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 Symbol Trade Profile view.
• Left mouse click the view tab and hold down the mouse button to move the Symbol Trade Profile view. Release the mouse button to place it.

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View Toolbar

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

Table to Spreadsheet button

• Click

• to export the Symbol Trade Profile 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. Min Days Held – minimum number of days a security has been held using the indicated trading system/model throughout its history
4. Max Days Held – maximum number of days a security has been held using the indicated trading system/model throughout its history
5. Trade Profile Mean – average or expected number of days a security is expected to be held using the indicated trading system/model (estimated using the average holding period for all trades in a security throughout its history)
6. Trade Profile Mean Std Dev – standard deviation of the number of days a security is held on average using the indicated trading system/model (estimated using the average holding period for all trades in a security throughout its history)
7. Projected Max Days – calculated by adding the Current Duration value to the Trade Profile Std Dev value
8. Current Duration – number of days a security has been held in the current trade using the indicated trading system/model
9. Mean Days Date – date when the current trade is likely to meet the Trade Profile Mean value (estimated using the average holding period for all trades in a security throughout its history)
10. Max Days Date – date when the current trade is likely to meet the Max Days Held value (estimated using the maximum holding period for any trade in a security throughout its history)
11. 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)