The PCA for Windows Online Manual

About The User Adjustments

Across the Board

There are many reasons one might want to make adjustments in the PCA system. From the tools/preferences menu you can select the default settings and make changes that will apply universally across your software.

Making changes in here will affect all simulations and new portfolios that were created subsequent to the changes being made.

To Change The Settings That Are Used To Manage A Holding

The minimum trade currency settings are the smallest amount of money you would like to buy or sell. The PCA will not make recommended orders smaller than this.

The Same applys to minimum shares.

Fee per trade is the commission you will be charged to do the transaction. If this fee varies you can set this to zero and include it in the purchase pricing information.

The Cash % setting will determine the amount of cash reserve the system will default to for simulations and newly created holdings.

The beginning shares is how many shares the system will simulate in simulation mode.

 

To Change The Data Sources

There are two quote sources needed to use PCA. One for History data, the other for current quotes.

There are a variety of sources available in the PCA system.

REMEMBER, that the sources will have to be compatible as far as the ticker symbol format. If you are unsure of the format to use go to the website and look up the stock by name and see what they use as the ticker format.

For example, in India comapny XYZ might trade as the symbol XYZ.NS on the National Stock Exchange, or XYZ.BO on the Bombay Stock Exchange.

 

 

 

For more information about the default settings, click here

To see what the various settings mean, run your mouse over any of the input cells in this screenshot for a definition of what that setting does. (The definitions will "pop up" in Alternate Text)

 

In the Simulator

You can also, make on-the-fly adjustments in the PCA simulator, these adjustments will take effect and recalculate over the selected time By simply clicking the recalculate button.

In the Equity Manager

You can also change the position settings being used to manage an equity in an actual portfolio at any time.You can do this by making changes in the equity manager screen and clicking to save position settings button.

The default settings that come in the PCA System have been found to perform the best on most stocks in an across the board kind of way.

You can change the settings for each individual equity by entering new values during the "Add New Equity" process whenever you create a new holding.

To learn how to Optimize the Settings Click Here

 

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Click this after you have made any changes to the User settings. This button closes the window WITHOUT making changes, unless you click APPLY first. This button accepts the current settings if you have made changes and clicked APPLY. For Registration Purposes and for sending Mailed simulation data. For Registration Purposes and for sending Mailed simulation data. For Registration Purposes and for sending Mailed simulation data. You can elect to have the PCA not show the "Quick Start Instructions" on start up. This is where you select where the PCA gets historical data for your stocks and simulations. CNBC has a larger database of "Penny Stocks". This is where you can select the "current quotes" data source. Current quotes are delayed by at least 15 minutes. This is the number of shares that will be simulated when you run a historical simulation. This tells the PCA System how much CASH RESERVE you want to use in your simulations, and will recommend a cash reserve amount for actual holdings. 50% is recommended and would mean that if you bought $1000 worth of stock that you want to start with $1000 in cash. The CASH would then be 50% of the individual Holding. The Buy and sell resistance governs the aggressiveness of the trading. ZERO is very aggressive, 100 is very conservative. 10 is recommended. The Buy and sell resistance governs the aggressiveness of the trading. ZERO is very aggressive, 100 is very conservative. 10 is recommended. This is where you enter your commission for each SELL order you make. This is where you enter your commission for each BUY order you make. This is the setting for the minimum Number of SHARES you will want the PCA to recommend a trade for. In other Words, You do not want to SELL for less than this many SHARES. This is the setting for the minimum Number of SHARES you will want the PCA to recommend a trade for. In other Words, You do not want to BUY for less than this many SHARES. This is the dollar amount of the smallest trade you will want the PCA System to advise you to make. In other words You do not want to make a SELL ORDER for less than this amount. This is the dollar amount of the smallest trade you will want the PCA System to advise you to make. In other words You do not want to make a BUY ORDER for less than this amount.