Popular Articles
Removing Trades
To clear all trades from you account. Go to Trades on the left hand side. And then go to Advanced and Delete All Trades. Once the popup comes up click on Delete All Trades This process cannot be reversed and it cannot be undone. Please make sure ...
Supported Brokers for Imports
Broker Stocks Options Commission/Fees Auto Imports Ally Yes Yes Yes No Charles Schwab Yes Yes Yes No ETrade Yes Yes Yes No Fidelity Yes Yes Yes No Generic Format Yes Yes Yes No Interactive Brokers Yes Yes Yes Yes Scottrade Yes Yes Yes No TastyWorks ...
Covered Called Example
Covered Call Example
Schwab Import
To download your transaction from Schwab. Go to https://www.schwab.com and login to your account. Click on History and the Transaction tab will show by default. Select the time frame that you wish to download. Click on Export.
Manually Entering Trades Tutorial
Here is a simple tutorial of a covered call but you can turn this into as complex of a trade as you want by adding more transactions. Once you are in the program and on the portfolio screen. Click on add Type in the name of the trade (most people ...