How do you keep track of your portfolio?

Discussion in 'Trading Software' started by rtorkin, Mar 6, 2017.

  1. Tim Smith

    Tim Smith

    I actually find Interactive Brokers have not enough information in their reports (and the customisation options are insufficient) ! :cool:

    But the answer to your question is, as most things, "It depends...."

    It depends.... how big your portfolio is....
    It depends.... what your portfolio turnover is ....
    It depends.... whether you only buy/sell assets in one currency....
    It depends.... whether you're only dealing in equities, or derivatives too...
    It depends.... how "live" your report needs to be....
    If depends.... if you just want to track P&L or if you want risk stats etc. too
    It depends....

    :cool:
     
    #11     Mar 7, 2017
    tommcginnis likes this.