Australian (ASX) Stock Market Forum

Stator Portfolio Management Software - any good?

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jet328 said:
Anyone know how to handle a demerger in Stator?
eg Toll splitting into Toll & Asciano or PBL splitting into Crown & CMH

I can work out how to handle a straight share split in the the one company eg. 10:1 but not when they split into two companies.

Agree with the other replies, very good software & produces great reports for the end of FY


Cheers :D
Click to expand...

I'd give Anthony an email. He is usually very responsive although I know he has been on holiday recently.

Cheers

Shane
 
I like the look of Stator Pro but I have 2 questions to people using it:

1. Where can I find the PDF version of the help? I can't locate it anywhere

2. Do people use this in conjunction with a standard accounting package or can Stator handle some normal accounting tasks as well?
 
Hello.

----
1. Where can I find the PDF version of the help? I can't locate it anywhere
----

The PDF help file is available as a download to customers after they have made a purchase. The PDF of the help file is a must if you would like a hard copy of the help file.

If you would like to obtain the PDF help file please send me an email and I can provide further information.

----
2. Do people use this in conjunction with a standard accounting package or can Stator handle some normal accounting tasks as well?
----

I can only speak from personal experience. Stator covers all of my investment/trading needs and I only use Stator ... I am a bit biased but have developed the software to cater for a wide range of customer needs.

Should you have any other questions, feel free to let me know.

Cheers
Anthony
www.stator-afm.com
 
anthon said:
2. Do people use this in conjunction with a standard accounting package or can Stator handle some normal accounting tasks as well?
Click to expand...

I have used Stator for several years now and it is absolutely phenomenal for managing trading. Anthony is fantastic at supporting the program - I cannot recall ever waiting more than 1/2 day for an answer to any queries I've ever had. I'm 100% happy with Stator (OK, 99.9% - I preferred the old look of the equity curves, not the new look).

However, Stator most definitely is NOT a general accounting package and does not function at all well at this task. You cannot, for example reconcile against a bank statement. It does not do double entry accounting.

Realistically, all it can provide is a few relevant lines to plug into a more general accounting program (Trading P/L, Trading Cash, Open Equity, etc).
 
I've downloaded the demo but it keeps crashing. I cannot get enough time to play with it if it keeps doing that.

Cheers,


CanOz
 
Cannie,

Works fine here, but I don't use it anymore as I can't import from Oanda.

Hopefully Anthony can add that function later. :pray icon:

Are You on XP Sp2/3 or Vista 32/64?

Any error codes etc when it crashes?
 
BentRod said:
Cannie,

Works fine here, but I don't use it anymore as I can't import from Oanda.

Hopefully Anthony can add that function later. :pray icon:

Are You on XP Sp2/3 or Vista 32/64?

Any error codes etc when it crashes?
Click to expand...

Thanks Bent, i use XP and i'll check the error code next time i fire it up.....if my 30 days is still valid.

Cheers,



CanOz
 
just signed up and have just sat down to read the manual. getting excited.

is there a general overview somewhere to get my head around what it is that i am going to be learning/stoked with along the way?
 
To address a couple of questions put forward:

1. There are various learning resources available to help learn Stator.

The main resource is the help file with relevance to the following topics;

Getting Started/Quick How To ...
Welcome/Stator Concepts

We also have online tutorials which are also mirrored in the Stator help file, just go to our website and click on the "Tutorials" link.

Once upon a time we had PDF booklets available which were targeted towards different trading groups, i.e. Stator and CFD's, Stator for System Traders etc. The trouble we encountered was that these documents quickly became out of date and maintaining them became very time consuming.

Perhaps this is something that we will introduce again when we release v3.##.

Conceptually, the core functionality is to enter and exit trades. All of the other functionality such as Accounts, Watchlists, Trading Pools, Position Sizing, Charting, Memo Notes etc are all secondary to the main functionality of entering and exiting trades.

Stator is designed to operate fine even if all you do is enter and exit trades.

2. Stability
Stator is tested for stability prior to each release and the current version is stable on each of our test machines.

3. PDF Help file
For those that are interested ... the Stator help file is available as a HUGE PDF file.

Makes for some good bedtime reading :)

I hope this helps.

Cheers
Anthony
stator-afm
 
------
From my previous post

Once upon a time we had PDF booklets available which were targeted towards different trading groups, i.e. Stator and CFD's, Stator for System Traders etc. The trouble we encountered was that these documents quickly became out of date and maintaining them became very time consuming.

------

In response to a few of our users requesting additional assistance getting started with Stator, we have resurrected our "Getting Started Guides".

The getting started guides are PDF's available for download, each covering Stator functionality targeted towards different types of traders and they proved very popular.

The following guides are available for download;

- The Stator DEMO
- Information for System Traders
- Information for CFD Traders
- Stator and Historical Data

They are available from the following page;
http://www.stator-afm.com/getting-started.html

Happy Easter and let me know if you have any questions.

Anthony
Anfield Capital Pty Ltd
 
Hello any Stator users out there. Please help if you import FX data to Stator.

I was hoping someone would have an example of a FX trade imported using a comma to seperate the data (csv). Obviously a FX trade is very different. I will give an example of the fields I am trying which I think are necessary, but aren`t working in the final calculation. I have tried variations but to no avail.

08-Sep-2009,AUDUSD,Short,1,0.85635,0.85840,.01,USD,08-Sep-2009,0.85686,0.85840,10000,YES

So to break that down is ..

1) Entry Date = 08-Sep-2009
2) Entry code = AUDUSD
3) Position type = Short (short or long option)
4) Entry quantity = 1 contract
5) Entry price = 0.85635 (price of AUDUSD when trade opened)
6) Entry exchange rate = 0.85840 (daily exchange rate used by broker)
7) Leverage = .01 (.01 is 1% in Stator, .1 is 10%)
8) Trade Currency = USD (Quote currency)
9) Exit Date = 08-Sep-2009 (same day)
10) Exit Price = 0.85686 (price of AUDUSD when trade closed)
11) Exit exchange rate = 0.85840 (same as entry exchange rate for same day)
12) Fixed cost per contract = 10000 (value of contract mini, standard is 100000)
13) Is fixed cost per contract = YES
 
Hello any Stator users out there.

Can you please help me importing trade data into Stator.
 
Hi Wysiwyg
I have only just seen your post after doing a Google to see if I could do exactly what you are attempting.
If you are still trying, the good news is Stator handles that sort of import just fine. There is even some flexibility in date format (the reason my initial attempt failed)
Your setup looks to me like it should work. Did you have all the import parameters ticked in the same order as your spreadsheet column labels?
If you have a lot of data the import is not instant. 60 closed trades taking about a minute on my PC.
I'm no expert but if you are still trying to do this can help to my limited ability.

Wysiwyg said:
Hello any Stator users out there. Please help if you import FX data to Stator.

I was hoping someone would have an example of a FX trade imported using a comma to seperate the data (csv). Obviously a FX trade is very different. I will give an example of the fields I am trying which I think are necessary, but aren`t working in the final calculation. I have tried variations but to no avail.

08-Sep-2009,AUDUSD,Short,1,0.85635,0.85840,.01,USD,08-Sep-2009,0.85686,0.85840,10000,YES

So to break that down is ..

1) Entry Date = 08-Sep-2009
2) Entry code = AUDUSD
3) Position type = Short (short or long option)
4) Entry quantity = 1 contract
5) Entry price = 0.85635 (price of AUDUSD when trade opened)
6) Entry exchange rate = 0.85840 (daily exchange rate used by broker)
7) Leverage = .01 (.01 is 1% in Stator, .1 is 10%)
8) Trade Currency = USD (Quote currency)
9) Exit Date = 08-Sep-2009 (same day)
10) Exit Price = 0.85686 (price of AUDUSD when trade closed)
11) Exit exchange rate = 0.85840 (same as entry exchange rate for same day)
12) Fixed cost per contract = 10000 (value of contract mini, standard is 100000)
13) Is fixed cost per contract = YES
Click to expand...
 
Tipene said:
Hi Wysiwyg
I have only just seen your post after doing a Google to see if I could do exactly what you are attempting.
If you are still trying, the good news is Stator handles that sort of import just fine. There is even some flexibility in date format (the reason my initial attempt failed)
Your setup looks to me like it should work. Did you have all the import parameters ticked in the same order as your spreadsheet column labels?
If you have a lot of data the import is not instant. 60 closed trades taking about a minute on my PC.
I'm no expert but if you are still trying to do this can help to my limited ability.
Click to expand...

Greetings Tipene. Yes I have imported hundreds of trades using the following arrangement in order. I arranged the FX data from my broker into the correct columns of a spread-sheet in this order by copy & paste and used the daily currency pair exchange rate for "entry/exit exchange rate". Still a few grey areas with which daily exchange rate. My brokers daily exchange rate differs from the Australian official rate because the broker uses the exchange rate at the time of calculating their client statements. Next batch of imports I will use the broker daily exchange rate even though it is "officially" inaccurate it should not matter.

Thanks for the offer and enjoy. :)

ENTRY_CODE
ENTRY_DATE
ENTRY_POSITION
ENTRY_QUANTITY
ENTRY_PRICE
ENTRY_EXCHANGERATE
ENTRY_LEVERAGE
ENTRY_CURRENCY
ENTRY_MULTIPLIER
EXIT_DATE
EXIT_PRICE
EXIT_EXCHANGERATE
 
Hi i have just bought stator and having major problems trying to get historical data on
i use amibroker when i put in amibroker\data it doesnt recognise dat suffix i get nothing it is a very hard program to get your head around either that or i am stupid lol any assistance would be very helpful
ron
 
I have question about the importing trades function via a csv or spreadsheet. Stator allows you import either an open or closed trade.

But how would I import the following scenario

Jan 2009 Bought 1000 shares of XYZ
Mar 2009 Sold 200 shares of XYZ
Feb 2010 Bought 1500 shares of XYZ
Apr 2010 Sold 1800 Shares of XYZ

So basically I am not closing the position entirely and I am not sure how I enter these trades?
 
Paradiso said:
I have question about the importing trades function via a csv or spreadsheet. Stator allows you import either an open or closed trade.

But how would I import the following scenario

Jan 2009 Bought 1000 shares of XYZ
Mar 2009 Sold 200 shares of XYZ
Feb 2010 Bought 1500 shares of XYZ
Apr 2010 Sold 1800 Shares of XYZ

So basically I am not closing the position entirely and I am not sure how I enter these trades?
Click to expand...

Simply import the trades that were made. Stator does the calculations. If you only have few trades to record then do them manually and you will see the adjustments made to the portfolio after each trade entry.
 

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