Report in dollars

Armin_Tamzarian · April 21, 2019, 10:09am

It would be nice to have the report in dollars instead of percent. I was able to change the profit table but I cannot change the distribution charts, any idea? Thanks c27

Tomasz · April 21, 2019, 12:04pm

The table is formula based, but the chart in the report is internally generated (without formula) so it is always in percent.

Armin_Tamzarian · April 21, 2019, 12:26pm

Thanks Tomasz for your answer. It would be nice to have the option to chose the report in dollars or in percent. Percent is not useful for futures' trading.

osinv · February 9, 2023, 5:54pm

Hi Armin, do you mind sharing the code to change the profit table into dollars? And the distribution charts?

Thanks

Armin_Tamzarian · February 10, 2023, 11:02am

EnableTextOutput( 3 ); // enable HTML output into report (Version 5.84 or higher!)

eq = C;

yr = Year();
mo = Month();

YearChange = yr != Ref( yr, 1 );
MonChange = mo != Ref( mo, 1 );

FirstYr = 0;
LastYr = 0;

startbar = 0;

////////////////////////////
// SKIP non-trading bars
////////////////////////////

for ( i = 0; i < BarCount; i++ )
{
    if ( eq[ i ] )
    {
        startbar = i;
        break;
    }
}

////////////////////////////
// collect yearly / monthly changes in equity
// into dynamic variables
////////////////////////////

LastYrValue = eq[ startbar  ];
LastMoValue = eq[ startbar  ];
MaxYrProfit = MinYrProfit = 0;
MaxMoProfit = MinMoProfit = 0;

for ( i = startbar + 1; i < BarCount; i++ )
{
    if ( YearChange[ i ] || i == BarCount - 1 )
    {
        Chg = eq[ i ] - LastYrValue;
        VarSet( "ChgYear" + yr[ i ], Chg );
        MaxYrProfit = Max( MaxYrProfit, Chg );
        MinYrProfit = Min( MinYrProfit, Chg );

        if ( FirstYr == 0 )
            FirstYr = yr[ i ];

        LastYr = yr[ i ];

        LastYrValue = eq[ i ];
    }

    if ( MonChange [ i ] || i == BarCount - 1 )
    {
        mon = mo[ i ];
        Chg = eq[ i ] - LastMoValue;
        VarSet( "ChgMon" + yr[ i ] + "-" + mon, Chg );
        VarSet( "SumChgMon" + mon, Chg + Nz( VarGet( "SumChgMon" + mon ) ) );
        VarSet( "SumMon" + mon, 1 + Nz( VarGet( "SumMon" + mon ) ) );
        MaxMoProfit = Max( MaxMoProfit, Chg );
        MinMoProfit = Min( MinMoProfit, Chg );
        LastMoValue = eq[ i ];
    }
}

MonthNames = "Jan,Feb,Mar,Apr,May,Jun,Jul,Aug,Sep,Oct,Nov,Dec";


function GenProfitTableHTML( )
{
    printf( "<table border='1' bordercolor='#000000' cellspacing='0' cellpadding='3'style='border-collapse:collapse;'>\n" );

    printf( "<tr bgcolor='#eeffee' >\n" );

    Header = "Year," + MonthNames + ",Yr";

    for ( Col = 0; ( Colname = StrExtract( Header, Col ) ) != ""; Col++ )
    {
        printf( "<td><b>" + Colname + "</b></td>" );
    }

    printf( "</tr>\n" );

    for ( y = FirstYr; y <= LastYr; y++ )
    {
        //Color =  ColorRGB( IIf( row == 0 || col == 0 || col == 13, 220, 255 ), 255, IIf( row % 2, 255, 220 ) );

        // new row
        if ( y % 2 )
            printf( "<tr bgcolor='#ffffff'>\n<td bgcolor='#eeffff'>" );
        else
            printf( "<tr bgcolor='#ffffee'>\n<td bgcolor='#eeffee'>" );

        printf( "<b>%g</b></td>", y );

        for ( m = 1; m <= 12; m++ )
        {
            Chg = VarGet( "ChgMon" + y + "-" + m );

            if ( NOT IsNull( Chg ) )
            {
                if ( Chg >= 0 )
                    //printf( "<td nowrap>%.1f%%</td>", Chg );
                    printf( "<td nowrap>%.0f</td>", Chg ); //aquí cambiado
                else
                    //printf( "<td nowrap><font color='880000'>%.1f%%</font></td>", Chg );
                    printf( "<td nowrap><font color='880000'>%.0f</font></td>", Chg );
            }
            else
                printf( "<td>N/A</td>" );
        }

        if ( y % 2 )
            printf( "<td nowrap bgcolor='#eeffff'>" );
        else
            printf( "<td nowrap bgcolor='#eeffee'>" );

        x = VarGet( "ChgYear" + y );

        if ( x >= 0 )
            //printf( "<b>%.1f%%</b></td>", x );
            printf( "<b>%.0f</b></td>", x );
        else
            //printf( "<font color='880000'><b>%.1f%%</b></font></td>", x );
            printf( "<font color='880000'><b>%.0f</b></font></td>", x );


        printf( "</tr>\n" ); // end row
    }


    printf( "<tr bgcolor='#eeffee' >\n" ); // new row

    printf( "<td><b>Avg</b></td>" );

    for ( m = 1; m <= 12; m++ )
    {
        x = Nz( VarGet( "SumChgMon" + m ) / VarGet( "SumMon" + m ) );

        if ( x >= 0 )
            //printf( "<td nowrap><b>%.1f%%</b></td>", x );
            printf( "<td nowrap><b>%.0f</b></td>", x );
        else
            //printf( "<td nowrap><font color='880000'><b>%.1f%%</b></font></td>", x );
            printf( "<td nowrap><font color='880000'><b>%.0f</b></font></td>", x );
    }

    printf( "<td>&nbsp;</td>" );

    printf( "</tr></table>\n" );

}

///////////////////////////
// This function checks if currently selected symbol
// is portfolio equity
//////////////////////////
function CheckSymbol()
{
    if ( Name() != "~~~EQUITY" AND Name() != "~~~OSEQUITY" )
    {
        printf( "For accurate results switch to ~~~EQUITY symbol<br>" );
    }
}

CheckSymbol();

////////////////////////////
// Main program
////////////////////////////
GenProfitTableHTML();

Distribution charts are hardcoded in Amibroker (see above). I cannot change that.

osinv · February 10, 2023, 12:40pm

Thank you very much for your help!

osinv · February 10, 2023, 4:55pm

I have tweaked the formatting: removed "%" references where existing and added a thousands "," separator to hopefully make it easier to read, here is the final version.

EnableTextOutput( 3 ); // enable HTML output into report (Version 5.84 or higher!)

eq = C;

yr = Year();
mo = Month();

YearChange = yr != Ref( yr, 1 );
MonChange = mo != Ref( mo, 1 );

FirstYr = 0;
LastYr = 0;

startbar = 0;

////////////////////////////
// SKIP non-trading bars
////////////////////////////

for ( i = 0; i < BarCount; i++ )
{
    if ( eq[ i ] )
    {
        startbar = i;
        break;
    }
}

////////////////////////////
// collect yearly / monthly changes in equity
// into dynamic variables
////////////////////////////

LastYrValue = eq[ startbar  ];
LastMoValue = eq[ startbar  ];
MaxYrProfit = MinYrProfit = 0;
MaxMoProfit = MinMoProfit = 0;

for ( i = startbar + 1; i < BarCount; i++ )
{
    if ( YearChange[ i ] || i == BarCount - 1 )
    {
        Chg = eq[ i ] - LastYrValue; 
        VarSet( "ChgYear" + yr[ i ], Chg );

        MaxYrProfit = Max( MaxYrProfit, Chg );
        MinYrProfit = Min( MinYrProfit, Chg );

        if ( FirstYr == 0 )
            FirstYr = yr[ i ];

        LastYr = yr[ i ];

        LastYrValue = eq[ i ];
    }

    if ( MonChange [ i ] || i == BarCount - 1 )
    {
        mon = mo[ i ];

        Chg = eq[ i ] - LastMoValue; 

        VarSet( "ChgMon" + yr[ i ] + "-" + mon, Chg );
        VarSet( "SumChgMon" + mon, Chg + Nz( VarGet( "SumChgMon" + mon ) ) );
        VarSet( "SumMon" + mon, 1 + Nz( VarGet( "SumMon" + mon ) ) );

        MaxMoProfit = Max( MaxMoProfit, Chg );
        MinMoProfit = Min( MinMoProfit, Chg );

        LastMoValue = eq[ i ];
    }
}

MonthNames = "Jan,Feb,Mar,Apr,May,Jun,Jul,Aug,Sep,Oct,Nov,Dec";


function GenProfitTableHTML( )
{
    printf( "<table border='1' bordercolor='#000000' cellspacing='0' cellpadding='3'style='border-collapse:collapse;'>\n" );

    printf( "<tr bgcolor='#eeffee' >\n" );

    Header = "Year," + MonthNames + ",Yr"; 

    for ( Col = 0; ( Colname = StrExtract( Header, Col ) ) != ""; Col++ )
    {
        printf( "<td><b>" + Colname + "</b></td>" );
    }

    printf( "</tr>\n" );

    for ( y = FirstYr; y <= LastYr; y++ )
    {
        //Color =  ColorRGB( IIf( row == 0 || col == 0 || col == 13, 220, 255 ), 255, IIf( row % 2, 255, 220 ) );

        // new row
        if ( y % 2 )
            printf( "<tr bgcolor='#ffffff'>\n<td bgcolor='#eeffff'>" );
        else
            printf( "<tr bgcolor='#ffffee'>\n<td bgcolor='#eeffee'>" );

        printf( "<b>%g</b></td>", y );

        for ( m = 1; m <= 12; m++ )
        {
            Chg = VarGet( "ChgMon" + y + "-" + m );

            if ( NOT IsNull( Chg ) )
            {
                if ( Chg >= 0 )
                    printf("<td nowrap>" + NumToStr(Chg, 1.0,True) + "</td>"); 
                else
                    printf("<td nowrap><font color='880000'>" + NumToStr(Chg, 1.0,True) + "</font></td>"); 
            }
            else
                printf( "<td>N/A</td>" );
        }

        if ( y % 2 )
            printf( "<td nowrap bgcolor='#eeffff'>" );
        else
            printf( "<td nowrap bgcolor='#eeffee'>" );

        x = VarGet( "ChgYear" + y );

        if ( x >= 0 )
            printf("<b>" + NumToStr(x, 1.0,True) + "</b></td>"); 
            
        else
            printf("<font color='880000'><b>" + NumToStr(x, 1.0,True) + "</b></font></td>"); 

        printf( "</tr>\n" ); // end row
    }


    printf( "<tr bgcolor='#eeffee' >\n" ); // new row

    printf( "<td><b>Avg</b></td>" );

    for ( m = 1; m <= 12; m++ )
    {
        x = Nz( VarGet( "SumChgMon" + m ) / VarGet( "SumMon" + m ) );

        if ( x >= 0 )
            printf("<td nowrap><b>" + NumToStr(x, 1.0,True) + "</b></td>"); 
        else
            printf("<td nowrap><font color='880000'><b>" + NumToStr(x, 1.0,True) + "</b></font></td>"); 
    }

    printf( "<td>&nbsp;</td>" );

    printf( "</tr></table>\n" );

}

///////////////////////////
// This function checks if currently selected symbol
// is portfolio equity
//////////////////////////
function CheckSymbol()
{
    if ( Name() != "~~~EQUITY" AND Name() != "~~~OSEQUITY" )
    {
        printf( "For accurate results switch to ~~~EQUITY symbol<br>" );
    }
}

CheckSymbol();

////////////////////////////
// Main program
////////////////////////////
GenProfitTableHTML();

Armin_Tamzarian · February 10, 2023, 7:55pm

Much better now ;)))