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.
- Open a TradeManager Analysis window.
- Click Advanced to display the advanced settings.
- 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.
- Enter the desired amount of initial capital to change for the report in the Initial Capital $ box.
- Enter the desired interest rate to change for the report in the Interest Rate box.
- Click Generate to populate the report's results.
- 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.