The Strategy Rankings/Symbol Rankings is a useful tool but somewhat cumbersome to use.
A few improvements are suggested to make it easier to use and/or enhance its functionality:
1. Use Enter key to initiate backtests: Currently, one has to enter the symbol then click on Run Backtests. Instead, simply hitting the Enter key after entering the symbol should initiate the backtest.
2. Typing replaces symbol: Corollary of #1 above. Upon entering the symbol it should be automatically highlighted so when the backtest is done one can simply type in a new symbol which will replace the old one. This will make for rapid & easy testing of multiple symbols in a jiffy instead of the current cumbersome method of clicking/highlighting/deleting/clicking and so on.
3. Ability to Save Layouts: It would be very useful to be able to save layouts (order & width of columns) so one can pull them up instead of having to waste time rearranging their width each time + using appropriate layout for different situations. [The order of columns will be specific to the layout, it shouldn't replace the default order one sets when choosing the metrics.]
4. Display Symbol Name: (optional) There's plenty of space above the column headers for this.
A few improvements are suggested to make it easier to use and/or enhance its functionality:
1. Use Enter key to initiate backtests: Currently, one has to enter the symbol then click on Run Backtests. Instead, simply hitting the Enter key after entering the symbol should initiate the backtest.
2. Typing replaces symbol: Corollary of #1 above. Upon entering the symbol it should be automatically highlighted so when the backtest is done one can simply type in a new symbol which will replace the old one. This will make for rapid & easy testing of multiple symbols in a jiffy instead of the current cumbersome method of clicking/highlighting/deleting/clicking and so on.
3. Ability to Save Layouts: It would be very useful to be able to save layouts (order & width of columns) so one can pull them up instead of having to waste time rearranging their width each time + using appropriate layout for different situations. [The order of columns will be specific to the layout, it shouldn't replace the default order one sets when choosing the metrics.]
4. Display Symbol Name: (optional) There's plenty of space above the column headers for this.
Rename
QUOTE:
Ability to Save Layouts
Already possible by saving the layout as a workspace.
From the stock screener, I just place all stocks to be screened in a temporary dataset and screen everything at once.
I'm still working to author the perfect ScoreCard merit metric. This is a tough problem. Individual Sharpe Ratios for given stocks seem to work the best, but not always. Sharpe Ratios are mean (or median) z-scores, so that gives them a statistical edge.
Saving the layout as a workspace is an unsatisfactory solution as one'll have to forgo use of other workspaces while using it.
OTOH, allowing layouts to be saved separately allows them to be called up when one pulls up the Strtgy Rankings tool while working in another workspace.
OTOH, allowing layouts to be saved separately allows them to be called up when one pulls up the Strtgy Rankings tool while working in another workspace.
QUOTE:
Saving the layout as a workspace is an unsatisfactory solution as one'll have to forgo use of other workspaces while using it.
If you want to post an ORing feature request for workspaces, so one workspace can be ORed with another, I'll vote for it.
In case you hadn't noticed the Wish List section is virtually dead.
Yes it will be a while before I can get to new features. I'm in the middle of a complete technical overhaul of WealthData.
May I humbly suggest...
You could create/sub-license an AI Bot. With just modest training in WealthScript (& learning more as it goes along) I'm sure it'll zip through the Wish List in no time as many items seem to be fairly simple. Your job will be to check for errors (progressively fewer & fewer) and integrate in the Main code.
Over the long haul it'll save you tons of time.
You could create/sub-license an AI Bot. With just modest training in WealthScript (& learning more as it goes along) I'm sure it'll zip through the Wish List in no time as many items seem to be fairly simple. Your job will be to check for errors (progressively fewer & fewer) and integrate in the Main code.
Over the long haul it'll save you tons of time.
Something like that is also on the list. But it can’t just magically happen at the snap of a finger. This takes some time so patience please.
QUOTE:
In case you hadn't noticed the Wish List section is virtually dead.
Well, there may be a wait, but you could still post the feature request to add an ORing feature to workspace configurations. It's a good idea, and the idea can start collecting votes.
If you do, I'll vote for it.
You do it, st, as it's your idea (I'm not even sure what ORing means).
Anyway, Point #1 in my initial post - running the backtest by hitting the Enter key after inputting the symbol - is the most important point by far. Just like when you type a symbol in the chart window and hit Enter and you get the new symbol's chart.
Anyway, Point #1 in my initial post - running the backtest by hitting the Enter key after inputting the symbol - is the most important point by far. Just like when you type a symbol in the chart window and hit Enter and you get the new symbol's chart.
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