TradeStops allows you to analyze your portfolios according to what’s important to you. Plus, it’s easy to set up its many different customizable views.
When first setting up your portfolios in TradeStops, the default view is the following:
Once you’ve checked off all the boxes you want, you’ll need to set up a name for the view. I’ve named this “THM View” and then I’ll click the “Save as New” button.
Now that I’ve saved this, here’s what it looks like on the “Positions and Alerts” page.
You can move the different columns by clicking on them and dragging to where you want them.
Now look how easy it is to keep track of my portfolio. I know what I own, how many shares, when I bought them, the cost basis, current value, the effect of the dividends, current unrealized gains, and how many days my stocks have been in their current Stock State Indicator (SSI) condition.
Income investors would probably be more focused on the details concerning dividend income.
Don’t be afraid to experiment with this to get the view you want. They’re your stocks; they should be set up with your point of view.
Education Director, TradeStops