When Tradervue first introduced tags, one of the common use cases was to use tags for separating multiple trading accounts. You could tag trades on import, and identify them with the specific account they came from.
This works great; however, there are two situations that offered challenges when using this approach:
- If you trade the same symbols in multiple accounts, and one (or both) accounts hold this position open for longer than an import interval (e.g. if you import your trades daily, then an open overnight position in one or both accounts), or
If you use both long-term and short-term positions within a single account, and you want to track them separately
The reason for this is when importing new trades, Tradervue will look to see if there is already an open position in that symbol, and if so, it will apply new executions from your import to those positions. This is almost always what you want, except in the situations above.
To address this, we have added Account Tags. These are just regular tags, but when applied at import time, they have a special effect on the import. If you tag each of your imports with an account name of some sort, then trades from each account will be kept completely separate.
To use account tags, after you’ve selected your broker/platform on the Tradervue import page, you’ll see a “Use an account tag for this import” link:
Click that link, and you’ll be able to enter an account tag:
Stay consistent – if you decide to use account tags to segregate your trades between multiple accounts, then use them every time.
UPDATE 5/5/2016: you can now check the “Require account tag for every import” box to ensure you don’t forget to use an account tag; more details here.
If you’re using account tags, take a moment to read the help page about them; having an understanding of how they affect the import will allow you to use them in many situations to control the way trades are imported.
Account Tags are available for use today for all silver and gold users; and normal tags are of course still available for everyone.