• Home
  • Plans & Pricing
  • Shared
  • Blog
  • Help

Tag Archives: accounts

Improved account tags

Posted on May 5, 2016 by gregr

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:

Require

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.

Posted in Announcements | Tagged account tags, accounts, import, multiple accouts, tagging, tags

Using multiple trading accounts

Posted on November 12, 2012 by gregr

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:

  1. 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

  2. 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.

Posted in Announcements | Tagged account tags, accounts, import, multiple accouts, tagging, tags
Sign up for Tradervue today!

Recent articles

  • Tradervue is Hiring again!
  • Tradervue is Hiring!
  • Trend reports – MFE/MAE ratio
  • Tastyworks now supported
  • Reports based on Moving Averages
  • Oanda now supported
  • CloudQuant now supported
  • TradingSim.com now supported
  • Forex.com ATP now supported
  • CQG Desktop now supported

Search the blog

Follow us

Follow @tradervueapp

Recent Shared Trades



Get your own widget!

Archives

  • March 2021
  • October 2020
  • March 2020
  • August 2019
  • June 2019
  • November 2018
  • October 2018
  • May 2018
  • January 2018
  • November 2017
  • October 2017
  • August 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • July 2015
  • June 2015
  • April 2015
  • March 2015
  • January 2015
  • October 2014
  • August 2014
  • June 2014
  • May 2014
  • April 2014
  • March 2014
  • February 2014
  • December 2013
  • November 2013
  • October 2013
  • September 2013
  • August 2013
  • July 2013
  • June 2013
  • May 2013
  • April 2013
  • March 2013
  • February 2013
  • January 2013
  • December 2012
  • November 2012
  • October 2012
  • September 2012
  • August 2012
  • July 2012
  • May 2012
  • April 2012
  • February 2012
  • December 2011
  • November 2011
  • October 2011
  • September 2011
  • August 2011
  • July 2011

© 2011-2021 Tradervue LLC, all rights reserved.
About | Terms of Service | Privacy Policy | Affiliates | Contact Us
Follow us: Twitter | StockTwits | Facebook | Blog