StockEagle Customizing your Portfolio Layout        prev.jpg (821 bytes)   next.jpg (821 bytes)

StockEagle allows you to customize the layout used to display your Portfolio.

You can choose from the "File" menu the Basic or detailed Portfolio Layout

Example of the "Basic Portfolio Layout":
wpe9.jpg (26439 bytes)

Example of the "Detailed Portfolio Layout":wpe8.jpg (35146 bytes)

StockEagle Portfolio Column Layout

StockEagle is using the following columns for the Portfolio display:

Column Description Example
1 Stock/Index Symbol INTC
2. Balance $2573.00 (green=profit, red=loss)
3. Details Part1
Basic: Last Price (Change)
Detailed: Last Price (Change), Volume/#Trades
Basic: 30.19 (0.00)
Detailed: 30.19 (0.00) 42797400/42563
4. Details Part2:
Basic: Buy Price
Detailed: Chg% Shares @Buy Price (Fee)
Basic: 25.00
Detailed: 20.6   500 @25.00 (22.00)
5. Graph wpeA.jpg (3493 bytes)

StockEagle Portfolio Layouts

StockEagle maintains three predefined portfolio layouts.
To switch between these layout simply click on the File menu and select one of the layouts:
wpeB.jpg (7665 bytes)

The details for each portfolio layout is defined in the Eagle.INI configuration file.

Portfolio Layout Eagle.ini Section
Basic Portfolio1
Detailed Portfolio2
Custom Portfolio3

Example:
Basic Layout is defined in the [Portfolio1] section in the Eagle.ini file:
[Portfolio1]
Col1Txt=Symbol
Col2Txt=Balance
Col2Fmt=%G
Col3Txt=Last (Change)
Col3Fmt=%L (%C)
Col4Txt=Base Price
Col4Fmt=%E
Col5Txt=Graph

How to customize Portfolio Column Header

You can customize the following details for each of the three layout types:
1. Column header Text (Col 1-5)
2. Column contents (Col 2,3,4)
3. If columns appear at all (Col 2,3,4)
You can modify the Basic/Detailed Layout or design your own custom layout.

Example1:
To drop the number of trades part in column3 of the Detailed Layout.
1. Select File/Edit Configuration Eagle.INI File
wpeC.jpg (7453 bytes):
2. Scroll down to the [Portfolio2] section
3. Edit the column3 entry to:
Col3Txt=Last (Chg) Volume
Col3Fmt=%L (%C) %V
4. Save abd Exit the NOTEPAD editor
5. Activate the new layout: File/Detailed Layout:
wpeE.jpg (35322 bytes)

Example2:
Show the Buy/Entry price and shares you own:
1. Select File/Edit Configuration Eagle.INI File
wpeC.jpg (7453 bytes):
2. Scroll down to the [Portfolio3] section
3. Edit the column4 settings to:
Col4Txt=Base Price (Shares)
Col4Fmt=%E (%S)
4. Save abd Exit the NOTEPAD editor
5. Activate the new layout: File/Detailed Layout
wpeD.jpg (36948 bytes)

Portfolio Custom Formating Options

StockEagle allows you to define in the column formating settings how various
position parameters should be arranged:
[Portfolio1]
...
Col3Txt=Last (Change)
Col3Fmt=%L (%C)

In this example from the basic layout the last price is represented as %L and the last change in price as %C.

Only columns 2,3,4 can be customized since the Symbol(Col1) and Graph(Col5) is essential.

The following formating codes are available:

%C Last Price Change between ticks
%E Entry/Buy Price (TOTAL will show here the total amount invested)
%F Fee for entry & exit (TOTAL will show the sum of all fees)
%G Gain/Loss of this position (TOTAL will show the Gain/Loss of all positions)
%L Last Trading Price
%P Percentage Gain/Loss (TOTAL will show the total Gain/Loss in % of Investment)
%T Number of trades so far in the trading day
%V Volume in shares so far in the trading day
%% Percent Sign itself
rest Text as is

Example:
Col4Fmt=%P %S @%E (%F)
will show first the percentage Gain/Loss (%P) then after one space the number of shares bought,
then then entry price(%E) and finaally enclosed in round brackets the fee (%F).

How to Customize the Column Width or drop a Column

Column 1(Symbol) and 5(Graph) are essential and cannot be dropped,
but the Width of Column 2,3,4 can be customized.

Example:
To only set the witdh of the Last Price (Column 3) in the basic layout to 100 pixels
and drop the balance and Entry price column (wdith=0):
1. Select File/Edit Configuration Eagle.INI File
wpeC.jpg (7453 bytes):
2. Scroll down to the [Portfolio1] section
3. Add the following new line at the end of the [Portfolio1] section:
Col1Txt=Symbol
Col2Txt=Balance
Col2Fmt=%G
Col3Txt=Last (Change)
Col3Fmt=%L (%C)
Col4Txt=Base Price
Col4Fmt=%E
Col5Txt=Graph
PW=0,100,0
4. Save abd Exit the NOTEPAD editor
5. Activate the new layout: File/Detailed Layout
wpeF.jpg (21712 bytes)

PW stands for "Portfolio Width"
The first width defines the width for Column 2 (Balance)
The 2nd width defines the width for Column 3 (Last Price etc.)
The 3rd width defines the width for Column 4 (Shares etc.)
To disable/skip a column altogether set the width to 0.

 

 

ShowSymFmt()