Hi,
Would it be possible to add a download buttton to the trading accounts rebalance screen?
Thanks!
After rebalance Commit, all executed trades are available in the strategy's Transactions section, and those can already be downloaded.
The transaction download includes the following fields:
Date,Type,Ticker,Name,Shares,Price,Commiss,Amount,Note
What additional information from the Rebalance page would you like included in the download that isn't already captured by these fields? That will help us determine whether a separate download button is needed or whether the existing transaction export should simply be enhanced.
Hi Walter,
Thanks for your reply!
I actually never use the commit button, since the prices used are not equal to the filled prices.
I use the rebalance list to manually execute my trades. At the end of the day, I import my trades into the trading account which then have the filled prices.
I am trying to make placing my trades more efficient and thus being able to download the rebalance screen would help me in that. The fields currently there are sufficient for me.
Are you trading with one of our brokers?
No, I use Fidelity. I place my orders manually and download the trades from the Fidelity website and import them into the trading account.