Read below for additional details or click here for the next lesson.
When you are on the Position Card Page, it is broken into 3 sections. There are two sections on top and one on the bottom with multiple tabs. We’ll review one section at a time.
The upper left-hand corner gives you basic information about your position.
At the very top of the screen, there is a drop-down box. If you click that box, it will display a list of all your positions in your current portfolio. To switch to another position, simply click on a different ticker.
Below the drop-down box is your active position. This is the position that you are working with. For example, AAPL is the active position in the photo above. We give you the ticker, the company name, and which market it is traded on.
To the right of the ticker is the current stock status. You’ll see the SSI and VQ. If you click those boxes, they will expand.
Once you expand the boxes, you’ll see an explanation. These explanations can help you know whether to stay in a position or not.
The upper right-hand corner provides you with more useful information.
The latest close price displays the final close price from the previous market day. We do not have intraday pricing.
To the right of the close price, you will see the cost basis, value, portfolio %, dividends, gain per share, and total gain. In my photo above, everything shows 0. This is because I have 0 shares – this is a watch position for me.
Toward the upper right, you should notice two tickers and your portfolio name. If you click on the ticker to the left or right of your portfolio name, you will go to that position.
Did you notice the little arrow to the right of your portfolio name, though? Click that arrow…
…and a list of your portfolios will appear. To switch to a different portfolio, just click on the portfolio name from the list.
Section 3 – Tabs
The third section of the position card page is found toward the bottom. It has numerous tabs.
- Position Details gives you information about your position such as the Entry Date, Entry Price, Shares, Trade Type, and more.
- Alerts tell you which alerts are set up for your position. You can also add alerts to your position from this tab.
- General Statistics gives you information about how the stock or option is performing in the market.
- Tags and Notes have the custom information that you created. Remember, a tag is a keyword about the stock – like gold or silver. Notes can help you remember why you purchased a stock.
- Corporate Actions shows you any dividend, splits, and spin-offs that have occurred since your entry date. If you do not have an entry date for your position, this will be blank.
- Chart Settings let you turn on and off the different indicators on the chart.
If you want to learn more, in detail, just click the title of the tab in the list above. You’ll be brought to a Knowledge Base article.
Once you are in the Knowledge Base reading one of these articles, you can quickly access another topic about the Position Card Page. Simply scroll down to the bottom of the page, and you will see the related articles.
The article that you are currently viewing will be in bold text. In the photo above, you can see that I was viewing the Position Details article. If you want to read another article, just click the title.
The Position Card Page and the Knowledge Base
We hope that the training today has helped you feel more confident in using TradeStops. The Position Card Page provides a plethora of information about your positions. The Knowledge Base provides you with the guides to use all the tabs on the Position Card Page.
The combination of the Position Card Page and the Knowledge Base can set you on the path to becoming an expert TradeStops user. As always, if you have questions, feel free to reach out to the Customer Success team at email@example.com.