Trade Journal/ Trade reporting

[apsoccermd 27]

Hello, 

I am looking for software that helps me track performance for SO activities (Tradier) and my other Fidelity and IB accounts. 

The key features that I am looking for:

1) ability to journal trades, long short, multi legged option spreads (SO)   via import.. I trade a lot and doing manual entries is not realistic.. 

2) ability to tag/group trades with custom attributes (Steady Options, Custom, ETC)

3) risk management/ exposure report (i run few leveraged long/short accounts) 

 

I am looking at the following packages.. 

1)  http://www.tradelogsoftware.com - not sure what to make of it.. this looks like more of a tax reporting tool .. 

2) tradeportfoliomanager.com/ - I heard few people mentioned this on the the forum.. I asked for a free trial from the tool creator but it does not look like the import is supported for tradier

3) https://www.tradervue.com/ - this looks interesting.. I have created a trial account (free tier) ... and I was able to import a APEX clearing transaction log.. Unfortunately free account only let you journal stock trades. 

 

If anyone as experiences with these or any other tools of similar nature.. I would like to learn about it.

 

Thanks

[Kim 7,943]

Did you look at ONE software?

[clems 27]

I don't think TradeHawk has ALL of those options, but it does have integrated performance tracking built-in to the software (feature is called strategies).  This allows you to simply select a filled order, and add to your log under teh appropriate 'strategy'.  They have a 30 day trial, would highly recommend checking it out.

I've asked for more 'reporting' features from this as well and if others ask I'm sure they'll prioritize.

I did use tradeportfoliomanager for a bit, but was doing everything manually, when tradehawk implemented strategies, I stopped.

Let me know if you have other questions.

Good luck.

[apsoccermd 27]

11 hours ago, Kim said:

Did you look at ONE software?

I have looked at it very briefly.. It seems its great for steady options traders.. I do however trade many other things in additions to options.. I will defiantly look deeper into it over holidays.. 

[apsoccermd 27]

7 hours ago, clems said:

I don't think TradeHawk has ALL of those options, but it does have integrated performance tracking built-in to the software (feature is called strategies).  This allows you to simply select a filled order, and add to your log under teh appropriate 'strategy'.  They have a 30 day trial, would highly recommend checking it out.

I've asked for more 'reporting' features from this as well and if others ask I'm sure they'll prioritize.

I did use tradeportfoliomanager for a bit, but was doing everything manually, when tradehawk implemented strategies, I stopped.

Let me know if you have other questions.

Good luck.

Thanks i am usuing Tradehawk at the moment and it's OK for trading.. Hasn't looked into reporting / tracking yet.. I have tried tradeportfoliomanager  but gave up really fast, since manual entry was a showstopper..