The Right Tools For The Job

As a software engineer and trader, technology is the backbone of my trading. When there’s a problem in my workflow, I build a tool to fix the gap.

When I logged an entry of $235 as $253, I wrote a check to verify and flag if a price falls outside that day’s price range.

When I wanted an easier way to visualise and chart my historical trades, I built a tool to do it.

When I wanted a way to automatically size my positions for The Chartist portfolios; well, you’ll see what I’ve done.

After years of building and running these tools, I’ve now packaged them into a cohesive portfolio tracking tool that goes beyond simple tracking to incorporate visualisations, checks, and balances, and will soon integrate seamlessly with The Chartist’s membership portfolios at no extra cost to members.
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This portfolio tracker is built from lived experience, with every feature representing a real gap-bridging tool.

A full picture of your trading in one place

Through our new Portfolio Tracker tool, members will have access to the following:

Open positions dashboard

Live P&L, days held, % returns, and one-click price refresh – everything you need to monitor your current holdings.

Strategy grouping

Organise trades into separate strategies. Use Chartist portfolio templates or build your own.

Performance Tracking

P&L, CAGR, average returns, win rate, etc. are all calculated automatically; no spreadsheet formulas needed.

Automatic Position Sizing

The Chartist’s position-sizing calculators will draw directly from your open trades and balances and then export signals straight to IB Basket Trader.

Trade audits

Flag entries and exit prices that fall outside historical ranges.

Visualisations

View open and closed trades on candlestick charts to see exactly how each one played out.

Dividend tracking

Log dividend income per position and have it included in your realised P&L automatically.

Data Integration

Connect via Norgate EOD or Yahoo Finance. Bulk import from CSV or directly from a Share Trade Tracker file.

Beta now – full release coming soon

The new portfolio tracker tool has been released in beta mode and has been gathering feedback from a test group. If you’re a current Chartist member and would like to be added to the Beta trial, simply reply to this email and we’ll get you set up!

We plan to release the tool to all members in the coming weeks, so keep an eye on your inbox for updates.