Category: Backoffice

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06/09/2010

Permalink 01:39:46 pm, by Dana Comolli Email , 700 words   English (US)
Categories: Futures Trading, Backoffice

Customized Trade Files

One aspect of trading managed accounts which can cause a CTA endless headaches is the production of end of day trade files to the various adminsitrators and back offices that are associated with the accounts. Each organization has their own "standard"… more »

05/07/2010

Permalink 10:29:33 am, by Dana Comolli Email , 1058 words   English (US)
Categories: Futures Trading, Backoffice, Marketing, Data Access

Using Excel to access TheBooks data

TheBooks automatically summarizes a wide range of trading and performance data in formats that are easily accessible to users of common office application such as Microsoft Access and Excel. I will show you how to use Excel to access data from TheBooks without any programming at all. more »

05/03/2010

Permalink 09:30:13 am, by Dana Comolli Email , 301 words   English (US)
Categories: Futures Trading, Backoffice, Marketing

Tear Sheets made easy

All advisors create a monthly Tear Sheet describing their program, its performance in the prior month, and the performance since inception. They also include a number of statistics and typically contain comparisons of the advisor's program with one or more benchmarks. TheBooks makes the process easy. more »

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