Recent Articles
Manually Closing Expired Trades
To manually close an expired trade, navigate to the trade and open it up. Under Positions, find the position that has expired and click on Close. A new transaction will show up, verify the information on the new transaction and click on Save Changes. ...
Greeks
Trade Portfolio Manager offers two different ways to look at the Greeks inside of the trade. Click on the User Icon on the top right and then select Setup and Settings Inside of Setup and Settings, scroll down to Show Position Greeks and Show Option ...
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.
Tracking Trading Outcome
At the end of a Trade you will want to enter the reason why the trade was a success or failure. Navigate to the Trade and Trade Outcome tab. Enter the reason for the exit and any exit notes you want to keep track of.
How do I add my trades into TPM?
The first thing to do is to get your existing trades into TPM. To do this you will either download the trades from your broker and manually enter them. Download your brokers transaction history Import the information into TPM TPM will automatically ...