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Date/Time: Fri, 04 Jul 2025 02:11:56 +0000



Post From: Floating Spreadsheet Cells

[2020-06-23 21:47:58]
User606491 - Posts: 164
Is it possible to have floating spreadsheet cells on the trade chart that link to the formula source sheet?

I look at a portfolio of symbols. Each symbol has a chart and a concurrent spreadsheet. Certain inputs (i.e. margin requirement, % Capital at risk) are specific to each symbol, and not global across the portfolio (so I can't use the global formula source sheet).

Currently, for each symbol, I must manually find the spreadsheet via the pulldown menu, then enter the trade specific criteria. This is inefficient and error-prone.

Ideally, I would have 2-3 pre-linked floating cells on the trade chart that would allow me to directly update the corresponding spreadsheet. I would then be able to manage my global inputs from the global formula source sheet and my symbol/trade- specific inputs from the chart itself.

Is this possible?

Other related questions:
1) How do other traders manage the requirement for entering trade or symbol specific inputs?
2) Can the margin requirement be referenced as a study (similar to account balance)?


Thank you