In this article, we will discuss
- Details of all of the executed trades in chronological order
- Realized and unrealized profits and losses
- Segment-wise grouping of executed trades
While this information can still be useful, it doesn’t provide you a platform to learn from your past trades. Here’s where the Samco trading app differs from regular trading platforms. The app offers a one-of-a-kind feature — the Trade Spreadsheet — that can help you become a better trader.
What is the Trade Spreadsheet?
The Trade Spreadsheet is a unique feature available under the ‘My Trade Story’ section of the Samco trading app. It is designed to provide you with multiple unseen insights (#AndekhaSach) into your trading patterns. The insights from the Trade Spreadsheet can help you understand your trades better, analyse the performance of each trade and reveal profitable patterns that are often hidden from plain sight.
What does the Trade Spreadsheet offer?The Trade Spreadsheet provides you with detailed trade-wise information and statistics for both live and historical positions. There are 5 distinct parts in the Trade Spreadsheet:
- Position details
- P&L analytics
- Buy Details
- Sell details
- Key technical levels
Let’s take a look at each of the above-mentioned sections in detail to better understand the nature of this unique feature.
1. Position Details
Under this section, you can find the Last Traded Price (LTP), net quantity, holding period details, and the net amount invested for every position you entered into.
2. P&L analyticsThis section of the Trade Spreadsheet offers comprehensive information on the profits or losses that each position generated. You get details like -
- Realized profits and losses
- Unrealized profits and losses
- Total profits and losses
- Maximum potential profits (in percentage)
- Maximum potential losses (in percentage)
- P&L in benchmark
3. Buy Details
All of the details relating to the buy leg of every position are displayed under this section. Each buy trade is assigned one of four different types of labels depending on the nature of the action.
This label is assigned when you enter into a new position
This label is assigned when you purchase additional units at a price higher than the previous purchase price.
This label is assigned when you purchase additional units at a price lower than the previous purchase price.
This label is assigned when you purchase additional units at the same price as that of the initial purchase price.
4. Sell Details
Under this section, all of the details relating to the sell leg of every position are displayed. Each sell trade is assigned one of four different types of labels depending on the nature of the action.
This label is assigned when you square off only a part of your total position at a profit.
This label is assigned when you square off only a part of your total position at a loss.
This label is assigned when you square off your entire position at a profit.
This label is assigned when you square off your entire position at a loss.
5. Key technical levels
As you can see, you get access to a wealth of key trade-related information in the Trade Spreadsheet section of the Samco trading app. One of the highlights of this feature is that it can be customized according to your preferences. Download the Samco trading app today and experience the plethora of advantages that Trade Spreadsheet has to offer!
Disclaimer: INVESTMENT IN SECURITIES MARKET ARE SUBJECT TO MARKET RISKS, READ ALL THE RELATED DOCUMENTS CAREFULLY BEFORE INVESTING. The asset classes and securities quoted in the film are exemplary and are not recommendatory. SAMCO Securities Limited (Formerly known as Samruddhi Stock Brokers Limited): BSE: 935 | NSE: 12135 | MSEI- 31600 | SEBI Reg. No.: INZ000002535 | AMFI Reg. No. 120121 | Depository Participant: CDSL: IN-DP-CDSL-443-2008 CIN No.: U67120MH2004PLC146183 | SAMCO Commodities Limited (Formerly known as Samruddhi Tradecom India Limited) | MCX- 55190 | SEBI Reg. No.: INZ000013932 Registered Address: Samco Securities Limited, 1004 - A, 10th Floor, Naman Midtown - A Wing, Senapati Bapat Marg, Prabhadevi, Mumbai - 400 013, Maharashtra, India. For any complaints Email - firstname.lastname@example.org Research Analysts -SEBI Reg.No.-INHO0O0005847