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PortfolioMerge


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PortfolioMerge

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  #1 (permalink)
 philippe07024 
New York, NY
 
Experience: Intermediate
Platform: TradeStation
Broker: TradeStation
Trading: Forex
 
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Posts: 33 since Feb 2011
Thanks: 16 given, 16 received

I wanted to start a thread on this unfortunately discontinued product: PortfolioMerge.

It was a relatively affordable product allowing to analyze portfolios of systems running in TradeStation via the export in XML RINA file format of the Strategy Performance Report.

I found this product easy to use and to the point (particularly if compared to Portfolio Maestro - a new product of TradeStation).

Main functions available:
- Performance Summary
- Graphs: Closed Trade Equity Curve, Monthly Net Profit, Accumulative Monthly, Monthly Distribution,
- Drawdown Analysis: Closed Trades Drawdowns, Depth Distribution, Length Distribution
- Periodical Returns (Annual and Monthly)
- Market Analysis
- Monthly Return Matrix
- Correlation Analysis
- Trade List

The demo of version 1.0 is attached. PortfolioMergeDemo.zip

I look for the full version 1.0 or the demo version of 2.0 - Please PM me if you have it.

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  #3 (permalink)
 Outlier 
Germany
 
Experience: Advanced
Platform: TradeStation
Trading: Futures
 
Posts: 88 since May 2012
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I played around with the archived website
http://web.archive.org/web/*/portfoliomerge.com

and found a purchase link for beta version 2.0
https://redirect.esellerate.net:9501/store/checkout/CustomLayout.aspx?s=STR5551664910&pc=&page=OnePageCatalog.htm

Looks like the online store still works.

I also found contact info of the developer, the first link has his gmail address:
https://whois.domaintools.com/catratus.com
https://whois.domaintools.com/portfoliomerge.com

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  #4 (permalink)
 philippe07024 
New York, NY
 
Experience: Intermediate
Platform: TradeStation
Broker: TradeStation
Trading: Forex
 
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Posts: 33 since Feb 2011
Thanks: 16 given, 16 received

*If* the order / purchase mechanism works 100%, I am a little concerned in purchasing a product not supported anymore.
Nobody answered my email sent to email address listed for the website owner.

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  #5 (permalink)
 philippe07024 
New York, NY
 
Experience: Intermediate
Platform: TradeStation
Broker: TradeStation
Trading: Forex
 
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Posts: 33 since Feb 2011
Thanks: 16 given, 16 received

I eventually took the chance and the selling webpage works fine. I now have a license for v2 Beta.

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  #6 (permalink)
 phantomtrader 
Reno, Nevada
 
Experience: Advanced
Platform: NinjaTrader
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Posts: 420 since May 2011
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Thanks for posting about Portfolio Merge. I lost my version on an old computer and have been looking for it ever since! Thanks again.

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  #7 (permalink)
 gmoney 
Scottsdale, AZ
 
Experience: Advanced
Platform: TradeStation
Trading: Russell 2000
 
Posts: 2 since Apr 2010
Thanks: 0 given, 2 received

FYI, there is a new program called Portfolio Analyst that is similar to PortfolioMerge. It has a few more features as well. Link is here: Trademaid Systems.

The developer is very responsive to input - if you want a new or revised feature just shoot him an email.

I have no affiliation with either program, developer, etc.

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  #8 (permalink)
 SMCJB 
Legendary Market Wizard
Houston, TX
 
Experience: Advanced
Platform: Trading Technologies
Broker: Primary Advantage Futures. Also ED&F and Tradestation
Trading: Primarily Energy but also a little GE, GC, SI & Bitcoin
 
Posts: 4,356 since Dec 2013
Thanks: 3,692 given, 8,758 received

@kiwibird do you have any experience with their system builder product?

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  #9 (permalink)
 SMCJB 
Legendary Market Wizard
Houston, TX
 
Experience: Advanced
Platform: Trading Technologies
Broker: Primary Advantage Futures. Also ED&F and Tradestation
Trading: Primarily Energy but also a little GE, GC, SI & Bitcoin
 
Posts: 4,356 since Dec 2013
Thanks: 3,692 given, 8,758 received

Thanks @kiwibird

kiwibird View Post
GSB out of sample performance tends to be very good, as the architecture and methodology is unique and very good. My experience with other systems builders is nearly all systems tank out of sample.

I'm glad you mentioned that. While I don't have first hand experience, I've also heard that other system builders nearly always tank OOS. I will probably give a try when back from vacation.

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  #10 (permalink)
 tturner86 
Market Wizard
Portland, Oregon
 
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Trading: GBU-39
 
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What is your relationship to Tradermaid.info? Are you a vendor?

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