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New: Thomson Reuters™ DataLink Tab
This Tab is used in conjunction with the Thomson Reuters™ DataLink Downloader program. It allows to view and apply to your database end-of-day data obtained using DataLink™ software.
To subscribe to data use this link: Reuters DataLink™. Thomson Reuters™ offers FREE 30 Day Trial.
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Create custom reports summarizing activity across various brokerages and banks
Record and trace transaction history.
Analyze your activity by accounts, amounts, types, dates, symbols and exchanges.
Add extensive notes to each transaction. |
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Positions are automatically matched, so you can analyze them by symbols, exchanges, types, holding periods, profit/loss made.
View how many times you added to the position or partially closed it.
View positions across various banks and brokerages. Upload to database from files. |
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Trace balance history, analyze progress by days, weeks, months, custom periods.
View set of positions on open/close/intermediate for each given day.
View transactions for each given day. Enter specific balance comments.
Gain the bird view of your historic activity and progress! |
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Write comprehensive categorized, sortable and searchable notes.
Keep detailed notes on your activity for past and future.
Categorize them by dates, your own types and keywords.
Search and sort your notes by types, dates, dates range and keywords. |
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Tabs are easily managed - Create/Display/Hide Tabs as you need them.
Reorder their positions through the Tab List screen.
Add multiple Tabs of the same kind with custom headings.
View the detailed list of the many available Tabs and their functionality here. |
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Software architecture:
- All your data belong to you and stored on your computer.
- No privacy concerns, no bandwidth to waste.
- Our software is confined to the directory where installed, no registry updates, no hidden files.
- You even have an option to protect local access by password.
- Easy one-click database backup.
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Pricing:
- $80.00 CAD per year.
- 14 days trial period. You pay after the trial - we don’t ask your payment details upfront.
- All extra Tabs designed by our team are free of charge to subscribers.
- Many Tabs are free and continue to be accessible after trial period expires. All Paid Tabs are included with the annual subscription. Complete List of Free/Paid Tabs.
DOWNLOAD Fully functional version.
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