Portfolio Tracker
MarketInOut provides one of the most powerful and easy-to-use
Stock Portfolio Tracker tool.
It gives with an ability to create an unlimited number of portfolios, add stocks from
international exchanges like ASX(Australia), TSX(Canada), BSE(India), NSE(India), SGX(Singapore),
Exchange Trade Funds (ETFs or Mutual Funds) and Metals. Each portfolio updates intra-day with current
last prices, daily performance, and gain/loss values.
It is easy to add new position as the Portfolio Tracker automatically calculates a number of shares
by having Investment per Trade parameter for the portfolio and current share's price.
To close a trading position is also very simple because all fields like exit date and price
are already pre-filled in the corresponding dialog window. The Portfolio Tracker is also integrated
into Stock Screener tool.
You can add stocks to one of your portfolio right from Stock Screener
results page.
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It worth to mention that it also allows you viewing a visual representation of any
opened or closed position. Two arrows on the chart, entry date/price and exit date/price
let you see how the trade is performing.
You can use the Portfolio Tracker to monitor your live brokerage accounts.
It is also helpful at testing your trading strategies before going live.
This tool is very easy to use for paper trading.
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Portfolios, like Watch Lists, can be used in the Stock Screener tool to narrow stock universe.
To do so, open Universe criteria category,
then My Portfolios criteria group and select the portfolio.
Portfolios can also be used to narrow stock universe in the Formula Screener tool.
The following expression can be used for this:
[portfolio_name]
An example:
[my top 100 stocks] and rsi(14) > 70
will find stocks in the portfolio named my top 100 stocks that matched rsi(14) > 70 criteria.
Several portfolios can be specified in formula expressions as follows:
[portfolio_name_1, portfolio_name_2, portfolio_name_3]
By default, all stocks from the portfolio will be included in the screening, regardless of whether they correspond to open or closed positions.
You may want to screen only stocks corresponding to active positions: [portfolio_name@active]
Or just stocks that correspond to closed positions: [portfolio_name@closed]
Thus, by adding @active or @closed to the portfolio name, we indicate which tickers to select from the portfolio.
It is worth mentioning that there can be both an open and a closed position in the portfolio for the same ticker. In this case, this ticker will always be included in the screening, no matter if @active or @closed is specified.
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