General information

Software Introduction

VIEWS

VIEW BREAKDOWN

PERSPECTIVES

PORTFOLIO

QUERY

WATCH LIST

Symbol Trade Profile

The Symbol Trade Profile view displays trade statistics for a selected security.

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 Symbol Trade Profile view.
  • Left mouse click the view tab and hold down the mouse button to move the Symbol Trade Profile view. Release the mouse button to place it.

View Toolbar

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

Table to Spreadsheet button

  • Click
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  • to export the Symbol Trade Profile 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. Min Days Held – minimum number of days a security has been held using the indicated trading system/model throughout its history
  4. Max Days Held – maximum number of days a security has been held using the indicated trading system/model throughout its history
  5. 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)
  6. Trade Profile Mean 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)
  7. Projected Max Days – calculated by adding the Current Duration value to the Trade Profile Std Dev value
  8. Current Duration – number of days a security has been held in the current trade using the indicated trading system/model
  9. 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)
  10. 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)
  11. 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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