One of the most popular features of StockTickr is the Bulk Import. Instead of adding your trades manually one at a time, the StockTickr Bulk Import lets you import tons of trades at once using an export file from your broker or trading platform. Traders like it because it saves a bunch of time and prevents data entry errors. We’ve recently added support for more platforms:
- MB Trading and any other broker that clears through Penson
- Interactive Brokers
- Terra Nova
- Create your own CSV file for importing
As the executions go into your journal, StockTickr automatically translates them into actual “trades”.
So for example if you’ve got a list of executions like the following:
Buy 200 AMZN at 91.18 at 9:43AM
Buy 300 AMZN at 91.21 at 9:43AM
Buy 500 AMZN at 91.50 at 9:50AM
Sell 400 AMZN at 91.83 at 9:55AM
Sell 600 AMZN at 91.99 at 10:03AM
StockTickr knows the difference between getting filled for one order at different prices and scaling in or scaling out. So these executions go into StockTickr as:
Open trade: Long 500 AMZN at 91.20 at 9:43AM
Scale in 500 AMZN at 91.50 at 9:50AM
Scale out 400 AMZN at 91.83 at 9:55AM
Close trade: Sell 600 AMZN at 91.99 at 10:03AM.
StockTickr handles this automatically and also assigns your default tags and calculates and assigns commissions if they’re not included in the export file. The time savings is immense – one client says this saves him 30 minutes a day compared to the manual record keeping he was doing.