Details

Summary

Portfolio Name
Market
Public
Initial Value
Portfolio Value
Percent Change
Invested Amount
Available Cash
Buying Power

Open Positions

To see multiple open positions of a single stock click to the individual row.

Symbol Type Quantity Open Date Average Cost Current Price Current Value Profit/Loss Sell/Cover

Performance Metrics

Return
 
Gross Profit
Gross Loss
Total Net Return
Total Change in Value
Sharpe Ratio
Profit Factor
Max DrawDown
Return Per Trade
 
Average Profit Per Trade
Average Loss Per Trade
Net Return Per Trade
Max Profit Per Trade
Max Loss Per Trade
Trades
 
Total Trade Count
Profitable Trades
Losing Trades
Profitable Trades (%)
Hold Period
 
Minimun Hold Days
Maximum Hold Days
Average Hold Days

Equity Chart

Scheduled Orders

Date Symbol Quantity Amount Order Type Status Action

Closed Trades

Symbol Type Quantity Open Date Close Date Average Cost Close Price Profit/Loss

Trade History

Date Symbol Trade Type Price Quantity
Company Name:
Current Price: *
Buying Power: No. of Stocks (Max):

* Could be delayed price, but trade will be executed on real-time price

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Equity Chart

Performance Overview

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Trades

Ticker Type Open Date Closed Date Open Price Closed Price Quantity Profit/Loss Percent Change