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[EquisMetaStock Group] Re: Portfolio Risk & Equity Curve



PureBytes Links

Trading Reference Links

I'll take a look at Quote Center. There's quite a bit of overlap
between competing products -- TradeSim, Adaptrade, Numasoft (and Quote
Center). The higher end such as Trading Recipes and a couple of others
are priced too high.

By the way, that was a great money management link you posted -- all
10 pages.

--- In equismetastock@xxxxxxxxxxxxxxx, superfragalist <no_reply@xxxx>
wrote:
> Numasoft is an EXCEL spreadsheet on steriods. Without out for roid
rage. 
> 
> Look at the new Quote Center upgrade from MS. With the Reuters data,
> it does part of what you want without having to enter the data into
> another program. 
> 
> 
> 
> 
> 
> --- In equismetastock@xxxxxxxxxxxxxxx, "metastkuser"
> <andysmith_999@xxxx> wrote:
> > Well, I'll just have to answer my own question! 
> > I found www.numasoft.com
> > Looks quite good.
> > 
> > 
> > --- In equismetastock@xxxxxxxxxxxxxxx, "metastkuser"
> > <andysmith_999@xxxx> wrote:
> > > Implementing this in Metastock is so far beyond me that I must
> > > confess, I wouldn't even know what page of the MS manual to start
> > > with. However, it's very important (to me) that I find a solution
> > > somehow...
> > > 
> > > 1) Let's say I have all the symbols corresponding to my open
> > > positions, long and short, in one folder. How do I get Metastock to
> > > show me the total portfolio risk (i.e. heat) on an EOD basis? In
other
> > > words, MS should go through each open position, subtract my stop
price
> > > (which is a unique indicator in each symbol's layout) from the
closing
> > > price and multiply by the position size (also a unique indicator on
> > > each chart), and then do a summation for all open positions.
> > > 
> > > 2) How do I display the equity curve for the portfolio along
with the
> > > risk curve I described above?
> > > 
> > > I asked my brokers. Since they know what my stops are for each
> > > position, as well as margin/cash balance, I thought they might
be able
> > > to help. None of them knew what an equity curve was.
> > > 
> > > (Please -- no replies with the words "excel spreadsheet" in them :-)




 
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