If you’re using PropReports with Tradervue, your options transactions will now be imported into Tradervue along with your equity and futures trades. See our list of supported brokers/platforms – if yours isn’t on the list, let us know!
We have updated our importer for Penson-cleared brokers (such as SpeedTrader) to include support for both commissions and options. Here’s the current supported broker/platform list.
But today, I’m happy to announce that the Advanced Reports have been totally redesigned, and there are now literally hundreds of reports to choose from. Here’s an example of how they look now:
You can choose a “Quick report” from the drop-down at the top, or you can customize the reports by choosing exactly what to plot on each axis of the chart. You can also add a third dimension, where each trade data point is sized based on the trade P&L (either gross or net, depending on your report setting).
So for example, here’s a different report showing per-share P&L vs. entry price:
And another showing liquidity being added by day/time, also showing per-trade P&L as the size of the points:
We’ve reworked quite a bit about these reports; not only are they larger now, so you can better see your data, but they are all retina-display enabled. You can choose from the following data for the axes:
- Per-share P&L
- Per-share % P&L
- Entry price
- Trade open date/time
- Day of week and time
- % shares adding liquidity
- % entry shares adding liquidity
- % exit shares adding liquidity
- Commission and fees
These changes are big, and give you views into your data that weren’t possible before. They are available today for all silver and gold subscribers, so go take a look! And if you’re not yet on the silver or gold plans, sign up today for a free trial!
Following Monday’s announcement about options on E*Trade, I’m pleased to let you know that options are now supported in Tradervue for folks using Interactive Brokers. You don’t need to do anything special – just import as you always do, and your option trades will now be imported alongside the other trades!
We’ve uploaded a video on using the new interactive reports. We walk through the trading for one particular trader, and analyze his trading performance when trading on the market open. In this particular case, we find that on Mondays at the open his performance is much better than other days, and we further look into whether aggressively opening positions (e.g. removing liquidity) is the winning strategy for this trader.
See the 3-minute video here: Using the Interactive Reports
And don’t miss the other videos, including a 6-minute getting started with Tradervue video; you can find them all at Tutorials and Help Videos!
Following up on the recent changes to allow drill-down into reports data, we have added this same capability to the market movement reports! That means, for example, when you’re looking at the Day Type report:
You can now click on a specific market day type, such as “Trend down”, and analyze only the trades you made on days where the market was in a trend-down day.
For a refresher on how Tradervue defines the different day types, see this post.
Tradervue has always offered powerful filtering capability, allowing you to narrow down your trades to just the ones you want to see and analyze. Today, we’ve made this dramatically more powerful by adding the ability to drill down from the detailed reports to refine your filter.
Now, from the detailed reports tab, you can click on the bars in the report charts, and the current trade filter will be narrowed to just the trades making up that bar. For example, suppose you’re looking at the Days/Times group in the Detailed report, and you see the Performance by Day of Week chart:
Monday looks like it’s been a good day; if you click on the blue “Mon” bar, you’ll be able to narrow down your trades:
Click OK, and you’ll only see trades from Mondays:
The Day of Week report is certainly less interesting now, but let’s now look at the Performance by Hour of Day report – remember we’re only looking at trades from Mondays, and breaking them down by hour of day:
We could now click on the 9:00 bar, to filter by only trades on Mondays in the 9:00 hour.
With this new filter active, we’ll go over to the Market Behavior group, and we can see that we’re historically profitable no matter what the market conditions, on Mondays in the 9:00 hour:
Compare that with the overall performance (all of our trades) based on market movement:
And we can see that we are indeed doing something different on Mondays on the open. We can now use any of the other reports, or even look more closely at the individual trades, and analyze what we’re doing differently on those first trades of the week.
When we have filters active that aren’t normally exposed from the global filter bar, we’ll see the green bar expand and show us the additional filters we’re using:
It’s not just days and times; this works with the Instrument/Price/Volume, Days/Times, Market Behavior, and Liquidity groups on the Detailed reports tab. It also works on the Compare tab. And when you click in one of the reports, the new filter is additive to the existing filter – so you can refine your filter as you go.
This is quite powerful – give it a try with your own trading data, and see what you can uncover!
Interactive reports are available for all silver and gold subscribers.
UPDATE: the Market Behavior report groups now support interactive drill-down as well!