Analyzing Theoretical Performance Output from Strategies in Thinkorswim
So you know how to use the Strategies tool in the Thinkorswim platform. But do you know how to export the strategy data and create a “P/L Curve” and “Equity at Work” plots on a graph? Do you think you can do this for multiple stocks and plot all the trade data on the same graph? In this video you will learn how to export your strategy data into Excel. You will then see an easy to follow step-by-step process of combining strategy data from multiple stock symbols into a single data set. After adding a few extra columns to calculate your P/L Curve and Equity at Work it’s just a few clicks to get them plotted on a graph inside an Excel spreadsheet.
Here is a link to the spreadsheet used in the video: Strat Stats Video.xlsx
For Excel users of average experience this should be an easy task. For those new to spreadsheets it may present some challenges. A special blog post has been setup to provide support and solutions to those who run into issues. Here is the link: TOS Strategy Analysis . Please be sure to check this article for tips and solutions. Post any questions or issues you have in the comments section of the article linked above and they will be addressed as soon as possible.
DISCLAIMER: I AM NOT A CERTIFIED FINANCIAL ADVISOR AND NOTHING IN THIS VIDEO OR TEXT IS AN ADVERTISEMENT OR RECOMMENDATION TO BUY OR SELL ANY FINANCIAL INSTRUMENT. NOR IS THIS VIDEO OR TEXT INTENDED TO INSTRUCT YOU ON HOW TO MAKE BUY OR SELL DECISIONS USING ANY OF THESE INDICATORS.
TD Ameritrade provides financial services including the trading of Stocks, Futures, Options and Forex.
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Watch the video, Thinkorswim Strategy Analysis below: