Choose which date your reports credit a trade’s return to, so a swing trade lands in the period you care about: the day you opened it or the day you closed it.
- Click the Settings gear at the bottom left of the side navigation.
- Under Data & Trades, click Trades.
- Scroll down to Reports.
- Choose the date you want reports to use:
- Open Date: returns are credited to the date you entered the trade.
- Close Date: returns are credited to the date you exited the trade.
- Transaction Date: returns are credited per individual transaction, each on its own date.
With Transaction Date, each exit’s profit or loss counts on the day of that exit, in your totals, calendar, dashboard and reports. Not sure which to pick? See Why don’t my filtered results match my trades? There is no Save button: your choice is saved as soon as you click it, and your reports update.
