Importing - Duplicate Trades
While importing each transaction will be assigned a unique identifier based on the transaction information. We do this so you cannot accidentally import your data more than once.
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Splitting Trades
Splitting 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 ...
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 ...