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Portfolio Tracker provides one of the most influential and easy-to-use Portfolio Tracker tools. It allows you to create an unlimited number of portfolios and add stocks from international exchanges such as TSX, LSE, Euronext (Paris, Milan, Amsterdam, Dublin, Lisbon, Brussels), Madrid, Xetra, Tadawul, DFM, BSE, KLSE, SGX, JKSE, HKSE, SHSE, KRX, TSE. Each portfolio is updated intra-day with current last prices, daily performance, and gain/loss values. It is easy to add a new position, as the Portfolio Tracker automatically calculates the number of shares using the Investment per Trade parameter and current share price. To close a trading position is also very simple because all fields, such as exit date and price, are already pre-filled in the corresponding dialog window. The Portfolio Tracker is also integrated into the Stock Screener tool. You can add stocks to your portfolio on the Stock Screener results page.

How to use Portfolio Tracker

It is worth noting that the tool also allows you to view a visual representation of any open or closed position. Two arrows on the chart, entry date/price and exit date/price, allow you to see how the trade is performing. You can use the Portfolio Tracker to monitor your live brokerage accounts. It will also help test your trading strategies before going live. This tool is very easy to use for paper trading.

How to use Portfolio Tracker Chart

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:


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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      Technical Events
      List of Functions
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 Strategy Backtest
      New Strategy
      How It Works
      Testing Model
      Position Maintenance
      How to Backtest Watch List
 Portfolio Tracker
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 Price Alert
 Stock Correlation

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