Portfolio – Positions Page

Note: Positions in Broker Menu (lower left) and Portfolio Menu have the same functionality and are both referenced on this page.

Export Reports (Desktop)

Clicking on  located on the upper left corner of the Positions and Gains tabs allows you to export that information as a [...]
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Evaluate Existing Positions

Positions will automatically show on the options chain for the active brokerage account. You can also access directly from Broker [...]
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Order Types – How to Enter

Market Order are Buy or Sell orders to be executed immediately at current the Market Price.  Execution of the trade [...]
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Positions Tab

The Positions Tab offers 4 table views of your current trades.   You can access these by clicking on the [...]
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Expand Trade Detail – Positions Tab

There are 3 ways to expand multi-leg trades in the Positions Tab. Smart Icon – Click on the   icon to the left [...]
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Trade Management

This platform makes it easy to manage and adjust trades when needed. The Snapshot feature and the P/L graph enables [...]
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Position Download Ability

Downloading/exporting capability added to the Positions tab.  This feature is also available in the “Gains” tab.  This allows even greater flexibility with record-keeping [...]
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I own the stock, how to I enter a Covered Call trade?

When you already own the stock, but want to enter a Covered Call position, follow the following steps: 1. From [...]
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Account Differences Explained

When you set up your Live Account with TD Ameritrade, Choice Trade or other Brokerage you may notice account value [...]
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