- ago
Add a reports menu to support basic reports. The first report that comes to mind is a report to reconcile the current open positions with the signals generated for the next day with any orphans noted. This would allow you to quickly know about any potential discrepancies between what is at the broker and what you see locally. The opportunity to expand this to some kind of daily report might be useful.
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- ago
#1
Is this really necessary when you can engage "Portfolio Sync" options from Preferences > Trading?
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- ago
#2
I would say this would be more of a nice to have for a sanity check or confirmation with a quick glance at the report. It could also be useful with backtesting when learning how this all works. Maybe a Portfolio Sync Report would be a better idea? Maybe include thresholds that were hit as well. Maybe even a Trading Activity Daily report that can be expanded upon. The people that use this software everyday probably have better insight as to whether this would be useful.

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- ago
#3
Another idea is to just include categories in the log viewer such as Portfolio Sync, Trading Thresholds, Trading Activity if not already present.
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