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PW: Portfolio Watcher. Key Features Works with REDI+, eSignal, ThinkOrSwim & Obsidian Handles pairs, mergers and single stocks Batch-import pairs, add.

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Presentation on theme: "PW: Portfolio Watcher. Key Features Works with REDI+, eSignal, ThinkOrSwim & Obsidian Handles pairs, mergers and single stocks Batch-import pairs, add."— Presentation transcript:

1 PW: Portfolio Watcher

2 Key Features Works with REDI+, eSignal, ThinkOrSwim & Obsidian Handles pairs, mergers and single stocks Batch-import pairs, add one by one, import from another PW Built-in accounting to track trades Portfolio statistics based on entered trades Visual and audio spread-price alerts (Buy, Sell, Stop) Visual indicators Spreadhistory & External Data connectivity AutoIT, Dividends page, Settings page

3 PW: Compatibility Expand DDE-links Columns

4 DDE Links

5 PW: Easy pair management Expand Pair-Information Columns

6 PW: Easy pair management 1) Color-coded: Green color means that a column/cell may be edited Gray cells represent system columns 3) Options for importing pairs & layers into PW 2) Fill out these columns to batch-import pairs and click “Create Sheets” 4) Add pairs one by one 5) Select one or more pairs to delete

7 PW: Fast accounting Double-click on a pair-name to go to Accounting sheet for that pair

8 How to add a new layer: 1)Click [Add Layer] button 2)Layer number and today’s date & time recorded automatically 3)Fill out entry prices for each stock & double-check quantities Done. New layer will now be reflected on the main PW sheet PW: Adding a layer

9 How to take a layer off: 1)Fill out exit prices for each stock & double-check quantities 2)Enter “d” into Exit Date cell. This “d” will be automatically replace with Date/Time 3)Delete or adjust the layer number to close or move this layer PW: Taking off a layer

10 PW: Staying informed Zoom-in on the portfolio dashboard

11 PW: Portfolio Stats

12 PW: Stats per pair Expand PW Stats Columns

13 PW: Stats per pair

14 PW: Don’t miss a trade If you enter ‘m’ into the alert cell, the following alert message will be displayed once a target is reached Color alerts are enabled by default

15 Alerts: Voice & Message box If you enter ‘vm’ or ‘mv’ into the alert cell, a voice alert will sound and this message alert will be displayed once the target is reached If your Excel supports text- to-speech, you can enter ‘v’ into the Alert field for voice alerts

16 PW: Visual indicators Expand Grid Columns

17 PW: Visual indicators Visual indicators for LEAD stock: E: Earnings D: Ex-Dividend Y: 52-wk Hi/Lo T: Today’s Hi/Lo Same indicators for Second stock Grid – visual representation of a price in a range. Range can be set manually or calculated based on intra- day Hi/Lo of the spread-price

18 PW: Keeping track of Hi&Lo Expand Grid-Timer Columns

19 Grid timer Timer-based Hi/Lo calculator

20 External Data: Spreadhistory Expand Spreadhistory Columns

21 Spreadhistory fields Available Spreadhistory fields: Long Term Darren’s Ratio Short Term Darren’s Ratio 5-Day ATR 65-Day ATR Correlation 1 & 2 New columns may be added to reflect other data-points Subscription-based service

22 External Data from ArbPairs.com Expand External Data Columns

23 External Data: available sections Subscription-based service

24 ArbPairs.com data Select rows under a green cell and click “Get data..” Data is calculated on the server and brought into PW on demand

25 ArbPairs.com data Indicates how many days are included in a calculation Pivot Point, Support & Resistance levels as well as Open, Hi, Lo, Close & Range for previous day

26 ArbPairs.com data Over 60 data-points of fundamental & statistical data New columns may be added to collect more data

27 Other features - Sorting PW sorted by pair-name in ascending order PW sorted by ATR % in descending order

28 Other features Update notifications Handy ratio calculator on the Settings Sheet

29 PW: Other features Run more the one instance of PW on each computer Not resource-intensive Highly customizable interface & accounting book:  Insert new columns with custom formulas  Modify accounting template VBA code is not locked and is accessible for custom macros AutoIT is integrated:  Link to eSignal charts  Link to REDI+ montages

30 Dividend plays Div-plays is another subsection of PW

31 PW: Dividend-play finder

32 PWA: Automated Portfolio Watcher Pair Automation

33 PWA: Key features Auto-trade pairs or single stocks: Paper-trade or real-trade modes Alert-based (unattended) or manual execution Automatic re-arming for next trade based on ATR Automatic book-keeping (layers are added and taken off automatically) Business rules for pairs & stocks Illegal sell prevention, stale capital locator, correct share amt checker Stop & Go-With options, trade log, easy upgrades, advanced statistics

34 PWA: Business Rules

35 Thank you for your attention Feel free to contact me for any questions or additional info: Yahoo messenger & Skype: aetchein Emails: 7BWJ@brighttrading.net or etchein@gmail.com7BWJ@brighttrading.netetchein@gmail.com


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