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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 Sync

Trade Sync is a cool feature that quickly and easily allows you to see all the charts of your currently open positions held in the Trades tab. When you enter a new position in the Trades tab, it is automatically added to your Symbol’s list in the Research tab. Close a position and it is automatically removed. It is no longer necessary to have to manually add-in your currently held positions to see what how the price quotes are performing.

To select the Trade Sync view, click on the Portfolio Actions menu in the bottom toolbar of the Research tab and then select Trade Sync. An option is also available in the top Research menu under Portfolio Actions.

Trade Sync

Just to make things even more convenient, the Trade Sync feature takes things one step further. An arrow with a horizontal line is drawn on the chart indicating your buy price and purchase date. This makes for very easy viewing of how the stock’s price has performed in relation to the price and date of purchase.

To display the exact price and date of purchase, simply hover the mouse pointer over the purchase arrow and it will bring up a tooltip display purchase information.

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