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My Portfolio Overview hide
» To begin, click Setup and create a starting basis and cash available.
» Record trades automatically from the search tools using More Info buttons or enter them manually.
» Create multiple portfolios to track various accounts or strategies. Maybe a different portfolio for each strategy.
» Multi-legged strategies appear as linked positions for easy analysis.
» See portfolio-wide statistics on your closed pos. Like Sharpe, Kelly Criteria, etc.
» Quick links allow position management and adjustment, as well as detailed analysis for your trades.
» Closed positions are recorded in Transactions.
» Overview all positions using Analysis, Allocation and Snapshot.
» For more information on using the Position Portfolio, view the Using the Position Portfolio tipsheet.
My Portfolio Tools
» Profit/Loss Portfolios Enter and view your open equity, index, and option positions.
» Transactions View all realized and/or unrealized gains/losses for your positions.
» Analysis By Sym Analyze your open/closed positions grouped by symbol.
» Analysis By Pos Analyze your open/closed positions grouped by position.
» Snapshots View todays gains/losses from your position portfolio.
» Sector/Industry Allocations Analyze your current asset allocation by sector and industry.
» Performance Summary View detailed performance metrics and statistics for your trading.
» Alert Summary View any triggered alerts across all portfolios.
» Cash Report View all notes and trading logs/trading diary of your portfolio transactions.
» Notes Report View a report of any cash deposits or withdrawals entered into your portfolios.
» Valuations View a graph of your portfolio total values updated each trading session evening.
» Setup Create, adjust cash or names, and delete position portfolios.
PowerTip #80
Potential Roll-Out Simulation
Roll out suggestions can be simulated to show before and after results if a roll out is implemented. Click the "more info" button and then "Simulate Trade" next to the roll out to be considered.
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