I'm trading on TOS platform 10-20 trades a day. I've been manually recording the trade data: date placed, lot size, ticker, expiration date, spread strikes prices, net premium received, sometimes breakeven etc
I've found myself spending more time recording the trades into excel then I do trading. But the excel is very handy to go back and monitor/double check etc so I don't want to abandon it.
Any ideas/software that can pull trading data from TOS live and export into PDF daily/live?
Posted by REI_N_Options
4 Comments
I use TOS and Excel. A bit manual like you but am able to pull down data automatically including; entry date, days to expiration, delta, theta, stock price, strike price, days held. Then using Excel, open profit/loss, and others.
Maybe not as automated as you’d like but it gets me there.
I’m using OneNote
See if this helps: [https://www.reddit.com/r/thinkorswim/comments/nr6vg8/a_howto_guide_for_using_rtd_functions_in/](https://www.reddit.com/r/thinkorswim/comments/nr6vg8/a_howto_guide_for_using_rtd_functions_in/)
Schwab does have a position export feature that might do what you want: [https://help.streetsmart.schwab.com/edge/1.6/Content/Positions.htm](https://help.streetsmart.schwab.com/edge/1.6/Content/Positions.htm)
Sounds like you’re killing it in the markets but drowning in spreadsheets. There are a few tools out there – check out **[TraderSync](https://tradersync.com/)** or **[TradesViz](https://tradesviz.com/)**. They connect with TOS and can automate your tracking and analysis. Might save you some headaches.