Account Portfolio & Breakdown Strategy Performance

• 09/28/2017 at 3:43 AM #47581
  CKW

  Hi nicholas & all,

  I am looking a simpler way to keep track “account porfolio performance” and “breakdown of each strategy performance” every month. Account porfolio performance is simple, the data can be retrieved from “Close Positions List” tab under “Trading -> Detailed Report” but this table do not indicate the strategy which triggered those trades? I supposed same for everyone (means including Premium PRT user ?) (Well, I am using IG version). This is a bit troublesome to map manually in excel (of course no big issue for my small account/less trades).

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  CKW

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  10/02/2017 at 12:09 AM #47955
  David

  The best way I have found is to use the:
  -> Order List in PRT and then use the
  –> All tab and make sure you click the spanner/wrench to add the System column.

  Then drag to Excel or on Mac drag to desktop. You can also filter for a specific system.

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  David

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  10/02/2017 at 2:50 PM #48013
  CKW

  thanks David. I didn’t know this feature earlier! Nice to ask here 🙂

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  CKW

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