How do I rename or copy a Trade Bundle?

To rename or copy a bundle, select the Trade Evaluator from the Start Menu, highlight your bundle, and use the 'Actions' pull-down menu to find the Rename and Copy options.

What formats can I use to export my trade data?

You can export individual Trade Bundles by right-clicking them and selecting either CSV or Stock Rover format. You can also export the entire results table as a CSV file via the Actions menu.

Can I print my trade performance results?

Yes. Under the Actions menu in the Trade Evaluator, select 'Print Table' to create a printer-friendly version of your current Summary or Detail performance view.

Additional Trade Evaluator Actions

Managing Trade Bundles

To begin managing your research, select the Trade Evaluator from the Start Menu. When you select the ‘Actions’ pull-down menu for a specific Trade Bundle, you have the following management options:

Rename a Trade Bundle: Change the display name of your selected bundle.
Copy a Trade Bundle: Create an exact duplicate of a bundle, which is useful for testing “what-if” scenarios.
Delete a Trade Bundle: Permanently remove the bundle from your Trade Evaluator.

Exporting Trade Bundles

You can export a Trade Bundle as a CSV file or in the native Stock Rover format by right-clicking on the bundle within the Trade Bundle pane. The screenshot below illustrates the Export Trade Bundle options, including the CSV and Stock Rover format sub-options.

Additionally, you can export the current contents of your results table directly to a CSV file. To perform this action, click the ‘Actions’ pull-down menu and select ‘Export Table as CSV File’ as shown below.

Printing the Table

To generate a hard copy of your analysis, click the ‘Actions’ pull-down menu and select ‘Print Table’. This will format your current Summary or Detail view for printing.