openhedgefund basic user guide (beta)

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1 User Guide

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Make your own Hedge Fund from scratch or from one of our existing templates by selecting your investment goal or by simply cloning one of the best performing funds shared by the crowd

create ︎ test︎ run︎

Create your own hedge fund from scratch or from one of our existing templates by selecting your investment goal or by simply cloning one of the best performing funds shared by the crowd. ︎

Backtest your fund with over 10 years of historical data including stocks and ETFs, modify it until you are satisfied with the results! ︎

Publish your fund and receive up-to-date realtime buy and sell signals in a newsfeed format. It is always possible to go back, modify and test your fund. ︎

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3 Beta Release User Guide

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create quick link to begin creating a fund, ︎found in the main menu  

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select from scratch if you would like to start building your own portfolio with a maximum level of customization  

select using template to begin building your own portfolio with a powerful ︎starting point that includes a solid base ︎in which to customize  

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add strategy to decided in which way  you would like to invest︎

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choose a portfolio strategy from passive︎active strategies︎

select timeframe typology from daily, ︎weekly or monthly market data︎︎

min. periods is the minimum market data period a strategy needs to collect before it can start to work ︎(if timeframe is daily, period unit will be expressed in days) ︎︎adjusted close is the historical close value adjusted with splits and dividends︎︎inception date is indicates starting from ︎when the strategy will be backtested︎

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strategy name, timeframe, cash allocation︎and the ability to edit / delete it︎

add securities by name or symbol, ︎selecting the percent of cash allocation︎

total cash available automatically updates when strategies and securities are added︎

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8 Beta Release User Guide

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edit fund profile link opens pop-up ︎

fund name is the title of your fund ︎︎

investment goal choose from retirement, long-term, mid-term, short-term, speculative︎︎

private fund to hides the fund from the community, it will not be visibile in the funds page︎︎

description quick overview of the fund idea and goal︎︎

entry suggestion describes when to begin executing buy and sell signals︎

Settembre 2014

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Make your own Hedge Fund from scratch or from one of our existing templates by selecting your investment goal or by simply cloning one of the best performing funds shared by the crowd

create ︎ test︎ run︎

Create your own hedge fund from scratch or from one of our existing templates by selecting your investment goal or by simply cloning one of the best performing funds shared by the crowd. ︎

Backtest your fund with over 10 years of historical data including stocks and ETFs, modify it until you are satisfied with the results! ︎

Publish your fund and receive up-to-date realtime buy and sell signals in a newsfeed format. It is always possible to go back, modify and test your fund. ︎

Settembre 2014

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10 Beta Release User Guide

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backtest when you are ready to test︎fund performance using historical data︎

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dashboard includes all the funds the user︎Is testing and running with shortcut links ︎in the main menu ︎

status bar indicates that the fund is ︎undergoing backtesting and includes︎the last backtest date︎

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status bar indicates that the fund has ︎completed backtesting and includes︎the last backtest date︎︎

view backtest results︎

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fund details displays key information ︎Including if the fund is running and ︎up-to-date, the last buy/sell signal fund inception date and investment type︎

performance graph displays the returns ︎for the last 12 months and annualized return in the last column on the right ︎

portfolio composition in a pie chart format︎shows the actual portfolio composition ︎in percentage value ︎

publish fund to make it visibile to the︎public in the funds page︎

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equity curve of the fund compared with ︎the benchmark Standard & Poor ︎

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Make your own Hedge Fund from scratch or from one of our existing templates by selecting your investment goal or by simply cloning one of the best performing funds shared by the crowd

create ︎ test︎ run︎

Create your own hedge fund from scratch or from one of our existing templates by selecting your investment goal or by simply cloning one of the best performing funds shared by the crowd. ︎

Backtest your fund with over 10 years of historical data including stocks and ETFs, modify it until you are satisfied with the results! ︎

Publish your fund and receive up-to-date realtime buy and sell signals in a newsfeed format. It is always possible to go back, modify and test your fund. ︎

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publish fund when satisfied with the backtesting results to make it visibile to the public in the funds page and enable the sending of real-time buy and sell signals In the feed tab︎

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confirm your intent to publish the fund ︎

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funds in production lists all the user’s published and active funds︎

unpublish fund moves it back to testing ︎mode and enables the user to make︎modifications to the fund ︎

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my feed includes fund updates such as buy and sell signals, reports and news︎for all publishedfunds and funds being followed ︎

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For any questions, ︎do not hestitate to contact us at: ︎

support@openhedgefund.com ︎