Education Center
Position Card Page
Position Card Page – Financials
Dec 07, 2020This 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:…
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Peak and Valley Pill
Nov 05, 2020You 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…
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Position Card Page – Company Profile
Oct 20, 2020This 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. *Note – The…
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Position Card Page – News
Oct 20, 2020This 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…
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Position Card Page – Chart Settings
Sep 11, 2020Your Chart Settings let you customize what appears on your position’s chart. To get the chart settings, you need to open the Position Card Page. 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. Then…
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Position Card Page – Tags & Notes Tab
Sep 11, 2020This 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 Tab
Sep 11, 2020This 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 the position card. 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 Tab
Sep 11, 2020This tab shows you if your position appears in any newsletter(s), strategies, etc. You must first go to the Position Card Page. 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…
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Position Card Page – Alerts Tab
Sep 11, 2020The Alerts tab on the Position Card 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…
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Position Card Page – Performance Tab
Sep 11, 2020The Performance Tab on the Position Card 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. To find performance information, click Performance. If the performance metrics are blank or say N/A, this may be…
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