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Posts: 5

Topic: Portfolio Summary

Hi,
I usually check the portfolio results on a certain date.
I change the data horizon and press calculate to see the results.
But when a strategy in the portfolio does not make any trade, the balance chart and portfolio stats are not updated.
Does it happen to anyone else?

Thanks
Gomes

Re: Portfolio Summary

The Portfolio aggregates all the trades from the single strategies and then calculates the statistics.
It shows the actual stats after the calculation. It is possible the new stats info to be the same as the old one. If there are no new trades, you will see changes in the Market Info and possibly in the Profit per day.

Re: Portfolio Summary

if there is a strategy without trades in the portfolio, all stats are at zero.
And the calculate button is always yellow, even after clicking.
if I remove the strategy from the portfolio, the stats automatically update without having to click calculate.

Re: Portfolio Summary

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Re: Portfolio Summary

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