Marco,
where ist this “Strategy Report”? I ran several strategies of mine and cannot find any PDF-Button in the Summary Page ??
Werner
The button is in the top right corner of the Summary page for Research strategies (simulations, live ports and books).
Thank you Dan.
I found it now.
It indeed is wonderful. And would be nice to have current holdings and weights in the 2nd page.
I think the growth should be that of $1. Will it also be possible to show the current securties (not strategies) in a book simulation and %sector allocation, etc.
“We will be releasing several new models that are very promising for the USA and other regions.”
Great, looking forward to it.
Marco, You should add the dividend yield to the report.
Marco, another great P123 addition, thanks.
My only suggestion on this report would be the ability to add an alternate model/strategy name for marketing purposes. Several of my models have very technical names, but would be good to change this to something more marketable. i.e. say model name is “Microcaps_model235_v2.2_20201101.vb”. Would rather use “Microcap Madness” or some other over the top (aka marketable ;-)) name.
Could re-name a strategy, but would rather not have duplicates of the same strat. Also gives flexibility in choosing different names, how it appears on the report, etc.
Thanks,
Ryan
Hi Marco,
any news on this? Release date?
Will we get some Christmas presents from P123 ? 
P123 Team,
Thank you for adding Yield to the report.
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Few have been released in the Research section only (so you can copy them and modify them). They will be in the Managed section , the P123 models area, soon together with 5 or six more models (but a Research membership will be required)
Small cap focus, Easy to follow
Small caps focus
Sectors ETF rotation
Thanks. We also added weights in the current holdings, and few cosmetic tweaks here and there
Yes, this report looks very good now.
Yes, thanks a lot for these additions.
Very good !!
The current holdings w/ weights looks better but could still be improved for books with both long and short positions. Once all long positions are shown, it will start showing short positions in the Top 25, but it’ll start with the smallest short positions since their weights are technically greater (e.g. -1.0% > -2.0%). You could sort by absolute weight, but it’s probably clearer to list top short positions separately from top long positions.
Very nice. Yield is a very useful addition. Is it possible to add Yield to the Summary Page of our Strategies & Books? If space is a constraint, I’d vote for dropping “mode” or “sizing method” from the General Info table and adding Yield to the Quick Stats table. Thanks.
Marco you had indicated that a second page would be added to the Strategy Reports with some additional content. I know you have a lot on your plate but wonder if you have an estimate of when that might happen? Really enjoy this feature, and anything more you can add in terms of trading statistics, etc, would be very welcome. Thanks.
What is the use case? What data? For clients or for yourself? In other words show the secrets (like the buy rules) or just more stats?
More stats, not the buy rules. For example I think the trading statistics are fantastic and offer tremendous transparency. Maybe that could even fit on the existing page. Thx.
I second that. Something like the Realized trades (all, winners, losers) with % average per trade and average days held. You already have turnover and I don’t think it is necessary to comment on unrealized or total amounts or anything.
Especially if you chopped down the holdings section to show the top 5 stocks. You don’t want to give away too much on the tear sheet for holdings I think.