- ago
In WL6 there was a visualizer 'Trade+' which allowed me to view only open positions. I noticed WL7 has a button on the Positions tab for 'Open Positions to the Top', but I'd like to filter the report to only show open positions. Is there something in WL7 that gives me that functionality??

Sometimes I use WL to help me screen for new opportunities. I'll use a web site to screen for stocks that match my criteria (e.g. broker screens, FINVIZ screens, etc) and use the results to make a list of symbols to run in WL. I like using the open positions results from a backtest to review for potential buys to add to my portfolio. Being able to sort only the open positions in WL6 helped me find the best candidates.

If this functionality doesn't exist, I would like to ask that it be added as a future request for WL7.
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- ago
#1
Yes, you can sort only the open positions. The Positions tab supports multi-column sorting (up to 3 cols). Choose one or two columns you'd like to sort on first by clicking on them, and then click on Exit Date twice to bring up the open positions. You'll notice that the order of items will depend on the sort direction of the first two columns.

I'm not sure if I see a connection between stock screening and open positions. However, if you occasionally haven't noticed it, the Stock Screener tool lets one create an automatically updating DataSet based on custom criteria like price, volume, fundamentals, dividends and technical indicators:

https://www.wealth-lab.com/extension/detail/DataExtensions#screenshots
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- ago
#2
Thanks. I didn't know you could sort by multiple columns. I'd still prefer to see only open positions, but this is something I can work with.

Stock screen is to get a list of all available stocks that fit my criteria (e.g. Financial stocks with a volume greater than 1M). Then I use a strategy to find those that might be attractive for trading now -- open positions or signaled. It's just a two phase screening process.

Where does the DataExtensions Stock Screener get the list of securities to screen for the criteria? When I do a stock screen, I'm looking at all stocks -- not just those I have in my datasets.
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- ago
#3
QUOTE:
Where does the DataExtensions Stock Screener get the list of securities to screen for the criteria?

You'll find answer to this question if you strike F1 with the Stock Screener open.
QUOTE:
When I do a stock screen, I'm looking at all stocks -- not just those I have in my datasets

That's the whole point of the Screener.
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- ago
#4
Good to know. As you most likely know, I only have the standard license, so using a Data Extension would be an extra cost after the trial period for the extension. For now I'm seeing what I can do with the basic WL7. Later I might consider additions.

One thought: a helpful scan might be for symbols scheduled to report earnings in X days with other criteria such as average volume and optionable. That would be a scan needed on a daily or weekly basis which would be nice to have automatic. Looking at the screenshot days until earnings wasn't available. Feature Request??

Btw, your link for the Data Extension screenshot took me to the Data Extension page. I then had to click on the screenshot link on that page and scroll to the bottom.
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- ago
#5
QUOTE:
One thought: a helpful scan might be for symbols scheduled to report earnings in X days with other criteria such as average volume and optionable. That would be a scan needed on a daily or weekly basis which would be nice to have automatic. Looking at the screenshot days until earnings wasn't available. Feature Request??

It's a good idea yet impossible to add because the Screener's data source does not support these criteria (earnings schedule, optionable, variable bar scales). It's feature complete.

The recently introduced NextEarnings indicator should help to scan your local DataSets for stocks with upcoming earnings, though.

QUOTE:
Btw, your link for the Data Extension screenshot took me to the Data Extension page. I then had to click on the screenshot link on that page and scroll to the bottom.

I know, anchor links don't work as of now.
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- ago
#6
QUOTE:
The recently introduced NextEarnings indicator should help to scan your local DataSets for stocks with upcoming earnings, though.

I saw Glitch's YouTube video of the release. It looks like a nice implementation. It's something I'll be considering when I'm ready to take on the Extensions.
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Cone7
 ( 34.90% )
- ago
#7
Just for completeness, instead of sorting the columns yourself, there's a Open Positions to Top button you can click. It's pretty easy to ignore the closed positions after that.
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- ago
#8
Yes, but I wanted to sort within open positions. Once you click on 'Open Positions to Top' it appears to clear your sorted columns. If I click on 'Bars Held' twice and then 'Exit Date' twice I got open positions with 'Bars Held' in descending order. Mainly what I wanted.

Current columns sorting:
The multiple columns sorting got confusing. Each time I click on a column it keeps the last two columns selected for sorting and the new click becomes the primary sorted order. There didn't appear to be a way to clear the selected columns until I realized the 'Open Positions to Top' button would do that.

My expected behavior:
I would expect multiple column sorting to involve holding down the CTRL key and click based on the order you want the columns sorted. First column clicked would be primary, next column would be secondary, and so on. The opposite I what the behavior seems to be now. If you click on columns without holding down CTRL key, previous sorting would be cleared and only that column would be sorted.

I can work with the way it is now, but I thought it was worth mentioning that I thought it was a little confusing.
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Glitch7
 ( 85.94% )
- ago
#9
It doesn't work that way. But you should be able to adapt to the new way of multi column sorting. It's really pretty intuitive if you can forget the way WL6 did it, which in my view is pretty unintuitive (I mean, who would think to click the Control key??)

Just click the lowest priority sort column first. The second column you click will sort by that column but WILL RETAIN the sort of the previous column as a secondary sort. And so on, up to 3 levels deep. Armed with this knowledge you can sort by anything, for example here is Open Positions, then Symbol, then Shares.

To achieve this I first clicked Quantity, then Symbol, then Exit Date twice (to get the Open Positions to the top)

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- ago
#10
Yes, that's what I observed. It just felt awkward to click on the least significant column first. I have to think ahead what order I want the list to be in.

I can work with it as is.
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- ago
#11
Glitch,

File Explorer might be a good example of how Microsoft implemented sorting multiple columns. They used the SHIFT key instead of the CTRL key.

You can sort by multiple columns in Windows Explorer or within a folder. You would have to shift-click (hold down the Shift key) columns to specify additional criteria.

For instance, say you want to sort by type (application, text file, etc) and then by “date modified.”

First click the "Type" column so that it shows an arrow pointing up, indicating ascending order. Hold the shift key and then click the "Date modified" column. The up arrow remains on the "Type" column, but now the date modified is a secondary sort key. Shift-click "Date modified" again to switch between ascending/descending.
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