E.T.P.C. tool v 1.71 Flexibility
Changes made:
- Evolved into a simplier trading plan
- Reduced to two pages- The Data Entry and Buy Shares Page (where decisions are made)
- Consolidated cells for easier viewing
- Reduced the number of cells to the most commonly used
- Added direct links to pages on the Hawk Stock Trading ,tastyworks, and finviz websites
- Color coded eggs for same stock - limited to 4 Buys - tested for several years, helps in minimizing losses
- Added tastyworks as a New Broker ($5.00 fee for Buys and $0.00 for Sells - there is a clearing fee of .0008 cents for Buys and Sells already calculated in the Total Fees) New Popup for tastyworks fees when chosen as the broker #3
- Added the broker choices Stocks Bought Not Sold and Transaction Not Completed
- Data Entry Information in the Blue Cells on the Data Entry Page
- The file can be saved with a different filename SAVE AS i.e. January, February, Watchlist1,2,3,4..,1st Quarterly1,2,3,4, 2017Jan1stdozen, Stocks, first file,2017Jan2nd 12 losers, 12 winners, HELP! I can't stop thinking...MyChoice 1, Mychoice2, and so on......
- To clear data of one symbol on the Data Entry Page
- 1 - Click on the Symbol
- 2 - Press Ctrl + o (not the number 0) Enters default Broker number 1 with Name of None
- Press Ctrl + t Enters default Broker number 3 with the name of tastyworks with fee of $5.00 (clearing fees of .0008 per share (Buy AND Sell) are automatically calculated
- If a transaction Buy AND Sell occurs on the same day, the 5 business day SEC Rule applies - manually enter a 1,2,3, or 4 in the SEC Rule cell (5 business day transaction), Not required - Used just as a Reminder.
- Usually, I only buy a stock in one shot and ALWAYS SELL ALL shares at the same time (hopefully taking profits).
- Remember, for some accounts (under $25k or Mutual Fund Self-Directed Brokerage Accounts) the transacion will close in 3 days (5 days if you Buy and Sell The Same Stock on the Same Day) and your money will be hostage until the last transaction close date.
- In a normal transaction where a Stock is bought one day, and sold on a different day (the transaction is completed in 3 business days) - leave the SEC Rule cell blank
- If the E.T.P.C. tool should become corrupt Just copy and paste from a backup you made, or re-download the file from this website.
- Be sure to check back occasionally to see if any updates are available !
- OR check the HawkStockTrading Twitter page the Hawk Stock Trading Twitter page.
The following four examples are shown to illustrate the Flexibility of the E.T.P.C. tool.
The Data Entry cells and Buy Shares page (where buy/sell decisions are made) are not shown as the intention was to show some of the other flexibilities of the E.T.P.C. tool.
The tool allows for up to 12 (one dozen) stocks - the 401k and TDAmeritrade show actual completed transactions (Buy and Sell).
The NEST lists the details for Broker #1 and Broker #2 ( 2 and 19 in this case)
Study the photos below and you should see how flexible E.T.P.C. the tool really is to meet Your Needs.
Photo 1 - illustrates two completed 401k transactions and two holding stock positions.
NAK and GGB show no details as these two completed stock transactions and are from the TDAmeritrade account
(Broker # 1 is 401K, Broker # 2 is Stocks Bought Not Sold, in this example
The Data Entry cells and Buy Shares page (where buy/sell decisions are made) are not shown as the intention was to show some of the other flexibilities of the E.T.P.C. tool.
The tool allows for up to 12 (one dozen) stocks - the 401k and TDAmeritrade show actual completed transactions (Buy and Sell).
The NEST lists the details for Broker #1 and Broker #2 ( 2 and 19 in this case)
Study the photos below and you should see how flexible E.T.P.C. the tool really is to meet Your Needs.
Photo 1 - illustrates two completed 401k transactions and two holding stock positions.
NAK and GGB show no details as these two completed stock transactions and are from the TDAmeritrade account
(Broker # 1 is 401K, Broker # 2 is Stocks Bought Not Sold, in this example
Photo 2 - shows actual results from Hawk's 401 account and TDAmeritrade account as of 01-23-17
Now NAK and GGB show details in the NEST as Broker #2 was changed to TDAmeritrade
Now NAK and GGB show details in the NEST as Broker #2 was changed to TDAmeritrade
Photo 3 - I added immu and halo to my watchlist broker. The $7.95 fee I changed in the Broker section to reflect (in this instance) stocks I am watching for my 401k Account. If I were watching for the TDAmeritrade account I would change toe fee to $9.99.
Photo 4- Only two Stocks I am holding and the two Watchlist stocks were chosen. Only the stock symbol was entered for immu and halo - No Data - Flexichickentry!
Changing only the Broker #1 and #2 numbers changes details in the NEST
Changing only the Broker #1 and #2 numbers changes details in the NEST
After having several years of practice with the E.T.P.C. tool, I can tell you that the tool is really very simple to use once the basics are learned.
To adapt to YOUR STYLE of trading is a simple procedure as saving the file with a different filename, i.e. 401k, TDAmeritrade, Watchlist. 2017 401k Stocks, 2017 TDAmeritrade, E-Trade, or whatever stocks, 2017 Jan ETPC Tool, Jan 2017...and the name of the file is up to You!
The E.T.P.C. tool is simple AND flexible.
To adapt to YOUR STYLE of trading is a simple procedure as saving the file with a different filename, i.e. 401k, TDAmeritrade, Watchlist. 2017 401k Stocks, 2017 TDAmeritrade, E-Trade, or whatever stocks, 2017 Jan ETPC Tool, Jan 2017...and the name of the file is up to You!
The E.T.P.C. tool is simple AND flexible.
Broker named Stocks changed to Stocks Bought Not Sold
Good Trading!
Hawk
02-07-17