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 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 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.
New Features - EDS Strategies
We've enhanced the EDS strategies folder and added over 60 new strategies, click here to find out more and how to download the new arrangement.
Bug Fixes
RTAlerts
- Problem with changing indicator constants thru indicator panel did not cause immediate update in chart. FIXED 7.2.2003.0617
- Candlesticks, under certain conditions will not draw properly if the open and close are almost identical. FIXED 7.2.2003.0617
- Money Flow RSI drawing out of chart boundaries - this also was present in AIQCharts FIXED 7.2.2003.0617
- Trendline drawing incorrect when switching between log and arith scales
FIXED 7.2.2003.0701
Portfolio Manager
- ending balance shows as zerosFIXED 7.2.2003.0617
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RTalerts
click on the links to see examples
Portfolio Manager
