Updating a paper account to reflect a real account
Author: RickTg
Creation Date: 9/27/2015 2:04 PM
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RickTg

#1
Is there a way (and what is it) to create or update a paper account to reflect and be identical to a real world account. I tried looking at synchronize, but could not find the answer. I am trying to paper trade my actual account before I turn it on completely to Wealth Lab.

Thank you
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Eugene

#2
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RickTg

#3
Thank you
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RickTg

#4
I suppose that I am dense, but I can not figure it out. I have downloaded the community components and have read the section you pointed me to - 'Import real (historical) trades', but I can not determine how to get the whole thing to work. I have created a history file in the Robert Sucher and entered the code in the referenced section. It compiles successfully and runs but it appears that nothing has happened; or I don't know where to look to see the results.

All I am trying to do is load one of my paper accounts with my trade history.

Thank you in advance for your help.

Rick
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Eugene

#5
Sorry, I misread your question. It's possible to import the history of trades from Wealth-Lab's Accounts tool, but importing trades into the Accounts tool is not supported.*

The idea behind this is to make Wealth-Lab create trades on the dates of existing trades. Consequently, you need the data for all the actual symbols included in your file with historical trade, and date/time should match those in Wealth-Lab. (You can not, for example, use the historical data of a stock to evaluate performance of trading a futures contract.) Create a DataSet that matches your portfolio and load up enough data in the proper bar scale. Once this is completed, you can evaluate the performance of your real trades in performance visualizers.

P.S.

* Motivated traders may convert their own track record into Wealth-Lab's trade history file (called TradeHistory.xml). Since this is a single-user task there is no turnkey solution available but you could build one for yourself using various classes found on 3rd party resources e.g. Convert a CSV to XML using C#. Note: your usage is unsupported.
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