Get started with Trade Portfolio Manager
Welcome and thank you for signing up for Trade Portfolio Manager.
The goal of Trade Portfolio Manager is to track the performance of your stock and option trades. The program is specificity designed to track spread trades and advanced spread trades, however it can easily mange any type of stock or option trade.
Click here to review the transaction and positions grid.
How do I handle multiple strategies on the same symbol, during the same time period?
- TPM will not be able to determine if you have two different strategies running on the same symbol during the same time period.
If Trade Portfolio Manager does not support your broker please fill out the form on your brokerage supported help documentation.
Related Articles
How do I keep my portfolio up to date?
Keeping your data up to date in Trade Portfolio Manager is very important to keep up to date trading records. To do this, just re import your brokerage data again with the latest information. Select the timeframe from when you last imported the ...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 ...How I handle options that have been assigned or expired?
To handle expirations or assignment manually. Expirations Some brokers provide a record for when an option trade has been expired. If your broker does not, you will have to close the expired option trade manually. To check to see if you have open ...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 ...Sharing Trades
Go to Trades and open the trade you want to share. Click on "Share Trade Options" and then "Share Trade" A popup will come up with the URL that you can share with anyone or put on your blog.