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.

How do I add my trades into TPM?

How does I keep track of my trades?

How do I track the performance and different strategies?

How do I track my outcome?

Click here to review the transaction and positions grid.

How do I keep my portfolio data up to date from broker?

How I handle options that have been assigned or expired?

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.