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4.3. Finding and Selecting Positions

Our example has 24 positions. Many portfolios hold more, and even a short list is easier to read a part at a time. In this section, we narrow the table down, and then act on several positions at once.

Filters​

Above the table is a row of filters. You can search by symbol, and narrow the table by:

  • action: All positions, or only those your rules mark Sell (stop-loss), Trim or Add. The Sell, Trim and Add counts in the summary bar do the same.
  • broker: one broker's positions at a time.
  • label: the positions carrying one of your labels, from Chapter 12.
  • sector, and industry.
  • company size: Large cap (above ₹20,000 crore), Mid cap (₹5,000 to 20,000 crore) or Small cap (below ₹5,000 crore).
  • strategy, cadence, rule, and positions in review window.

The last group belongs to the Playbook, and means something once you have strategies, rules and cadences. We come back to it in Chapter 10.

The table tells you how many positions are showing out of how many in all. As we saw in section 4.1, the summary bar follows the filter too.

Selecting Positions​

Each row has a tick box at its left, and the heading has one that selects every row on screen. Select one or more positions, and a bar appears with what you can do with them:

  • P&L if sold shows the profit or loss you would realise if you sold the selected positions at today's prices.
  • Mark as → Labels adds or removes labels on all of them at once.
  • Strategy applies one of your strategies to all of them.

Next, let's look inside a position.