The Portfolio Tracker is going to help you keep track of all your investments. This help section will guide you through the many features of the portfolio tracker. Let's begin.
Getting to your portfolio is easy. The portfolio tab will always be at the top where you can access all of your investment tools. Access your Portfolio Summary by selecting it from the portfolio tab.
On your Portfolio Summary page you will find all your strategy based trades and key statistics. Let's assume that your portfolio is empty so we can add trades to your portfolio.
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| FOR TUTORIAL PURPOSES ONLY |
Enter your portfolio by clicking on the link (name of portfolio)
Once inside, you will see an empty portfolio. In the picture above, you can see the Click here to add strategies or you can click on the Add Trade Strategy link on the right hand side. The Add Trade Strategy link will always be there to add your trades.
Clicking the Add Trade Strategy will prompt the Add New Trade Strategy window to open.
Enter your strategy based trades here. Add the Ticker, Strategy Type, Posture, Target ROI and Days are optional, and finally attach any notes that you see fit. Ideally, you can add notes as to why your entering the trade, set up exit strategies, fundamentals, technical and sentimental analysis. Once complete, submit the strategy based trade.
This is how you open and add strategy based trades to your portfolio.