Trade Planning

April 14, 2016 | admin

Trade Planning allows you to test potential trades in your portfolio. You can compare your portfolio with proposed trades vs. your current actual portfolio across many key risk, performance and sector balance metrics and see the full implications of your trades across a wide spectrum of factors. In addition to performance, and risk, you can see the aggregate growth rate, aggregate Price/Earnings, Price/Book and Price/Sales as well as dividends and yield. Trade Planning allows you to quickly see if your trade ideas move you closer or further from your investment goals before you make the trades