Right now, this is what I can do:
- For Watch list, identify entry signals based on simple rules
- Calculate position size for entry based on portfolio size and cash position
- Calculate updated SOQ orders
- Use EOD historical data for all calculations, all orders are entered manually through brokerage account
Unfortunately, due to the limitations in Excel what I want to improve on are:
- Advanced Charting
- Backtesting
- Expanding the logic in the rules for entry, position sizing, adding to positions, etc.
I am not looking for intraday trading or automated trading (at this time).
So, I have some basic questions to help me get started:
- Do I use a simulation account to "mirror" what is currently active in my brokerage account?
- Can I enter in historical orders for currently Open positions in my account?
- How do I (or should I) leverage ATM to support my objectives?
I have worked with Charts, Indicators, and Market Analyzer. I had setup Market Analyzer in NT7 to work pretty well to display indicators, but that was awhile ago.
I want to make sure that I start with the basic fundamentals to build the right trading system for me.
Thanks in advance.
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