General information

Software Introduction

VIEWS

VIEW BREAKDOWN

PERSPECTIVES

PORTFOLIO

QUERY

WATCH LIST

Building a New Classic Portfolio

To build a new VPM Classic portfolio:

  1. Click
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  1. from the Portfolio List view (screenshot) to open the portfolio wizard. Or click File from the Main Menu Bar and select New Portfolio (screenshot).
  2. Click the VPM Classic button (screenshot).
  3. Create New Portfolio Wizard page: Outlines the steps involved in building a VPM Classic portfolio. Click the Next button to get started (screenshot).
  4. Name Your Portfolio page: Enter a Name and then click the Next button (screenshot).
  5. Inception Date page: Enter an Inception Date and then click the Next button (screenshot).
  6. Starting Equity page: Enter a Starting Equity amount and then click the Next button (screenshot).
  7. Minimum Transaction page: Enter the Minimum Transaction amount and then click the Next button (screenshot).
  8. Activity and Liquidity page: Select an Activity / Liquidity value from the drop-down list and then click the Next button (screenshot).
  9. Average Transaction Fee page: Enter a Transaction Fee amount (leave at 0 if not applicable) and then click the Next button (screenshot).
  10. Management Fees/Billing Cycle page: Enter an annual Management Fee percent (leave at 0 if not applicable) and select a Billing Cycle frequency from the drop-down list, then click the Next button (screenshot).
  11. Portfolio Symbols page: Add Symbols and Symbol Manual Controls, then click the Next button (screenshot).
  12. Adding a Symbol
  13. Enter ticker symbols into the Symbol Entry box separated by spaces or commas — not a combination of BOTH (screenshot). Or copy/paste ticker symbols from a spreadsheet (screenshot).
  14. Select a VPM Trade System from the drop-down list (screenshot).
  15. Click the Add Symbols button (screenshot).
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  1. Symbols found in the database will appear in the Current Portfolio Symbols table. Symbols not found in the database will remain in the Symbol Entry box (screenshot).
  2. Removing a Symbol
  3. Click the symbol to be removed from the Current Portfolio Symbols table to select it (screenshot).
  4. Click
  1. to remove the selected symbol (screenshot).
  2. Adding a Symbol Manual Control
  3. Click a symbol from the Current Portfolio Symbols table to select it (screenshot).
  4. Click
  1. from the Symbol Manual Controls table (screenshot).
  2. Set the Effective Date and Action Type for the new manual control (screenshot).
  3. Click the Add button (screenshot).
  4. Removing a Symbol Manual Control
  5. Click the symbol with the manual control to be removed from the Current Portfolio Symbols table to select it (screenshot).
  6. Click the manual control to be removed from the Symbol Manual Control table to select it (screenshot).
  7. Click
  1. to remove the selected manual control (screenshot).
  2. Importing Stop / Starts
  3. Click
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  1. from the Current Portfolio Symbols table (screenshot).
  2. Locate and select the stop/starts CSV file to be imported (screenshot).
  3. Click the Open button (screenshot).
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  1. For a stop/starts CSV file to be imported successfully it must exactly match with the securities and trading system/model contained in the portfolio at the time of import.
  2. Exporting Stop / Starts
  3. Click
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  1. from the Current Portfolio Symbols table (screenshot).
  2. Select a save location and name the stop/starts CSV file by either keeping the default name or entering a new name (screenshot).
  3. Click the Save button (screenshot).
  4. Initial Allocation Factor page: Set an Initial Allocation Factor using the recommended value or enter your own (screenshot).
  5. Click the Finish button to save the portfolio (screenshot).
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