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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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