With the new ‘Custom Start’ feature, you can now specify a date that your Trade Explorer begins including brokerage account history. Strategies change, styles evolve, traders become smarter — all are good reasons you might want to exclude old performance from your metrics. While traders shouldn’t forget lessons of the past, it’s a lot easier to analyze performance when irrelevant trades are excluded.
To set up a custom start date, click ‘Options’ at the top-right of your Trade Explorer, and enter a date in the ‘Custom Start’ section, as shown below.
You may have also noticed that we recently changed the graph setup on the ‘Overview’ tab. Instead of one Flash-based graph, the Trade Explorer now has four image-based graphs on the main tab. This change gives you a thorough overview of the account with just a glance, plus it loads faster because it’s no longer based on Flash technology (which was our initial motivation for changing).
The new graphs also interact with the ‘Performance’ table rows — click the small blue icon on each row to make the graphs represent only that particular period. This is a handy way to zoom in on performance for the year, month, week, or day.
Posted by Danny, Trade Explorer Product Manager