The true power of Stator is the ability to segregate your trading portfolio into classes. You can create an unlimited number of Systems for each Owner and you are free to define the Systems any way you see fit.
Systems, Sub-Consolidated portfolio and the Consolidated portfolio are the unique features which you will not find in any other portfolio management programs. Between these three functions you can structure your portfolio in the best way that suits your style.
The following picture illustrates the relationship between these three elements within Stator and this tutorial will illustrate how to add a new System which you can use to assign trades etc.
Shown in the picture below is the Stator Portfolio screen for the Owner "Demo Owner" which comes pre-installed with the Stator demo.
You will notice that two trading systems have been created for this Owner. Located in the left hand window under the "Systems - Active" heading you can see the two Systems:
1. Demo System 1
2. Demo System 2
Creating new Systems in Stator is easy, we will create a new System called "Test System" for this Owner. Throughout this guide we will perform basic functions to highlight more of the features built into Stator.
1. From the menu we select to add a new System.
2. The next step is to provide a name and status for the System. As we are going to assign open trades to this new System we will assign the "Active" status.
Click on the "Create" button and the new System will appear in the Stator Portfolio screen as shown below.
You are now ready to start allocating trades to the System.
