Life of Trade Journal View


Life Of The Trade

“Life of Trade” View in the Journal offers another way to view your trading activity and results.

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.

More on "Life of Trade"

Platform Features Release: December 2022


Announcing the latest Release which added a powerful Lower Indicator on the Charts Tab:  52 Week Hi/Lo.  Price/Date info has been added to X/Y axis


52-Week Hi/Low Indicator

The newest lower indicator:  52-week Hi/Low Indicator is a Broad Market Indicator.  It is not Stock specific.

View how individual Stocks/ETFs are faring compared to the Broad Market.

Select from NYSE, NASD or AmEx

There are two views:

Show Difference Only – Display either a green or red (or no) bar representing the net advancers/decliners for that period.
Show High & Low (uncheck box)– Displays both green/red bars to illustrate number with new 52 week high/lows.

The background color identifies a bullish or bearish trend, based upon the number of days selected (Trend Period)
Example:  If 3 days are selected, background highlight will begin on the 4th consecutive day of gains (or losses).


X/Y axis – Price/Date display

The cursor’s crosshairs will display the Price/Date info along the X/Y axis for easier reading.

This information will still appear in the upper/right corner above the chart:




Drawing Key Activation

Use your keypad to activate drawing lines on the Chart by following these steps:

1.  Click either in Header area above the chart – OR –
Click the Annotation icon>Line

2.  Click on chart, then “Alt” and “T” keys where you want to start line.

Once activated from either of the starting points (1), the function works on the current chart, without having to reactivate by clicking on the Header or Annotation icon.




Platform Features Release: November 2022


Announcing the latest Release allowing for customized Watchlist views.   Improvements in Journal functionality will increase responsiveness and allow users to better control the data displayed.  Format enhancements were also made to increase readability


Watchlist Views – Create, Save & Edit

The ability to create your own Watchlist views based on criteria important to you enhances the work flow of finding the best candidates for trading.

Click on  next to the (Default) Watchlist, then select “Add New” to get started.

Build your own views from over 160 data points, then adjust the display position in the order you want them to appear.

Click on icon to edit a view you previously created.

Learn more by clicking below:

Create Views

Improvements

The Journal default displays Order/Trade activity from the Activated Trade Account.

To switch or add accounts, simply click on the other Account tabs or select by group:   Real, Virtual, Manual or All accounts.

The improved functionality allows for faster journal activity display and easier trade analysis.

 


Change Log

  • Resolved Score Icon Navigation from Home/Market Tab
  • Corrected Fundamental/Dividend missing data
  • Moving Average indicator functionality restored on Custom Page
  • Corrected display data on Fundamental Tab
  • Addressed candlestick not appearing first 20 minutes on Mondays.
  • Rectified downloading data from Screener


Set Up Trade & Journal Sharing (Premium Desktop Feature)

Trade and Journal Sharing

 


Step 1:

Select “Sharing” under the Portfolio Tab to to access these features of sharing trade ideas with peers or trading groups or have access to an Instructor’s Trades or Journal History.

Trade Sharing allows for potential trades to display in “Order Staging” listing the Source of the Order.

Journal Sharing can be used to follow a Trading Group, Instructors, Peer, Public Accounts as well as Newsletters/Trading Room applications.


Step 2:  On the left-hand panel, click on “My Shared Accounts”

Shared Accounts are grouped into 4 categories:

  • My Shared Accounts – Elect to share Order Staging and/or Journal Sharing
  • Accounts I’m Following – Other peers, trading partners, instructors
  • Subscription Accounts – Newsletter or Trading Group applications
  • Public Shared Accounts – allows access to a Public Directory with performance metrics


Step 3: Set up your User Profile

Click “Edit
Add a User Display Name
Provide a Bio and/or Information about the account.  This is what others will see.
The Formatting option allows you to customize the Bio/Information box.
Click “Save


Step 4:  Set Up Account Profile

1.  In the middle panel, click on the Account to be shared

2.  On the bottom right panel of the page, click on “Create Sharing Profile

3.  On the pop-up window, add an Account Display Name and Account Description.
Note: Both are required.

You are also able to add #tags to this Account Profile.

4.  Click “Save


Available buttons allow you to Generate New Code and Disable Code.

Account Options

Once Shared, you can “Unshare” account by clicking on button located in the upper right of this box.

Share Journal is checked by default.

Check box for Share Staged Trades if you wish to provide that on the selected account.

A code is automatically generated to Privately Share/Peer-to-peer share

Duration drop-down menu allows you to set how long the code is valid:
Single use only
Hour
Day
Week
Until Disabled


Export Reports (Desktop)

Clicking on  located on the upper left corner of the Positions and Gains tabs allows you to export that information as a .csv file.

The Journal  give you the ability to export reports in a PDF file on your desktop platform.  But that’s just the beginning.

You can export from the Transaction or Reconciliation view filtered by Account, Symbol, Tags, Notes and/or Date Range.

Life of Trade View also allows you to filter by Order Status in addition to the above criteria for even more focused report.   Only want to print Closed Trades?  Want to see how many trades are Unmatched?  Select those filters.

The top of your Journal report displays the Tag Summary based upon the account(s) and filtering criteria selected.

The trade detail report displays the status, Open, Close, Expire  with a color code of the trade:  Blue=Open,  Green=Profit,  Red=Loss,  Yellow=Unmatched.


Journal Navigation

It’s easy to look up trades.  Choose from Stock symbols, tags used (ex:  #bullCall, #longStraddle), Notes containing certain words or phrases, or date ranges from 1 Day to 1 Year.

On the individual Trade tabs, click the  icon to expand the trade detail.  To edit/add tags, notes,  to the trade entry, click  then ‘save’ when completed.

Once the Trade Tab is expanding , you have additional options:  The “Replay” icon, ,  sends a trade from the Journal to Backtest Analysis.  You can delete a Journal Entry by clicking on .


Virtual Account Overview

Virtual Trading gives you the real trading experience without risking any money.     It is a valuable “next step” learning tool – designed to mimic the trading experience as closely as possible.

You’ll start with a $100,000 account.  Virtual, of course.

Trades are executed during Market hours – 9:30 a.m. – 4 p.m. Eastern Time, however there is a 15 minute delay after Market open for orders to begin executing.

As with Live Accounts, there are limits on trades if there is not sufficient Buying Power in your Virtual Account.   There can be expensive Spread/Margin Requirements to adhere to.

Virtual Accounts do have limitations that Live Accounts do not have:

Virtual Accounts are not subject or responsive to Corporate actions such as buyouts, name or symbol changes, stock/option splits and strike price adjustments to name some examples.

Virtual Accounts are “Auto-Journaled”.   This automatically keeps record of all trades for later analysis and reconciling.

These practice accounts are identified by a yellow bar on the left side of the account window.

Virtual Accounts are powered by Choice Trade to provide the real trading experience.