I am having trouble figureing out how to do two things.
- Sell my position where I don't know the quantity or value. For example, if I buy $10K of equity A and want to sell the entire position later, I needd to know either the quantity that I bought or the the current value. I am having trouble pulling these up in real time.
- Sell my position based on a predetermined gain. So if my position increases in value by 30%, I want to sell the entire position. I would assume the easiest way to due this would be to pull up the execution price, but I can't see how to do that. Of course, if I can pull up performance data showing the unrealized gains/losses that would work to.
I appreciate any help.
Thank you!