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Using the Find>Ticker Function

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.

TradeLog 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:

TradeLog Find>Ticker Example 1

You are looking for all shares of one ticker, namely AAPL.

Example 2:

TradeLog Find>Ticker Example 2

You are looking for all shares of several different tickers, namely AAPL and GOOG.

Example 3:

TradeLog Find>Ticker Example 3

You are looking for all shares of one ticker AND all option contracts on that ticker, namely AAPL and options on AAPL.

Example 4:

TradeLog Find>Ticker Example 4

You are looking for all option contracts on the same underlying stock ticker, namely on AAPL.

Example 5:

TradeLog Find>Ticker 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.

Example 6:

TradeLog Find>Ticker 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.

Example 7:

TradeLog Find>Ticker 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.

The asterisk can also be used in the front of or in the middle of a ticker symbol:

Example 8:

TradeLog Find>Ticker Example 8

You are looking for all PUT option contracts.

Example 9:

TradeLog Find>Ticker 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.

Example 10:

TradeLog Find>Ticker Example 10

You are looking for all option contracts with a specific expiration date, namely all options that expired on January 19, 2013.

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.

TradeLog 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:

TradeLog Find>Ticker Example 1

You are looking for all shares of one ticker, namely AAPL.

Example 2:

TradeLog Find>Ticker Example 2

You are looking for all shares of several different tickers, namely AAPL and GOOG.

Example 3:

TradeLog Find>Ticker Example 3

You are looking for all shares of one ticker AND all option contracts on that ticker, namely AAPL and options on AAPL.

Example 4:

TradeLog Find>Ticker Example 4

You are looking for all option contracts on the same underlying stock ticker, namely on AAPL.

Example 5:

TradeLog Find>Ticker 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.

Example 6:

TradeLog Find>Ticker 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.

Example 7:

TradeLog Find>Ticker 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.

The asterisk can also be used in the front of or in the middle of a ticker symbol:

Example 8:

TradeLog Find>Ticker Example 8

You are looking for all PUT option contracts.

Example 9:

TradeLog Find>Ticker 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.

Example 10:

TradeLog Find>Ticker Example 10

You are looking for all option contracts with a specific expiration date, namely all options that expired on January 19, 2013.

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.

Please note: This information is provided only as a general guide and is not to be taken as official IRS instructions. Cogenta Computing, Inc. does not make investment recommendations nor provide financial, tax or legal advice. You are solely responsible for your investment and tax reporting decisions. Please consult your tax advisor or accountant to discuss your specific situation.