OmniVest Forum : Enhancement Requests (Future) : TP - Actual Results (w/ Equity Curve) Tab

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Beta Forums Enhancement Requests (Future) TP - Actual Results (w/ Equity Curve) Tab		Last Activity 12/24/2013 6:22 PM 0 replies, 707 viewings

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Jeff B

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Joined: 10/11/2012

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Subject : TP - Actual Results (w/ Equity Curve) Tab
Posted : 1/22/2013 3:49 PM
Post #23153

This is a "nice to have" -- add a new Tab or perhaps a Results Report -- that shows the equity curve similar to OV. OV shows the "here is what we anticipate based off of history" whereas the view through TP would show "here are the actual results since date X". This would be based on actual trades, actual fill prices, and eliminate any positions not actually traded due to one reason or another.

Would also be nice to see the "here's the performance for each of the component strategies during that period". That would give us an ability to see how closely the TP is keeping in step with OV and give us an idea of where to perhaps "tune" our portfolio of strategies.

Lastly for this Tab, it would be nice to have an ability to place notes on different dates to note different events taking place. For instance, I could add a note that on 1/24/2013, I replaced strategy R5-B-SP with R5-B-NAS. And it would be really cool if it displayed a tag on the graph that showed something of significance happened here. Similar to http://google.com/finance where when you look at a stock quote you get the news and see where the news event happened in relation to the price timeline. In this case, it is just recognizing that one of my notes "happened".

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