Build Your Own Portfolio
The Portfolio Calculator can be used to build a custom portfolio by selecting the trading system and number of contracts to trade. The Portfolio Calculator is a Microsoft Excel Worksheet that includes all of the trading system results on an end of day basis. The Portfolio Calculator is quick way to analyze each system individually. The results are based on the end of day equity curve and do no include trade trade analysis.
Important inputs are the contracts for each system. The monthly lease fee does not automatically update. In general, each system leases for $50/month for every 2 contracts. Manually update this number in multiples of $50 per trading system selected to see the performance net of lease fees. If you design your own portfolio, contact us for help setting this up as volume discounts are offered for multiple contracts.
Enter the number of contracts for each system and Press F9 or go to the Formulas tab and select Calculate Now to update the results of your selection. Results are inclusive of $25 round turn slippage and commission.