How To Use the Portfolio

The portfolio holds all your trading interests:

  • Trades you have made, both open and closed
  • Analyses you have done - i.e. the probabilistic predictions created via Monte Carlo simulation.
  • Broker accounts - coming soon
  • Trade alarms for any open trades

It is also where you create trades.

  • Select a portfolio - NB multiple portfolios are allowed and can be monitored
  • Select which types of objects you want to look at; these are listed below in the grid
  • Grid-select an element of interest
    • Right-click to get further information on it, for example
    • Close a trade
    • Delete a trade alarm
    • Inspect an analyzer report