View Tab

• Double click the view tab to maximize the view full screen. Double click it again to restore.
• Right mouse click on the view tab to open the view popup menu.
• Click

• in the view tab to close the Active Symbols view.
• Left mouse click the view tab and hold down the mouse button to move the Combined Symbol Stats view. Release the mouse button to place it.

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View Toolbar

The View Toolbar contains controls and settings specific to the Combined Symbol Stats view. Mouse hover over a button to see its tooltip.

Table to Spreadsheet button

• Click

• to export the Combined Symbol Stats table to a spreadsheet (sorting applied prior to exporting will be preserved in the spreadsheet).

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Information Displayed

1. Ticker – security ticker symbol
2. Name – security name
3. Container – name of portfolio, query, or watch list the security is present
4. Position – current position of security using the indicated trading system/model (e.g. Long, Buy Order, Flat, Sell Order)
5. Trade System – trading system/model being utilized (e.g. 1.2a daily, 1.2a weekly, 3.2a daily, 3.2a weekly)
6. Price – last closing price
7. Entry Date – date the indicated trading system/model purchased the security for the current trade
8. Entry Price – assumed price the indicated trading system/model purchased the security for the current trade
9. ER Ratio – illustrates how well the security has traded historically using the indicated trading system/model (calculated by multiplying % Winners by Ave WL Ratio)
10. P/L – percentage profit or loss experienced by the security in the current trade using the indicated trading system/model
11. Last Trade – date of the last available closing price
12. Stats Updated – date corresponding to the last time the statistics were updated for the security using the indicated trading system/model
13. Type – current trading system/model’s recommendation for the security based on the Current Duration of the trade in relation to the Trade Profile Mean (e.g. New Position, Accumulate, Hold, Underperform)‍