Can you enter multiple purchase lots made over time for the same position?

Dec 10, 2021

TradeSmith only allows for one entry date and entry price per position. We do not have the capability of entering multiple purchase lots with different prices. Synchronized Portfolios If you are synchronizing your accounts, all purchases of the same stock will pull in as one position. New purchases of the same stock and shares from reinvested dividends will update the…

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Adding Alerts to a Single Position from the Positions Page

Dec 03, 2021

You can add stop loss alerts to your positions from the Positions page. To get there, go to My Portfolios and then select positions. Then, click the ticker of the position that you would like to add the alert to. Next, go to the Alerts tab on the Position Card and click the green Add Alert button. Then, select the…

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Why Don’t I See Any Positions?

Sep 22, 2020

You can view your open and closed positions on the Positions page. From time to time, you may notice that no positions appear when you access this page. Why is this? Well, you must first select a portfolio to view the positions in that portfolio. Notice how under the Positions tab there is a drop-down box. In our screenshot above,…

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How Do I Move a Position?

Sep 22, 2020

At some point, you may need to move a position from one portfolio to another. This is easy to do. First, go to the Positions tab in My Portfolios. Next, select the portfolio which has the position that needs to be moved. This will bring up the list of positions for the selected portfolio. In the top left corner of…

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How Do I Delete a Position?

Sep 22, 2020

At some point, you may need to delete a position from your portfolio. This is easy to do. First, go to the Positions tab in My Portfolios. Next, select the portfolio which has the position that needs to be deleted. This will bring up the list of positions for the selected portfolio. In the top left corner of our screenshot,…

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Delisted Positions

Sep 22, 2020

Sometimes, you may notice that positions become delisted. If you know the position is still trading, this might seem confusing. It can happen for any number of reasons. One of the most common is that the stock has moved exchanges. Let’s pretend fake stock ABC was trading on the NYSE. Later in the year, it moved to the NASDAQ. Technically,…

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Adding Alerts to Multiple Positions from the Positions Page

Sep 21, 2020

You can add stop loss alerts to your positions from the Positions page.  To get there, go to My Portfolios and then select positions. It’s easy to add alerts from the Positions page. You’ll just click the white boxes to the left of the ticker symbol and then click Add Alert at the bottom of the page. A pop-up will…

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Why Can’t I See My Closed Positions?

Sep 21, 2020

You can find your closed positions in the Positions area. You’ll need to click Closed to see them. Now, after you’ve selected Closed, you might notice that the page is blank. How could this be if you know you have closed positions? Well, take a look at the drop-down box under “Closed.” This is the Period, and it’s defaulted to…

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Position Views

Sep 21, 2020

You may want to view specific information about your positions.  You can do this with Position Views. First, go to the Positions page. On the right side of this page, you’ll find the Position Views. Note: the specific views will look different in your program. We’ve set up custom views already. In our screenshot above, you can see our current…

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Navigating the Position Page

Sep 21, 2020

The Positions page is where all your open and closed positions will live.  You’ll access it by clicking My Portfolios and then Positions. There will be a lot of information on this page, so we’ll take it a few sections at a time. Let’s look at the top of the page first.   In the top left corner, you’ll select…

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