Portfolio Tracker

Optuma Desktop Feature Requests
1

Would welcome a Portfolio Tracker feature. I envision it as such:

  1. From a Watchlist, you would select a list of securities and create a Portfolio.
  2. The Portfolio Tracker could be used in two forms:
  • As a Paper Trading Portfolio to test out a strategy that has gone through the Signal Tester or the Back Tester or;
  • As a live Trading Portfolio (This would require a live data feed)
  1. The Portfolio Tracker would include information from the Journal Notes and the Training Mode
  2. See an example for the Portfolio Tracker (source www.marketinout.com)
  3. Also, would like to see a set of Profit Factors and Risk Measures (This data would come from the back tester module)
  4. Also, for consideration for the Portfolio Tracker consider adding an optional feature of position sizing (Your paper on the CMT III is very useful)
  • user can select an equal weight position sizing based on share price or;
  • user can select position sizing based on volatility like ATR
  1. Last, but not least, the ability to have multiple Portfolio Trackers (For paper trading multiple strategies, before implementation)
2

Max, if you have the professional version you can use external data fields to create a portfolio monitor. Then with those fields you can add script columns to create most any field you might need. Its not exactly what you are asking for but it might solve some of your needs.

https://www.optuma.com/kb/optuma/data/using-external-data-fields-for-portfolio-management

3

Thank you, Duke! I have the professional version. I will look into your suggestions. I want to make sure I maximize the features currently embedded in Optuma, in one landing page, such as:

  • Journal Entry Notes
  • Training Mode
  • Profit Factors
  • Risk Measurements
  • Position Sizing
  • Run Monte Carlo

All the elements are there, I am just trying to minimize the use of external systems as much as possible.

4

This page no longer exists has it been moved ?

5

Try these links…

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