I need a coder who can help me develop a wordpress widget that allows the client (member) to combine any combination of my 150+ strategy signal's historical performances together into a blended portfolio using a custom dollar start amount. I would like to give users the option to create a basket of individual strategies with an option to weight it per user wish and then track this new basket as separate/new strategy.
I have currently 150+ strategy signals listed on my wordpress website with complete updated StrategyStats for each one, stored in mysql database:
Definition of StrategyStats = performance related stats like gain%, monthly %, drawdown%, $equity, $profit, profit factor, etc, along with trade history (open and closed trades) and equity chart. The formulas for some of these stats are out there on the web (ex. [login to view URL])
My website is private and still in development, but here is an example of the strategy signals page :
[login to view URL]
The full performance of my strategy signal, when clicked on the signal name, can be seen in an Advanced Stats page (as follows):
[login to view URL]
Clients become a member for $50 per month and they have access to follow (copy) any of these signals into their own brokerage account. Everything works fine.
The problem is, because there are so many signals for clients to choose from, it might be hard for clients to choose the right ones to create a custom portfolio with.
Thus, my idea is to provide them with a tool so that the client can synthetically blend any number of the strategy signals to create a synthetic mock historical performance using the StrategyStats stored in mysql.
This mock performance will basically look similar to the Advanced Stats page. The template is already made.
The coder’s job is to somehow figure a way so that the client can choose any number of strategies to combine into a mock historical strategy performance and that blended performance will appear in its own Advanced Stats page and client can save 10 of these blended portfolios in his dashboard.
Note: In generating the mock historical portfolio, client can choose the mock account dollar value and lot sizing method (ex. 0.01 lot fixed or 0.01 per $500 in equity).
Example. Client imagines trading his custom portfolio (of signalA, SignalB, SignalC) with $50K and applying a lot size of 0.01 per $1000 per SignalA, 0.02 per $2000 for signalB and 0.01 per $3000 for signal C. The master signal performances will be stripped down to min of 0.01 (most of them already are) so that the lot adjustments can be scaled upwards.