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 fictional Owner "John Smith".
You will notice that numerous systems have already been created for this Owner. Located in the left hand window under the "Systems - Active" heading you can all the Systems which have been created.
Creating new Systems in Stator is easy, we will create a new System called "Test System" for this Owner.
1. From the "Maintenance" menu we select "Setup Accounts, Systems ..."
2. Select "<<ADD NEW>>" under the Systems item.
3. Complete all the details for the new System in the fields provided.
Click on the "Save" button and the new System will appear in the Stator Portfolio screen as shown below.
You are now ready to start allocating trades to this System.
