If you purchase a new PC or reinstall Windows on your current one, you’ll need to transfer your TradingDiary Pro license and migrate your transaction data. License Transfer Locate the email containing your most recent license key. Note: each renewal generates a new key. In the new installation, go to Help → Register, enter that […]
Multiple trading accounts Many professional traders maintain multiple accounts across different brokers—such as an IRA, a dedicated stock/options account, and a futures account. Most trading journal software handle multiple accounts through workarounds—either by creating a separate database/file for each account, or by tagging trades from different brokers. Both approaches have significant drawbacks: Separate databases/files — […]
Effective risk management is crucial for successful trading, particularly in leveraged environments. It helps minimize losses and protects your account from being wiped out. TradingDiary Pro includes several risk-related metrics—beyond Equity/Net Asset Value reports—that this article covers in detail. In the positions or open positions view there are several risk related columns: Stop Target Initial […]
Brexit consequences Interactive Brokers clients located in the European Economic Area (EEA) are required to migrate their account from Interactive Brokers (UK) Limited to one of three new European Interactive Brokers entities: Interactive Brokers Central Europe Interactive Brokers Ireland Interactive Brokers Luxembourg Practically all UK accounts for EEA clients are transferred, which means all assets […]
Data Types This article explains how various data and transaction types are handled in TradingDiary Pro, and how these types relate to each other. Both imported and manually added entries include: Instruments Trades Cash Transactions Total Equity / Net Asset Value Exchange Rates Historical Data Instruments A trading instrument can be a stock, futures contract, option, […]
If you already setup the Flex queries based on TradingDiary Pro help and you still have not been able to download your transaction history or simply the import fails then the most typical issues are the following: Interactive Brokers returns “Statement generation in progress” The reason behind having two similar statements for 30 days and […]
One of the unique features of TradingDiary Pro—unmatched by any other trading journal software—is its support for options strategies. With TradingDiary Pro, you can effectively track your stock and futures options strategies. What Is an Options Strategy? An options strategy involves simultaneously buying or selling one or more options that differ by variables such as strike […]
How to use TradingDiary Pro journaling functionality. There are several ways to add notes to trades. You can write down your feelings into a document or add screenshots to a position.
By the default the software assigns trades into positions by using the FIFO aka First in First Out method. The first buy is sold first. On the other hand this means that if you have several trades in a row these trades will be assigned into one position. Let’s assume there are five trades of […]
Most of the brokerage firms provide information only about your recent or past trades. They do not provide info about how your whole account has been performing over the time. If you have mid and long term positions it’s important how your overall portfolio performs over time. What is Net Asset Value or Total Equity? […]