TekView's Portfolio Form has three tabs showing positions, transactions and a summary of trading performance. Positions displayed can be filtered according to symbol, date range, position status (opened or closed) and/or position type (long or short).

The Portfolio Form is coordinated with the Main Form.  When a position is double-clicked the chart for the selected symbol loads in the Main Form and the position's entry and exits are highlighted on the charts.  This feature is helpful when reviewing winning and losing trades for clues about how to improve performance.

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