What you actually hold, on the same axis as the price

Positions and payments

Chartboard distinguishes two kinds of portfolio mark-up on an OHLC chart:

Trades

Portfolio positions — the buys and sells you actually executed.

Dividends

Payments received against a holding.

Both are enabled per chart through the Mark-ups context menu, alongside event series, timelines, robo signals and tags. Like every other mark-up, they are serialised and persistent across chart instances, carry customisable URLs, and support copy-paste.

Managing them

• Portfolio collections are managed through their own dockable explorer bar, sitting alongside the chart, data, modelling and Python script explorers. Operations run through a dedicated toolbar and context menus, in the manner of Windows File Explorer.
• Selecting a portfolio item exposes its settings in the context-sensitive properties grid — left-click for properties, right-click for actions.
• Portfolio content is part of the workspace, so it is serialised with it and travels with it when a workspace is exported or exchanged.
• Positions are visible to Python advisor scripts alongside the rest of the chart stack.

Portfolio is not modelling

This distinction is deliberate and enforced. When model trades are activated from a script, Chartboard is deemed to be in modelling mode, and the positions it generates are held separately from portfolio trades. They are displayed with their own mark-up type — Modelling Positions rather than Trades — and cleaned up independently.

The practical effect: you can run a strategy over a chart you hold a real position in, compare what the strategy would have done against what you did, and never risk one being mistaken for the other.

Replay

Market replay with stepping and rewind is available for every period unit. Because positions and mark-ups share the chart's period axis, replaying a period walks the annotations forward with the price.