Positions Tab

The Positions Tab offers 4 table views of your current trades.   You can access these by clicking on the drop-down box in the upper right of the screen.  “All” combines the 4 views.  

Total Gains
This table view displays the Overall $ and % Gain/Loss and the Daily $ and % Gain/Loss based on the previous trading day’s results.

Share Performance
This table breaks down Total Gains by showing Entry Cost compared to Current Value per Share.

Total Performance
Similar to Share Performance, but shows Total Entry Cost and Total Current Value.

Greeks


Access Trading Account Information

No need to login to Brokerage Account site for normal day-to-day activity.

Each account includes a Summary page showing the Account Balance, Margin Balance, Stock, Option & Day Trading Buying Power and tracks the current trading day’s activity.

Besides the Order Ticket, the Order Status, Current Positions  & Transaction History are all available.  You can view previous order history in the Order Status tab by clicking on the drop-down menu on the upper-right corner of that screen.

You can access any account and switch accounts with a single click.  You can even change the account from the order ticket.

The newest feature, Journal provides the means of organizing, noting, analyzing & reconciling trades.


Trade Management

This platform makes it easy to manage and adjust trades when needed. The Snapshot feature and the P/L graph enables you to visually assess adjustments.

Once the existing trade is showing on the options page, take a ‘snapshot’.  Enter the adjustment, then take another ‘snapshot’.

To submit the adjustment to the Order Ticket of your brokerage account, click “Trade”. The smart ticket system will even handle the trade adjustment automatically by entering the appropriate buy/sell, open/close combination.  


Position Download Ability

Downloading/exporting capability added to the Positions tab.

 This feature is also available in the “Gains” tab.

 This allows even greater flexibility with record-keeping from the Journal/Brokerage Account.      


Symbol Journal

This is more than just documenting trades

This Journal has benefits and features that allow you to truly customize a vital part of the trading process.  Each trade allows you to: Make Notes,  add Tags for organizational purposes as well as Color Tags you customize,  Outlook icons further customize each trade entry.


Journal Tag Analytics

Want to know how effective your trading strategies and practices are?  This is where you’ll get your answers

Get visual feedback broken down by strategies and analytical data including a Profit Graph, Average Gross P&L, the frequency of each strategy executed, % Win Ratio, Number of Days in a Trade.

Journal Analytics is a powerful tool to reinforce consistency in the practice of the trading process- from the overview, evaluation, research, execution and exiting.  Journaling identifies what works, what needs more discipline, etc.  Analytics provide this information in easy-to-read data.