Friday, January 10, 2020

Ameritrade.com All positions - view options

January 10, 2020

Introduction


I came back to put my IRA fund into Ameritrade.com in May 2019, so I only had less than 7 months to explore all features in the website. Today I found the new ones I missed the last 7 months. What I like to do is to go over each graph and then take some notes as well. I do believe that it is healthy to spend time to learn best about Ameritrade.com website, I like to explore product features and ask myself why they are needed.

Features I found

All positions
View:

Basic
Bid/Ask
Fundamental
Index
Option
Option analytic
Mutual fund
Profit/loss
Snapshot
All positions (default)




Micro charts


This is my most favorite chart.

I like to show in the following.

Actionable Items


How to determine if I should rebalance after 7 months with 10% gain? I need to learn more about market swing, and see what is my strategy as a long term investor.





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