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Testimonials

"I would never stop using such a time saving and beneficial trading tool as Otrader has made my record keeping and trade analysis so simple. "
-T Dunn-[]

"Reinforce trading rules; Professional record keeping; simplifies tax recording requirements. "
-Darren Nissen-[]

"At first thought it was a little expensive but now that i have it i could not do with out it. MONEY WELL SPENT EXCELLENT VALUE. "
-Greg Randall-[]

"I found it rather refreshing that a software company is willing to listen to users, one of the benefits of OTRader support is that the team is willing to listen to any suggestions that you may have for future upgrades that you may see as a benefit for you "
-Derek Bevan-[]

"I don't do any paper trading. All my trading is real time. If I make a mistake I can learn quickly from it by documenting it in OTrader. "
-Wendy Dayman-[]

"Using OTrader has made tracking our paperwork so much simpler "
-Wendy Bergsma-[]

"Especially useful at taxtime. "
-R Howard-[]

"It's great to actually have a very well organise portfolio. Where as before there were lots of pages to organise, were as now I can print off exactly what I need. Its Awesome. "
-Darren Dayman-[]

Top 10 features available in OTrader investment portfolio management software

one Create Profit & Loss reports In a faction of the time - OTrader lets you create profit & loss reports dynamically by simply entering your trades. Each time you place a trade, OTrader dynamically updates your profit & loss reports. You will know your exact position at the click of a button.

You can also use these profit & loss reports to give to your accountant at tax time saving you hundreds of dollars on accountant fees.

two Multiple trading Systems - By creating trading systems within your portfolio you gain the ability to filter your results into different trading strategies. Imagine you have three different trading systems. One for stocks, one for options and one for income/dividend strategies. After 12 months of trading you want to know which system was the most profitable. OTrader gives you this ability by allowing you to view profit & loss reports on a per system basis as well as combined portfolio.

Using this information you could determine that dropping the income/dividend system and trading the stock and option system would produce you a higher return on investment.

three Update your Portfolio with Current Prices - After a trade has been entered you can update your open trades with one click of a button. By using free data from Yahoo finance or DDE(requires third party software. E.g Bourse Data) your portfolio will be up to date with current market prices so that each trading decision is based on up to date figures.

After updating your portfolio if a stop loss has been hit a popup alert will be shown in the bottom right corner of your screen alerting you to take action.

four

View Trades - The software not only tracks your trades, it also filters them into open and closed trades. Allowing you to quickly see which trades are open, which have hit their stop losses and those that are in profit so that you can take to required action.

If you scale into trades or buy multiple lots of the same instrument OTrader allows you to group these trades together showing you a total position profit & loss, average entry price and total position brokerage.

five Handles Stocks, Options, Warrants and CFD's - Doesn't matter what you trade! You can track it.
  • Stocks, options, warrants, futures and CFD's. No problem!
  • Expire and Exercise option contracts.
  • Split trades that you close in two or more lots.
  • Enter complex multiple leg option strategies on one easy to use screen.
six Increases your Knowledge Many times over - Ask any trading professional, they will tell you, tracking your results will make the difference between success and failure in any business. The only way to increase your trading results is to locate your weak points and focus on your strong points.
seven 23 customisable reports - Use the selection of reports to view, print and export your trading results. You control the date range, account, and system selection allowing you to view the precise information you need.
eight Dynamic Profit & Loss Calculations - After you update your portfolio OTrader will recalculate the profit & loss for each trade displaying your net profit & loss in dollars and percentage format.
nine Traders Diary - All traders make the same mistakes... Period! The difference being professional traders locate them by keeping a traders diary and then fix them before they destroy their account!
ten Position Size Calculator - Position sizing is one of the most important aspects of trading. This is why OTrader boasts a built in position size calculator to instantly determine your position size based on parameters you enter so that you can maximize your trading returns.