Hi Sacha.
I have noticed that if I view the "Consolidated" portfolio, I can sort by each of the columns.
But if I view a specific portfolio, and sort, say on the %Gain column, then if I select a different column heading to sort, I can't go back to the %Gain column and re-sort unless I select a column that has not been sorted on yet.
I notice that when I sort on a column within a specific portfolio, the little triangle indicating the direction of the sort doesn't go away when I select a different column. But it does in the "Consolidated" listing.
I hope I have explained this clearly.

Thanks,
Tony

I'll send the file, but I discovered that maybe the commission is not getting flushed as I entered another transaction WITH a commission, which was correct, then followed it with a transaction without a commission and the second transaction was incorrect.

Tony

I normally enter a commission, but without a commission it shows incorrect values.
I have attached a screenshot of "AAC" stock with a purchase price of .9199, but the transaction price shows 1.9199 with no commission added. Also the Investment is incorrect.
Now I'm confused to find rhyme or reason.
See attached screenshot.

Tony

Addition to previous post. All the portfolios vary in the problem.
Some have 20 cents added to the Transaction price and others have 12 cents added. But all the individual lines (expanded) are correct.
It appears something is left over in a buffer that is part of the portfolio calculations.
Just a wild guess.

Tony

I think a new problem was introduced.
When I enter a new transaction(Buy) the Transaction price in the "summary" line, there is one dollar added to the transaction. If you expand to see the individual transaction, that price is correct. So, immediately the Gain column reflects incorrect (negative) gains.

Thanks,
Tony

SHUT THE FRONT DOOR!!!

This is awesome. I was constantly opening charts individually, but now, hands free charting.

Thank you for being proactive in developing this feature.

Love it!!!

Tony

I don't know how you do it but, you're just awesome. You did that so fast and works perfectly.

Thanks,
Tony

I entered UBER as a new security.
I have a default chart template setup to include the MACD indicator along with other indicators and zones.
I get an exception error when I try to chart the UBER ticker. I have to "abort" to close Stockalyze.
If I remove all indicators and zones, it displays the chart (Price, Volume)
I then tried to add the indicators, one at a time. When I enter the MACD indicator it crashed Stockalyze.
Now, I don't want the MACD or any indicators for that matter, for an IPO, but can Stockalyze be setup to ignore the default chart and use a basic (Price, Volume) when there is not sufficient data to display/calculate the indicators or zones?

Another feature using Stockalyze . . . Excellent customer service.

This corrected my issue.

Thanks,
Tony

Hi Sacha.
You were gracious to allow me to use a registered copy of Stockalyze because I was having problems.
Now I am purchasing a copy because Stockalyze is awesome.
But when I go to the "Register" in the Help, it tells me that it's already registered.
When I launch the application it tells me that I only have 6 days left.
How do I enter my new registration?

Thanks,
Tony

I think the first thing that confused me was the word "during" in the condition window.

That word made me think if the number was greater than 1 then it meant "any" of the days from 0 to what ever number you put in either X or Y. I now know that is not the case.

In your example in the Help file you go through setting a MACD condition, but there is no explanation of "M" or "N" and when you select greater than or less than, it changes to "X" and "Y".
Does "M" and "N" refer to a range of days, or a specific number of days to offset also?

And in the condition window, I now understand that the "Add Condition" button inserts and AND statement to your condition and the "ADD Sub Condition" button inserts an OR statement to the condition. I didn't find that explained in the help file.

I created a new Trading System called CCI(10).
See attached.

Basically it's defined as:
CCI(10) crossed above 100
and CCI(10) 1 day ago was below 100 for the last 5 days

It's confusing when you read the statement it creates.
It's saying CCI(10) of yesterday is less than 100 of today.
The "of today" is not necessary in this example.

Hope this helps. I'll have more information as I make progress.

Thanks for your hard work on this.
Tony

I will gladly do that.
As I exercise my knowledge of how to create custom "Stock Ideas" using my many filters I use online and converting them into Stockalyze.

Maybe a forum topic to share them in the future.

Thanks,
Tony

Aha. Now I think I see it.

So, X and Y independently refer to its condition/series set above it and the number used refers to some number of days from today (zero=today)?

I was incorrectly thinking it was a range of days.

Thanks,
Tony

Once again, you are awesome. Exactly what I wanted.
And I think I'm gaining a better understanding of the X and Y days.

Am I correct to say that:
(X) is number of days to look back
and
(Y) is where to start the count to look back

So that if X=5 and Y=2
This means to look back 5 days from the day before yesterday?


Thanks
Tony

I'm now advancing into creating some trading systems that I use online and am trying to replicate them in Stockalyze.
And I need help.

What I'm trying to create is a RSI(10) Bearish
Here's the criteria:

RSI(10) crossed below 70
and RSI(10) 1 day ago was above 70 for the last 5 days

I tried adding a sub condition for the "and" part to no avail. I then tried adding a condition for it and again nothing. Maybe I still am not understanding the X and Y days and how I can include an "and" criteria.

I have some tickers that fall into this criteria, but when I run it against them I get zero hits.
Can you help me?

Thanks
Tony