How to Create, Add, and Edit Trading Plan Rules

In addition to setting up your trading plan, you can also add your trading rules to follow. To arrive there, select Trading Plan from the portfolio tab.  Once you arrive, your rules will be empty and waiting for you to begin building and editing it. Here is a screenshot of the page. It is similar to the trading plan because they are on the same page. Towards the middle and off to the right of the page you will find the link, click on New Trading Rule to begin building.

Build and customize your trading rules. Add a title and descriptions to your rule.

Once complete, save your work. This will prompt you back to the trading rule page where you can view your input. Repeat steps and add as many rules as you would like. Navigate away from this page by clicking on the portfolio tab or return to the trading plan page.  

Return to your trading rules to add and edit. 

How to Create, Add, and Edit a Trading Plan

To build your trading plan, select Trading Plan from the portfolio tab.  Once you arrive, your plan will be empty and waiting for you to begin building and editing it. Here is a screenshot of the page.

Click on the edit link in order for the journal can become active and editable. This is what it will look like. 

Begin building and customizing your plan by completing the investor type, objective, short and long term goals. Once complete, save your work. This will prompt you back to the trading plan page where you can view your input. 

Return to your trading plan to add and edit any of the categories. 

How to Create, Add, and Remove Trade Ideas

Set up your trade ideas. To arrive there, select Trading Ideas Journal from the portfolio tab.  Once you arrive, your ideas will be empty and waiting for you to begin building and editing it. Here is a screenshot of the page. Off to the right hand side of the page you will find the link, click on New Trade Idea to begin your new trade. Here is a screenshot.

Build and customize your trade ideas. Add trade idea, symbol, and description of the trade. 

Once complete, save your work. This will prompt you back to the trade idea page where you can view your input. Repeat steps and add as many trades as you would like. Navigate away from this page by clicking on the portfolio tab or return to the Trade Ideas Journal to view all trades.  

Return to your here to add and edit all trades. 

How to Create, Add, and Remove an Industry Trend

Build your Industry trends by selecting Industry Trends Journal from the portfolio tab. Once you arrive, your trends will be empty and waiting for you to begin building and editing it.

Click on New Trend to begin editing. Here is a screenshot of the page.

Begin building and customizing your trends by completing the optional information. Once complete, save your work. This will prompt you back to the trend page where you can view your input. Return to Industry Trends Journal to view all trends.  

Return to your Industry Trends Journal to add and edit any of the trends. 

Create and Organize Company Pages on Watch List

Creating and Organizing your company pages is great way to stay focused.  After logging in and being brought to the portfolio page. Locate the Watch List tool under three separate locations 1) portfolio tab, 2) Under the category section, and 3) Under the Watch List box section.

Now that you have created a watch list and added your symbols, lets go one step further. Click on any of your stocks so that you can arrive at the company journal page. Here you can edit the information you want to record for the stock.

Click on Edit to begin customizing your company journal page data.

Bring information from you favorite sites and organize them so that you can best utilize it. We have provided several links for you to use while conducting your research.

After completing your information, click save. You will taken back to the company journal page. Attach notes on the note section from here.

How to Add a Watch List and Symbols

Adding a watch list and symbols is easy.  After logging in and being brought to the portfolio page. Locate the Watch List tool under three separate locations 1) portfolio tab, 2) Under the category section, and 3) Under the Watch List box section.

Once you arrive at your watch list page you need to create one. Click on Add Watchlist. A window will prompt you to name your watch list.

Create as many watch list as you would like by repeating the steps. The next thing is to begin adding your symbols. Click on Add Symbols a small window will open prompting you to add your tickers. Make sure to separate them by commas.

You have now created your watch list and added your stocks. You can delete both symbols and watch lists anytime by clicking on the small black "x's" on the right side of the watchlist.

How to Add a New Transaction

How to Review/Reopen a Trade

Once you close a trade, you have the option to review and reopen the trade.

On the right hand side of the trade, you can click on 'close' to end the trade. Once this is clicked, two new options will appear: 'Reopen" and Mark Unreviewed". If you made a mistake and would like to reopen the trade, you can simply do this by clicking reopen. Marking the trade unreviewed, is a nice feature because it allows you to go back and review the trade. If you click unreviewed, this will take your trade to the unreviewed section of the portfolio tracker. You can access these trades by clicking on 'Unreviewed' at the top right of the page. Here you review the trade and then mark it as reviewed.

You can always find all of your trades under these tabs: Open Only, All, YTD, MTD, and of course Unreviewed.

How to Read the Portfolio Tracker

Similar to some of the other videos on the portfolio tracker, this tutorial will repeat similar information on how to understand the portfolio tracker. 

How to Close a Trade

Closing your trades.

After logging in and entering your portfolio, click on the stock or option that you are trading. This will maximize the trade so that you can now see all of your trades. On the right hand side of the trade, click the button that looks like a zero. It is next to the scissors and the 'x'. A window will prompt you to fill in the closing date, closing price, and commission paid. Hit the close transaction button and the trade will refresh and close. The portfolio tracker will show you your gains and losses at this time and update the risk and profit profiles and the summary of your trade.