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Truedata Position Management Dashboard

Project type

Trading tools

Date

2025

Position management means different things to different traders, so I built an Excel dashboard (powered by Truedata’s Excel Velocity plugin) to make it simple and flexible.

With this tool, you can:

1. Analyze trades with ease.
2. Simulate adjustments at different index expiry prices.
3. Instantly see the ELM margin required.
4. Get live bid–ask rates directly in Excel.

It’s a practical and powerful tool, built with positional traders in mind.

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