Features
TradingDiary Pro contains a number of features you won't find in any other trading diary software!
General Features
* Automatic position sorting of trades
* Automatically assign long or short trades
* Tagging trades to identify strategies
* Adding notes to every trade
* Hidden trade functionality - trades which are not assigned into positions
* Historical data download support
* Journal - fully featured rich text editor
Graphical Interface
* Advanced graphical interface with docking model
* 3D charts with a lot of shading modes
* Sorting and ordering on grids
Import
* One-click import support for clients of Interactive Brokers
* File import support from MetaTrader4
* CSV file import for clients of Commonwealth Securities
* CSV file import for clients of KBC Equitas
* Html file import for clients of FXCM
* Supports manual trade insertion
Portfolio Management
* Multiple view for trades, positions and open positions
* Set current price to view unrealized profits
* Calculating leverage according to open positions amount
* Diversification chart
Trade/Position Accounting
* Advanced filtering functionality. You can filter for positions by date, ticker, trade type (stock, future, etc.), long or short, currency and tags
* Storing data for total equity value and cash transactions (broker and data provider fees, dividend, interest paid and received)
* Adding modifiers(dividend, payment in lieu of dividend, interest etc.) to positions for better view of real profit or loss
* Handling trades in foreign currency with conversion rate
Reports
* Total equity chart
* Equity gain or loss chart with daily, weekly, monthly and yearly views
* Leverage chart
* P&L cumulative chart
* P&L distribution chart
* P&L time distribution chart
* P&L product distribution chart
* Diversification charts - scales open positions to each other and to total equity
* Time distribution chart of open positions
* Drawdown chart based on total equity
Risk Management
* Initial risk
* Initial risk percent to total equity
* Current risk
* Current risk percent to total equity
* Risk / Reward
* Calculating average risk
* Calculating average risk percent to total equity
* Sharpe Ratio
* Sortino Ratio
Performance Management
* Winning and losing positions
* Winning and losing percentage
* Average profit and loss
* Gross profit and loss
* Max consecutive wins and losses
* Expectation
* Expectation %
* Profit Factor
* Average R Multiple
Tax Report
Capital Gains Report
