Portfolios

 

 

 

 

 

 

 

 

 

 

TekView portfolios are useful for measuring, comparing and analyzing the performance of trading strategies.  Trades are displayed in the price chart and summarized in the Portfolio Form which is conveniently linked with the main window so that by double-clicking a position it will load its price chart and highlights its entry and exit points.  This feature is a great assistance to performance review.

Positions displayed in the Portfolio Form can be filter for criteria such as symbol, date range, position and status.  Even more filtering is available through Follow List Filter which summarizes results by user defined properties such as market capitalization, industry or rating.

Other reports are available to view performance across portfolios or to summarize by symbol within a portfolio.  Used together these are powerful tools in the quest for improved trading strategies. 

  

 

 

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