组别盈亏曲线 Group P/L Chart - 用户指南

组别盈亏曲线：Description

请在仪表盘》个人仪表盘页面点击下拉列表选择组别盈亏曲线，再点击‘创建’来创建报表。

刚创建的报表的窗口是没有任何内容的，您需要通过‘设置’功能输入参数，请点右上角的“齿轮”按钮进行设置。

1. For Group P/L Chart app to work, you will need to save the data in the Group P/L app first. The saved data will be used to plot the time series in the Group P/L Chart app. To do so, in the Group P/L app, please click on the Save button at the bottom left corner of the app to save the data into the database. You may then proceed to the Group P/L Chart app to view the time series.

2. In Group P/L Chart app, please click on the Settings function ('gear' icon) and input the fields accordingly:

公共/专属：使用公共或专属价格来计算盈亏，默认是公共行情价格。请注意：如果专属价格页面未输入某些日期的价格，例如输入 5 月 1 日至 5 月 10 日的价格，但未输入 5 月 9 日，当您在查看交易组合和使用仪表板中的报表时选择专属数据时（例如选择交易日为 5 月 9 日但还没有录入专属价格），系统将使用最新日期（5 月 10 日）的结算价进行计算。
天数：Input the maximum number of days of the data to be displayed, counting backward from the selected End Date. For example, if you input 30, the table will display maximum 30 days for settlement days (30 days before End Date).
起始日：计算交易组合数据的起始日，默认为当年的第一天，请随意更改。
结束日：计算交易组合数据的结束日，默认为昨天的日期，请随意更改。选择的结束日会决定交易属于哪个月/年的盈亏。
群组：显示群组的数据，系统默认选择交易组合，品种，交易员和公司。您可以根据您的需求选择。
范围：The scope will determine the values to be aggregated for the selected Series Key. If left empty, all items will be included in plotting the time series. You may select specific items from the dropdown list of each item under Scope to be summed up according to your requirements. For instance, if Trader is selected in the Series Key (e.g. there are only Trader X and Y), and Portfolio A, B and C are selected under Scope, the chart will plot 2 time series, 1 each for Trader X and Trader Y based on the aggregated P/L values of Portfolio A, B and C.
- 交易组合: All portfolios created will be displayed here.
- 交易员: All trader names input in the trades will be displayed here.
- 品种: All category input in the trades will be displayed here.
- 策略: All category input in the trades will be displayed here.
- 公司: All company names created in Company Profile will be displayed here.
分组依据: The Series Key will determine the number of time series to be plotted. For instance, if Trader is selected in the Series Key (e.g. there are only Trader X and Y), and Portfolio A, B and C are selected under Scope, the chart will plot 2 time series, 1 each for Trader X and Trader Y based on the aggregated P/L values of Portfolio A, B and C
评论：请随意填写评论

Please click on Submit to save the data.

3. The Group P/L Chart will be plotted according to your settings. You may change the settings as necessary or create multiple charts to view the plots for different sets of data.

If Group P/L Chart app remains empty, please ensure that the following fields in Group P/L Chart app are exactly the same as the Settings function of those data saved in Group P/L app:

Selected Start Date and End Date
Selected items under Group (Portfolio, Category, Trader, Company, Strategy)