Product tour
Take a quick tour of TradeBo and see what each part of the app looks like before you start.
Today
Track event activity in real time for today, with recent history available for up to one week. Each event links to the related asset details.
Portfolio
Portfolio gives you both an overall holdings view and a page for each holding. You can monitor assets with or without an assigned strategy, and inspect history from first appearance onward to explain current numbers.
Asset distribution and balances
Breakdown by asset type and account balances for a fast portfolio health snapshot.
What the strategy has done
Each holding has its own page: what the strategy has made or lost since it started, how that compares with simply holding, and the price it started from.
Active strategy positions
Shows each active position performance since the strategy started, including quantity change, average price, and P&L.
Where the money sits
The same holdings as a share of the account, so a position that has grown out of proportion is obvious.
Asset detailed view
A detailed view of the asset price chart with mapped open and executed orders for a detailed inspection of the strategy activity.
Asset orders
Shows the full executed orders history of the asset.
Strategies
Manage different strategies and fine tune strategy parameters.
Runs
Runs are a record of every decision the engine made and why, and when it made it.
Runs list
Timeline of run executions with status and quick access to deeper inspection.
Run detail
See what the engine decided for each position in a run. Open a holding from there to see it as it was when the run happened.
Broker Agent
The desktop Broker Agent keeps your broker login on your computer and places the orders at your broker. TradeBo works with Robinhood and Interactive Brokers.