PortfolioXpert:View Breakdown Table

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Name Description Image
Active Symbols The Active Symbols view displays the following information for each security currently active in a selected portfolio: Ticker, Security Name, VPMVirtual Portfolio Manager Trade System, Last Trade Date, Last Open, Last High, Last Low, Last Close, VPMVirtual Portfolio Manager Sector, and VPMVirtual Portfolio Manager Group. The pie chart shows the selected portfolio's percentage composition by VPMVirtual Portfolio Manager Sector.
Active symbols view.png
Combined Symbol Stats The Combined Symbol Stats view displays the following symbol data for every symbol contained within a selected portfolio, query, or watch list: Symbol, Description, Container, Position, Model, Price, Entry Date, Entry Price, ER, P&L, Last Trade, Stats Updated, and Type.
Combined symbol stats.png
Current / Projected Positions The Current / Projected Positions view displays the following data for both current and projected positions in a selected portfolio: # Active, # Long, % Invested, $ Invested, % Cash, $ Cash, and $ Equity.
Current projected positions.png
Error Log The Error Log displays and logs any errors that occur while running PortfolioXpert.
Error log.png
Fundamental Snapshot The Fundamental Snapshot view displays the following symbol data for a selected symbol: (Fundamental Snapshot) Last Price, Open, High-Low Range, 52Wk Low-High Range, and Volume; (Valuation Ratings) P/E Ratio, Capitalization, and EPS; (Yields) Dividend, Dividend Yield, and Ex-Dividend Date.
Fundamental snapshot.png
Internal Web Browser The Internal Web Browser is built into Eclipse and is not actively supported or developed in PortfolioXpert.
Internal web browser.png
Long Positions Breakdown Chart The Long Positions Breakdown Chart displays the percentage of long positions versus no positions at either the universe, sector, or group level.
Long positions breakdown.png
Message Log The Message Log displays information about actions occurring in PortfolioXpert such as portfolios being allocated, queries and watch lists being run, and symbols being requested.
Message log.png
Open Positions View The table in the Open Positions view displays the following symbol data for each symbol, or position, that is currently long in a portfolio: Name, Trade Sys, % Portfolio, Entry Date, Entry Price, Last Trade, Last Price, $ Profit, % Profit, Ave Long, Ave Long SD, Max Held, Current, Type, Sector, and Group. The pie chart shows the selected portfolio's percentage holding by Sector.
Open positions.png
Portfolio List View The Portfolio List view displays the following portfolio data for each synced VPMVirtual Portfolio Manager 2.0 portfolio, User & Premier Portfolio Subscription, and PortfolioXpert portfolio: Name, Orders, Current, Last, YTDYear to Date , Mod Entries, Mod Exits, User Entries, User Exits, Re-Allocs, # Total, # Active, # Inactive, Cur. DDDraw Down , Cur. DDDraw Down  %, Last Allocated, and Status.
Portfolio list.png
Portfolio Monthly / Annual Returns View The Portfolio Monthly / Annual Returns view displays both monthly and annual returns for a selected portfolio.
Monthly annual returns.png
Portfolio Orders View The Portfolio Orders view displays the following symbol data for each pending order in a selected portfolio: Execute Date, Symbol, Model, Order Type, Shares, Current %, Projected %, and % Redux.
Portfolio orders.png
Portfolio Rolling 12 Month Returns View The Portfolio Rolling 12 Month Returns view displays the 12 month returns of a selected portfolio both as a table and a chart and also includes the following portfolio return data: Best, Worst, Average, Std. Dev, Average DDDraw Down , and Sharpe.
Rolling12.png
Portfolio Rolling 24 Month Returns View The Portfolio Rolling 24 Month Returns view displays the 24 month returns of a selected portfolio both as a table and a chart and also includes the following portfolio return data: Best, Worst, Average, Std. Dev, Average DDDraw Down , and Sharpe.
Rolling24.png
Portfolio Symbol Returns View The Portfolio Symbol Returns view displays the following return values for each security in a selected portfolio: Ticker, Security Name, Trade System, Buy Dollars, Model Sell Dollars, Reallocation Sell Dollars, Net Dollar Profit / Loss, Net Percent Profit / Loss, Model Trades, Reallocation Trades, Winning Trades, Losing Trades, Percent Winning Trades, ER Ratio for entire security trade history (ER Ratio Symbol), and ER Ratio for security trade history since portfolio inception (ER Ratio Portfolio).
Portfolio symbol returns.png
Portfolio Trade Log View The Portfolio Trade Log view displays the following trade data for each trade that has occurred in a selected portfolio: Date, Symbol, Model, Type, Shares, Price, Ticket Charge, and Total.
Portfolio trade log.png
Portfolio Trade Profile View The Portfolio Trade Profile view displays the following portfolio trade data for a selected portfolio: Name, Ave Trds P/W, Ave Trds P/W SD, Ave Days Long, Ave Days Long SD, Ave Max Days Long Pos., Ave Cur. Durations, # Pos. Below Mean, # Pos. Above Mean, Ave Long Pos. P/D, Ave Long Pos. P/D SD, Min Long Pos. P/D, and Max Long Pos. P/D.
Portfolio trade profile.png
Queries View The Queries List view displays the following query data for each query: Name, # Rules, # Rules Enabled, Limit Search, # Limit Symbols, # Matches, and Last Run.
Queries list.png
Quick Search View The Quick Search view displays every symbol, portfolio, query, and watch list while also providing the ability to search for a specific one.
Quick search.png
Reports View The Reports view provides both a PDF and XLS portfolio report and a PDF orders report, all of which can be opened or saved locally.
Reports view.png
Research View The Research view displays the following data for a selected sector, group, or symbol: Symbol, Index, Model, Position, Entry Date, P&L, Current Duration, Max Days Held, Type, and ER Ratio.
Research view.png
Symbol Graph View The Symbol Graph view graphs symbol data for a selected symbol.
Symbol graph.png
Symbol History View The Symbol History view displays the following symbol history data for a selected symbol: Date, Open, High, Low, Close, and Volume.
Symbol history.png
Symbol Model Results View The Symbol Model Results view displays the following symbol data for a selected symbol: Symbol, Net Profit %, ER Ratio, Total Trades, Winning Trades, % Winners, Losing Trades, % Losers, Ave Win %, Ave Loss %, and Average WL Ratio.
Symbol model results.png
Symbol Stats History View The Symbol Stats History view displays the following historical symbol data for a selected symbol: Date, % Losers, % Winners, Ave Drawdown, Ave Loss %, Ave WL Ratio, Ave Win %, Current Duration, Current P&L, Current Position, Drawdown High Date, Drawdown Low Date, ER Ratio, Entry Date, Entry Price, Last Close, Last High, Last Low, Last Open, Losing Trades, Max Days Date, Max Days Held, Mean Days Date, Min Days Held, Net Profit %, Optimized Net Profit %, Projected Max Date, Projected Max Days, Stats Run Time, Total Trades, Trade Profile Mean, Trade Profile Std Dev, and Winning Trades.
Symbol stats history.png
Symbol Trade Log View The Symbol Trade Log view displays the following trade data for all trades on a selected symbol: Date, Type, Price, and P&L.
Symbol trade log.png
Symbol Trade Profile View The Symbol Trade Profile view displays the following symbol data for a selected symbol: Symbol, Min Days Held, Max Days Held, Trade Profile Mean, Trade Profile Std Dev, Projected Max Days, Current Duration, Mean Days Date, Max Days Date, and Type.
Symbol trade profile.png
Trend / Resistance / Support View The Trend / Resistance / Support view displays the following symbol information for a selected symbol: Trend Phase, Reversal Patterns, Resistance, and Support.
Trend resistance support.png
Watch List Trigger View The Watch List Triggers view displays the following trigger data for each trigger in a selected watch list: Symbol, Model, Tripped, Type, Cur. Value, Operator, and Trip Value.
Watch list trigger.png
Watch Lists View The Watch Lists view displays the following watch list data for each watch list: Name, # Symbols, # Triggers, # Tripped, Last Run, and Email Report.
Watch lists.png
Xpert Chart View The Xpert Chart is used in conjunction with other views to both display and compare portfolios, stocks, indexes, sectors, and groups, either individually or in any combination of up to twenty items at once. To learn more about the Xpert Chart, such as the difference between the Link to Selection mode and the Unlink to Selection mode, watch the video tutorial
Xpert chart.png


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