Ray,
Three features for those managing sets of clients accounts would be helpful.
- It would be useful to be able to generate performance reports in ways that aren't always coincident with Position Strategies.
When the Performance Report necessary to produce isn't neatly coincident with a Position Strategy or the other standard filtering critieria, it would be helpful to view the entire trade list for a given instrument or set of instruments and then filter the trades to be included in the performance report on a trade by trade basis.
- It would also be helpful if the header on the report was modifiable by the user.
Something like the Header and Footer Setup capability in Excel is an example of what would be tremendous. But it doesn't have to be that feature rich to be useful. Some simple 2 line header definition dialog would suffice.
- It would also be helpful if an output option was an html file.
If the first 2 of these capabilities existed, we're thinking we could use the Ninja Trader Performance Manager as the generator of Daily Trade and Performance Reports to clients. If the third feature existed, we wouldn't even need to touch the Ninja Trade output to be able to create the file which is accessed by clients. This would make the decision to use Ninja Trader Performance Manager as part of our detailed reporting process even more of a no-brainer.
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