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HomepageNewsIntroducing 'My Portfolio' in WebTrader: A Complete Overview of Trading Activity

Nov 7, 2024Product Releases

Introducing 'My Portfolio' in WebTrader: A Complete Overview of Trading Activity

Introducing 'My Portfolio' in WebTrader: A Complete Overview of Trading Activity

WebTraders latest section, 'My Portfolio,' is designed to enhance the trading experience for brokers users, offering them more control, deeper insights, and a clearer picture of their trading activities. This new update includes three powerful sections Portfolio, Trading Journal, and Calendar that allow traders to stay informed and optimise their strategies with real-time data and performance analysis.

1. Portfolio: A Comprehensive View of Active Positions

The Portfolio section provides traders with a detailed overview of their open positions. It captures essential data such as the trade source (whether social or self-initiated), allocation across various market types, and a real-time profit and loss (P&L) summary. This feature equips traders with the ability to monitor their portfolios performance dynamically and adjust their strategies in real time, ensuring they can make informed decisions as market conditions evolve.

Key Features:

  • Real-time data on open positions
  • Differentiation between social and self-initiated trades
  • Market type allocation for portfolio diversification
  • Immediate profit and loss (P&L) updates

2. Trading Journal: In-Depth Analysis of Trading History

The Trading Journal section provides traders with a detailed look into their historical trades, specifically focusing on closed orders. Through advanced filters and insightful dashboards, traders can track key metrics like overall P&L, win rates, drawdown, and even pinpoint their top-performing trades. This feature transforms historical data into actionable insights, enabling traders to reflect on their past trades, identify patterns, and improve their overall strategy.

Key Features:

  • Comprehensive analysis of historical closed trades
  • Visual dashboards for tracking P&L, win rate, and drawdown
  • Filters to analyse performance trends
  • Identification of top-performing trades

3. Calendar: Visualise Trading Activity at a Glance

The Calendar section offers a clear and concise view of trading activity across any chosen timeframe, whether monthly or yearly. With a colour-coded layout, traders can easily identify periods of trading success, losses, or inactivity. This feature helps users gain insights into their trading frequency and performance patterns, making it easier to detect trends and fine-tune their strategies for long-term success.

Key Features:

  • Color-coded representation of trading outcomes
  • Customizable view by month or year
  • Visual identification of active trading days, wins, and losses
  • Easy-to-spot performance patterns

Why 'My Portfolio' is a Game-Changer for Brokers Traders

The 'My Portfolio' feature goes beyond just providing traders with data. It offers a comprehensive view of trading activities, allowing traders to make more informed decisions, track their progress, and optimise their strategies for better outcomes. These tools enable traders to not only monitor their open positions but also learn from their trading history and visualise performance trends, giving them the insights they need to succeed.

PandaTS' WebTrader continues to provide brokers with cutting-edge tools that enhance the trading experience for their users. Portfolio section brings together real-time data, historical analysis, and intuitive visuals to support traders at every stage of their trading journey.

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Author: Michal Yacobi

Marketing Operations Manager

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