Features Release: Life of Trade Journal View & Enhancements, Go Big Chart View.

Introducing the new “Life of Trade” View in the Journal.

Trades are grouped by Symbol, making it easier to follow the trade from Open-Adjust-Close – along with any Assigning/Exercising of the underlying stock.

This view further allows you to sort by Account, Symbol, etc for more targeted analysis.

‘Status’  provides an additional avenue to refine your Journal updating and analysis in the Life of Trade view.

• Open – current, active trades without prior change in underlying.  Identified by Blue Tab.
• Closed Complete – all legs of trade, including any adjustments or change of underlying, have been closed and matched.  Identified by Green or Red tab (Profit or Loss).
• Adjustment – Unmatched – the original trade has been adjusted, but the changes have not been reconciled.  This entry will be identified by a Yellow tab.
• Closed – Unmatched – the original trade, including adjustments and change of underlying are closed, but one or more components of the trade need to be matched.   Identified by yellow tab.
• Incomplete – the original trade resulted in change in the underlying stock being Assigned or Exercised.

When you add your brokerage account to the platform, make sure to select the ‘Auto-Journal’ Feature enabled.  By doing so, the system will automatically insert orders/trades from the last two months into the platform’s Journal.

After the brokerage is added, any trade executed on your brokerage website instead of through the platform portfolio will also be captured in the two-month time period.

Finally, there is no need to go to an account’s Order Status tab to update Journal Trade Tabs.   Simply  log in to the account from the Account Summary Tab.   Trade tabs will automatically update for the last 2 months!

The new Insight Tab in the Journal offers visual feedback on your trading activity.    The graphs are responsive to and update automatically based upon criteria selected including:

• Trading Account
• Symbol(s)
• Tags
• and/or Date Range

The top graph shows the overall activity, as well as Winners & Losers.

The middle line graph displays profitability or losses over the date range selected.

The bottom bar graph shows profit/loss by trade in the selected date range.

Users can now document details on Entering, Adjusting or Exiting a Trade quickly and easily after submitting an Order.
Upon successfully submitting an Order, simply click “Add Journal Notes“:

In addition to the ability to adjust Chart Height and Width,  the Charts can now ‘Go Big’ and expand to full screen size.
Click    as shown below:

The Buy/Sell icon, , located at the upper left of the screen allows you to trade directly from the full view.   To return to the regular chart view, simply click the ‘Go Big’ icon or ‘esc’ on your keyboard.

The Exchange listed in the Company Overview section of the Dashboard now lists the name of the Exchange, instead of the abbreviation.