Group by Trade Tag

Would be great if groups could be created from a tag within each trade.

For example I want to group by strategy and i have a bunch of strategies that I might use.

I could tag a trade with a strategy name and then run reports to group by strategy and see the profitability by strategy.

I’m currently doing this now using the Sharesight API and Google Sheets but it requires some manual intervention and would be much better as a native function of Sharesight

And no, I cant do this using the existing grouping functionality as strategies are trade specific, not holding specific. I can and do have multiple strategies firing (buy and sell) on the same holding at the same time over a period of time.

Yes you can contact me to discuss

1 Like