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Portfolio Analyst Pro exe file

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admin - 21-1-2022 at 04:26 PM

@DANIEL, Did you get the new version? I want to know if anyone else had the same issue as Carl

Daniel UK1 - 22-1-2022 at 04:16 AM

Quote: Originally posted by admin

@DANIEL, Did you get the new version? I want to know if anyone else had the same issue as Carl

@peter, yes thank you..

When i launched PA as usual, i did not get the update, but when i launched it as administrator, i got the update directly, so that was the issue, and perhaps might help other that have an issue.

admin - 6-6-2022 at 07:04 PM

sorry but pa pro code has expired today. A new version should be released via auto update < 24 hours.
It has new command line features, but im not sure if these were documented. I found them really useful, but there was not a lot of interest in them last time I asked

admin - 7-6-2022 at 12:09 AM

Auto update done. When you open pa, it will give the update message

Ketil - 7-6-2022 at 10:34 AM

Hi Peter,

I don't think the update is working.

Attachment: Login to view the details

admin - 17-6-2022 at 06:26 PM

@keitil, sorry for the delay seeing this message. Is it still an issue?

Ketil - 18-6-2022 at 01:32 AM

Then I launched PA as a administrator I got the update, so everything is fine🙂

zabiromr - 24-7-2022 at 12:59 AM

Hi,
I want to use PortfolioAnalist1.1 to automate report generation in TS. However missing the DLL:

TradeStationUtilsRC7b.dll

Could you please share this (searched the hard drive but nothing...)?

admin - 24-7-2022 at 06:24 PM

Here is the file,
im not sure why you have the error as others are not complaining.
Perhaps most people are not use the pa ts exporter.
The path required likely will be in this eld

Please confirm this fixes it

Attachment: Login to view the details

zabiromr - 24-7-2022 at 08:29 PM

Thanks Peter,

I actually have issues with both versions of this file. The one without DLL fails File Append function. So i DEcided to try the DLL version (but didn't have DLL file.)
Currently It stopped asking for the DLL (I placed it in C/Windows/System), but the issue with FileAppend persists in both PA strategy files.

Note: I corrected the path in EL code to: "vars:fname("c:\Program Files (x86)\Portfolio Analyst Pro\data\"+Sysname);" - Adding the "Pro"

admin - 12-8-2022 at 06:06 PM

Old version of PA pro expired today and will not work.
To fix run the file as windows adminstrator and allow it to update

Very very old versions may not give you that option, I will research it if anyone reports an issue.
The update method changed in the last year or so where all files were put into a zip file to make the update faster.
This update method updates to papro PortfolioAnalyst.20220607.1
If your on a very old version, likely downloading these files, put into pa pro folder will also fix it.

Attachment: Login to view the details

SwedenTrader - 22-9-2022 at 02:53 PM

After yesterdays latest update on TS, i can only save .xlsx or .csv format from the performance report. I cant get it to work with PA pro. Anyone know why this TS update removed the XML format ? Or how to make it work anyway.

thanks

admin - 22-9-2022 at 04:48 PM

@swedentrader, I dont know- would post on ts forum
There is a strategy you can add portfololanylistsv1.1 to a chart, and it will export
Just watch out, there are two variant of this file and one has the wrong path (folder may not exist)
if its wrong, you can correct the path in the eld.
Or you can use ts 9.5 with xml

admin - 2-10-2022 at 07:03 PM

ISSUES ON THE MOST RECENT BUILD OF TS 10 WITH PA PRO
Ts removed xml export on the last build of ts 10

This means you can only use portfolioAnalyst1.x exporter
see C:\Program Files (x86)\Portfolio Analyst Pro\TradestationCode
or you need to go back to prev build of ts 10
or use 9.5
Its documented that in my opinion, there was zero reason to go to ts 10, and many reasons to avoid it.
Basically for the first year or so, feedback on ts 10 was damming. Unstable.
Now I hear less which is a good sign
The only think I personally want out of ts is 64 bit os, which will not happen in version 10

Please complain here
https://community.tradestation.com/Discussions/Topic.aspx?To...

The portfolioAnalyst1.x exporter doesnt support pyramiding
To do this, we need a exported trade list that does
trade#1 entry
trade#1 exit

trade#2 entry
trade#2 exit

current pa export exports in time sequence. This will not work

ie
trade#1 entry
trade#2 entry
trade#1 exit
trade#2 exit

I am unable to do the revised format, so if any one knows, then help appreciated.

upendramaris - 3-11-2022 at 12:16 AM

Hi Peter,

As you mentioned above, I am unable to neither download trade list in format of xml directly nor using PortfolioAnalyst1/ PortfolioAnalyst1.2/PortfolioAnalyst1.21

admin - 3-11-2022 at 01:34 AM

@upendramaris
edit the pa eld, and make sure the path goes to a folder that exists.
it should be aprox line 7
vars:fname("C:\Program Files (x86)\Portfolio Analyst Pro\data\"+Sysname);
Check the windows permisions on the folder are rw for all users

upendramaris - 3-11-2022 at 02:23 AM

Hi Peter,

Thank you that helped, but trades are not present in output file.

admin - 3-11-2022 at 03:44 AM

upendramaris, look furhter down the file
does pa find them if you load the file into it?

upendramaris - 3-11-2022 at 06:10 AM

When i load this file, it says no trades found

admin - 3-11-2022 at 04:28 PM

@upendramaris, time for anydesk.com support session. email me when free

SwedenTrader - 8-11-2022 at 04:11 PM

I got this warning about this part in the code. Dont understand what to do.

admin - 8-11-2022 at 04:14 PM

edit the eld, and look at the path used for the dll
Put the dll in that location.
dll likely is on your papro folder
later versions of the eld did not use the dll for these sorts of reasons, though the dll is a bit faster

admin - 15-11-2022 at 07:02 PM

next build of pa has the ability to trade ( and not trade) certain dates. IE fed interest rates
So what we want to see is the equity curve of your entire portfolio on those days to determine if they should be traded.
This is currently working on my not released build, but I want to enhance the power of this significantly. Not sure if it can/will be be done yet.

admin - 18-11-2022 at 12:08 AM

We now have the ability of choosing only trades on certain news dates, to know if we should excluded them
Still one more feature to go before release.

BlackBox - 18-11-2022 at 08:06 AM

Quote: Originally posted by admin

We now have the ability of choosing only trades on certain news dates, to know if we should excluded them
Still one more feature to go before release.

Hi Peter, nice feature, but how about historical events. Did you manage them too, because I suppose not all events happen on regular date intervals.

admin - 18-11-2022 at 04:20 PM

You could code in historical events.
Whats the logic behind this?
There are two sample files that will come with pa, both of differnt formats
one is simply date
yyyymmdd and the other more complex

admin - 21-11-2022 at 10:23 PM

The docs of the next build with all the date / news events features are here.
https://trademaid.info/gsbhelp/NewsEvents-DatesFilters.html
the build is close to being ready for release
Now you can include / exclude specific events from your portfolio

admin - 22-11-2022 at 07:38 PM

The docs are complete, and just 2 tiny bugs to fix before release.
Late note, more features still needed.
Export in excel, pdf & mht + pf filter + export of ts code with date filters added
Here is an example of the output. It was saved with open office, so not sure if office excel will have any issues.
https://trademaid.info/gsbhelp/NewsEvents-DatesFilters.html

Attachment: Login to view the details

admin - 28-11-2022 at 09:08 PM

Todays build seems to be fully working, but there are some tiny refinements to come
Unzip this in your pa folder (likely "C:\Program Files (x86)\Portfolio Analyst Pro\") and over write all files. (Thats critical)

documentation here
https://trademaid.info/gsbhelp/NewsEvents-DatesFilters.html
https://trademaid.info/gsbhelp/AddingNewsEventsintoTScode.ht...

Attachment: Login to view the details

admin - 30-12-2022 at 02:07 AM

New build of pa coming

Symbol limit feature fixed.
This means we can trade no more than X contracts on any one market

A few more refinements to come

SwedenTrader - 20-2-2023 at 02:03 PM

Hi all, using EL code for PA files works great since XML format is not available anymore. However the systems for sale called swing daily, i get this warning. This was not a problem when using XML before. Anyone that came around this ?

If pressing yes here the results go bananas =)

It would be nice to get at least the closing results even if not intraday.

admin - 20-2-2023 at 03:14 PM

can you explain results go bananas ?
it still should have some sort of dd figure, though it wont be accurate
you can still use xml from ts 9.5 or load old version of ts 10, and add registry hack so it wont update.

SwedenTrader - 20-2-2023 at 03:34 PM

My mistake, i hade not the whole period on PA when comparing PA report to TS report. Now i actually got exact same results despite the warning.

admin - 22-2-2023 at 11:23 PM

The new PA was released yesterday. Lots of refinements, and also systems for sale pa files dated 2 feb 2023

Im excited to say a new very useful feature is being added to the next release.
It was requested by one of the first GSB users some time ago.
When we build a portfolio, pa shows us the systems that will give the highest fitness.
However there are numerous combinations, and we might like a different combination thats just a little lower in fitness
see example below. Example showed an initial random group of 10 systems

Still working on some improvements to the report..

PA Pro XML converter

brk - 11-4-2023 at 09:50 PM

I'm using TS10 and of course no XML export.
I wrote a script that converts the CSV file, plus injects data from a price file.
I'm wondering what PA Pro is looking for in the XML file.
I have the SysInfo, Prices/Bars, and Trades sections.

For testing I tried copying all the other headers from a working XML, but PA Pro isn't loading it.
I really need the intra day data and rather not load TS9.5. My live system is already running TS10.

admin - 11-4-2023 at 09:52 PM

hi brk
Best examine the pa pro exporter code and replicate the same format.
TS will hopefully put xml back, as many users complained and its in the TS job que.

brk - 12-4-2023 at 09:14 AM

Thanks. I don't see any PA Pro exporter code, only loading.
I found a typo that caused the issue... I have this working now. I can transform the CSV file from TS to an XML file and use that for PA Pro.

I'll be going over all my strategies again today now that I have intraday data in the XML file and no longer get that error message.

admin - 12-4-2023 at 04:41 PM

@brk,
should be in c:\papro\TradestationCode\PORTFOLIOANALYST...eld
can you supply us the xml export code. I didnt read your email well enough and was thinking you were talking about .pa export format.
Your a smart guy to be able to achieve that export, as I imagine its not a simple task

REMO755 - 22-4-2023 at 04:22 AM

Hello,
I'm lost.
How do we download Trade List to PA? The xml option does not appear in Tds 10
What do I do to be able to download in this xml format?

Thank you.

admin - 23-4-2023 at 09:09 PM

We hope ts will put xml back, but until it does you cant have xml unless you use 9.5 or a older version of ts10
The alternative is .pa file
You need to insert the c:\papro\TradestationCode\PORTFOLIOANALYST...eld on your chart
best run ts10 as windows adminstrator, otherwise you need to change the path in the eld
as ts by default doesnt have write access any more to folders under program files as its no longer running as windows adminstrator

REMO755 - 24-4-2023 at 04:10 PM

Quote: Originally posted by admin

We hope ts will put xml back, but until it does you cant have xml unless you use 9.5 or a older version of ts10
The alternative is .pa file
You need to insert the c:\papro\TradestationCode\PORTFOLIOANALYST...eld on your chart
best run ts10 as windows adminstrator, otherwise you need to change the path in the eld
as ts by default doesnt have write access any more to folders under program files as its no longer running as windows adminstrator

What am I doing wrong?

c:\papro\TradestationCode\PORTFOLIO ANALYST

PORTFOLIO ANALYST? does not exist in the TradestationCode folder.

Open TDS10 in administrator mode.

Where is the problem?

admin - 24-4-2023 at 05:33 PM

use version 1.21 without events filter
Please read the updated docs here
https://trademaid.info/gsbhelp/GettingdatafromTradestationto...

REMO755 - 26-4-2023 at 03:49 PM

Quote: Originally posted by admin

use version 1.21 without events filter
Please read the updated docs here
https://trademaid.info/gsbhelp/GettingdatafromTradestationto...

Hello
Where is the latest version?

REMO755 - 26-4-2023 at 03:49 PM

Quote: Originally posted by admin

use version 1.21 without events filter
Please read the updated docs here
https://trademaid.info/gsbhelp/GettingdatafromTradestationto...

Hello
Where is the latest version?

admin - 27-4-2023 at 01:52 AM

@remo of the eld?
Likely here
C:\Program Files (x86)\Portfolio Analyst Pro\TradestationCode\

admin - 8-6-2023 at 02:05 AM

Update to pa pro and the pa pro eld (has soft coded path)
It installs into c:\papro rather than c:\programfiles...
which stops the endless loop if you dont run as windows administrator and there is an update

included are bounce..pa files (see under systems for sale today)
and a number of mild refinements

Attachment: Login to view the details

admin - 8-8-2023 at 11:49 PM

brief docs on pa pro command line options are here
https://trademaid.info/gsbhelp/Commandlineoptions1.html

admin - 6-2-2024 at 06:04 PM

There is a new PApro file. Update to exe and other files so best do a new install. In a months time this update will be pushed to all users - but more improvements to come.
When the update is pushed - a word of warning for older pa users whi have pa installed under c:\programfiles\... Auto update will be in a constant loop unless you run papro as windows administrator. THis is because papro doesnt have permission from the operating systems to write under c:\programfiles folders
Newer pa install into c:\papro

Here is the main thing thats new.

admin - 6-2-2024 at 06:18 PM

new build from here. You may need to hit refreash f5 on your browser https://trademaid.info/pa.html

admin - 19-2-2024 at 10:00 PM

There will be a new auto update of PA pro in the next few weeks.
A reminder, if you have pa pro under c:\programefiles folder (not c:\papro) you must run PA pro as windows adminstrator to get the new update

20240131 build is here, but a newer build coming hopefully soon
https://trademaid.info/pa.html

admin - 26-2-2024 at 01:35 AM

next build
correlation of each system draw down to overall draw down curve

as you can see, TF10es/nq day trade system makes little difference to draw down of 6 other longer term systems
In practice I am doing eminis on tf10es/nq and micros on the long term systems - which would show a more balanced view of systems contributing to dd , but regardless this shows the idea.

also you can move systems up and down in the first page where they are selected

admin - 26-2-2024 at 01:40 AM

this is close to what I am trading
1 emini on each day trading and 2 micros on the 23 hour swing systems
note how the tfes affects DD least. I would put this down to it being a different market than all the other NQ systems

admin - 4-3-2024 at 12:07 AM

PA PRO 20240227.2 released via auto update.
All uses should upgrade

A reminder, if you have pa pro under c:\programfiles.. folder (not c:\papro) you must run PA pro as windows administrator to get the new update.
If not it will be in a constant loop

admin - 4-3-2024 at 12:24 AM

whats new is here
https://trademaid.info/gsbhelp/Whatsnew.html

admin - 5-3-2024 at 10:52 PM

update to pa pro updated by auto update.
a bug fix and number of contracts /systems traded over time
version PortfolioAnalyst.20240305.2

admin - 19-3-2024 at 12:27 AM

the new build of pa can be downloaded. Whats also fixed is trial users showed expired immediately.
download from
https://trademaid.info/pa.html

admin - 1-5-2024 at 10:07 PM

There is a warning message (bug) in pa that took effect today saying the code is too old.
Just hit ok and it will continue. I will get a fix for this in < 24 hours and hopefully push it out via auto update when pa loads.
Will also get a new installer on my web site

admin - 2-5-2024 at 09:00 PM

20240502.1 build is now released via auto update and full installer is here. https://trademaid.info/pa.html

admin - 24-7-2024 at 09:50 PM

Next build of pa, has the option to choose the amount of generations / population / children
Over simplified, but the amount of combinations is 2^(number of systems)
so when your doing massive amount of combinations, it takes too long. You can reduce parameters here, but note of course then its a less accurate final solution.

Other options to reduce combinations is to reduce the amount of contracts / systems allowed. There are numerous fields for this.

If anyone wants the pre-release build let me know.
Current build works fine, but im hoping to add a max time limit option.
Particle swarm also has similar options
Under whats new, there are tips for users who have long cpu calculation times
2024 July 25

admin - 15-8-2024 at 08:57 PM

a new PA pro build out in the next week or so. Very significant improvements in portfolio generation calculation speed. (the section where we get the portfolio for all your systems to maximise np /dd

admin - 20-8-2024 at 01:47 AM

more updates. Under advanced you can stop pa if no more improvements after x generations.
If any one wants to try this build, email me

admin - 27-8-2024 at 07:43 PM

Pa build 20230827.1 released via auto update

2024 August 27
Significant speed improvements in auto portfolio generation. The default is now brute force if <100 systems combinations are used, else genetic algorithms.
Genetic algorithm (see below picture) now has the option to end processing if no improvements after X (10) generations. Max time of processing can also be set, or manually end processing and you will get the best combination found so far.
Other small tweaks too. Adjustable thresholds on correlation. Tweaks to market performance. Added wheat contract in symbols.
Added linked labels in portfolio selection.

admin - 15-11-2024 at 12:52 AM

next build of PA pro
this is really useful as more detail on how systems have been going in the last year is really useful to spot weak systems

admin - 2-12-2024 at 02:18 AM

there is an error saying pa is too old, please update. This error message should not be appearing.

Im woking on the fix,but the current update is not working. I hope to fix this in < 24 hours

Regardless, updates need to be run with windows administrator permissions to work.

zdenekt - 6-12-2024 at 12:48 PM

After the update, I can't start PApro because the Activation window appears. Is there any progress on this bug?

admin - 6-12-2024 at 04:19 PM

@zdnekt. I wasnt aware of an issue but now that you mention if ive had 2 users request rego reset.
Ive revoked your licence so you can reuse it. If you can email me the screen shot of what you see, let me know.
Rego info is no longer in the update file, so this wont happen for other users. I need to look into this issue more but travling till thursday.

admin - 20-2-2025 at 11:04 PM

at long last
pa pro.pla file to add on charts so you can export from multicharts with need to use the xml export

Attachment: Login to view the details

admin - 19-9-2025 at 05:45 PM

Yesterdays build of Pa pro now supports MSA format of files. (Adaptrade market system analyzer). Only requirement is file must end with .msa
If needed I could add an option to allow .csv, but I omitted that as it will lead users to think any csv file could be imported
Unzip then put these files in c:\papro\ (need to be over written.)

Attachment: Login to view the details

admin - 6-11-2025 at 11:31 PM

A new build of PA pro was pushed out this week.
Whats new in version 20251103.1
It should auto download or download it from https://trademaid.info/pa.html

Multicharts supported. Use C:\papro\TradestationCode\PortfolioAnalystMC1.25v2_SignalForMultiCharts_2025_03_24.pla

MSA file format supported (File must be *.msa)

bug fixes.

bldgr - 24-11-2025 at 11:48 AM

After updating to 20251103.1 I get error message that some files cannot be imported because Pyramiding is not supported, even though these files do not use pyramiding.

admin - 24-11-2025 at 04:38 PM

Quote: Originally posted by bldgr

After updating to 20251103.1 I get error message that some files cannot be imported because Pyramiding is not supported, even though these files do not use pyramiding.

send me one of the files, and if you can the xml report from the same system.Please zip them up as they compress really well and often would be to big to email otherwise

admin - 28-11-2025 at 12:42 AM

papro for mulitcharts.net has been made by a smart user.
Feedback welcome

The next version of pa will support date format yyyymmdd as well as julian date only

Attachment: Login to view the details

admin - 9-4-2026 at 11:53 PM

I am testing a version of PA that will accept real time updates from TS. If this is of interest let me know.
Its a difficult task as the trade number can change due to rolling start date on charts, shadow trades (trades that appear real time, but later disappear when chart is loaded, or the other way around)

admin - 22-5-2026 at 01:46 AM

Massive update to PA pro
download here

https://trademaid.info/pa.html

Now has realtime update mode from Tradestation direct to PA. in 20260522 build
Many improvements and refinements + speed improvements.
New eld included

cotila1 - 7-6-2026 at 12:23 PM

Quote: Originally posted by admin

Massive update to PA pro
download here

https://trademaid.info/pa.html

Now has realtime update mode from Tradestation direct to PA. in 20260522 build
Many improvements and refinements + speed improvements.
New eld included

Thanks Peter, this is an incredible step forward for Portfolio Analyst Pro. This real-time update alone saves a huge amount of time, and everything works in a simple and fully automatic way. Really appreciate it!

cotila1 - 7-6-2026 at 12:23 PM

Quote: Originally posted by admin

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