Portfolio Analyzer: Getting Started
Getting Started
RealTime PortfolioAnalyzer is a program application for TradeStation (TradeStation Group, Inc., former Omega Research, Inc.) designed for working out, testing, and managing a portfolio of different assets and applicable asset trading strategies in the real-time regime with a possibility of using user’s own equity management algorithms. RealTime PortfolioAnalyzer is a new step to realizing the automatic system trading.
RealTime PortfolioAnalyzer allows:
- To manage a portfolio in the real-time;
- To use equity management algorithms not limited by a small number of standard methods;
- To combine different assets with different timeframes;
- To analyze equity growth for various periods of time;
- To test and analyze a portfolio on a historical data basis;
- To export into TradeStation all necessary portfolio parameters in the real-time;
- To obtain equity growth statistics in absolute values as well as adjusted to current prices;
- To present results in the form of various graphs.
Run Start menu -> Program -> TradeSmart -> TS Portfolio
Import TS Portfolio Function, Signals and Strategy into EasyLanguage Power Editor or TradeStation
Before getting started with RealTime Portfolio Analyzer it is necessary to import functions into EasyLanguage PowerEditor. For manual export of functions after installation enter TS Portfolio directory located in Program Files: ...\Program Files\TradeSmart\TS Portfolio.
Launch EasyLanguage PowerEditor, select Import and Export from the File menu…
Further select Import EasyLanguage Documents or Archive File (ELD or ELA)
Click Browse in the popup window and indicate TSPORTFOLIO.ELD file destination (Program Files\TradeSmart\TS Portfolio). Select TSPORTFOLIO.ELD file.
And click Next, select all types.
Click Next, select All and Finish consequently.
Run TradeStation or Omega Research ProSuite
Create two Tradestation Chart with different symbols and insert example strategy: "TS.Portfolio.Example"
Run TS Portfolio and press button "Load All Instruments"
After recalculating, you can view all datas in portfolio.
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