Position Tracking

Automated Position Tracking

Trades and positions are automatically updated every 5 minutes throughout the trading day

We utilize the broker APIs to eliminate the need for any manual export/import

Trade strategy calculation is automatically attempted for all new positions

Track profit and loss for all closed trades

12 months of trade history is imported and positions are created automatically during account onboarding

Weekly and Monthly balance and PNL tracking

Interactive chart to view your current payoff diagram in real-time

Identify your profit and loss zones and breakeven levels

Take the payoff guesswork out of complex or “messy” positions

Know where you need to sell covered calls or puts to make sure you’re beyond your basis regardless of the position makeup

Start with a default list of trade strategies

Create custom strategies and position tags

Use the strategies and tags for filtering and tracking