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Modified: 2009/01/01 16:01 by Eugene - Categorized as: Community.Visualizers
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Latest version: 2008.12

Performance Visualizers Pack - binary (ZedGraph component included)
Performance Visualizers Pack - source (ZedGraph component included)


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Previous version: 1.1

Performance Visualizers Pack - binary (ZedGraph component included)
Performance Visualizers Pack - source (ZedGraph component included)


Note for Visual Studio 2008 (incl. Express) users:
After opening the project and going through the process of conversion, be sure to open up the project's properties and select .NET 2.0 as its target framework.

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Revision History

1.0.1.1
  • Baseline released
1.1.0.0 2008.12
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Installation

  • Unpack the binary archive into Program Files\MS123\Wealth-Lab Developer 5 (or Program Files\Fidelity Investments\Wealth-Lab Pro 5)
  • Start WLD/WLP

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Included Performance Visualizers


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Notes

  • I've chosen ZedGraph as the charting component for the already included and possible future Visualizers. Reasons:
    • supports printing, copying to clipboard and saving into files
    • powerful (everything except for 3D charts), fast, configurable
    • very small footprint (120K compressed)
    • free, open source, possible to use in commercial apps

  • Right click menu is generally unified with built-in visualizers. Basically it contains these features:
    • Copy Chart to Clipboard
    • Copy Data to Clipboard
    • Save as... (graphic file in a variety of vector/bitmap formats)
    • Unzoom (Restores state of scale to default)
    • Change Scale (Switches between linear and log scale of equity)

Note: The Trades V2 visualizer supports only copying performance results to clipboard and saving them to a file.

  • Equity and Drawdown curves are semi-transparent near initial values and get most saturated color at their extremes. In other words, the red gets darker as the drawdown deepens, the green gets darker as the profit is higher. All visualizers (except the Contribution chart which displays static values) share this idea.

  • When mousing over a chart, a tooltip will hint of equity value, drawdown depth etc.

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Known issues

  • Because ZedGraph is not TeeChart (that powers Wealth-Lab 4/5's graphics), it handles zoom and un-zoom events in a different manner. If you try to un-zoom the good old Wealth-Lab way (click and drag backwards), you'll just zoom the chart even more. So there goes a special context menu "Unzoom" that restores scale to default.
    • It is always enabled, it was a bit tedious for me to figure out how to code this zoom event handler without any example. Maybe in a later release; now it doesn't affect any functionality.

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TO DO

  • Performance
    I'm satisified with ZedGraph's performance even with large sets of data. Even then, should we desire to speed it up, there are two options:
    • FilteredDataPoints - a drop-in replacement for internal data structures that reduces the number of points displayed. You may recall a similar concept in Reports-Lab 2 implemented in the name of "Load necessary number of records" option.
    • Switch Anti-aliasing off.

  • Possible ideas for future Visualizers:


Powered by ZedGraph

Important Disclaimer: The information provided by Wealth-Lab is strictly for informational purposes and is not to be construed as advice or solicitation to buy or sell any security.  The owner of Wealth-Lab.com assumes no liability resulting from the use of the material contained herein for investment purposes.

Used under license from FMR Corp. Copyright 2008 FMR Corp. All rights reserved.


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