Portfolio Equity Curve

The PE curve allows users to test their portfolio with real history over a period of time given the initial balance and money management settings of the portfolio. This may be done prior to applying a portfolio to easily back-test historical performance.

Example of a Portfolio Equity Curve

The PE curve shows the equity curve of the entire portfolio built from several systems, with real history over a period of time and a variable deposit. The graph plot is based on the current money management settings of the portfolio. You can adjust the Start Date and Start Balance to view the PE curve over a different time periods and with different balances.

History Tab

The history tab allows users to view past performance of their trades and can be grouped by any parameter by dragging the column to the dark grey row. This allows the user to arrange the history by their desired criteria. The user can select a start date and end date for the history.

Example 1: Grouped By System

Grouped By System

Accounts Tab

The accounts tab allows the user to see a summary of the accounts under that user login. Clients are able to manage more than one account from a single login, allowing them to apply the same portfolio and money management across all accounts.

The "Accounts" Tab