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I use a spreadsheet Fred. I have all my open positions in it in a list and then I use a pivot table to consolidate them into a summary. The spreadsheet also works out how much "income" I will get from dividends.

If I want to look at a particular stock I use a filter.

It also does my capital gains calculation as part of my portfolio is in a trust to mitigate inheritance tax. Not one of those off-shore ones I hasten to add - just a standard on-shore discretionary trust where sadly the rate of tax is rather frustrating.

Thanks.

.

Afternoon all.

CC

We've all been there to a certain extent. I too did "OK" at day trading, but the effort, stress and time was consuming the rest of life. I then found I was better "trading" longer term, but still making a life of it full time was not within my grasp. Have done far better just getting into companies on a medium-longer term basis. Retirement beckons for me as well, but not looking for the income route yet. Got a bit more damage to do. :)

Did you ever read Mark Douglas, Trading in the Zone? I found it very enlightening back in the day.

Cheers,
Al

Never read any of them Al. For me day-trading was and is always about psychology and the level of conviction I have over a trade.

Maybe I should