Editing p123 portfolio transactions is the only manual entry process I do now.

I use Interactive Brokers basket trader, from the p123 transaction download, I cut and paste new p123 transactions into a IB header defined spreadsheet, and upload the data into IB ready for transmit. No manual entry... a snap to generate. Basket trading works for me since I'm fine with market orders, as I trade highly liquid stocks.

Manually editing p123 transactions is a bit tedious, and can be prone to errors even though I double check my manual edits. I propose p123 create a simple spreadsheet upload utility that allows inclusion of actual transaction costs. IB generates a trade log that can be cut and pasted into a spreadsheet.... ready for upload to p123.

--Stu
Results: Total score: 17 , # of Votes: 6 , Average: 2.8
You will be able to view details once you have voted.
Requested by: stumo
On date: 04/30/13
Category: Portfolio

0 comments