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TradingExpert Pro 7.3 upgrade
To
proceed directly to TradingExpert Pro v7.3 upgrade
click here
WARNING: this upgrade is designed for TradingExpert
Pro users on the monthly lease plan with myTrack.
If you are a user of TradingExpert end of day version, contact
AIQ sales at 1-800-332-2999 to purchase an upgrade.
New Features -  RTalerts
click on the links to see examples
Point and Figure as a
chart type real-time and end of day 1, 5, 15, 30, 60, daily or weekly chart.
Added four new vertical scaling modes Visible Data Min/Max, Full Data Min/Max, Percent above/below last close and Fixed.
Three additional print modes: Multi-Page Screen, Print Screen, Print Fit-to-Page.
Show last close in vertical scale
1. Added filter for recurring bad time-stamp in data feed
this often caused rtalerts to stop updating correctly.
New Features -  Portfolio Manager
Risk Analysis Tab, Added IRR (not annualized).
Stop Loss, Transaction, Journal, Closed Tabs, Added Settlement Date, Long/Short, Days Held column possibilities
Portfolio Tab, Added Days Held (Average)Long/Short.
Account Statistics/Analysis Report, Added ability to exclude a number (up to 3) of the top & bottom most/least profitable transactions.
Fixes
EDS- made date picker window a little wider.
RTalerts - Invoking zoom no longer causes an attribute to be registered, no longer shows up in attribute edit dialog.
RTalerts - 2 line indicators that didn't draw stepped now do so.
RTalerts - e-mail alerts setting is now 'sticky'.
RTalerts - Fixed rtalerts cursor from snapping to right side with every update
(mycharts.ocx.)
RTalerts - Fixed problem with Jan 1 showing up with zero data when holidays are
cleared (rttick.dll).
RTalerts - Fixed rtalerts problem with overlays display (mycharts.ocx).
Portfolio Manager - modified to allow decimals in vertical scale.
Portfolio Manager - make irr to 2 decimal places so that performance report & statistics report agree exactly.
Portfolio Manager - Fix get from date parameters, fix sharpe ratio calculation - irr parameter.
Portfolio Manager - When exporting the Portfolio or IRR Values to a .csv file the columns are not labeled properly.
Portfolio Manager - verage periods per trade (on Account Statistics/Analysis Rpt)
calculated to 2 decimal points.
Portfolio Manager - The Consolidated Accounts submenu incorrectly displayed the correct
options.
Portfolio Manager - When changing the portfolio date (on the tool bar), the tree as well
as the tab did not display the correct information.
Portfolio Manager - The summary Portfolio tab did not collect the dividends properly. Dividends should only be added to the summary when they happen
while the position is open..
Portfolio Manager - New expense types of Dividend Charged (for dividends associated with
short positions) and Margin Expense added. Affects Portfolio Performance Rpt, End of Month Rpt, and End of Year Rpt.
Portfolio Manager - Drawdown not computed properly for real accounts when there are cash
in and outflows. Changed the drawdown calculation to use internal rates
of return. Affects Account Statistics/Analysis Rpt, Monthly Performance
Rpt (.csv), and Portfolio Performance Rpt.
TradingExpert
Pro users on the monthly lease plan may also order a copy
of 7.3 on CD for $15 plus shipping, please contact AIQ
sales at 1-800-332-2999
Features in TradingExpert v7.2 released fall 2003
New Features - RTalerts
click on the links to see examples
Space on right hand side of the chart drawing tools extend for extrapolation.
Multiple instances of RTalerts launched from AIQ Menu, allows alerts on multi-time frames.
Vertical grids
Parallel Lines drawing tool
Zoom feature - click and drag box around chart area and zoom it
+/- DMI indicator
Per-indicator color selection
Clear alert list at exit
Modified toolbar icon for drawing arrow to indicate attribute is actually arrow and text
Keyboard shortcuts CTRL + for increase spacing, CTRL - for decrease spacing
Candlestick colors independent of hi-lo bar colors.
Added hot key (F11) and menu item to show/hide the price/data pane in the indicator panel
Center divider in indicator panel now acts like a splitter
New Features - Portfolio Manager
click on the links to see examples
Addition of automatically calculated SEC fees . The amount is "soft". Read from aiqpmgr.ini.
Transaction Fees – US or UK
Default Fee is:
US – 4680 / 100,000,000
UK – 50 / 1000
Drawdown from initial investment (applies only to simulation accounts) and from maximum value to subsequent low.
Add to Statistics/Analysis report, Risk Analysis Tab, and Performance Report
add maximum drawdown computation- defined as the largest continuous percentage decline in portfolio value
Charting of IRR or Portfolio Value. Allow use of comparative index.
When specifying a testing period (range of the graph), allow the starting values to be 0.
Export IRR values
Label graph as to whether it is IRR or Value
Eliminate Index for Value show only when IRR (when so designated)
Insertable columns RS Ticker Account
Allow consolidated account Statistics/Analysis reports
Add a parameters screen
Allows description & comments for printed report (50 char max)
Allows the start date and end date to be changed (a zoom over a certain period)
Allows a different RS Ticker
Allows specification of treatment of open positions
Eliminate footer on consolidated accounts only (information could be incorrect & not applicable to the analysis)
- Screen does not show immediately at the conclusion of a simulation…process is the same as previously
- Have calendar-based Performance analysis
- For consolidated accounts, start date will be the first date; end date will be the last date. However these may be changed
- Allow use of another portfolio as a comparative index value - be sure to use the portfolio symbol (it starts with a $). Also can use a portfolio from the opposite database (real vs simulation).
- Splits can cause a problem if not handled properly. Allow the user to change the name of the ticker. In this way a ticker can be inactivated but still used for portfolio irr calculations; in this case the file would have pre-split information.
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