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OmniTrader Upgrade Forums Portfolio Simulation Mode Jow can I exprt trade information?		Last Activity 7/31/2024 11:39 AM 2 replies, 1233 viewings

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kmcintyre

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Subject : Jow can I exprt trade information?
Posted : 5/24/2019 9:47 PM
Post #46199

I want to export trade information into Excel so I can sort by % Return. I want to focus in on the worst performing trades to see what went wrong. I also want to see a distribution of % Returns to get an idea of how many outliers exist, how consistent the performance is, etc.

I thought I saw Ed bring up a report that wasn't Crystal Report generated. It might even have had MFE and MAE stats. But I can't find it...

How can I export trade data and/or get a better report than the PortSim "View Trades"?

Thanks

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LSJ

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Subject : RE: Jow can I exprt trade information?
Posted : 5/25/2019 9:05 AM
Post #46200 - In reply to #46199

Have you tried an excel export and pivot table?

In Port Sim you view trades. Then choose export report and select .xlsx from the dropdown.

In the new Excel file you find Pivot table in the menu bar. It then gives you choices to select what you want to see. You can then use the Sort function to group the results the way you want.

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kmcintyre

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Subject : RE: Jow can I exprt trade information?
Posted : 5/25/2019 11:15 AM
Post #46203 - In reply to #46199

You said -

In Port Sim you view trades. Then choose export report and select .xlsx from the dropdown

That is what I needed. Totally didn't see it.

Yes, Pivot Tables are awesome!

Thanks

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