What You Can Do To Stay Organized Across All Your Trading Computer Devices

Traders, how many of you have a desktop computer, laptop, smartphone, and a tablet?

Maybe you have more computer gadgets than I can imagine. It may be easier to manage all your trading accounts than trying to keep all of your computer devices in sync.

With the proliferation of technology comes the never-ending quest to keep everything organized across the broad spectrum of applications and operating systems. For example, at EZ Trading Computers we sell Microsoft Windows-based systems, but a large percent of our customers have an iPhone from Apple Computer. How do you sync your data, calendar, and contacts across those two different operating systems?

You probably rely on several computers and portable devices to get through your day. Your challenge becomes keeping your data working harmoniously.

Devices Cloud Connected Computer Phone

How Your Devices Can Do The Work For You

Most of us take for granted the exceptional ability these devices offer to assist in handling information for us autonomously.

You can add a birthday reminder on your desktop computer automatically. You can enable it to pop up a warning a few days in advance so you can remember to mail out the card you always forget to send in time.

You can even have that same birthday automatically added to your smartphone so you can get a reminder to give them a call.

It is their simplicity and usefulness that makes these types of applications worth their weight in gold to a trader.

Remembering your wife’s birthdays is just one example. As a trader, you may want to add reminders and to do lists to get your tax info to your accountant, or watch for economic data reports to come out.

TIP: A great tool for this is Google. Create a Gmail account. Then you can connect your Google Calendar with Outlook, the web, and your smartphone. The cool thing is your operating system doesn’t matter. Google will play nice across all your devices and their software.

Why You Should Sync Up With Coworkers And Family

Aside from the obvious uses, such as syncing important dates like shareholders meetings and earnings release dates you can also sync your data files, photos, and daily schedules.

This information sharing is not just limited to your own devices as you can allow other people in your life to sync and share their data as well.

I am sure you can imagine how useful programs like these would be to a tight knit group of traders who are all able to send and receive synchronized calendar updates and research reports all before their next group meeting.

Even keeping your family informed with synchronized grocery lists, purchase histories, and upcoming appointments is as easy as adding them to your circle.

There are only 24 hours in a day, and that isn’t going to change. Time management and organization is the key to adding more valuable time to your week.

By letting your devices keep you in sync with your important contacts and family members, you no longer have to send an email, text, or make a phone call to communicate important information.

Syncing Computer and Devices to the Cloud

One of the easiest ways to sync all your devices is to use the “cloud”. Basically, the cloud is a mix of servers and devices that work together to keep all your data automatically synced to any device– available anytime, anywhere.

Compare this with the old days. Your data was stuck on your local computer. If you wanted to take it with you, you’d have to backup your data to a physical device. Then, you’d have to transfer the data manually to a new local computer.

With the cloud at your service, you can skip all those middle steps. Your data is waiting and ready wherever you are. Of course, you should still take proper security precautions with your data, especially when syncing to cloud-based services.

Tools for Staying Synced Across Computers and Devices

  • Google Account/Gmail Create a Gmail account and you’ll get access to more Google Account services, like Google Calendar and Google Drive. These services can be linked to your local desktop software, such as Microsoft Outlook.
  • DropboxWith Dropbox you can add a secure folder on your computer that syncs to any other devices you authorize. What’s great about this service is you use it just like any other desktop folder and it syncs automatically. You can also share specific folders with coworkers, friends and family. Monthly charges apply here.
  • Network Attached Storage (NAS) DriveThink of this option like a privatized Dropbox. It works the same as the above, except instead of letting a service like Dropbox manage your data, you put your files on your own hard drive connected to your home or office network. You can then sync your data to authorized devices. Just like Dropbox, you’ll be able to share your data with authorized users. For this option, you’ll pay a one-time, up-front expense.
  • Microsoft Office 365Your Word and Excel files can exist in the Cloud too. Microsoft’s latest edition can allow backup, sharing and even real time editing of your Office documents via their cloud service. Monthly service fees will apply for Office 365.
  • Carbonite Online BackupServices like Carbonite give you syncing and backup. Carbonite lets you create automated backups of your computer and data to their secure servers. Any good syncing plan involves distributing your data. That way if your computer goes down, you have a remote backup. With your data in the cloud, you can pick up exactly where you left off on a new computer or another device. Beyond just syncing your data, it’s good to have a disaster recovery plan like this so your trading day is never interrupted.

Granted, there are many other solutions available beyond the ones I mentioned above. Hopefully this post will give you some good ideas.