When you sign up with MyTrack (see Data), you are supplied with a program that permits you to trade on line, and to view your activity on line. Patterns does the same thing, only better.
In the Stocks Trade window, choose an account. This may be something like K123-5678. If you have several accounts, such as a Margin account, a Roth account, and so on, it would be helpful for you to give it a name so that you can recognize it.
Press Name, and add Roth. Then the account will be referred to as K123-5678, Roth.
On the MyTrack statements the Penson number is given. You can add this number after the name Roth. This way when you get your statement you will easily be able to identify it.
With Patterns you can manage your account in the same way as you can with the MyTrack exe. There are several features that Patterns has:
| • | Superior fonts. Numbers (especially my money!) are important to me, and so I choose Courier Monospace. |
| • | Date format, with the four digit year |
| • | Mixed case. Tocqueville Gold Fd instead of TOCQUEVILLE GOLD FD. Mixed case is much easier to read. |
| • | Cut and paste available. Easy to cut the numbers and add them to your personal database. It used to be so time-consuming for me to take the broker statements and insert the data into my database! Now it is a cinch! |