain of that signal over the past year. Let’s see how these fields and others can be added to the display.
Step-by-step Instructions
1. Let’s remove the current display fields for Sample End-of-Day Models. Right-click on each display field for this group and select Remove Display Field.
Figure 1. Selecting "Remove Display Field".
2. Now let’s see how these fields were added. Right-click on Sample End-of-Day Models and select Modify Display Fields. This will display the Display page for this group.
Figure 2. Selecting "Modify Display Fields".
3. First, let’s add the Primary Signal (
). From under Common Display Fields, expand Primary Signal. Then, select Current Value of Signal and press Add to Display. This will add it to the Current Display.
Ä Note: The Primary Signal is the signal you are most interested in trading for each stock. Displaying its current value in the Portfolio View allows you to determine what position you should be in based on this signal.
Figure 3. Selecting "Current Value of Signal".
4. Now, let’s add an analysis of the percent gain of the signal over the past year. Select (Create an analysis of this signal…) and press Add to Display. This will display the Create Signal Analysis Fields Wizard.
Ä Note: An analysis of this type already exists for this group. However, let’s see how it can be created in general.
Figure 4. Selecting "(Create an analysis of this signal…)".
5. On the Introduction page, press Next.
6. On the Trading Parameters page, confirm the following values are selected:
· Entry/Exit Signal is set to Primary Signal.
· Trading Style is set to Trading style used for default analysis of signal.
· Analysis Range is set to Most recent one year (adjusted).
Figure 5. Trading parameters defaults.
7. Now, let’s select the field or fields we want to create for this analysis. In this case, we want to store the percent gain. Under Select Analysis Fields To Create, select Percent Gain, then press Add Selection.
Figure 6. Adding "Percent Gain".
Ä Note: Since an analysis field of this type already exists for this group, it may be named with a #2.
8. Press Finish to create this field and add it to the display list.
Figure 7. Fields in current display.
9. View the other types of fields that can be added to the display.
· Common Data includes prices and volume fields.
· Data Information includes values such as the start and end date of the imported data.
· Streaming Tick Information includes Tick, Bid, and Ask prices, sizes, and times for real time streaming data.
· Other Display Fields includes any calculations or other fields.
Figure 8. Other display fields.
10. Press Close to view the added display fields.
Figure 9. The added display fields.
Congratulations!
You have learned how to display fields in the Portfolio View.
This concludes the tutorial on using the interface. You should now understand the basics of importing data, displaying charts, displaying spreadsheets, analyzing signals, and displaying fields in the Portfolio View.
If you need additional help with these topics, please view the Video Help or see the help documentation. You may also want to repeat any or all of these tutorial tasks.
_ Continue to the next tutorial.