Saturday, June 19, 2004 8:17:38 AM
Starting a new Portfolio with X_DEV!
We've had quite a few new X_DEV'rs come on board recently so I wanted to give them a quick tutorial on setting up a new position (or an existing position they already own) into X_DEV.
New X_DEV'r elzorro asked about MVIS which he already owns and would like to set up into X_DEV, so here goes:
First thing you do is set up the play on the X_DEV lab screen as follows. (If the play you are setting up is an exixting position, be sure to input the appropriate amount of cash you have commited to the play in the "cash reserved" window). It is also important to SAVE the setup by pressing the "Save" button, and also clicking the "File/Save As" links to make sure you will have the play in your "setups" folder.
I always look at the MRI too:
Then I'd hit the "Portfolio" button to get to the portfolio screen. Once there you click the first icon that when hovered over with the cursor says "Add New Portfolio". It's the first icon up top. You will get the following pop up:
Fill in the Name of the port and the description if you like and press "ok".
The Portfolio Management screen will open up with the "Add Stock" window. Just press the little magnifying glass icon there and a new window with all your setups will appear. Surf over to the MVIS setp up and click it to highlight it then click the "open button".
The "Add Stock" window parameters will the auto fill with your setup. (*It's important to add the right amount of cash you started the play with when you performed the original setup.* When you input previous executions on existing positions, the cash will be reduced by the amounts of the executions.)
After the numbers have auto filled in the window above, you will press the "Add" button and the following window will appear. This is where you will add any previous executions you have made (if this is an existing position). If it is a new positon, you will just click the drop down arrow next to the lightening bolt icon to select a quote provider and update the position into X_DEV.
Just fill in the "Trade Journal" with the relevant information and click "ok" when complete.
Pressing the "Activity Details" tab will show you the executions you have entered.
After you have listed all the previous executions X_DEV will then be updated for that play and will give you the appropriate buy and sell recommendations based on your individual unique setup, and you are ready to go!
It's as simple as that!
We've had quite a few new X_DEV'rs come on board recently so I wanted to give them a quick tutorial on setting up a new position (or an existing position they already own) into X_DEV.
New X_DEV'r elzorro asked about MVIS which he already owns and would like to set up into X_DEV, so here goes:
First thing you do is set up the play on the X_DEV lab screen as follows. (If the play you are setting up is an exixting position, be sure to input the appropriate amount of cash you have commited to the play in the "cash reserved" window). It is also important to SAVE the setup by pressing the "Save" button, and also clicking the "File/Save As" links to make sure you will have the play in your "setups" folder.
I always look at the MRI too:
Then I'd hit the "Portfolio" button to get to the portfolio screen. Once there you click the first icon that when hovered over with the cursor says "Add New Portfolio". It's the first icon up top. You will get the following pop up:
Fill in the Name of the port and the description if you like and press "ok".
The Portfolio Management screen will open up with the "Add Stock" window. Just press the little magnifying glass icon there and a new window with all your setups will appear. Surf over to the MVIS setp up and click it to highlight it then click the "open button".
The "Add Stock" window parameters will the auto fill with your setup. (*It's important to add the right amount of cash you started the play with when you performed the original setup.* When you input previous executions on existing positions, the cash will be reduced by the amounts of the executions.)
After the numbers have auto filled in the window above, you will press the "Add" button and the following window will appear. This is where you will add any previous executions you have made (if this is an existing position). If it is a new positon, you will just click the drop down arrow next to the lightening bolt icon to select a quote provider and update the position into X_DEV.
Just fill in the "Trade Journal" with the relevant information and click "ok" when complete.
Pressing the "Activity Details" tab will show you the executions you have entered.
After you have listed all the previous executions X_DEV will then be updated for that play and will give you the appropriate buy and sell recommendations based on your individual unique setup, and you are ready to go!
It's as simple as that!
~Mystic One~
http://stockwerld.com
(What matters)
http://www.investorshub.com/boards/board.asp?board_id=2543
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