Published: December 16, 2013
Tagged: TradeLog Tips
TradeLog contains powerful filters that are often overlooked by software users. Learning to use these filters can be practical and exciting. You can tap into virtually endless possibilities for filtering your trade history data, and then use that filtered data for analysis and reporting. In this series of TradeLog Tips we'll show you how to use the various filters. The first one we will highlight is the Find>Ticker filter function.
Where is the Find>Ticker filter function?
Open your TradeLog data file. In the top menu bar, click on Find This will open a drop-down menu. Now click on menu item Ticker. A pop-up box will open. This is where you enter the ticker you are looking for.
What is the Find>Ticker filter used for?
There are several ways to pull up only the shares and/or contracts you are looking for, but one of the quickest ways is the Find>Ticker filter function.
Say you wanted to know how much money you made or lost on a certain security. Or perhaps you need to do some research on a particular ticker. Maybe there was a stock split and you want to see all records for the company that underwent the stock split including options on the company's underlying stock ticker. The Find>Ticker filter will make all of these processes easier.
Examples of Using the Find>Ticker Filter
Below are ten common examples of how to use this filter. Each example will show you what to enter in the Find>Ticker pop-up window depending on which trades you want to display:
Example 1:
You are looking for all shares of one ticker, namely AAPL.
- What to enter: AAPL
- Simply enter the ticker symbol as listed in the "Ticker" column of your TradeLog file.
Example 2:
You are looking for all shares of several different tickers, namely AAPL and GOOG.
- What to enter: AAPL,GOOG
- Important: The comma will allow you make multiple selections. Omit spaces behind the comma.
Example 3:
You are looking for all shares of one ticker AND all option contracts on that ticker, namely AAPL and options on AAPL.
- What to enter: AAPL*
- The asterisk (*) functions as a wildcard symbol. It stands for one or more characters. In this example, TradeLog will search for all symbols that start with AAPL. It will find all AAPL stock as well as any AAPL options in the file (if there is no space behind the ticker symbol).
Example 4:
You are looking for all option contracts on the same underlying stock ticker, namely on AAPL.
- What to enter: AAPL *
- Notice that since the asterisk (*) follows a space behind AAPL, this tells TradeLog to only search for options on AAPL, not for AAPL stock.
Example 5:
You are looking for all shares of one ticker AND only certain option contracts on the same ticker, namely AAPL and AAPL 19JAN13 565 CALL.
- What to enter: AAPL,AAPL 19JAN13 565 CALL
Example 6:
You are looking for all shares of one ticker AND only certain option contracts on other tickers, namely AAPL, GOOG 25JAN13 760 CALL and AMZN 22JUN13 230 PUT.
- What to enter: AAPL,GOOG 25JAN13 760 CALL,AMZN 22JUN13 230 PUT
- Again here, it is essential that you omit spaces behind the commas.
Example 7:
You are looking for all shares of one ticker AND only option contracts on certain other tickers, namely AAPL shares and option contracts on GOOG and AMZN.
- What to enter: AAPL,GOOG *,AMZN *
- Notice again, the space behind the ticker plus the asterisk will make TradeLog look for only option contracts on GOOG and AMZN. However, here also, you must omit spaces behind the comma to enable multiple ticker selection.
The asterisk can also be used in the front of or in the middle of a ticker symbol:
Example 8:
You are looking for all PUT option contracts.
- What to enter: *PUT
- TradeLog will display all options that end with "PUT".
- Tip: If these options include exercised/assigned options that you would like to include in the selection, you may want to enter: *PUT* TradeLog will now display all options that end with "PUT" regardless of whether or not they also include the word "EXERCISED" in addition to "PUT".
Example 9:
You are looking for all CALL option contracts on a certain ticker with a specific strike price, namely all AAPL CALL options with strike price 565.
- What to enter: AAPL*565 CALL
- If you just want to see all AAPL options with strike price 565 regardless of their type (put or call), simply enter: AAPL*565*
Example 10:
You are looking for all option contracts with a specific expiration date, namely all options that expired on January 19, 2013.
- What to enter: *19JAN13*
- TradeLog will display all contracts that contain the specified expiration date, regardless of ticker or other details.
There are many more ways to run ticker searches with this filter, the 10 examples above should give you the foundation needed to do much more. You can learn more about all of the available filters in the TradeLog User Guide. And stay tuned for my next TradeLog Tips & Tricks post where I will show you how to use the Basic Find Commands.
TradeLog contains powerful filters that are often overlooked by software users. Learning to use these filters can be practical and exciting. You can tap into virtually endless possibilities for filtering your trade history data, and then use that filtered data for analysis and reporting. In this series of TradeLog Tips we'll show you how to use the various filters. The first one we will highlight is the Find>Ticker filter function.
Where is the Find>Ticker filter function?
Open your TradeLog data file. In the top menu bar, click on Find This will open a drop-down menu. Now click on menu item Ticker. A pop-up box will open. This is where you enter the ticker you are looking for.
What is the Find>Ticker filter used for?
There are several ways to pull up only the shares and/or contracts you are looking for, but one of the quickest ways is the Find>Ticker filter function.
Say you wanted to know how much money you made or lost on a certain security. Or perhaps you need to do some research on a particular ticker. Maybe there was a stock split and you want to see all records for the company that underwent the stock split including options on the company's underlying stock ticker. The Find>Ticker filter will make all of these processes easier.
Examples of Using the Find>Ticker Filter
Below are ten common examples of how to use this filter. Each example will show you what to enter in the Find>Ticker pop-up window depending on which trades you want to display:
Example 1:
You are looking for all shares of one ticker, namely AAPL.
- What to enter: AAPL
- Simply enter the ticker symbol as listed in the "Ticker" column of your TradeLog file.
Example 2:
You are looking for all shares of several different tickers, namely AAPL and GOOG.
- What to enter: AAPL,GOOG
- Important: The comma will allow you make multiple selections. Omit spaces behind the comma.
Example 3:
You are looking for all shares of one ticker AND all option contracts on that ticker, namely AAPL and options on AAPL.
- What to enter: AAPL*
- The asterisk (*) functions as a wildcard symbol. It stands for one or more characters. In this example, TradeLog will search for all symbols that start with AAPL. It will find all AAPL stock as well as any AAPL options in the file (if there is no space behind the ticker symbol).
Example 4:
You are looking for all option contracts on the same underlying stock ticker, namely on AAPL.
- What to enter: AAPL *
- Notice that since the asterisk (*) follows a space behind AAPL, this tells TradeLog to only search for options on AAPL, not for AAPL stock.
Example 5:
You are looking for all shares of one ticker AND only certain option contracts on the same ticker, namely AAPL and AAPL 19JAN13 565 CALL.
- What to enter: AAPL,AAPL 19JAN13 565 CALL
Example 6:
You are looking for all shares of one ticker AND only certain option contracts on other tickers, namely AAPL, GOOG 25JAN13 760 CALL and AMZN 22JUN13 230 PUT.
- What to enter: AAPL,GOOG 25JAN13 760 CALL,AMZN 22JUN13 230 PUT
- Again here, it is essential that you omit spaces behind the commas.
Example 7:
You are looking for all shares of one ticker AND only option contracts on certain other tickers, namely AAPL shares and option contracts on GOOG and AMZN.
- What to enter: AAPL,GOOG *,AMZN *
- Notice again, the space behind the ticker plus the asterisk will make TradeLog look for only option contracts on GOOG and AMZN. However, here also, you must omit spaces behind the comma to enable multiple ticker selection.
The asterisk can also be used in the front of or in the middle of a ticker symbol:
Example 8:
You are looking for all PUT option contracts.
- What to enter: *PUT
- TradeLog will display all options that end with "PUT".
- Tip: If these options include exercised/assigned options that you would like to include in the selection, you may want to enter: *PUT* TradeLog will now display all options that end with "PUT" regardless of whether or not they also include the word "EXERCISED" in addition to "PUT".
Example 9:
You are looking for all CALL option contracts on a certain ticker with a specific strike price, namely all AAPL CALL options with strike price 565.
- What to enter: AAPL*565 CALL
- If you just want to see all AAPL options with strike price 565 regardless of their type (put or call), simply enter: AAPL*565*
Example 10:
You are looking for all option contracts with a specific expiration date, namely all options that expired on January 19, 2013.
- What to enter: *19JAN13*
- TradeLog will display all contracts that contain the specified expiration date, regardless of ticker or other details.
There are many more ways to run ticker searches with this filter, the 10 examples above should give you the foundation needed to do much more. You can learn more about all of the available filters in the TradeLog User Guide. And stay tuned for my next TradeLog Tips & Tricks post where I will show you how to use the Basic Find Commands.
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