TradeManager Analysis - Generating Reports

  1. Open a TradeManager Analysis window.
  2. Under Account(s), place a check mark next to each account number to include in the report. You must select at least one account to generate a report.
  3. Under Date Range, enter From and To dates to be included in the report.
  4. Under Symbol Filter, choose the method for including/excluding symbols in the report from the selected account(s):
    • All Symbols - Includes all traded symbols in the report.
    • Exclude - Reports on all symbols traded except those selected using the ellipsis button.
    • Show Only - Reports only on those symbols traded that are selected using the ellipsis button.
  1. Click Generate to collect the data from your account(s) under the default Performance Summary report tab.

    Report and graph tabs are displayed at the bottom of the window. For details, see TradeManager Analysis Tabs and Fields.
  1. To close TradeManager Analysis, click in the top right corner of the window.
Related Topics

About TradeManager Analysis

Printing a Report