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Introduction
» PortfolioTK
» Installation/Uninstallation
Menus
» File Menu
» Research Menu
» Report Menu
» Help Menu
Research
» Research
» Portfolio Symbols
» Portfolio Indicators
» Charting Pane
» Research Taskbar
» Trade Sync
» Fundamentals Pane
Equity Charts
» Equity Charts
» Example Portfolio
» Creating New Portfolio
» Equity Curves
» Plotting
» Percent Change
Trades
» Trade Rows
» Trade Columns
» Open Trade Statistics
Reporting
» Export Charts
» Export Trades
» Gains & Losses
Analytics
» Portfolio Level Statistics
» Modern Portfolio Theory
» Position Level Statistics
Performance
» Risk/Reward
» Correlation
» Alpha/Beta
Simulator
» Terms
» Application
» Price Bands/Moving Averages Terms
 

Trade

The Trades tab allows you to enter your current open and closed trades. Various statistics are then automatically calculated so you can analyze and breakdown your performance. Some key elements about the trade interface:

  • Allows scaling in and out of positions with intelligent trade matching
  • Allows entry of both short and long trades
  • Calculates both open and closed statistics

Trade

When entering trades, each trade gets its own row. A round-trip position, in which you buy a security and then sell it, would consist of two rows for the two separate trades.

TRADE ROWS

If you would like to delete and entire trade row, or multiple rows, you may do so without having to select every individual cell and deleting the values. Of course, you could also delete all rows at once as outlined in the Menu section of this guide.

DELETING A TRADE ROW

To delete and entire row, click on the blank cell to the left of the symbol you would like to delete. This will select the entire row. Then simply hit the “Delete” key on your keyboard to clear the row.

DELETING MULTIPLE TRADE ROWS

There are a number of ways in which you can delete multiple rows. Each method starts the same as deleting a single row (click on the blank cell to the left of the symbol). Then whichever step you find most convenient you can take:

  • After highlighting the first row, you can hold down the Control key on the keyboard to click additional rows that aren’t necessarily grouped together. Then hit the Delete key on the keyboard.
  • When clicking on the blank cell to the left of the first symbol you would like to delete, hold down the mouse button as you drag down or up to highlight additional rows. Then hit the Delete key on the keyboard.
  • After clicking to highlight one row, scroll down to the last row you would like to delete. While holding the Shift key on your keyboard, click on the last row to be deleted. Every row in between the initial trade and the last trade will be highlighted. Then hit the Delete key on the keyboard.
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