General information
Software Introduction
VIEWS
VIEW BREAKDOWN
- Portfolio Rolling 12 Month Returns
- Portfolio Rolling 24 Month Returns
- Long Positions Breakdown Chart
- Active Symbols
- Current / Projected Positions
- Open Positions
- Portfolio List
- Monthly / Annual Returns
- Portfolio Orders
- Portfolio Symbol Returns
- Portfolio Trade Log
- Portfolio Trade Profile
- Combined Symbol Stats
- Fundamental Snapshot
- Quick Search
- Research
- Symbol History
- Symbol Model Results
- Symbol Stats History
- Symbol Trade Log
- Symbol Trade Profile
- Trend / Resistance / Support
- Queries
- Reports
- Watch List Triggers
- Watch Lists
PERSPECTIVES
PORTFOLIO
QUERY
WATCH LIST
Symbol Model Results
The Symbol Model Results view displays information relating to the indicated trading system/model’s trading performance for a selected security.
View Tab
- 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
- in the view tab to close the Symbol Model Results view.
- Left mouse click the view tab and hold down the mouse button to move the Symbol Model Results view. Release the mouse button to place it.
View Toolbar
The View Toolbar contains controls and settings specific to the Symbol Model Results view. Mouse hover over a button to see its tooltip.
Table to Spreadsheet button
- Click
- to export the Symbol Model Results table to a spreadsheet (sorting applied prior to exporting will be preserved in the spreadsheet).
Information Displayed
- Ticker – security ticker symbol
- Name – security name
- Net Profit % – cumulative percentage gain for all trades using the indicated trading system/model
- ER Ratio – illustrates how well the security has traded historically using the indicated trading system/model (calculated by multiplying % Winners by Ave WL Ratio)
- Total Trades – number of trades, as defined by a buy and subsequent sell, using the indicated trading system/model
- Winning Trades – number of trades, as defined by a buy and subsequent sell, that resulted in positive returns using the indicated trading system/model
- % Winners – percentage of winning trades using the indicated trading system/model as compared to the Total Trades
- Losing Trades – number of trades, as defined by a buy and subsequent sell, that resulted in negative returns using the indicated trading system/model
- % Losers – percentage of losing trades using the indicated trading system/model as compared to the Total Trades
- Ave Win % – average percentage gain on all winning trades using the indicated trading system/model
- Ave Loss % – average percentage loss on all losing trades using the indicated trading system/model
- Ave WL Ratio – amount of gains made for every dollar lost using the indicated trading system/model (calculated by dividing the Ave Win % by the Ave Loss %)