FIG. 1: PORTFOLIO WITH TRADING STRATEGY “COMMODITIES CONTROL”.
If a trading strategy is added to the portfolio, the portfolio manager immediately receives the corresponding information in the table as well as an equity curve that shows at a glance how successfully this strategy worked in the past. The conversion of currencies and units of measurement for the entire portfolio is possible too. In addition to the analysis of the portfolio equity curve, you can examine the quality of the trading strategy on an individual security basis. To do this, select a security from the portfolio and click with the right mouse button on “Open in Chart”. Tradesignal automatically links the chart with the portfolio, so that each of the accompanying charts, together with entry and exit signals, is shown when you click on a single security from the portfolio. In this way, you see at a glance which results are generated by any individual security.
BY THE WAY: You can control many other useful functions with the right mouse button. For example you can group and sort the portfolio securities, add or remove trading strategies or define individual columns that you would like to be displayed in order to receive only the information you need.
Analysis to the last detail with the performance report.
You would like to get more insight about the results of the trading strategy? This isn`t complicated at all – just click the “Performance” button in the upper toolbar. Now you can analyze all the important indicators such as profit factor, maximum drawdown or greatest profit and losing trades to the last detail – both for the total portfolio and for a specific value. If you click on “Returns” you can see the absolute performance of your trading strategy on a monthly, quarterly and yearly basis, further allowing you to check the robustness of the strategy. Additionally, Tradesignal provides you with charts of the equity curve and the maximum drawdown so you get a good insight into the risk, while the “Trades” section displays every single transaction in detail. The following figure shows a section of the performance report.