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SCENARIO
M

Macro

Rates, currencies and other drivers, computed outside and entered here.

Stock

Individual stocks and their price trends.

FUND
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—
TOTAL AUM
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CASH
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INVESTED
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POSITIONS
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INCEPTION
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DAY CHG
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MONTH CHG
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MAX DRAWDOWN
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VOLATILITY
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annualized
SHARPE RATIO
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rf = 4.5%
RETURN / RISK
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return ÷ drawdown
ACTIVE POSITIONS
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LAST 25 TRADES
SIDE SYMBOL ENTRY PRICE QUANTITY NOTIONAL VALUE DATE & TIME NOTES
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INCOME & EXPENSES
DATE CATEGORY AMOUNT LINKED TRADE DESCRIPTION
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Personal settings

Your account, credentials and fund order.