Monitor the Historical Performance of Your Stocks
The History screen offers a customizable interface that allows you to organize and analyze your stock performance over time. This feature enables you to isolate specific entries or types of activities, facilitating a deeper understanding of your investment patterns. By leveraging this historical data, you can develop informed investing and trading strategies that help you avoid the mistakes of the past and enhance your future financial decisions. This capability is essential for any investor looking to refine their approach and maximize their potential for success in the market.
Specify the Duration of Historical Data You Wish to View
Utilize this stock performance tracker to examine your investment history over various time frames, including the past month, year, seven days, or any customizable period that suits your needs. This functionality allows you to analyze how market and sector trends have influenced your account balance by correlating your performance with relevant news events.
Search Your Historical Data and Refine Your Results
- You can effortlessly search for the historical performance of a specific investment or review the entire account’s activity.
- you have the option to filter your results based on transaction type or view all transactions collectively.
- Organize your results by various criteria, including date, transaction type, share quantity, description, symbol, account type, price, or amount. This level of detail empowers you to gain valuable insights into your investment behavior and make informed decisions moving forward.
