Choose a position status

Use the status that describes your current intent; it is shared across the relevant Trade Tracker views.

Open Trade Tracker

Choose the best description

Pick the status that matches what the position is now, not what the system guesses from time held.

  • Choose Active swing for a position you intentionally continue as a Swing.
  • Choose Day trade still open when the Day trade is still active.
  • Choose Unplanned hold when an intended Day trade became a hold you did not plan.
  • Choose Long-term hold when you intentionally treat it as a longer-term holding.
  • Choose Not classified while you have not decided how to describe the position.
  • Choose Flat / no longer open only when your broker shows a zero position. TraderLink records that confirmation without inventing a sale or profit and loss.

The status is shared

A change is reflected in Daily Trade Tracker, Swing Trade Tracker and Open Positions.

These pages read the same confirmed position. Choosing a different status updates its current classification; it does not move executions, change their dates or create a second position history.

Open the Swing Tracker when the position is an intentional active Swing.

Read Swing Trade Tracker help
Getting startedPositions needing a decision