General information

Software Introduction

VIEWS

VIEW BREAKDOWN

PERSPECTIVES

PORTFOLIO

QUERY

WATCH LIST

Combined Symbol Stats

The Combined Symbol Stats view displays all securities for selected portfolios, queries, and/or watch lists.

View Tab

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  • Double click the view tab to maximize the view full screen. Double click it again to restore.
  • Right mouse click on the view tab to open the view popup menu.
  • Click
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  • in the view tab to close the Active Symbols view.
  • Left mouse click the view tab and hold down the mouse button to move the Combined Symbol Stats view. Release the mouse button to place it.

View Toolbar

The View Toolbar contains controls and settings specific to the Combined Symbol Stats view. Mouse hover over a button to see its tooltip.

Table to Spreadsheet button

  • Click
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  • to export the Combined Symbol Stats table to a spreadsheet (sorting applied prior to exporting will be preserved in the spreadsheet).

Information Displayed

  1. Ticker – security ticker symbol
  2. Name – security name
  3. Container – name of portfolio, query, or watch list the security is present
  4. Position – current position of security using the indicated trading system/model (e.g. LongBuy OrderFlatSell Order)
  5. Trade System – trading system/model being utilized (e.g. 1.2a daily1.2a weekly3.2a daily3.2a weekly)
  6. Price – last closing price
  7. Entry Date – date the indicated trading system/model purchased the security for the current trade
  8. Entry Price – assumed price the indicated trading system/model purchased the security for the current trade
  9. ER Ratio – illustrates how well the security has traded historically using the indicated trading system/model (calculated by multiplying % Winners by Ave WL Ratio)
  10. P/L – percentage profit or loss experienced by the security in the current trade using the indicated trading system/model
  11. Last Trade – date of the last available closing price
  12. Stats Updated – date corresponding to the last time the statistics were updated for the security using the indicated trading system/model
  13. Type – current trading system/model’s recommendation for the security based on the Current Duration of the trade in relation to the Trade Profile Mean (e.g. New PositionAccumulateHoldUnderperform)‍
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