As investors, we all have slightly different goals with our monies. Some are more focused on capital gains, some are more focused on income, and some manage their portfolios for both.

At TradeStops, we can help you set up different ways to view your accounts so that you get the information that is most important to you.

When you first log in to TradeStops, the information you see is based on the “Default” view that we’ve set up. For some members, this is enough, but most members want to see different information.

Default view and Add view in Portfolio page

This default view includes information about your stocks and funds such as the entry date, entry price, latest close, etc. This is good information, but there’s a lot more that’s available to you. To make changes and customize the views, click on the “Add View” box.

“Add View” opens up an incredible number of data options that you can use to help track the performance within your portfolios.

Add View data options

I, personally, am mostly interested in capital gains, so I’ve chosen the following data fields to include in my view:

  • Adj Entry Price (Adjusted Entry Price = Entry price adjusted for dividends)
  • Days in SSI State
  • Entry Date
  • Entry Price
  • Shares
  • Total C/B (Cost Basis)
  • Total Dividends
  • Value
  • Gain w/Div
  • Latest Close

Those who are more interested in income-producing stocks and funds would probably want to add the fields that include the different gains with dividends. Those who are more interested in short-term trading might be interested in the fields that include “Days Held” and “Annualized Gain.”

After selecting the fields you want to include, you’ll need to give the View a new name. In this case, I’m calling it the “TM View.” Be sure to save the view after you’ve finished selecting your preferred data fields.

Naming and saving a customized view

After saving, the new view opens up on the Positions page, but it’s not in the order that I want to see. Click on the pencil icon and then scroll to the bottom where we can rearrange the order of the columns.

Rearrange columns in your data view

Again, be sure to save your changes. This is the order of the data fields that works best for what I want to know. Your order will probably be different.

Example of a customized view

One other thing to keep in mind: All of the columns are sortable. Just click on any column that interests you, and you can sort it in ascending or descending order. This could be helpful if you want to see, for instance, which stock has paid you the most in dividends.

Sorting a column by total dividends in descending order

Here’s a suggestion to make this easier for you. Don’t try to put too much information in a single view. It’s better to create a couple of different views so that you can get your data in a quick glance.

We’ll create a couple of new position views in our educational webinar on Wednesday, May 8 at 1 p.m. Eastern. Click here to register for our presentation. We look forward to showing you a different viewpoint.


Tom Meyer
TradeSmith Research and Education Specialist