TradeManager Analysis - Position Templates
The advanced settings appear to the right of the Advanced button when it is selected. These include the ability to select a position template that defines how to gather and display position information from your accounts.
- Activate a TradeManager Analysis window.
- From the Filter Bar, click Advanced to show the advanced settings.
- Under Position Template, click the ellipsis
button. The Position Templates dialog is displayed.
- Click Add to create a new position, Delete to remove, or Rename to change the name of an existing position.
- Include positions in the date range that were opened prior to the date range - Check this setting to use either the entry information of the position or the market price at the beginning of the date range in position calculations.
- Include positions in the date range that were exited after the date range - Check this setting to use either the exit information of the position or the market price at the end of the date range in position calculations.
If you choose actual exit information you can also elect to Consider open positions closed... as of the date//time of the report. - With a template selected, click Set selected template as default to make that template the default.
- Click OK when finished.