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eas-guide:portfolio-content

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eas-guide:portfolio-content [2018/02/02 08:58] – [Tooblar] yavoreas-guide:portfolio-content [2025/09/12 07:27] (current) – [Sorting and Filtering] Miroslav Popov
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 ====== Portfolio Content ====== ====== Portfolio Content ======
  
-{{:eas-guide:portfolio-content.png|}}+The second tab of the Portfolio page is the 'Content tab' and it displays the portfolio strategies. It provides you with many useful options. For instance, you can sort, filter, and recalculate any strategies, or remove the ones that are correlative
  
-The Content tab in the Portfolio shows the strategies in the Portfolio. Additionally it allows you to sort, filter, recalculate the strategies and remove any correlated strategies. +{{youtube>XM7OtxmbaZg?medium }}
  
-====== Tooblar ====== 
  
-**Calculate** - Recalculate the strategies' backtest and Portfolio statistics for the current set of strategies and data.+{{:eas-guide:portfolio-content.png|}}
  
-**Progress** - How much of the recalculation work has been done so far. 
  
-**Download** - Download a collection file with the strategies in the portfolio.(If you are looking to export an Portfolio Expert Advisor you can get it on the [[eas-guide:portfolio-summary|Summary]] tab)+The Content tab in the Portfolio shows the strategies in the Portfolio. Additionally it allows you to sort, filter and recalculate the strategies and remove any correlated strategies. 
  
-**Upload** - Upload a collection of strategies to the Portfolio. 
  
-**🗑️ (Remove all)** - Remove all strategies in the Portfolio+===== Toolbar =====
  
-===== Sorting records ===== 
  
-(same as in [[eas-guide:collection|Collection]])+**Calculate** - Recalculate the strategies' backtest and Portfolio statistics for the current set of strategies and data.
  
-{{ :eas-guide:collection-sort-records.png?nolink |Sort collection records}}+**Progress** - The amount of the recalculation work has been done so far.
  
-Use this parameter to sort the collected strategies. When you make a change, the app reloads the strategies automatically. EA Studio uses the sorting option to prune the excessive strategies. +**Download** - Download a collection file with the strategies in the portfolio. (If you are looking to export a Portfolio Expert Advisor you can get it on the [[eas-guide:portfolio-summary|Summary]] tab)
  
-===== Filtering records ===== +**Upload** - Upload a collection of strategies to the Portfolio.
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-(same as in [[eas-guide:collection|Collection]]) +
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-{{ :eas-guide:collection-filter-records.png?nolink |Filter collection records}} +
-EA Studio shows all collected strategies by default. However, you may choose to filter out strategies that do not meet your requirements. +
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-When you add or remove filters, EA Studio passes all records through each filter and shows only the strategies that passed. +
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-If you export the Collection while records are being filtered this will only export the currently visible strategies. +
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-**Use performance filters** - Enables or disables performance filters for the Collection. +
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-**Passed Strategies** - The first number shows the number of visible strategies in the Collection. The second number shows the total number of strategies in the Collection. +
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-** Remove all hidden strategies ** - Using this button deletes all hidden strategies from the collection. +
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-** Add a filter ** - Click and choose a filter to add. +
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-The filters are the same as in [[eas-guide:acceptance-criteria|]] but work on the current Collection only. +
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-==== Correlation Analysis ==== +
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-(same as in [[eas-guide:collection|Collection]]) +
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-As the Generator works it will sometimes produce strategies that are very similar to the strategies that are already in the Collection. Because of this you might end up with a Collection with many very similar strategies. Of course this is not desirable because we want to have different strategies so we can minimize the risk on our side when trading. +
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-The Correlation Analysis feature will detect correlation automatically (with a correlation coefficient higher than 0.98). You can set the coefficient to a different value between 0 and 1. You can set this from [[eas-guide:settings|Tools > Settings > Correlation Analysis]] +
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-Pictures below shows Correlation Analysis in the Collection (left) and the Settings for Correlation Analysis from the Settings page (right). +
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-Higher coefficient setting: +
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-{{ :eas-guide:higher-coefficient.png |}} +
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-Lower coefficient setting: +
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-{{ :eas-guide:lower-coefficient.png |}} +
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-You can see how a higher coefficient of 0.96 in Settings results in less found strategies. EA Studio now shows only 56 strategies as being correlated. If we change the coefficient to a lower value - 0.56 this results in more strategies (95) being found as correlated. +
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-Lower coefficient means strategies can be less similar and still considered correlated.  +
-Higher coefficient means the strategies should be very similar to be considered correlated.  +
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-You can use the Correlation Analysis option in two modes: automatic and manual. +
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-For manual operation disable ** Resolve correlations automatically ** +
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-{{ :eas-guide:correlation-analyisis-1.png |}} +
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-The program will use the selected **Sorting order**. The first strategy of a correlated group of strategies will not be marked. However every following correlated strategy will be marked with a red bar. +
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-The **Resolve correlations** button will become green when EA Studio finds correlated strategies in the collection. Clicking the button will remove the correlation "duplicates" and will leave only the best strategy, according to your **Sort records** choice. +
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-{{ :eas-guide:correlation-analyisis-2.png |}} +
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-The **Resolve correlations automatically** option does what it says. When it is on, the counter and the **Resolve correlations** button will be hidden. +
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-You can see how many correlations have been resolved in the **Records stats** box below.+
  
-The Correlation Analysis can be done with two different algorithms: based on the balance line and based on the trading rules of the strategies. You can choose what to use from [[eas-guide:settings|Tools > Settings > General > Correlation Analysis]]+**Remove all** - Remove all strategies in the Portfolio
  
-{{ :eas-guide:settings-correlation-analysis.png |}}+===== Sorting and Filtering =====
  
-If you have old collections that you exported before this feature was added you might want to pass them through EA Studio again to remove any correlated strategies.+The Portfolio's sorting and filtering features work in the same way as in the [[eas-guide:collection]]. 
  
-~~DISQUS~~ 
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