IB percentage gain per trade in portfolio

[Bull3t007]

Anyone know how I can add the percentage of unrealised profit that is gained or lost on the desktop software of IB? On mobile I can add it but on the desktop there is no option.

[mabueh]

Classic TWS: Edit -> Global Configuration -> Market Data Columns -> Unrealized P&L%

Once added, right click on it and choose between "Value", "Percentage" or "Both"

Is this what you are looking for?

[Bull3t007]

12 hours ago, mabueh said:

Classic TWS: Edit -> Global Configuration -> Market Data Columns -> Unrealized P&L%

Once added, right click on it and choose between "Value", "Percentage" or "Both"

Is this what you are looking for?

Ah I see now, thank you!

[cuegis]

6 hours ago, Bull3t007 said:

Ah I see now, thank you!

I have used IB since they first opened. Since the 1st version of TWS.

I would never trade anywhere else ( I hope!).

But, with regard to these items.

I have , on my basic watchlist page, a column for "unrealized p/l" and  "daily p/l".

I have not really spent the time to do a thorough study of these 2 things but, just from eyeballing the numbers in those columns everyday, they more often than not, seem incorrect.

For example, a position that I KNOW is trading at a loss from where it was first put on, will show a positive p/l number ( and vice versa).

I think the daily p/l of a position ( which I assume is the change from yesterday), seems to be make more sense.

Just look into it and don't take it at face value until you get a better feel for it.

It is possible that the problem may have it's roots in the fact that somewhere along the line, I made another ( most likely spread) trade that connected to my initial position and that is what is throwing the numbers off.

Edited June 9, 2017 by cuegis