Tracking your Trading Plans
When you have imported your trades and you want to start tracking how you are doing on different type of trades.
Inside of the Trade Plan area of the trades screen. You can type in or select the list of pre defined drop downs.
Keeping track of what was going on and where you got the trade from is an escencial part of trade tracking.
Once you start adding in Trade Source, Market Condition and the others. You can track them inside of your charts and reports.
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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.
Import from Think or Swim (TOS) Paper Trading
Open and Login into Think or Swim. Go to the Account Page and then click on the hamburger menu on the top right. Click on Export to File and Save it to your Desktop. Once you save that file, go ...
Supported Brokers for Imports
Broker Stocks Options Commission/Fees Auto Imports Ally Yes Yes Yes No Charles Schwab Yes Yes Yes No ETrade Yes Yes Yes No Fidelity Yes Yes Yes No Generic Format Yes Yes Yes No Interactive Brokers Yes Yes Yes Yes Scottrade Yes Yes Yes No TastyWorks ...
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 ...