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Hello,
The Read Me that accompanies beta contains instructions how to use new Account Manager.
I duplicate these instructions here below
Note that new Account manager is available from File->New->ACCOUNT,
not from Tools->Portfolio manager. Tools->Portfolio manager is OLD tool (unchanged),
kept in this release just temporarily so you can move stuff (manually) from old one to new one.
This old tool will disappear in next version.
Account manager provides ability to track your account portfolio. Account manager functionality provides superset of features
offered by old portfolio manager, but still some things are left todo namely: multi-currency handling, more stats (backtest-like),
multi-tiered commission schedules etc.
Short Instructions how to use new ACCOUNT MANAGER
CREATE A NEW ACCOUNT:
Use File->New->Account menu to create new account
FUNDING AN ACCOUNT:
Before you do any trading, you have to fund your account. To do so press "FUNDING" button on the account manager toolbar, then
select "Deposit" as operation type, enter the DATE when you have funded your account and enter the amount.
Note that funding date must PRECEDE any trading, as account manager won't allow you to trade prior to funding date. Initial deposit
will show as "initial equity" in summary tab.
CHECK THE SETTINGS
It is good idea to go to "Summary tab" and setup commissions and trading mode. If this account is used for End-of-day trading you
should set "EOD Mode" to YES, otherwise (if you trade intraday) you should set "EOD Mode" to NO. Depending on this setting Buy/Sell
dialogs will allowyou to enter date and time of the trade or only date.
Commission schedule currently is only one-tier, in the future multiple-tier commission schedules will be possible.
ENTERING TRADES:
Once you funded an account you can enter trades.To buy (enter long position or cover short position ) click on "BUY" button.
Then in the Buy dialog you need to select the symbol, the trade date/time. Once they are entered AmiBroker will display price of
given symbol at the selected date/time (or preceding one if no exact match is found). It will also calculate maximum possible
quantity taking price and available funds into account.
You can change the price and quantity manually.
All other values (net market valye, commission, market deposit, currency, fx rate) are calculated or retrieved automatically from
Symbol->Information page. Once values are good, click OK to confirm transaction. If you made mistake, you can press UNDO
(Edit->Undo) to revert last transaction.
Similar procedure is for selling (entering short positions or closing longs) with the exception that you should press "SELL" button
instead.
All transactions that you made are listed in the "Transactions" sheet. All open positions are listed in "Open Positions" sheet. If
you enter the trade for symbol that has position already open, AMiBroker will adjust "open positions" accordingly (perform scaling
in/out). Once open position is closed it is removed from "open positions" list and moved to "Closed trades" sheet.
After each transaction, "Equity history" sheet is updated with current account equity value and also "Summary" page is updated with
basic open/long/short trade stats.(More stats are to come).
IMPORTANT:
You have to remember that you must enter all transactions in chronological manner(oldest first, newest last), as account manager
won't allow you to add trades out-of-order. If you make mistake, there is one-level undo that you can use to revert to state before
last transaction. If you made more mistakes, the only option is to close account without saving and re-open original file.
SAVING YOUR ACCOUNT DATA:
To save edits made to account use File->Save (or File->Save As to save under new name). Note that account files are NOT encrypted
now, and it is quite easy to read the file for everyone who has the access to it. So make sure not to leave your files on some
public computer. Password protection/encryption is planned but NOT implemented yet.
OPENING PREVIOUSLY CREATED ACCOUNT:
To open account file, go to File->Open, in the File dialog,select "Account (*.acx)" from "Files of type" combo-box, and select the
account file you want to load.
MULTIPLE ACCOUNTS:
You can create/open multiple accounts at once (just use File->New->Account, File->Open many times
Best regards,
Tomasz Janeczko
amibroker.com
Please note that this group is for discussion between users only.
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