How do I keep my portfolio up to date?

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.