Total account value, buying power, cash, annualized return
Project 2
Q1: Include an an up-to-date summarized, dated table of your account overview (account statement) with the following account information:
• Total account value, buying power, cash, annualized return
• Stock and shorted stock portfolios (if you are trading on ETFs, list them here as well) with transaction types (sell, buy, short, cover, limit, stop), symbol,
asset descriptions, quantities, purchase price, current price, total value, today’s change, total gain/loss (in $ and %).
Q2: Go to the trade history page, choose at least one of your profitable stock trades and list related transaction information in a summarized table. Make sure you
include at least two transactions (buy and sell, or short and cover). If you have not closed your currently profitable transaction yet, then give your anticipated
sell/cover price.
• What made you trade this stock initially? What was your belief on the future price trend of this stock during that time and why did you hold such an opinion?
• What encouraged you to close your position (sell your holdings or cover your short position)? If you have not closed your position yet, what are the possible
reasons to have it stay open?
Q3: Answer Q2 with at least one of your unprofitable trades.
Q4: List one of your trades placed with a limit (buy or sell) order. What made you believe that placing a limit on this trade would be better than placing a market
order? Did you gain any profits from this limit order?
Q5: List one of your trades placed with a stop (buy or sell) order here. What made you believe that placing a stop order on this trade would be better than placing a
market order? Did this stop order help you stop any further losses compared to a market order?