This video tutorial shows how to add trades and other transactions manually.
The following questions are answered. How to:
– add an instrument
– add a trade
– add a cash transaction
– add a stop or a target
– update price history
– generate total equity history
Steps:
Create new database
Add 3 instruments: Apple, LogMeIn and Microsoft
Set Yahoo EOD as historical data provider and download historical data for all instruments
Set initial deposit
Add trades, orders and dividends
Generate total equity values
Shows how to create flex queries and import data.
Steps:
Create new database
Set Interactive Brokers Flex web service as an import module
Log in to the Account Management
Create Flex Queries
Activate web service and generate token
Import transactions
Shows how to create flex queries and import data.
Steps:
Create new database
Set Interactive Brokers Flex web service as an import module
Log in to the Account Management
Create Flex Queries
Activate web service and generate token
Import transactions
Shows how to import data from FXMC Trading Station
Steps
Create a new database
Set FXCM as an import module
Save the HTML report in the FXCM Trading Station
Load the previously saved report
This video tutorial shows how to use the advanced grid of the TradingDiary Pro. For detailed information please read the Introduction/Grid functionality chapter of the help file.
Steps:
Create new database
Import Interactive Brokers Flex data
Set historical data provider as Interactive Brokers
Show basic views: Instruments, Trades, Positions and Open Positions view
Positions view master detail
Show grid column reordering and removing. Column chooser
Show data sorting
Data grouping and group summaries
Quick Find
Incremental search
This tutorial shows how Thinkorswim import works.
This tutorial shows how to add multiple accounts into the software and load data into them
This tutorial shows the special options trading related features of TradingDiary Pro like automatic option assignment, how to break up or adjust an existing options strategy.
This video tutorial shows to assign cash transaction items to positions and how these cash transactions modify the net profit and loss.