Importing Excel data into Optuma charts?

Optuma General Discussion
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Hello everyone,

I am new to this community.

I am an fx trader who has been finally finding his edge after seven long years.

I am preparing for my CMT Level 1 exam and getting to try some of the Optuma resources, including

the charting software on the trial package.

Here is my question: my trading from July 2019 to today yielded a +288.46% P/L, which seems to suggest a

Sharpe ratio of 199.56%…

This is impressive but I would like to try digging deeper… Is there any simple way (ha!) to make this info

transfer over to Optuma? The charting on Excel is pretty limited and you certainly cannot do a lot of the

charting manipulations that you would on a charting software…

I think that having a proper chart of my own equity curve and comparing it to, for example, a EUR/USD chart

(pretty much the instrument that I traded the most) could show some interesting correlations that I already intuitively

know, e.g. flat-stagnant periods in EUR/USD spot coinciding with me getting some chop and taking an equity dip…

Anyway, if you think that there is an easy way (I am not a mathematician/coder) to get my Excel data over into an Optuma

chart then I would love to know.

Sorry if it is lazy of me to just post this question, it is busy enough with the CMT revision and I need to focus on that.

Thanks a million and RESPECT to Matthew for what he and his team have set up here.

Cheers
Francesco, Scotland, UK

PS: attached is a picture of my Excel line chart with a 100-day moving average for my account P/L… This is pretty much all I can do with this chart, i.e. look at it rather than quickly work on it as a TA would in a charting software.

Screenshot-2020-09-23-231244.png
Screenshot-2020-09-23-231244.png1008×462 18.1 KB

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Sorry, that should have said ‘Mathew’ with one T!!!

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Hi Francesco,

Take a look at Optuma Knowledge Base article Formatting and Importing Text (.csv) Files.

The starting point for your transfer from Excel to Optuma is to create a CSV file from your data in Excel. Just make sure you put have your data in the right column format.

Cheers

Trevor

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[postquote quote=60045]

Thank you, Trevor, it seems crystal clear now.

I suppose in the case of track record (i.e. a trading account’s data)
there would not be price points but just P/L points: would I need them
in percentage change format or just put the account balance price points
as the data? I am trying to see as well how the chart would be constructed
with the OCHL information, which would not apply in this case. The best I
could do is to provide each day’s P/L and this would form the basis of a line
chart (based on the daily close), but a bar or candlestick would not be possible.

To sum it up:

can a chart be constructed with only the closing P/L, and using those figures
rather than price points?

Regards
Francesco

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Hi Francesco,

I’ve not done it, but the approach I’d take is to create a CSV file with five columns, the first with the date, then in each row the P/L figure for that day in the four columns for that date’s row, so the data set in csv format would look like:

21-09-2020, 1051,1051,1051,1051
22-9-2020,1065,1065,1065,1065
23-9-2020,750,750,750,750
24-9-2020, 820,820,820,820
25-9-2020, 83,835,835,835

Bad day on the 23rd☹

If you import that data into Optuma it can be charted as a line chart (or candles or bars, but then they’ll end up as an “unconnected” stepped line).

The columns are essentially in the form Date, Open, High, Low, Close which is acceptable to Optuma, so then you can apply any of Optuma’s tools to the resulting chart.

Cheers

Trevor

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[postquote quote=60095]
Thanks, Trevor!

It makes perfect sense…

:slight_smile: