PortfolioMerge - futures io
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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
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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
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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
Trading: ZN, ZB, CL
 
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Posts: 357 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: 4,035 since Dec 2013
Thanks: 3,341 given, 7,955 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
 
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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 
Elite Member
Portland, Oregon
 
Experience: Intermediate
Platform: F-16CM-50
Trading: GBU-39
 
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What is your relationship to Tradermaid.info? Are you a vendor?

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  #11 (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: 4,035 since Dec 2013
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tturner86 View Post
What is your relationship to Tradermaid.info? Are you a vendor?

It's a two year old post!

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  #12 (permalink)
 tturner86 
Elite Member
Portland, Oregon
 
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SMCJB View Post
It's a two year old post!

We just had 3 accounts banned promoting that site and he has it in his profile. And his only 2 post are about it.

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  #13 (permalink)
 kareem40 
Dallas, TX
 
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tturner86 View Post
We just had 3 accounts banned promoting that site and he has it in his profile. And his only 2 post are about it.

Promoting this hard makes you wonder how good they really are. ....

K

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  #14 (permalink)
 SMCJB 
Legendary Market Wizard
Houston, TX
 
Experience: Advanced
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Broker: Primary Advantage Futures. Also ED&F and Tradestation
Trading: Primarily Energy but also a little GE, GC, SI & Bitcoin
 
Posts: 4,035 since Dec 2013
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tturner86 View Post
We just had 3 accounts banned promoting that site and he has it in his profile. And his only 2 post are about it.

I understand you guys have a vendor policy, and I think it's generally a good one, but going back into older threads and deleting a third of the posts in the thread make the threads unreadable. You should almost just delete the entire thread. In reality, even though the posts may be violating the vendor policy, often time the thread is actually interesting and has important information.

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  #15 (permalink)
 Big Mike 
Site Administrator
Swing Trader
Data Scientist & DevOps
Manta, Ecuador
 
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Trading: Futures & Crypto
 
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Posts: 49,960 since Jun 2009
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We can't edit posts, only delete. And if the vendor is using stealth tactics, lying about their identity, or otherwise using our site against our rules, then age of post is not a consideration.

This was just recently discovered for reasons mentioned already - other accounts were banned related to this vendor.
SMCJB View Post
I understand you guys have a vendor policy, and I think it's generally a good one, but going back into older threads and deleting a third of the posts in the thread make the threads unreadable. You should almost just delete the entire thread. In reality, even though the posts may be violating the vendor policy, often time the thread is actually interesting and has important information.

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  #16 (permalink)
 mattz   is a Vendor
 
 
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tturner86 View Post
We just had 3 accounts banned promoting that site and he has it in his profile. And his only 2 post are about it.

But the site does not exist. What is he promoting?

Matt Z
Optimus Futures

There is a substantial risk of loss in futures trading. Past performance is not indicative of future results.

Trading futures and options involves substantial risk of loss and is not suitable for all investors. Past performance is not necessarily indicative of future results. You may lose more than your initial investment. All posts are opinions and do not claim to be facts. Please conduct your own due diligence. Use only Risk capital when trading Futures.
1 800 771 6748 local 561 367 8686 email support@OptimusFutures.com
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  #17 (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: 4,035 since Dec 2013
Thanks: 3,341 given, 7,955 received


Big Mike View Post
We can't edit posts, only delete. And if the vendor is using stealth tactics, lying about their identity, or otherwise using our site against our rules, then age of post is not a consideration.

This was just recently discovered for reasons mentioned already - other accounts were banned related to this vendor.

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I'm just raising the point that at times enforcement of the policy actually hurts the site as it destroys valuable content.


mattz View Post
But the site does not exist. What is he promoting?

I'm not sure I understand?

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  #18 (permalink)
 Big Mike 
Site Administrator
Swing Trader
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Manta, Ecuador
 
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Posts: 49,960 since Jun 2009
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Yes it does.
mattz View Post
But the site does not exist. What is he promoting?

Matt Z
Optimus Futures

There is a substantial risk of loss in futures trading. Past performance is not indicative of future results.

Sent using the futures.io mobile app

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  #19 (permalink)
 Big Mike 
Site Administrator
Swing Trader
Data Scientist & DevOps
Manta, Ecuador
 
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Posts: 49,960 since Jun 2009
Thanks: 32,433 given, 98,154 received

Understood. But since we cannot edit the post to delete links or delete what could be a fake review, we delete the entire post.

If this subject is important to you please feel free to write about it again, but we need legit users writing legit reviews -- otherwise it makes no difference if we delete a third of the thread if the content contained within cannot be trusted or has a hidden agenda.
SMCJB View Post
I'm just raising the point that at times enforcement of the policy actually hurts the site as it destroys valuable content.



I'm not sure I understand?

Sent using the futures.io mobile app

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  #20 (permalink)
 mattz   is a Vendor
 
 
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Big Mike View Post
Yes it does.

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I clicked on the links on and trademade.info error is "This site can’t be reached". Maybe it's my net.

Matt Z
Optimus Futures

There is a substantial risk of loss in futures trading. Paet perfrmance is not indicative of future results.

Trading futures and options involves substantial risk of loss and is not suitable for all investors. Past performance is not necessarily indicative of future results. You may lose more than your initial investment. All posts are opinions and do not claim to be facts. Please conduct your own due diligence. Use only Risk capital when trading Futures.
1 800 771 6748 local 561 367 8686 email support@OptimusFutures.com
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  #21 (permalink)
 Big Mike 
Site Administrator
Swing Trader
Data Scientist & DevOps
Manta, Ecuador
 
Experience: Advanced
Platform: Custom solution
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Posts: 49,960 since Jun 2009
Thanks: 32,433 given, 98,154 received


mattz View Post
I clicked on the links on and trademade.info error is "This site canít be reached". Maybe it's my net.

Matt Z
Optimus Futures

There is a substantial risk of loss in futures trading. Paet perfrmance is not indicative of future results.

The site exists and loads fine, the particular URL returned a 404.

Mike

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  #22 (permalink)
 mattz   is a Vendor
 
 
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Big Mike View Post
The site exists and loads fine, the particular URL returned a 404.

Mike

Yes, agreed. I see it now. Thanks!

Matt Z

Trading futures and options involves substantial risk of loss and is not suitable for all investors. Past performance is not necessarily indicative of future results. You may lose more than your initial investment. All posts are opinions and do not claim to be facts. Please conduct your own due diligence. Use only Risk capital when trading Futures.
1 800 771 6748 local 561 367 8686 email support@OptimusFutures.com
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