General information

Software Introduction

VIEWS

VIEW BREAKDOWN

PERSPECTIVES

PORTFOLIO

QUERY

WATCH LIST

Symbol Stats History

The Symbol Stats History view displays every historical stat value stored in the database for a selected security.

View Tab

Px symbol stats history 0.png
  • 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
Px active symbols 0000.png
  • in the view tab to close the Symbol Stats History view.
  • Left mouse click the view tab and hold down the mouse button to move the Symbol Stats History view. Release the mouse button to place it.

View Toolbar

The View Toolbar contains controls and settings specific to the Symbol Stats History view.

Time Interval buttons

  • Click a time interval button
Px symbol stats history 00.png
  • to select the time frame displayed in the table.

General Settings button

  • Click
  • to select the time frame displayed in the table (contains additional time frames not present as time interval buttons, such as 9 Months and Custom).

Table to Spreadsheet button

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

Information Displayed

  1. Date – date of historical stat values
  2. % Losers – percentage of losing trades for a security using the indicated trading system/model as compared to the Total Trades
  3. % Winners – percentage of winning trades for a security using the indicated trading system/model as compared to the Total Trades
  4. Ave Drawdown % – average percentage decline for all trades in a security from each trade’s peak level to each trade’s low using the indicated trading system/model
  5. Ave Loss % – average percentage loss on all losing trades for a security using the indicated trading system/model
  6. Ave WL Ratio – amount of gains made for every dollar lost for a security using the indicated trading system/model (calculated by dividing the Ave Win % by the Ave Loss %)
  7. Ave Win % – average percentage gain on all winning trades for a security using the indicated trading system/model
  8. Cur Duration – number of days a security has been held in the current trade using the indicated trading system/model
  9. Cur P/L – percentage profit or loss experienced by a security in the current trade using the indicated trading system/model
  10. Cur Position – current position of security using the indicated trading system/model (e.g. LongFlatBuy OrderSell Order)
  11. Drawdown High Date – date the current or most recent trade in a security hit a high point using the indicated trading system/model
  12. Drawdown Low Date – date the current or most recent trade in a security hit a low point using the indicated trading system/model
  13. ER Ratio – illustrates how well a security has traded historically using the indicated trading system/model (calculated by multiplying % Winners by Ave WL Ratio)
  14. Entry Date – date the indicated trading system/model purchased the security for the current trade
  15. Entry Price – assumed price the indicated trading system/model purchased the security for the current trade
  16. Last Close – closing price on date indicated
  17. Last High – highest intra-day price on date indicated
  18. Last Low – lowest intra-day price on date indicated
  19. Last Open – opening price on date indicated
  20. Losing Trades – number of trades, as defined by a buy and subsequent sell, that resulted in negative returns for a security using the indicated trading system/model
  21. Max Days Date – date when the current trade is likely to meet the Max Days Held value (estimated using the maximum holding period for any trade in a security throughout its history)
  22. Max Days Held – maximum number of days a security has been held using the indicated trading system/model throughout its history
  23. Mean Days Date – date when the current trade is likely to meet the Trade Profile Mean value (estimated using the average holding period for all trades in a security throughout its history)
  24. Min Days Held – minimum number of days a security has been held using the indicated trading system/model throughout its history
  25. Net Profit % – cumulative percentage gain for all trades, as defined by a buy and subsequent sell, in a security using the indicated trading system/model
  26. Optimized Net Profit % – cumulative percentage net gain for all trades, as defined by a buy and subsequent sell, in a security using the indicated trading system/model (looks at the model with the largest Net Profit % over the last 6 month period from Jan 1 – Jun 30 or Jul 1 – Dec 31)
  27. Projected Max Date – date when the current trade is likely to meet the Projected Max Days value (estimated by adding the Current Duration value to the Trade Profile Std Dev value)
  28. Projected Max Days – calculated by adding the Current Duration value to the Trade Profile Std Dev value
  29. Stats Run Time – date corresponding to the last time the statistics were updated for a security using the indicated trading system/model
  30. Total Trades – number of trades, as defined by a buy and subsequent sell, for a security using the indicated trading system/model
  31. Trade Profile Mean – average or expected number of days a security is expected to be held using the indicated trading system/model (estimated using the average holding period for all trades in a security throughout its history)
  32. Trade Profile Std Dev – standard deviation of the number of days a security is held on average using the indicated trading system/model (estimated using the average holding period for all trades in a security throughout its history)
  33. Winning Trades – number of trades, as defined by a buy and subsequent sell, that resulted in positive returns for a security using the indicated trading system/model

Scroll to Top