Manual Insert

This video tutorial shows how to add trades and other transactions manually.

The following questions are answered. How to:

  • add an instrument
  • add a trade
  • add a cash transaction
  • add a stop or a target
  • update price history
  • generate total equity history

Steps:

  1. Create new database
  2. Add 3 instruments: Apple, LogMeIn and Microsoft
  3. Set Yaho EOD as historical data provider and download historical data for all instruments
  4. Set initial deposit
  5. Add trades, orders and dividends
  6. Generate total equity values