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Settembre 2014
|
1User Guide
BetaReleaseDecember2014

Settembre 2014
|
2
Make your own Hedge Fund from scratch or from one of our existing templates by selecting your
investmen...
Settembre 2014
|
3
Beta Release User Guide 2
create quick link to begin creating a fund, ︎
found in the main menu	
  
Settembre 2014
|
4
Beta Release User Guide 3
select from scratch if you would like to
start building your own portfolio wi...
Settembre 2014
|
5
Beta Release User Guide 4
add strategy to decided in which way	
  
you would like to invest︎
Settembre 2014
|
6
Beta Release User Guide 5
choose a portfolio strategy from passive︎
active strategies︎
select timeframe...
Settembre 2014
|
7
Beta Release User Guide 6
strategy name, timeframe, cash allocation︎
and the ability to edit / delete i...
Settembre 2014
|
8
Beta Release User Guide 7
edit fund profile link opens pop-up︎
fund name is the title of your fund︎
︎
i...
Settembre 2014
|
9
Make your own Hedge Fund from scratch or from one of our existing templates by selecting your
investmen...
Settembre 2014
|
10
Beta Release User Guide 9
backtest when you are ready to test︎
fund performance using historical data︎
Settembre 2014
|
11
Beta Release User Guide 10
dashboard includes all the funds the user︎
Is testing and running with shor...
Settembre 2014
|
12
Beta Release User Guide 11
status bar indicates that the fund has ︎
completed backtesting and includes...
Settembre 2014
|
13
Beta Release User Guide 12
fund details displays key information︎
Including if the fund is running and...
Settembre 2014
|
14
Beta Release User Guide 13
equity curve of the fund compared with ︎
the benchmark Standard & Poor︎
Settembre 2014
|
15
Make your own Hedge Fund from scratch or from one of our existing templates by selecting your
investme...
Settembre 2014
|
16
Beta Release User Guide 15
publish fund when satisfied with the
backtesting results to make it visibil...
Settembre 2014
|
17
Beta Release User Guide 16
confirm your intent to publish the fund︎
Settembre 2014
|
18
Beta Release User Guide 17
funds in production lists all the user’s
published and active funds︎
unpubl...
Settembre 2014
|
19
Beta Release User Guide 18
my feed includes fund updates such as
buy and sell signals, reports and new...
Settembre 2014
|
20
“
For any questions, ︎
do not hestitate to contact us at: 

︎
support@openhedgefund.com︎
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OpenHedgeFund Basic User Guide (beta)

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OpenHedgeFund Basic User Guide (beta)

  1. 1. Settembre 2014 | 1User Guide BetaReleaseDecember2014

  2. 2. Settembre 2014 | 2 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 create︎ 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.︎
  3. 3. Settembre 2014 | 3 Beta Release User Guide 2 create quick link to begin creating a fund, ︎ found in the main menu  
  4. 4. Settembre 2014 | 4 Beta Release User Guide 3 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  
  5. 5. Settembre 2014 | 5 Beta Release User Guide 4 add strategy to decided in which way   you would like to invest︎
  6. 6. Settembre 2014 | 6 Beta Release User Guide 5 choose a portfolio strategy from passive︎ active strategies︎ select timeframe typology from daily, ︎ weekly or monthly market data︎ ︎ 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 dividends︎ ︎ inception date is indicates starting from ︎ when the strategy will be backtested︎
  7. 7. Settembre 2014 | 7 Beta Release User Guide 6 strategy name, timeframe, cash allocation︎ and 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
  8. 8. Settembre 2014 | 8 Beta Release User Guide 7 edit fund profile link opens pop-up︎ fund name is the title of your fund︎ ︎ investment goal choose from retirement, long-term, mid-term, short-term, speculative︎ ︎ private fund to hides the fund from the community, it will not be visibile in the funds page︎ ︎ description quick overview of the fund idea and goal︎ ︎ entry suggestion describes when to begin executing buy and sell signals︎
  9. 9. Settembre 2014 | 9 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 create︎ 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.︎
  10. 10. Settembre 2014 | 10 Beta Release User Guide 9 backtest when you are ready to test︎ fund performance using historical data︎
  11. 11. Settembre 2014 | 11 Beta Release User Guide 10 dashboard includes all the funds the user︎ Is testing and running with shortcut links ︎ in the main menu︎ status bar indicates that the fund is ︎ undergoing backtesting and includes︎ the last backtest date︎
  12. 12. Settembre 2014 | 12 Beta Release User Guide 11 status bar indicates that the fund has ︎ completed backtesting and includes︎ the last backtest date︎ ︎ view backtest results︎
  13. 13. Settembre 2014 | 13 Beta Release User Guide 12 fund details displays key information︎ 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 format︎ shows the actual portfolio composition︎ in percentage value ︎ publish fund to make it visibile to the︎ public in the funds page︎
  14. 14. Settembre 2014 | 14 Beta Release User Guide 13 equity curve of the fund compared with ︎ the benchmark Standard & Poor︎
  15. 15. Settembre 2014 | 15 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 create︎ 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.︎
  16. 16. Settembre 2014 | 16 Beta Release User Guide 15 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
  17. 17. Settembre 2014 | 17 Beta Release User Guide 16 confirm your intent to publish the fund︎
  18. 18. Settembre 2014 | 18 Beta Release User Guide 17 funds in production lists all the user’s published and active funds︎ unpublish fund moves it back to testing︎ mode and enables the user to make︎ modifications to the fund︎
  19. 19. Settembre 2014 | 19 Beta Release User Guide 18 my feed includes fund updates such as buy and sell signals, reports and news︎ for all publishedfunds and funds being followed︎
  20. 20. Settembre 2014 | 20 “ For any questions, ︎ do not hestitate to contact us at: 
 ︎ support@openhedgefund.com︎

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