Each time I add Indicators and horizontal lines to a strategy then 'Save as' in my Folder and Strategy then shut it down and reopen the Indicators etc are gone?
Rename
Drag and dropped indicators aren’t saved with a strategy. If you want your strategy to show indicators you’ll have to plot them in the strategy.
If you’d like to maintain sets of drag and drop indicators consider saving them as an Indicator Set. You can then pull up any of your saved sets by selecting it from the drop down on the chart toolbar.
If you’d like to maintain sets of drag and drop indicators consider saving them as an Indicator Set. You can then pull up any of your saved sets by selecting it from the drop down on the chart toolbar.
Thanks Glitch. I have no idea abut saving Indicators in a Strategy. Second idea - how to save them as an Indicator set?. Sounds like a good idea. What drop down on the chart toolbar?
Indicator sets are documented in the Help (F1 key).
Eugene - Help was of no help whatsoever. I want to save various Indicators as an Indicator Set(s). So that I can introduce them into a Strategy window if and when I like.
I see there should be a folder (or drop down) called 'My Indicators".
Ian
I see there should be a folder (or drop down) called 'My Indicators".
Ian
Forget about 'My Indicators'. Do you feel that something about Indicator Sets in the Help > Chart needs any more explanation?
QUOTE:
Indicator Sets
The drop down at the right end of the toolbar contains Indicator Sets that you previously defined. Indicator Sets let you save groups of Indicators that you drag and dropped onto the chart in a named set. Use the green check-mark button to save a new Indicator Set after providing a name. Once you have a few Indicator Sets saved, you can use the drop down menu to quickly switch between your preferred indicators on any chart.
Eugene - all I want to do is have the main strategy eg top chart plus be able to add the Indicators eg CCI, MACD and PSAR (and hopefully the horizontal red lines) or any other set of Indicators to a strategy from a drop down menu. Since when I Save as and close the file I lose the Indicators etc.
Yes, and Indicator Sets help that.
As per Glitch's reply in #1:
Right click on the chart and push to C# code. Right, like in WL6.
As per Glitch's reply in #1:
QUOTE:
If you want your strategy to show indicators you’ll have to plot them in the strategy.
Right click on the chart and push to C# code. Right, like in WL6.
Thanks Eugene that works. Makes it simple. The lines, histograms etc in the indicators come up different but I can play around with that and hopefully work it out.
Also can not modify the parameters in the new setting.
Can live with the differences. Ian
Also can not modify the parameters in the new setting.
Can live with the differences. Ian
You can modify the parameters. Click an indicator label on the chart pane and select edit. When you’re satisfied, cluck the indicator set green check mark button to save the changes.
Yes I can change the Indicator parameters by using Edit but when I save this strategy and indicators as a new strategy the parameters can not be changed in the new strategy.
1 Where is the set button? 'click the indicator set green check mark button to save the changes'.
2 Having problems opening the strategy window. ie
- Open strategy
- Click share in Data Set
- Click Run Backtest
- Click Chart
- Bottom line - it loads share
- Needs to load data
- Could not load Backtest Data in this Scale range.
1 Where is the set button? 'click the indicator set green check mark button to save the changes'.
2 Having problems opening the strategy window. ie
- Open strategy
- Click share in Data Set
- Click Run Backtest
- Click Chart
- Bottom line - it loads share
- Needs to load data
- Could not load Backtest Data in this Scale range.
It's here:
The message is very clear, it's saying WL8 wasn't able to find the data you requested in the scale you specified. What scale are you trying to backtest in?
Make sure you have a Historical Provider turned on that can deliver this data. You control this in the Data Manager, Historical Providers tab. Read the Help entry on this because it explains things in detail.
The message is very clear, it's saying WL8 wasn't able to find the data you requested in the scale you specified. What scale are you trying to backtest in?
Make sure you have a Historical Provider turned on that can deliver this data. You control this in the Data Manager, Historical Providers tab. Read the Help entry on this because it explains things in detail.
Let's talk some basic operation too. Clicking a DataSet does not select the DataSet to be backtest. To select which DataSet you want to backtest, you need to specify it here:
I realize this is different from WL6. In WL8, you control all of the Strategy settings in the "Strategy Settings" tab.
I realize this is different from WL6. In WL8, you control all of the Strategy settings in the "Strategy Settings" tab.
Thanks Glitch for the explanations but:
1 If I add an Indicator(s) to a Strategy or Chart window the green Save Indicator tick does not show
2 'What scale are you trying'
- linear
3 Historical data not switched on
- now have Norgate on and at the top
4 Usually can not open a Strategy chart eg
1 If I add an Indicator(s) to a Strategy or Chart window the green Save Indicator tick does not show
2 'What scale are you trying'
- linear
3 Historical data not switched on
- now have Norgate on and at the top
4 Usually can not open a Strategy chart eg
4 Can not easily (simply) open a Strategy chart eg
- Open WL8
- Click Strategies and enter one I want to use
- Opens in Chart screen with C# Code Data
- Go to Data Sets and click any share
- Click Chart
- comes up with blank page or Chart window
.. Need to load data
- Open WL8
- Click Strategies and enter one I want to use
- Opens in Chart screen with C# Code Data
- Go to Data Sets and click any share
- Click Chart
- comes up with blank page or Chart window
.. Need to load data
QUOTE:
1 If I add an Indicator(s) to a Strategy or Chart window the green Save Indicator tick does not show
It's in the help quote in Post #5, but I'll say it in a more direct way:
Drop your indicators, type in a name for your Indicator Set and then click the green check to save the set.
QUOTE:
2 - linear
Linear/log is just a chart representation. We're asking about Daily or Intraday. If you request an intraday scale, you need to check a Historical Provider that has the data.
QUOTE:
4 Usually can not open a Strategy chart eg
Just click the "Chart" button or File > New Chart. It will open a chart using the default Chart Settings in Preferences > Chart and more importantly Preferences > Data. For initial ad-hoc chart Data, I recommend the configuration. You can adjust the data range by clicking the date range at the bottom of the chart.
Cone, thanks for your reply but we seem to be going around in circles. Maybe best to start with basics as follows, as I am getting more confused as different people seem to have different ideas, but each of great help:
- Open WL8
- Click Strategy I want to use eg Ian/Weekly.reg.1
- The Strategy window with C# Code Editor opens (as per chart attached)
- Go to DataSets
- Click on Norgate Data
- Click on S&P ASX 50which opens all 50 shares
- Click on a share eg BHP.au and get Chart window of BHP weekly share prices (as per chart attached)
Where to from here in order to open a Chart window as in #6 which includes the strategy above and added Indicators? As if I click Chart or Backtest/Chart nothing happens. That is all I ask for. Ian
- Open WL8
- Click Strategy I want to use eg Ian/Weekly.reg.1
- The Strategy window with C# Code Editor opens (as per chart attached)
- Go to DataSets
- Click on Norgate Data
- Click on S&P ASX 50which opens all 50 shares
- Click on a share eg BHP.au and get Chart window of BHP weekly share prices (as per chart attached)
Where to from here in order to open a Chart window as in #6 which includes the strategy above and added Indicators? As if I click Chart or Backtest/Chart nothing happens. That is all I ask for. Ian
1. Study Post #12 by Glitch and look at the picture. (It might be hard to distinguish in Dark Mode, but the Strategy Settings tab is selected.)
2. Open your Strategy and forget about selecting a DataSet from the left panel. Select in Strategy Settings > Portfolio Backtest.
3. Run Backtest and look at the Chart view tab. Don't open another chart window.
4. Click on Backtest Results > Positions, Metrics Report, or whatever.
2. Open your Strategy and forget about selecting a DataSet from the left panel. Select in Strategy Settings > Portfolio Backtest.
3. Run Backtest and look at the Chart view tab. Don't open another chart window.
4. Click on Backtest Results > Positions, Metrics Report, or whatever.
#1, 2 and 3 successful
#4 Nothing showed on screen for various parameters.
If hit Chart then see attachment.
#4 Nothing showed on screen for various parameters.
If hit Chart then see attachment.
It looks like you forgot to click the green Run Backtest button.
Also you need to enter a SYMBOL in the Benchmark field, not a DataSet name. For your first W8 backtest let’s keep it simple and enter SPY.
If you want to use a Norgate specific benchmark symbol you’ll have to make sure you have the Norgate Historical Provider turned on in the Data Manager, Historical Providers tab.
Also you need to enter a SYMBOL in the Benchmark field, not a DataSet name. For your first W8 backtest let’s keep it simple and enter SPY.
If you want to use a Norgate specific benchmark symbol you’ll have to make sure you have the Norgate Historical Provider turned on in the Data Manager, Historical Providers tab.
@DIY...
You need to correct the benchmark symbol. See in your second screenshot where at the bottom it indicates "Could not load Benchmark (S&P ASX 50) Data in this Scale/Range. It seems like you're trying to use a DataSet name rather than a single symbol that is used to represent the S&P ASX 50 index. If you want to use S&P ASX 50 as your benchmark you need to determine the symbol for it per some data provider. It looks like you're using Norgate. I don't have Norgate, so I don't what that symbol is.
Once you've determined the correct benchmark symbol to use, put that in the Benchmark field in your strategy window. Click the Run BackTest button. After the backtest completes, go to the Backtest Results tab and then the Positions tab therein. Double-click a position to see it on the chart tab. When on the chart tab, you can type in another symbol that is member of the dataset you backtested. Or, you can go back to the Positions tab and sift through the results, double-clicking on whatever you want to see in the chart.
You need to correct the benchmark symbol. See in your second screenshot where at the bottom it indicates "Could not load Benchmark (S&P ASX 50) Data in this Scale/Range. It seems like you're trying to use a DataSet name rather than a single symbol that is used to represent the S&P ASX 50 index. If you want to use S&P ASX 50 as your benchmark you need to determine the symbol for it per some data provider. It looks like you're using Norgate. I don't have Norgate, so I don't what that symbol is.
Once you've determined the correct benchmark symbol to use, put that in the Benchmark field in your strategy window. Click the Run BackTest button. After the backtest completes, go to the Backtest Results tab and then the Positions tab therein. Double-click a position to see it on the chart tab. When on the chart tab, you can type in another symbol that is member of the dataset you backtested. Or, you can go back to the Positions tab and sift through the results, double-clicking on whatever you want to see in the chart.
Glitch and Paull, both correct to use SPY and ticked all Providers in Historical Providers. Then the strategy chart finally worked except the Indicators did not come up as original and can not change them - can live with that.
Tried Historical Provider/Norgate /XFL but did not work - XFL is symbol for S&P ASX 50 thus something wrong with Norgate transfer.
Tried Historical Provider/Norgate /XFL but did not work - XFL is symbol for S&P ASX 50 thus something wrong with Norgate transfer.
1. Open the Data Manager
2. click on the Historical Providers tab
3. Find Norgate Data and drag it to the top of the list
4. Make sure to check it.
In general, WL8 goes through this list of checked providers from top to bottom priority to access data.
2. click on the Historical Providers tab
3. Find Norgate Data and drag it to the top of the list
4. Make sure to check it.
In general, WL8 goes through this list of checked providers from top to bottom priority to access data.
Yes Cone, I had already tried that and it did not work for symbol XFL. Must be something wrong with Norgate data system. Works for SPY with the other providers ticked. I will discuss with Corey at Norgate.
What is this symbol for? Presumably must have it in order to open a chart.
Re saved strategy and Indicators not looking like original eg dots instead of lines,, I can adjust in the script.
What is this symbol for? Presumably must have it in order to open a chart.
Re saved strategy and Indicators not looking like original eg dots instead of lines,, I can adjust in the script.
QUOTE:???
What is this symbol for? Presumably must have it in order to open a chart.
XFL isn't a valid symbol - at least not for the U.S. market.
You can even see that Norgate doesn't show it in the symbol selector -
-----
Okay, for Norgate Data you're looking for this one: SFY.AU
Don't ask me why it's not XFL!
https://www.marketindex.com.au/asx50
Cone, I looked up SPY - don't think we have a similar title. Have a different system.
XFL is a short cut symbol for S&P ASX 50. There is no share called XFL.au.
I will discuss with Norgate. I was just wondering why the strategy needs to backtest a whole lot of shares (eg SPY) first up in order to open a strategy chart? Ian
XFL is a short cut symbol for S&P ASX 50. There is no share called XFL.au.
I will discuss with Norgate. I was just wondering why the strategy needs to backtest a whole lot of shares (eg SPY) first up in order to open a strategy chart? Ian
I didn't say XFL.au.
I didn't say SPY.
The symbol for "XFL" on Norgate is SFY.AU.
I might regret complicating this, but you can create a mapping and use "XFL" so that Norgate responds with SFY.AU, like this -
I didn't say SPY.
The symbol for "XFL" on Norgate is SFY.AU.
I might regret complicating this, but you can create a mapping and use "XFL" so that Norgate responds with SFY.AU, like this -
What do you mean a whole lot of shares? The benchmark is one symbol. WL8 needs a benchmark in order to compare the strategy’s performance to a buy and hold approach.
QUOTE:
I was just wondering why the strategy needs to backtest a whole lot of shares (eg SPY) first up in order to open a strategy chart?
If you want to see a strategy in a chart without using the Strategy Monitor then...
Open a chart by clicking the chart button in WL8's main window.
Make sure the Stream button is off in the chart. (If it is off then the button's background will NOT be green. If it is on then the button's background will be green.)
Drag a strategy into the chart.
The indicators that participate in the strategy will show up along with any trades.
You can change the chart settings in the top row of the chart window (symbol, scale, etc.)
You can change the timeframe by clicking the dates at the bottom of the chart window.
If you want to trade using a strategy that has been dragged into the chart, then that's a whole other ball of wax. Cone's excellent video covers that here: https://www.youtube.com/watch?v=uJY0bb0g1IA (this is in the help by the way). The functionality was updated as described in this excellent video by Glitch: https://youtu.be/x_71H9ra3SI
Just for info Norgate has replied about symbols for OZ shares. I think we can now close this ticket. Thanks again.
'Open NDU, go to the Tools tab, click on Data Viewer, select the AU Indices database and type 50 in the "Search by name" box in the bottom left pane. This will give you the symbol for the S&P/ASX 50.
With regard to a reference symbol for AU shares, the S&P/ASX 200 is considered to be the benchmark for Australian equity performance. You can also find the symbol for this in the NDU Data Viewer'.
'Open NDU, go to the Tools tab, click on Data Viewer, select the AU Indices database and type 50 in the "Search by name" box in the bottom left pane. This will give you the symbol for the S&P/ASX 50.
With regard to a reference symbol for AU shares, the S&P/ASX 200 is considered to be the benchmark for Australian equity performance. You can also find the symbol for this in the NDU Data Viewer'.
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