Trade Evaluator Overview

The Trade Evaluator allows you to evaluate the performance of your trading actions over time. You can see how your trading decisions affected your portfolio’s performance and how beneficial or detrimental your trades are to your investment returns.

You can use the Trade Evaluator to evaluate individual trades, all the trades for a specific ticker, as well as all the trades that comprise a single portfolio or group of portfolios.

The Trade Evaluator is fully configurable, allowing you to return data in either a Summary or Detail format. You can also configure the Trade Evaluator to compare your trades against a benchmark.

the trade evaluator

Creating a Trade Bundle