Your portfolio manager remains as is except the addition of a notes window tied to each trade where I can put in the reason(s) why I chose that trade.
When I sell a trade it goes to a subfile of that portfolio. If I bring this window up it shows the following:
The window is similar to the portfolio with all the stocks that I have sold in that portfolio listed by date or by choice of clicking on each field header that have now. This would be in the lower part of the window. It will show the gain or loss achieved, the highest and lowest $$ the stock achieved during this time period.
The graph as shown for each equity will show only the graph from purchase date to sale date. I can zoom in but cannot zoom beyond these dates.
In the main window it will keep a running total based on a time span of choice, YTD, Month, To and from, year etc, as to the performance of my realized gains or losses.
The text window can be brought up to remind me why I chose the stock!

Once I sell a stock and take it out of my portfolio it seems to evaporate, no history but the graph at the very top showing history along with current stocks in play.

Regards

Leigh Sargent