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3.2. Portfolios

A portfolio is a set of trades that Tradestory looks at together. Everything you see belongs to one portfolio at a time: the positions, the numbers, the journal and the uploads. Your account starts with one, named Default, and for many members one is all they ever need.

You might keep a second portfolio for trades you want to see apart from your own. While writing this book, for example, we keep two:

  • Book example, holding the example tradebook from Chapter 1,
  • Book issues, holding the small tradebook we use in the rest of this chapter.

Each sees only its own trades. Loading the second tradebook leaves the first portfolio exactly as it was.

Switching and Creating Portfolios​

The portfolio you are in is named at the top of the menu, beside a coloured dot. On a phone, it sits in the bar at the top of the screen. Click it to see every portfolio you have. Choose one to switch to it.

The same list has two more choices:

  • New portfolio… creates an empty portfolio and asks for its name.
  • Rename… changes the name of the portfolio you are in.

A new portfolio starts empty, the way your account did in Chapter 1. To give it trades, upload tradebooks while you are in it. The upload button always names the portfolio the trades will go into, such as Upload 1 file into Book issues, so you can check before you press it.

Let's switch to Book issues and load the small tradebook. Then let's look at what it needs: residual fix-ups.