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PW: Portfolio Watcher

PW: Portfolio Watcher. Key Features. Works with REDI+ , eSignal , ThinkOrSwim & Obsidian Handles pairs , mergers and single stocks Batch-import pairs, add one by one, import from another PW Built-in accounting to track trades Portfolio statistics based on entered trades

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PW: Portfolio Watcher

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  1. PW: Portfolio Watcher

  2. Key Features • Works with REDI+, eSignal, ThinkOrSwim & Obsidian • Handles pairs, mergers and single stocks • Batch-import pairs, add one by one, import from another PW • Built-in accounting to track trades • Portfolio statistics based on entered trades • Visual and audio spread-price alerts (Buy, Sell, Stop) • Visual indicators • Spreadhistory & External Data connectivity • AutoIT, Dividends page, Settings page

  3. PW: Compatibility Expand DDE-links Columns

  4. DDE Links

  5. PW: Easy pair management Expand Pair-Information Columns

  6. PW: Easy pair management 3) Options for importing pairs & layers into PW 1) Color-coded: Green color means that a column/cell may be edited Gray cells represent system columns 4) Add pairs one by one 5) Select one or more pairs to delete 2) Fill out these columns to batch-import pairs and click “Create Sheets”

  7. PW: Fast accounting Double-click on a pair-name to go to Accounting sheet for that pair

  8. PW: Adding a layer • How to add a new layer: • Click [Add Layer] button • Layer number and today’s date & time recorded automatically • Fill out entry prices for each stock & double-check quantities • Done. New layer will now be reflected on the main PW sheet

  9. PW: Taking off a layer • How to take a layer off: • Fill out exit prices for each stock & double-check quantities • Enter “d” into Exit Date cell. This “d” will be automatically replace with Date/Time • Delete or adjust the layer number to close or move this layer

  10. PW: Staying informed Zoom-in on the portfolio dashboard

  11. PW: Portfolio Stats

  12. PW: Stats per pair Expand PW Stats Columns

  13. PW: Stats per pair

  14. PW: Don’t miss a trade Color alerts are enabled by default If you enter ‘m’ into the alert cell, the following alert message will be displayed once a target is reached

  15. Alerts: Voice & Message box If your Excel supports text-to-speech, you can enter ‘v’ into the Alert field for voice alerts If you enter ‘vm’ or ‘mv’ into the alert cell, a voice alert will sound and this message alert will be displayed once the target is reached

  16. PW: Visual indicators Expand Grid Columns

  17. PW: Visual indicators Visual indicators for LEAD stock: E: Earnings D: Ex-Dividend Y: 52-wk Hi/Lo T: Today’s Hi/Lo Grid – visual representation of a price in a range. Range can be set manually or calculated based on intra-day Hi/Lo of the spread-price Same indicators for Second stock

  18. PW: Keeping track of Hi&Lo Expand Grid-Timer Columns

  19. Grid timer Timer-based Hi/Lo calculator

  20. External Data: Spreadhistory Expand Spreadhistory Columns

  21. Spreadhistory fields • Available Spreadhistory fields: • Long Term Darren’s Ratio • Short Term Darren’s Ratio • 5-Day ATR • 65-Day ATR • Correlation 1 & 2 New columns may be added to reflect other data-points Subscription-based service

  22. External Data from ArbPairs.com Expand External Data Columns

  23. External Data: available sections Subscription-based service

  24. ArbPairs.com data Select rows under a green cell and click “Get data..” Data is calculated on the server and brought into PW on demand

  25. ArbPairs.com data Indicates how many days are included in a calculation Pivot Point, Support & Resistance levels as well as Open, Hi, Lo, Close & Range for previous day

  26. ArbPairs.com data Over 60 data-points of fundamental & statistical data New columns may be added to collect more data

  27. Other features - Sorting PW sorted by pair-name in ascending order PW sorted by ATR % in descending order

  28. Other features Update notifications Handy ratio calculator on the Settings Sheet

  29. PW: Other features • Run more the one instance of PW on each computer • Not resource-intensive • Highly customizable interface & accounting book: • Insert new columns with custom formulas • Modify accounting template • VBA code is not locked and is accessible for custom macros • AutoIT is integrated: • Link to eSignal charts • Link to REDI+ montages

  30. Dividend plays Div-plays is another subsection of PW

  31. PW: Dividend-play finder

  32. PWA: Automated Portfolio Watcher Pair Automation

  33. PWA: Key features • Auto-trade pairs or single stocks: • Paper-trade or real-trade modes • Alert-based (unattended) or manual execution • Automatic re-arming for next trade based on ATR • Automatic book-keeping (layers are added and taken off automatically) • Business rules for pairs & stocks • Illegal sell prevention, stale capital locator, correct share amt checker • Stop & Go-With options, trade log, easy upgrades, advanced statistics

  34. PWA: Business Rules

  35. Thank you for your attention Feel free to contact me for any questions or additional info: Yahoo messenger & Skype: aetchein Emails: 7BWJ@brighttrading.net or etchein@gmail.com

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