Importing Excel data into Optuma charts?

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  • #60039
    AvatarFrancesco
    • Topics: 1
    • Replies: 3
    • Posts: 4

    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.

    Attachments:
    #60043
    AvatarFrancesco
    • Topics: 1
    • Replies: 3
    • Posts: 4

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

    #60045
    AvatarTrevor R
    • Topics: 93
    • Replies: 270
    • Posts: 363

    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

    #60093
    AvatarFrancesco
    • Topics: 1
    • Replies: 3
    • Posts: 4

    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

    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

    #60095
    AvatarTrevor R
    • Topics: 93
    • Replies: 270
    • Posts: 363

    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

    1 user thanked author for this post.
    #60097
    AvatarFrancesco
    • Topics: 1
    • Replies: 3
    • Posts: 4

    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

    Thanks, Trevor!

    It makes perfect sense…

    🙂

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