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 trades.
If you select an earlier time frame TPM will not import your old trades again.
A new feature we are working on is to be able to the read a trade from your email. A customer will be able to forward trade confirmation. Please contact support@tradeportfoliomanager.com if you are interested in trying the beta of this.
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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, ...How does I keep track of my trades?
A Transaction is defined as a stock, option, or dividend that is tracked. A Position is a group of transaction that is the same investment. For example a Short Put with a strike of $33 that expires on 8/19/2022 will show under one position. A Trade ...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 ...Transactions Grid
A transaction grid is a list of all the stock, options and dividends for your trade. Date = Date you entered the trade Action = Buy or Sell (Sell for short calls) Type = Call, Put, or Stock Qty = The number of contracts or shares you purchased. ...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.