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To begin, click Setup and create a starting basis and cash available. |
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Record trades automatically from the search tools using More Info buttons or enter them manually. |
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Create multiple portfolios to track various accounts. |
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Multiple leg strategies appear as linked positions for easy analysis. |
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Quick links allow position management and adjustment, as well as detailed analysis for your trades. |
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Closed positions are recorded in Transactions. |
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Overview all positions using Analysis, Allocation and Snapshot. |
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For more information on using the Position Portfolio, view the Using the Position Portfolio tipsheet. |
