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TwsAutoTrack looks like a great program for tracking individual positions. PortfolioTK was primarily developed to be used for overall portfolio performance tracking and statistics. I wanted to see my account charts and be able to compare performance to the indices visually. I also wanted to...

There were two errors that I came across while further testing my program. One involved the YTD calculation and the other dealt with certain saved accounts crashing on program opening. I have since corrected these issues and uploaded a new installer on my website. I apologize for any...

Yeah, that is a little outside the scope of the initial release. But I could see the benefit of having such a feature and I hadn't thought of it. I think it would be great to be able to break down performance and equity curves by strategy. Would let you know which strategy is underperforming...

That's actually high on my list of features to add because I have accounts with IB and entering individual trades can become tedious. But first I'll be adding some more advanced statistics like alpha, beta, and r-squared among others. As for the rest of the program's reporting features, you...

I developed a Windows application, PortfolioTK, to handle portfolio tracking because I could not find a solution that fit what I was looking for at the price I was looking for. =) It handles everything from graphing to advanced statistics. Performance is calculated off of monthly account...

Thanks KTM but I have already search high and low on these forums and the rest of the internet. Maybe I'm searching for the wrong topic. I've talked with the Insititutional sales rep at IB and he said it shouldn't be a problem just trading through my company without being registered as a hedge...

Is a company required to register as a Hedge Fund of Mutual Fund entity to trade a pool of funds? My situation is that I currently have a Advisor Account with Interactive Brokers with a few family and friends accounts. I'd like to make my task more simplistic by pooling the money into an...