Create a Managed Trading Strategy (aka Public Strategy) in Portfolio

In addition to creating trading strategies with StrategyStudio, you can take a more hands-on approach by creating a managed portfolio using the Public Strategy feature of Portfolio. Whereas StrategyStudio strategy signal generation is fully automated, Public Strategies offer the manager full control of all signals generated and delivered to your subscribers.

The first step is to select Public Strategy in Portfolio.

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Portfolio Manager Metrics

I really like the portfolio manager but am unclear how the metrics are computed/what they really mean. Is this documented anywhere?

                                                                                         Gary

This post will give a breakdown of the different metrics used in Portfolio.

Starting Capital: Can't be changed once set. Important to have the correct starting capital if importing a portfolio.

Open Position@Cost: The cost to acquire all open positions

Open Position@Market: The current value of positions based on the most recent market close OR real-time prices (if real-time prices are selected).

Cash Balance: Remaining cash after open positions

Cash Change: Only applies to strategies where cash has been added, or in an automated strategy where cash has been added in order to meet capital requirements to hold all positions.

Open Position Change Today: Change in value of Open Positions relative to yesterday's Open Position value.

Total Value: Total Value of Portfolio based on end-of-day prices only (does not update when real-time prices are selected).


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Using Zignals Portfolio Manager

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