In the Back Tester, it would be great to have a "Fixed Amount" option in "Position Sizing". I would like to be able to enter, say, $10,000 for each trade and have the system use that as the basis of how many shares to buy/sell.
By way of explanation, I'm a self-funded retiree and need to see what income (capital gain) I can generate rather than portfolio growth. Currently I do the back test on "Fixed Percentage" and then adjust the CSV file signals in Excel to reflect a fixed amount per trade. Effective but tedious! :-)
If it’s possible to get my request above into the “new” back tester, it’d be great to be able to see a report/graph that showed a running (day by day or week by week) total of open trades too.
I use CFDs to trade, so need to careful with margin calls. Often a trade will dip a substantial percentage before it comes back, but the back tester only shows entry and exit points. If I could see a running total of the open trade positions, that would be very helpful in terms of risk management.
I should add that I use spreadsheets to get data that isn’t in the back tester results, but, unless I’m missing something, it’s virtually impossible to get that information without copy/pasting all chart data, which is impractical. If there was a way to access that sort of information I’d be happy to do that instead of you doing the change. Is there an Optuma equivalent of the spreadsheet function XLOOKUP?