How to keep a track record of trading to show investors?

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Claude Schuster asked a question: How to keep a track record of trading to show investors?
Asked By: Claude Schuster
Date created: Tue, May 25, 2021 2:25 PM
Date updated: Mon, Jan 17, 2022 1:32 AM

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Those who are looking for an answer to the question «How to keep a track record of trading to show investors?» often ask the following questions:

💰 How to keep track of stock trading?

Quicken is a powerful tool to track your investments. It keeps you updated on your own finances and what the stock market is doing in general. You link your Quicken account to your brokerage account, and it downloads any

💰 Stock trading volume investors?

Trading volume also serves as a warning as to whether a stock is on the verge of breaking into upside territory (high volume) or into a downside trend (low volume). High volume also gives investors more time to determine when it’s the right time to sell for a profit.

💰 How to keep track of stock trading activities?

As far as journal entries go, when you input things within your trading journal and depending on your trading style. You can keep track of external factors like the numbers of wins, losses, net profits and so forth or you could track internal factors like emotions, feelings, your life events are also helpful.

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Quoting Custos. Disliked. {quote} Don't worry about trading track records for investors. I would rather worry about the tax man. Ignored. No my friend ; the broker I am associated with , takes care of all this. I get 50% of my trading profits and he keeps the rest. This 50 % I receive in the form of consultancy fees.

If you prefer using spreadsheets, the best ways to track your investments are through: Microsoft Excel Use this software to keep track of the cost basis of taxes on your individual lots and to calculate or map out your dividend schedule. However, this isn’t too effective for when you want to import stock quotes in real-time. Google Spreadsheets

Mark when you stop trading for the day with a vertical line or text note. Type how many trades you made, how many were winners, the total profit for winning trades, how many were losers, the total loss for losing trades, and the net result. Avoid using dollars, which fluctuate based on position size.

Set up your spreadsheet The easiest way to get started tracking your trades is with a spreadsheet. Set up columns for the asset being purchased, the time of the trade, the price, the quantity purchased, and the commission. Then set up similar columns to show what happens when the position is closed out.

Direction. Entry Price. Stop-Loss. Take Profit. Position Size. Result. Commentary/Reasons. Chart. The first nine fields should be included in all trading journals and journal entries, while the “Commentary/Reasons” and “Chart” fields are optional fields that will help you in keeping a record of your analysis.

And it does all of this for free. In a Google spreadsheet, you can easily generate a wide range of data regarding the performance of a US stock or mutual fund by using the formula: =GOOGLEFINANCE (“symbol”,“attribute”) where the “symbol” is the stock ticker and the “attribute” is the specific data you wish to know.

Money Patrol is one of the newer investment tracking apps but has a powerful suite of features that help investors track their portfolio and budget. Once you link your account, you can see your transactions in real-time and receive alerts to help you better understand what’s happening with your money.

A few common formulas for investment tracking are: =DAYS, which calculates the number of days between two dates and can show your portfolio progress over time =AVERAGE, which calculates the average of a set of numbers =MAX and =MIN, which will pull the maximum and minimum numbers from a set, respectively

Your Answer

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