011: Grouping Trades
See 008: Trade Details (Part 1) for the start of this series
We are going to use the Grouping (also referred to as stacking) option to visually clean up & fit more data into the trading window. This is what we currently have:
We have purchased two securities at different times. Imagine a spreadsheet, how can you get these trades grouped together so it's not visually noisy?
Stocklog+ allows us to group via the ParentID (PID) & ChildID (CID)
Double-Click CID column 45, it will activate edit mode
Type the PID you want to move the trade under, in this case you want 45 to be a child of 44
It will immediately move under 44. Notice there is a down arrow next to 44, this indicates that row is a parent and has children under it; we will make 46 a child of 44. Lets also stack NAK so it's easier to keep track of our trades; make 40 a child of 42, and 43 a child of 42. Results:
A Parent can become a Child and a Child can become a Parent. Here we decide that we want ALL NAK trades to stack under the first trade we made; we're making PID 42 a Child of 41
We have a very easily digestible view of our trades:
Here, we're representing in NAK that we bought 100 & 900 shares. We then decided to start selling shares from the 900 lot on two different days and we adjusted the shares accordingly
Imagine we have tens or hundreds of trades and we want to compress this down making it easier to read. Right-Click while in the trade window and select EXP(and)/COL(lapse)
This is a GLOBAL action for all accounts. ALL children are hidden under their Parents making it MUCH easier to view even more trades within the trading window. We went from viewing 7 down to 2
You can open and close each Parent individually, however, it will revert back to the global setting once an action causes the window to refresh itself.
- Grouping trades ONLY changes the view, it DOES NOT change internal calculations
- To revert a child back to a parent, delete the number in CID; if the child (now a parent) had children, they will follow their parent
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