In TradeStops, you can review the list of your positions on the Positions and Alerts page. There’s a lot of information on that page, and it can get a little overwhelming. We’re here to help make it easy for you. Today, we’ll cover some of the most important information you can find on the Positions tab in TradeStops.
To access the list of your positions, simply click the Positions & Alerts tab in the upper black menu bar.
You’ll want to make sure that you’re on the Positions tab if you want to follow along with this guide. There will be a blue line under the word “Positions.”
To the far left of your positions, there is an actions column. You should see a white box and a small downward-pointing triangle.
If you click the white box to the left of a position, some options will appear at the bottom of the screen.
- Delete lets you delete a position. This can be useful if you accidentally made a copy of the same position. If you look at the photo above, you can see we have two copies of GDX.
- Move lets you move a position to another portfolio. This is useful if you accidentally added a position to the wrong portfolio. Please note that synced positions can’t be moved.
- Copy lets you create a duplicate of the position.
- Bulk Edit lets you quickly add missing information.
- Add Alert lets you add alerts to your positions.
If you click the small downward-pointing triangle to the left of your position, other options will appear.
Delete, Close, Move, and Copy will function in the same way as the options just discussed. The difference here is that you can also see Corporate Actions.
Status, SSI, and VQ
The Status column gives you some basic information on your position. If you see an M to the left of the bell, it means that you added the position manually. If you see an S, it means the position is synced.
Next, you should see some bells. If the bell is black with a number beside it, this means that an alert is set for the position. If the bell is white with a slash through it, no alerts are set for that position.
The SSI tells you the health of the stock.
The numbers and letters you see in the SSI boxes tell you how long the stock has been in that state.
- D means Days
- W means Weeks
- M means Months
- Y means Years
Higher numbers indicate more volatility. Lower numbers indicate less risk. Anything above 50% VQ is considered Sky High Risk.
Position Views, Searching, Printing, and Exporting
On the right side of this page, there are a few more options that you can work with.
In this area, you can work with position views, search the page, print the information, and even export the information.
Your active position view is highlighted in dark gray. In the photo above, the active view is Default 2. If you want to learn more about position views, check out last week’s article on customizing views to optimize portfolio performance.
The search bar above the position views lets you search for a position. This can be helpful when your portfolio holds numerous positions. Just type in a ticker to search for it.
The printer icon to the right of the search bar will let you print the information on this page.
The last icon, the export icon on the far right, will let you export the information on this page to a spreadsheet. Note that you’ll need a spreadsheet program, like Excel, on your device if you want to use this option.
Details Made Simple
We hope that this guide has helped to make the positions page a little easier to work with. There is so much information available to you in this program, and we want you to leverage it to make the most out of your positions page.
Use this guide the next time you log into TradeStops. You’ll be happy you did,
Customer Success Team