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

Slides:



Advertisements
Similar presentations
EBooks and Audiobooks. This class will give you an overview of eBooks and electronic Audiobooks available from the Library. We will also explain the basic.
Advertisements

Cheryl Jelks Trainer/Applications Support Analyst Richland School District One.
E2 Management Suite Employee Scheduling & Sales Forecasting
Little Used, but Powerful Features with GP Cathy Fregelette, CPA, PMP Practice Manager BroadPoint Technologies September 20, 2012.
Database Basics. What is Access? Database management system Computer-based equivalent of a manual database Makes it easy to organize and update information.
Copyright © 2013 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin TECHNOLOGY PLUG-IN T3 PROBLEM SOLVING USING EXCEL.
McGraw-Hill/Irwin ©2008 The McGraw-Hill Companies, All Rights Reserved TECHNOLOGY PLUG-IN T4 PROBLEM SOLVING USING EXCEL Goal Seek, Solver & Pivot Tables.
Using Macros and Visual Basic for Applications (VBA) with Excel
Developing an Excel Application
Tutorial 8: Developing an Excel Application
XP New Perspectives on Microsoft Excel 2003, Second Edition- Tutorial 8 1 Microsoft Office Excel 2003 Tutorial 8 – Developing an Excel Application.
Microsoft Office Excel 2013 Core Microsoft Office Excel 2013 Core Courseware # 3253 Lesson 8: Macros, Importing and Exporting Data.
MICROSOFT OFFICE 2013 EXCEL 1. 2 File Tab 1 Title Bar 5. Group 7 Name Box 6 Active Cell 8 Formula Bar 4 Ribbon 9 Column 10. Row 11 Sheet Tabs 12 View.
XP New Perspectives on Microsoft Office Excel 2003, Second Edition- Tutorial 5 1 Microsoft Office Excel 2003 Tutorial 5 – Working With Excel Lists.
Customizing Word Microsoft Office Word 2007 Illustrated Complete.
Macros Excel built-in functions are great but limited Macros are a means for the user to define new functions A macro is a single command that automates.
Lecture Excel: Multiple Worksheets. Workbook and Worksheets Multiple worksheets in a single workbook. When saved, only a single workbook (XLS) is saved.
Microsoft Excel 2003 Illustrated Complete Excel and Advanced Worksheet Management Customizing.
1 of 5 This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. © 2006 Microsoft Corporation.
COMPREHENSIVE Excel Tutorial 8 Developing an Excel Application.
Tutorial 5: Working with Excel Tables, PivotTables, and PivotCharts
© 2002 ComputerPREP, Inc. All rights reserved. Word 2000: Forms, Merges, and Macros.
XP 1 Microsoft Office Excel 2003 Tutorial 3 – Working With Excel Lists.
Problem Solving Using Excel
Defining Styles and Automatically Creating Table of Contents and Indexes Word Processing 4.03.
Customer Portal – Customer User. You will receive an indicating that your Customer Portal registration is complete. A link to the Customer Portal,
Advanced User Guide to Outlook and all its features.
Advanced Excel for Finance Professionals A self study material from South Asian Management Technologies Foundation.
New Tools to Increase Sales And to Enhance The User Experience.
Working with a Database
Copyright 2007, Paradigm Publishing Inc. EXCEL 2007 Chapter 7 BACKNEXTEND 7-1 LINKS TO OBJECTIVES Record & run a macro Record & run a macro Save as a macro-
+ Using Excel for Data Collection March 2012 (OK. It’s less painful than it sounds…)
Advanced Level Course. Site Extras Site Extras consist of four categories: Stationeries Site Trash Designs Components.
Lecture Excel: Macros & Pivot Tables. Macros A macro is a series of commands that are stored and can be run whenever you need to perform the task.
1 Data List Spreadsheets or simple databases - a different use of Spreadsheets Bent Thomsen.
CSS/417 Introduction to Database Management Systems Workshop 2.
Systems Module Slide 2 – Overview and Navigation
FireRMS NEMSIS (Part 2) Presented by Laura Small FireRMS Quality Assurance.
1 OPOL Training (OrderPro Online) Prepared by Christina Van Metre Independent Educational Consultant CTO, Business Development Team © Training Version.
General (Add/Edit General Ledger Accounts) The Add/Edit General Ledger Accounts screen allows you to: Add new or maintain existing GL Accounts View/edit.
1 / 23 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Working with Tax Returns Objectives –In this chapter you will learn how to: Get Started.
Name : Tatiana “Tania” Harrison Office : 216 Phone number: CWU page: Syllabus Name :
Key Applications Module Lesson 21 — Access Essentials
Chapter 17 Creating a Database.
© Cheltenham Computer Training 2002 Microsoft PowerPoint Slide No 1 Microsoft PowerPoint 2002 Intermediate Level Course.
Copyright 2002, Paradigm Publishing Inc. CHAPTER 18 BACKNEXTEND 18-1 LINKS TO OBJECTIVES Creating a Chart Sizing and Moving a Chart Sizing and Moving a.
Microsoft Access 2013 ®® Tutorial 10 Automating Tasks with Macros.
XP. Objectives Sort data and filter data Summarize an Excel table Insert subtotals into a range of data Outline buttons to show or hide details Create.
CFM S4 Cloud iQ Guide THE FUTURE OF CASH AUTOMATION.
CERTIPORT EXCEL PRACTICE. EDITING SORT/FILTER/FIND & REPLACE In the Summary worksheet, sort the data in descending order by Order Number, and then in.
Post-Newsweek Training: WebScan March Training Agenda Order Entry Best practices New Features Upcoming Features.
McGraw-Hill/Irwin ©2009 The McGraw-Hill Companies, All Rights Reserved Business Driven Information Systems 2e Plug-In T3: Problem Solving Using Excel 2007.
Excel part 5 Working with Excel Tables, PivotTables, and PivotCharts.
An electronic document that stores various types of data.
1 CA202 Spreadsheet Application Automating Repetitive Tasks with Macros Lecture # 12 Dammam Community College.
Chapter 10 Using Macros, Controls and Visual Basic for Applications (VBA) with Excel Microsoft Excel 2013.
Excel Chapter 1 Creating a Worksheet and an Embedded Chart
Click once to reveal the definition. Think of the answer. Then click to see if you were correct. Spreadsheet / Workbook A grid of rows and columns containing.
Microsoft Excel 2007 Noris Bt. Ismail Faculty of Information and Communication Technology Tel : (Ext 8408) BCOMP0101.
Problem Solving Using Excel
Excel Tutorial 8 Developing an Excel Application
Excel: Macros & Pivot Tables
Computer Fundamentals
Tutorial 5: Working with Excel Tables, PivotTables, and PivotCharts
Developing an Excel Application
SSI Toolbox Status Workbook Overview
PWA: Automated Portfolio Watcher
Lesson 1 - Automating Tasks
Microsoft Excel 2007 – Level 2
Presentation transcript:

PW: Portfolio Watcher

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

PW: Compatibility Expand DDE-links Columns

DDE Links

PW: Easy pair management Expand Pair-Information Columns

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

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

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

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

PW: Staying informed Zoom-in on the portfolio dashboard

PW: Portfolio Stats

PW: Stats per pair Expand PW Stats Columns

PW: Stats per pair

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

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

PW: Visual indicators Expand Grid Columns

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

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

Grid timer Timer-based Hi/Lo calculator

External Data: Spreadhistory Expand Spreadhistory Columns

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

External Data from ArbPairs.com Expand External Data Columns

External Data: available sections Subscription-based service

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

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

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

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

Other features Update notifications Handy ratio calculator on the Settings Sheet

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

Dividend plays Div-plays is another subsection of PW

PW: Dividend-play finder

PWA: Automated Portfolio Watcher Pair Automation

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

PWA: Business Rules

Thank you for your attention Feel free to contact me for any questions or additional info: Yahoo messenger & Skype: aetchein s: or