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bellwether

Portfolio

What the book holds, why the desk holds it, what would make it sell, orders that have not filled, and the last month of closed trades.

1 article

One screen per book that answers four questions about every position: what do I hold, how is it doing, why was it bought, and what would make the desk sell it. The same marks the Overview shows, with the story behind each name.

  1. The Portfolio screenHoldings with why each was bought and what would make the desk sell, orders that have not filled, and the last 30 days of closed trades, for the book you are looking at.Everyone on the book6 min read