TS-PortfolioMerge_Pro

Bonus: Get TS-ChartCycler with PRO

Batch process your favorite algorithm across a wide spectrum of markets!

Purchase of TS-PortfolioMerge_Pro also includes TS-ChartCycler, a companion TradeStation workflow tool designed to help users cycle through charts/workspaces and support portfolio-level strategy review.

TS-ChartCycler is especially useful when working with multi-market TradeStation strategies. It helps streamline the process of moving through symbols, reviewing charts, and supporting the export workflow used with TS-PortfolioMerge_Pro and related portfolio analysis tools.

Watch a quick video here: Quick Intro Video

Professional Portfolio-Level Analysis for TradeStation Strategy Developers

TS-PortfolioMerge_Pro is a Windows desktop software tool designed for traders, system developers, and portfolio researchers who want to combine multiple TradeStation strategy performance exports into a single portfolio-level analysis.

Instead of reviewing each market or strategy one at a time, TS-PortfolioMerge_Pro allows you to merge performance files, study the combined equity curve, evaluate drawdown behavior, and better understand how individual markets contribute to the total portfolio.

This Pro version expands the original TS-PortfolioMerge workflow with a more powerful interface, easier market selection, and portfolio construction tools designed to help systematic traders make better decisions.

Key Features

• Merge multiple TradeStation/RINA-style XML performance files into one portfolio report

• View combined portfolio equity, drawdown, monthly results, annual results, and performance summaries

• Select Markets tool allows you to quickly include or exclude individual markets from the portfolio

• M of N Optimizer helps evaluate combinations of markets and search for stronger portfolio blends

• Analyze portfolio-level performance instead of relying only on single-market results

• Review market contribution, equity behavior, and diversification impact

• Generate professional PDF-style portfolio reports

• Includes support folders for trade files and FX rate data

• Designed for Windows desktop use

Why Use TS-PortfolioMerge_Pro?

Single-market strategy results can be misleading. A system may look strong on one market but behave very differently when traded across a diversified basket. TS-PortfolioMerge_Pro helps you see the bigger picture by combining individual strategy results into a portfolio-level view.

The Select Markets feature makes it easy to test different portfolio baskets manually. The M of N Optimizer goes further by helping you evaluate combinations systematically, making it easier to identify market groups that may produce better balance, smoother equity, or more acceptable drawdown characteristics.

TS-PortfolioMerge_Pro is especially useful for:

• TradeStation strategy developers

• EasyLanguage users

• Futures traders

• Systematic traders

• Portfolio researchers

• Traders testing multi-market strategies

• Users who want better insight into equity curve combinations and market selection

Included in the Download

• TS-PortfolioMerge_Pro Windows installer

• User Manual PDF

• Smart App Control / Windows installation guidance PDF

• Quick Start information

Installation Notes

TS-PortfolioMerge_Pro installs as a standard Windows desktop application. The installer also creates working folders under Public Documents for trade files and FX rate data.

Because this is independent trading software and not a Microsoft Store application, some Windows 11 systems may show an Unknown Publisher, SmartScreen, or Smart App Control warning. Installation guidance is included in the download package.

Important Disclaimer

TS-PortfolioMerge_Pro is research and analysis software. It does not place trades, provide financial advice, or guarantee trading results. Trading futures, stocks, ETFs, forex, and other financial instruments involves substantial risk. Past performance, hypothetical performance, and portfolio simulations are not guarantees of future results.

Created by George Pruitt

George Pruitt is a longtime trading system developer, author, and EasyLanguage educator with decades of experience in systematic trading research and portfolio analysis.