TradeManager Analysis - Advanced Settings

The advanced settings appear to the right of the Advanced button when it is selected. This includes the ability to select a position template that defines how to gather and display position information from your accounts.

  1. Open a TradeManager Analysis window.
  2. Click Advanced to display the advanced settings.
  3. Select an existing template from the Position Template drop-down list or click the ellipsis button to create or edit templates. See Position Templates for more information about modifying position templates for TradeStation Analysis.
  4. Enter the desired amount of initial capital to change for the report in the Initial Capital $ box.  
  5. Enter the desired interest rate to change for the report in the Interest Rate box.
  6. Click Generate to populate the report's results.
  7. Optional. Click Save defaults to save the advanced settings for futures reports.

 The default values for Initial Capital $ and Interest Rate can be changed from the Chart Analysis Preferences - Strategy dialog.

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