The Portfolio Mixer is an analysis tool to display total winnings or losses for a specific time period of a selected instrument list with one or more instruments (securities)
Settings
Instrument List shows the following information
Last updated
Parameter
Meaning
Entry
Starting date, it represents the trade entries of the portfolio.
Exit
Exit date, it represents the trade exit of the portfolio (only if "Realtime mode is deactivated).
Interval
Interval of the Periodicity (e.g. 1 min, 1 hour, ...) The chart will be displayed in this time frame.
Periodicity
Choose between min, hours, days, etc. The chart will be displayed in this time frame.
Show Single Equities
The Equity curve will display each instrument (security) in a single curve. On top of the Equity curve, the name of each instrument will be displayed and its total winnings or losses.
Show Account Equities
The Equity curve will display only one curve of all the instruments (securities) combined. On top of the Equity curve, the name of the total account and its winnings and losses are displayed.
Buying Power
Buying power of the account portfolio
Realtime mode
If the checkbox has been checked the Exit date is the current date and time.
Instrument List
The instrument list which contains the instruments (securities) to be shown in the portfolio mixer. Please note that only instrument lists can be used with the portfolio mixer. It is possible to add instruments simply by typing in the new symbol name on the bottom row of the list. Learn more about how to create instrument lists in the section Creating and managing instrument lists
Chart Template
Select a chart template for chart representation.
Column
Meaning
Symbol
Instrument symbol
Entry
Entry date (see settings)
Exit
Exit date (only if "Realtime mode is deactivated)
Percentage
Percentage of the Buying Power invested in this instrument (security).
B/S
The user can choose if he wants to buy (long) or sell (short) this instrument (security).
Pause
Stop the download of real-time data for the chart (only if the "Realtime mode" checkbox is checked).
