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User Guide

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Index

Overview of Main Window

Overview of Main Window
 
Click on an orange label above to view details for that part of the window.
Each new user should review the basic elements of the main TradeLog window. It will be difficult for new users to follow instructions in the Comprehensive User Guide well if you are not familiar with the window layout.
1

Title Bar

1. Title Bar
 
The Title Bar provides the following information:
  • The version of TradeLog you are using (ex. TradeLog MTM).
  • The complete path of your data file on your hard drive (ex. C:\Users\Demonstration\Documents\tradelog\2011 Sample File)
  • The name of your data file - "2011 Sample File.tdf"
2

Main Menu Bar

2. Main Menu Bar
 
Almost all of the functions outlined in the Comprehensive User Guide can be accessed by selecting the function from the appropriate Main Menu option.
 
Note: Some menu options may be unavailable depending on the Account View you are in.
3

Toolbar

 
The most commonly used functions can be quickly accessed by clicking the appropriate button on the TradeLog Toolbar.
4

Profit/Loss Summary Bar

4. Profit/Loss Summary Bar
 
Note: The profit/loss displayed is only a quick reference of the actual P/L for the displayed record(s). To view an accurate P/L for accounting and tax purposes please run the Gain and Loss Report. - see Gains& Losses Report - For Filing with Taxes
 
All data contained in the Profit/Loss Summary Bar is based on records currently displayed in the grid. This Bar provides the following:
  • The number of shares and contracts open
  • The Total Profit or Loss for the records displayed
  • The Total Commission paid for the records displayed
  • The last date of the records displayed
  • The number of records being displayed
When the ALL button has been selected, the Profit/Loss Summary Bar will display data based on all records in the data file.
5

Account Tabs

5. Account Tabs
The account tabs allow you to toggle between viewing individual trading accounts and viewing All Accounts (in a multi-account data file)
 
Note: Some functions and menu options may be restricted depending on the account view. For example: editing of trade records must always be done in an individual account tab; most tax reporting is done from the All Accounts view.
6

Grid Display

 
The Grid is the main section where users are able to view and interact with their trade transactions.
  • All trades are matched and grouped by trade number (TrNum).  To help the user distinguish one group of trades from another, shading alternates between white and green.
  • The current record that you have selected will be shaded in grey and in bold black letters.
  • Columns can be resized by the user by positioning the mouse cursor over the line between the columns in the column header row, holding down the left mouse button and dragging the line to the desired location.
  • Records can be sorted in ascending or descending order by clicking on any column header. For example, to sort by price in ascending order, click on the word Price in the column header once.  To sort in descending order, click on the word twice.
  • The scroll bar (at far right) can be used to scroll the display up or down.
     
Keyboard shortcuts also can be used to quickly scroll up or down as follows:
  • <Up Arrow> and <Down Arrow> keys move one record at a time.
  • <PageUp> and <PageDown> keys move one whole page at a time.
  • <Ctrl-End> moves to the very end of the file.
  • <Ctrl-Home> moves to the very beginning of the file.
 
Single records may be selected by single-left-clicking with your mouse on any cell in that record (row).  Double-left-clicking on any row will isolate the entire trade number in the grid.
7

Getting Started Panel

7. Getting Started Panel
 
The Getting Started Panel puts the 8-step Getting Started Guide right at your finger tips, guiding users through TradeLog one step at a time with additional resources and help just a few clicks away.
 
The Getting Started Panel will provide suggested instructions based on your actions in TradeLog. Or you can manually choose your steps with the dropdown box. Click the links on the right for detailed instructions, tutorials, and further help.
 
The panel can be resized by dragging it's top border up or down with your mouse. Or if you wish to disable this panel see the instructions here: Display Getting Started Panel
8

Status Bar

8. Status Bar
 
The Status Bar is the bottom section of the main TradeLog window. This bar provides the following information (various status messages shown above):
  • Registration information - whether the software is fully registered, running in the trial mode, or your software has expired.
  • Notification of a new software update - see Updating your Version for details.