Knowledgebase
Symbols vs. Transactions
Posted by Henry Gage on 03 December 2009 01:16 AM
Regarding: Symbols vs. Transactions

Edit/Symbol(s) - Add/Modify provides a dialog for editing symbol details. For example exercise/assigned/expired for options. Notice it includes a strike price, expiration date and multiplier. You can use this dialog to create a symbol or modify an existing symbol.

Transactions use symbols. For example when you select Add while in the Transactions screen TA creates a transactions against the symbol that you choose. Transactions have details like date, quantity, price, commission and amount. You can also add manual adjustments using the same dialog.

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