Tradervue now supports importing trading activity from SogoTrade. Simply click Import Trades, select SogoTrade from the list, and follow the instructions on the right side of the page!
For some time now, we’ve had customizable columns in the Trades View.
You can now also customize your columns in the Journal View and the Dashboard! In both cases, it’s as simple as clicking the setup icon on the right side of the column header, and selecting “Customize columns…” from the menu:
You’ll then be able to choose the columns you want:
For intraday trades, all columns will be used. For multi-day trades, each line in the Journal View and Dashboard may only be displaying realized data for that particular day; because of this, not all of the available columns will display data for multi-day trades. For example, the Exit Efficiency column will not show data for multi-day trade adjustments in the Journal View (although it will show data in the Trades View, where each line represents a trade in its entirety).
You can independently change the columns for the Journal View, the Dashboard, and the Trades View, and they will be saved separately. Set up your journal any way you want it!
Some traders have specific notes they like to paste into the notes for all of their trades and/or journal entries. Often this is a form with a number of fields, so they don’t forget to record a particular piece of info about the trade, but it can be anything.
We now have templates available, so new trades (and new journal entries) will have a specific set of notes automatically populated. No more copying and pasting!
To set up your templates, go to the new Notes Templates tab in your Settings.
When you view the details for one of your trades, you see a set of price charts on multiple timeframes with your executions plotted on each chart. You can have up to 4 different charts on each trade, and each chart is about half the width of the screen:
We have added a new toggle to expand these charts to a larger size. Just above the charts, on the right side, you’ll see new buttons to select between small and large charts:
When you switch to the large charts, each chart will expand to the full width of the page, and will show twice as many bars. Compare this larger chart with the 5-min chart we saw above:
On the smaller 5-min chart, we can see that we were trading a break of the day’s high; on the larger chart, we can see that this was an important level on the prior day as well.
These new larger charts are available to all users, starting today!
Many traders have mentors or coaches, and taking advantage of the mentoring features in Tradervue can be a huge help. In a nutshell, they allow a mentor/coach to have a read-only view of a student’s trades, and to have comments and conversations on specific trades and journal entries.
Today, we have made a number of changes to make this even more flexible:
- Mentors can now choose which columns to display in the Trades View when viewing a mentee’s trades; previously, the columns the mentee was using themselves would be shown to the mentor.
- Mentors can now switch between gross and net P&L modes when viewing a mentee’s trades; previously, the mentee’s setting would be used.
- Mentors can now set the Trades View to any display mode (table, small charts, or large charts) when viewing the mentee’s trades. Previously, only the table view was available.
- Mentors can now download from the mentee’s Trades View into Excel for further analysis, and they can also download executions for a specific trade.
- The Settings menu in the Trades View will now be visible for mentors viewing a mentee’s trades; any settings that are changed will be saved for the mentor, but will not affect the mentee’s own view of their data.
Together, these changes should make the system more convenient for mentors and mentees alike!
Ever since we introduced general notes to Tradervue, they have proven quite popular. Traders have told us they’re using them to record their trading plan, keep watchlists, and make market notes for the week, just for a few examples.
To make notes more accessible, we now display your most recent notes on the Dashboard:
The 5 most recently updated notes will be shown; if you have yet to create any notes, you’ll see a link to create your first note.
New users and those who have never customized their Dashboard will see the notes box there immediately. If you have customized your Dashboard, we haven’t changed your settings, so you won’t see notes right away. To add them, you can Customize your Dashboard.
For users with multiple trading accounts, we recommend using account tags to keep trades separated between accounts. Using account tags ensures that executions imported from one trading account won’t be merged with executions from another account.
Account tags work very well – with one big caveat: once you start using them, you must remember to use them on every import. If you miss one, the executions you import could be merged with trades from any account.
To help make sure you don’t forget, we’ve added a new checkbox underneath where you enter your account tag, on the Import Trades page:
If you check the “Require account tag for every import” box, Tradervue will remember the setting, and not let you complete an import without first entering an account tag. You can turn this off at any time, but if you’re using account tags, we recommend leaving it on.
You can now import trades from ApexTrader. Simply click Import Trades, select ApexTrader from the list, and follow the instructions on the right side of the page!
Entry and exit price columns are now available in Tradervue. Entry price has actually been available for a while, but exit price is brand new.
Here’s how entry/exit prices are determined:
- For stock, futures, and forex trades, not containing options, the entry price is the price of the first execution, and exit price is the price of the last execution.
- For pure option trades, the entry price is the price of the first execution, and exit price is the price of the last execution.
- For trades containing both stock and options (or both futures and futures options), the entry price is the price of the first non-option execution. Similarly, the exit price is the price of the last non-option execution.
The third case above handles the case where you’re trading, for example, a covered call. The entry/exit prices will both reflect the stock price you executed at, rather than the option prices.
Both entry and exit prices are available in the following locations: