Portfolio

Treida’s portfolio tracker is built for active swing traders — fast position entry, real-time P&L, and exposure analysis that actually tells you something useful.

Multi-portfolio support

Create as many portfolios as you need — separate your swing book from long-term holdings, track paper vs. real accounts, or run different strategies in parallel. Each portfolio is independent with its own performance history.

Adding positions

For each position, Treida captures:

• Symbol, quantity, and cost basis
• Entry date
• Optional stop and target levels
• Strategy tag (e.g. VCP, 21DMA, earnings play)

Transactions are recorded, so you get a full history even after you close the position.

The dashboard

The portfolio view shows everything at once:

• Total value and P&L — absolute dollars and percent
• Position-level P&L — realized and unrealized
• Exposure breakdown — by sector, industry, and theme
• Win rate and average R — so you can see whether your system is working

Prices update in real time during market hours using the same data pipeline that powers the screeners.

Risk & position sizing

Because Treida knows your total portfolio value and every position’s stop, it can show:

• Dollar risk per position — how much you lose if stopped out
• Total portfolio risk — sum of open risk across positions
• Position sizing suggestions — based on your account size and desired R

Integration with screeners & AI

Every stock you click from a screener or the AI watchlist can be added to a portfolio in one click. The system also warns you if you already hold a name, so you don’t accidentally double up.