Professional Documents
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Portfolio Tracker
(Profit Stop, Even Stop, Loss Stop, Trail Stop)
By OzFalconAB@BDen.org (Aka Michael.S.G.)
Updated: 16/2/2007
Version: 3.05
The included code is for manually tracking trades, Giving a visual update to trades status.
Precautions
Ensure QuickAFL tm. is Enabled. (This speeds up operation considerably).
•As per all Indicators, ManualStopSet must be visible (Active) to operate.
Basic Operation
•Select a stock you wish to create a trade with.
•
•Select the bar you wish to start the trade from.
•
•Open the parameters dialog. (CTRLR or RightMouseClick/Params)
•
•Click <Create> trade. (When buyat=0 then buyat=open(buybar))
•
•[Your trade is now open]
Close the parameters dialog, And click in different bars to see result.
•Click to the right of the Start Trade Bar. (Where you 'Created' the trade)
•
•Open the parameters dialog.
•
•Click <Close> trade. (When sellat=0 then sellat=close(sellbar))
•
•[Your trade is now closed]
Close the parameters dialog, And click in different bars to see result.
•If you would like to make multiple trades OF THE SAME STOCK, Continue.
•
•Open the parameters dialog.
Slide the MultiTrade bar to #2.
Repeat the above steps.
•
•[You now have multiple trades]
Slide the MultiTrade bar to the desired trade number to interact with that trade.
If you manually modified BuyAt or SellAt, Remember to reset to 0 after use.
Parameter Op
tions
Various options may be modified via the parameters dialog (CTRLR).
PARAMETER DESCRIPTION
Long/Short Toggle between Long and Short trade type.
HoldingsAdj Adjust the Qty of stocks purchased so as to match real trade details.
ProfitStop Set profit stop level. (Percentage of Capital)
LossStop Set loss stop level. (Percentage of Capital)
TrailStop Set trail stop level. (Percentage of HH/LL)
Capital Set the capital available for trade. (Qty of stocks is calculated with this value)
CommisionX1 Sets the one way cost of a trade.
MultiTrade Set ID number for multiple trades of the same stock.
BuyAt Set BuyAt price for <Create> trade.
SellAt Set SellAt price for <Close> trade.
Create Trade Write all trade details to file. This “Opens” the trade.
<Create> (SellAt is set to zero on creation of trade. ie. An Open trade)
Modify Trade<R> Remove the selected Ticker/MultiID trade.
<Remove>
Modify Trade<C> Close the trade. Use the Selected Bar (Selldate) & SellAt price to close trade.
<Close>
Modify Trade<O> Open Trade. Useful for ReOpening a previously Closed trade.
<ReOpen> (Sets SellAt to zero & removes selldate. ie. An Open trade)
Display Plot Toggle between Single/PlotStops and Multi stock plots.
Display Text Toggle between which text is displayed on chart.
Title Slide Slide text on the chart down for better positioning.