PortfolioMerge 2
 
Quick Start Guide
PortfolioMerge uses TradeStation XML files. Saving your strategy reports for use with PortfolioMerge is a very simple process as outlined below.

Step 1) Load your chart and strategy in TradeStation and bring up the Strategy Performance Report as shown below.

TradeStation Strategy Report

Step 2) Click the Save icon at the upper left of the Performance Report window.

Step 3) Select a location to save the file, give it a name, and select "XML Rina file" from the Save as type dropdown as shown below.

TradeStation Save Window

Step 4) Repeat for each symbol that you want to analyze in PortfolioMerge.

Step 5) Launch PortfolioMerge and then click the "Add File" or "Add Folder" button and select the XML files that you saved previously.

Step 6) Click the "Generate Report" button.
 
 

  Catratus Software