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Knowledge Base

Trade Tracker

Overview


The Trade Tracker allows you to enter historical entry and exit points (while Training Mode is activated) on a chart. As these entry and exit points are added, a running total of profit and loss is tracked via the Trade Tracker.

The Trade Tracker has been designed to handle both long and short trades.

Using the Trade Tracker


To begin, open a chart and set the Training Mode to the date you want to start from. Select the type of trade you wish to place (Long / Short) and left-click the Enter button once on a bar where the system you are testing indicates a buy signal.

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When you click on Enter, a green arrow will be added to the bar to mark its location.

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Once the arrow is displayed on the chart, you can adjust various settings such as purchase price, position and the number of shares you purchased. By default it will take the Open price as the trade, but if you click on the arrow you can adjust the Price Type property under Selected Trade from Open to Close for example, or even type a specific value in the Price field:

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Once you have set up the entry details, continue adding bars to the chart via the Training Mode Console. Once your trading plan indicates a sell signal, left-click the Exit button.

A red arrow will be added to the bar to mark its location. Like the entry, you can click the arrow and be able to change the value from Open to Close, or a specified price.

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You can repeat this process as many times as required, mixing short and long trades together. Once you have finished entering your buy and sell items to the chart, you can tick the Show Report checkbox to view a summary of how profitable the system was.

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Video


This video is pulled from the Optuma 101 course that you can access here. This course takes you through the basics of Optuma and helps you get up and running and using Optuma to its full potential. In this video, Darren Hawkins, MSTA, will take you through the use of the Training Mode and Trade Tracker in Optuma.

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