Education Center

Position Card Page

Position Card Page Financials

Dec 07, 2020

This tab shows you financial information for your position. Remember, you access the Position Card Page by clicking a ticker in the Positions area under the My Portfolio Tab. There are several tabs on this page. We’ll want to click the Financial tab. Take note of the Type drop down. You can use this to switch between viewing the: Income…

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Peak and Valley Pill

Nov 05, 2020

You can see if your position has an upcoming peak or valley on the Position Card Page. This is available only to our Timing by TradeSmith and Platinum subscribers. Remember, you access the Position Card Page by clicking a ticker in the Positions area under the My Portfolio Tab.   In the top left of this screen, there are pills….

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Position Card Page – Company Profile

Oct 20, 2020

This tab lets you view company information for your stock. Remember, you access the Position Card Page by clicking a ticker in the Positions area under the My Portfolio Tab.   There are several tabs on this page. Let’s click the Company Profile tab. Here, you’ll see some general information about the company.

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Position Card Page – News

Oct 20, 2020

This tab lets you see the latest news for your position. Remember, you access the Position Card Page by clicking a ticker in the Positions area under the My Portfolio Tab.   There are several tabs on this page. Let’s click the News tab. As mentioned, this tab will show you news articles for your position. In our example, we…

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Position Card Page – Chart Settings

Sep 11, 2020

This tab lets you customize what appears on your position’s chart. Remember, you access the Position Card Page by clicking a ticker in the Positions area under the My Portfolio Tab.   There are several tabs on this page. Let’s click the Chart Settings tab. Anything marked with a colorful circle will appear on the chart. Anything without a colorful…

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Position Card Page – Tags & Notes

Sep 11, 2020

This tab shows you the customized tags & notes you’ve made for your position. It also lets you add new tags & notes. Remember, you access the Position Card Page by clicking a ticker in the Positions area under the My Portfolio Tab.   There are several tabs on this page. We’ll want to click Tags & Notes tab. If…

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Position Card Page – Statistics

Sep 11, 2020

This tab shows you the general performance statistics for your position. Remember, you access the Position Card Page by clicking a ticker in the Positions area under the My Portfolio Tab.   There are several tabs on this page. We’ll want to click the Statistics tab. These stats are broken into four columns: General Statistics, Fundamentals, Corporate Actions, and Earnings…

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Position Card Page – My Opportunities

Sep 11, 2020

This tab shows you if your position appears in any newsletter(s) and if it qualifies for any of our TradeSmith strategies. Remember, you access the Position Card Page by clicking a ticker in the Positions area under the My Portfolio Tab.   There are several tabs on this page. We’ll want to click My Opportunities. If your position qualifies for…

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Position Card Page – Alerts

Sep 11, 2020

This tab shows you which alerts you’ve added to your positions and lets you add new alerts. Remember, you access the Position Card Page by clicking a ticker in the Positions area under the My Portfolio Tab.   There are several tabs on this page. We’ll want to click Alerts. If you haven’t added any alerts, this tab will be…

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Position Card Page – Performance

Sep 11, 2020

This tab shows you how your position is performing. Remember, you access the Position Card Page by clicking a ticker in the Positions area under the My Portfolio Tab.   There are several tabs on this page. We’ll want to click Performance. As you can see from the screenshot above, there’s lots of valuable performance metrics for your stock. If…

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