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12. Settings and Exports

This last chapter covers the parts of Tradestory that belong to you as a member, more than to any one position: your account and how the app looks, the labels you organise positions with, and taking your data with you as a spreadsheet. Sharing your strategies and rules with other members was the subject of Chapter 11.

Profile and Display​

Open Settings → Profile. Under Account are the email address and name you signed in with, from your Google account, and Sign out.

Under Display:

  • Theme switches between a light and a dark appearance. The same switch also sits in the bar at the top of the screen.
  • Privacy mode blurs your amounts and quantities, as we saw in section 4.7.

Both are remembered in the browser you set them in.

Labels​

A label is a word of your own that you attach to positions, so you can see them as a group: a label for core holdings and one for smaller ones, say, or one for each purpose your money serves. A position can carry several labels.

Open Settings → Labels. Type a name and choose Add label. Each label shows how many positions carry it. Click a label's name to rename it, and use the arrows to put labels in the order you like. Delete removes a label after you confirm; it is taken off every position that carries it, current and past, in all your portfolios.

Labels, like your rules and strategies, belong to your account, so the same labels are there in every portfolio. You attach them to positions:

  • on Current Positions, by selecting positions and using Mark as → Labels, as in section 4.3,
  • and on Past Positions, from each row.

Once attached, labels show in the Label column, filter the positions table, and group the portfolio in Analytics, as in section 6.4.

Exporting Your Data​

Everything Tradestory shows you can be taken away as a spreadsheet. In the bar at the top of the screen, the export button, Export positions to Excel, builds an Excel file of the portfolio you are in, with three sheets:

  • Summary, the portfolio's figures,
  • Current Positions, every open position with its tranches,
  • Past Positions, every closed position.

Building the file takes a moment; the button reads BUILDING…, then DOWNLOAD when the file is ready. Once downloaded, hovering over the button shows when that file was made, so an older file is never mistaken for today's figures. Within a day of an export, choosing the button again gives you the same file; a fresh export can be made after that.

To remove your trades from a portfolio altogether, Clear all trades under Danger zone on the Tradebooks screen does it, as we saw in section 3.1. How your data is kept and protected is set out in Appendix D.

Summary​

In this chapter, we looked after our account. We:

  • found our profile, the theme switch and privacy mode,
  • organised positions with labels that hold across all our portfolios,
  • and exported a portfolio to a spreadsheet.

That brings us to the end of the book. From loading a first tradebook, through reading positions and numbers, keeping a journal and looking back, to writing a method down and sharing it, we have been through every part of Tradestory. The appendices that follow collect the terms, the brokers' export steps, the corporate actions Tradestory handles, and how your data is kept, for when you need them.