How do I add my trades into TPM?

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.
  1. Download your brokers transaction history
  2. Import the information into TPM
  3. TPM will automatically group option trades together. Grouping individual option transaction makes it easier to see your performance on individual trades.
  4. Review your trades that were imported on the Trades Screen
To manually enter your trades follow this tutorial.

    • Related Articles

    • 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 ...

    • Splitting Trades

      Splitting Trades

    • 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 ...

    • 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.

    • Import Trades

      To import trades go to Accounts --> Import Select the Account you wish to import Select your Broker The directions will be on the right hand side to download from your broker.  Once you have downloaded the file from you broker Click on Browse and ...