Finding Stocks, Options, Futures or Currencies

  • Finding and displaying a specific investment type on the grid can allow a user to analyze and measure trade performance and profit and loss for that investment.
  • To run Trade, Performance or Gains and Losses reports for a specific investment, display all trades for that investment on the grid and run the desired report.
Use the Grid Filter dialog to find specific investment types:
  1. Click Find, Grid Filter dialog.
  2. Select the appropriate instrument type using the INSTRUMENT TYPE radio buttons.
  3. Click the OK button and only the selected  instrument such as Options only will be displayed in the grid.
To refresh the grid with all trades in your data file, click the ALL button on the toolbar.