Table of Tour Content: PortfolioDirect

Table of Content

Application Setup ... details

You need to setup following modules before using the application:
  • Add stock in the system,
  • Select a source for financial data download, and
  • Add trading objective.

Intraday Monitoring ... details

This module demonstrates users the functionalities in managing market's intraday information:
  • The intraday watchlist,
  • The intraday charts, and
  • The stock ticker, etc.

Order Management ... details

This module demonstrates users the functionalities in managing the order logs in the system:
  • The Order Log Editor, and
  • The stock order history.

Trading Portfolio Management ... details

This module demonstrates users the functionalities in 'Portfolio Management':
  • The 'Stock' ticker,
  • The 'In Position' list, and
  • The 'Recent Orders' list, etc.

Stock Order History ... details

This module shows case of the trade order related features:
  • The order list,
  • The Shares chart, and
  • The value chart, etc.

Stock Trade Evaluation ... details

This module shows case of the trading evaluation related features:
  • The evaluation result list,
  • The profit chart, and
  • The return percentage chart, etc.

Application Calculator Set ... details

The Application Calculator Set is designed to assist users in:
  • Position sizing the investment, and
  • Estimating the potential profit/loss for the investment.

System Performance ... details

This module shows case of the trading evaluation related features:
  • The evaluation result list,
  • The profit chart, and
  • The return percentage chart, etc.
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