Stock Dashboard

The Stock Dashboard is where you can view all your positions and PnL related to stocks. Access the dashboard by navigating to the top menu under Trading Journal > Manage your positions > Stock.

In this post, you will learn:

To use the different options for each position
How to interpret your capital allocation and PnL
How to filter by criteria
How to delete a trade
How to share a position with the public
How to get more help

Different options for each position #

The dropdown to access the options is available in column AK.

The options available include:

View trades – Redirects you to the stock journal and displays only the trades related to this position.
Buy – Redirects you to the stock journal and adds a new row with the default value of Buy, current date, and the current ticker.
Sell – Redirects you to the stock journal and adds a new row with the default value of Sell, current date, and the current ticker.
Delete Position – Deletes the position and all the trades associated with it from the stock journal.

How to interpret your capital allocation and PnL #

Total Capital = The total net value of your portfolio, including liquid cash, allocated capital (investments), and unrealized PnL (profits or losses from open trades).
Total Cash = The liquid funds available in your account, including any realized profits or losses from closed trades.
Allocated Capital = The portion of the total capital currently tied up in active trades or investments. Does not include unrealized PnL.
Available Balance = The portion of the total cash available for new trades, calculated as Total Cash – Allocated Capital.
PnL (USD) = Your PnL for different time frames in your selected currency.
PnL (%) = Your PnL for different time frames in percentage.
Win Rate (%) = The percentage of closed positions that resulted in a profit compared to the total number of positions closed for different time frames.
of Positions = The total number of individual positions currently tracked for different time frames.

How to filter by #

The filter by option allows you to filter by one or many criteria, including Status, Ticker, Type, and Strategy. The filter is triggered after selecting any option from the dropdown. Once completed, you can combine additional filters.

How to delete a trade #

To delete a trade, select the row number from the dropdown under “Delete trade”. Once selected, it will delete the corresponding row in the Stock Dashboard and all its associated trades in the Stock Journal.

IMPORTANT: Do not right-click on a row to delete, as this will not update the Option Journal.

How to share a position with the public #

To make your position public, first ensure you have set up your public URL. Once completed, Once completed, share your position by selecting “Yes” in the “Make Public” column.