Track Profit &Loss across all Brokers
Viewing Your P&L
Once you have connected or manually added your accounts and settlements, you can access detailed insights into your P&L:
Navigate to the P&L Tab
Click on P&L from the menu.
Filter Your View
Choose to view P&L for a specific broker or across all integrated accounts.
Select the Financial Year (FY) for which you want to analyze your P&L.
Insights Available in the P&L Tab
- Realized P&L: Updated figures reflecting your actual profits or losses.
- Expenses: A breakdown of costs associated with your trades.
- Net Realized P&L: Your final P&L after deducting expenses.
- Performance Heatmap: A visual representation of your trading performance over the last 365 days.
- Asset-Type Breakdown: A detailed P&L report categorized by different asset classes you’ve traded in.
Haven’t Added Your Accounts Yet?
If you haven’t linked your broker accounts, follow these steps to start tracking your P&L seamlessly.
Viewing Your P&L
Once you have connected or manually added your accounts and settlements, you can access detailed insights into your P&L:
Navigate to the P&L Tab
- Click on P&L from the menu.
Filter Your View
Choose to view P&L for a specific broker or across all integrated accounts.
Select the Financial Year (FY) for which you want to analyze your P&L.
Insights Available in the P&L Tab
- Realized P&L: Updated figures reflecting your actual profits or losses.
- Expenses: A breakdown of costs associated with your trades.
- Net Realized P&L: Your final P&L after deducting expenses.
- Performance Heatmap: A visual representation of your trading performance over the last 365 days.
- Asset-Type Breakdown: A detailed P&L report categorized by different asset classes you’ve traded in.
Haven’t Added Your Accounts Yet?
If you haven’t linked your broker accounts, follow these steps to start tracking your P&L seamlessly.
Need Assistance?
If you need further assistance, feel free to reach out.
Viewing Your P&L
Once you have connected or manually added your accounts and settlements, you can access detailed insights into your P&L:
Navigate to the P&L Tab
Click on P&L from the menu.
Filter Your View
Choose to view P&L for a specific broker or across all integrated accounts.
Select the Financial Year (FY) for which you want to analyze your P&L.
Insights Available in the P&L Tab
- Realized P&L: Updated figures reflecting your actual profits or losses.
- Expenses: A breakdown of costs associated with your trades.
- Net Realized P&L: Your final P&L after deducting expenses.
- Performance Heatmap: A visual representation of your trading performance over the last 365 days.
- Asset-Type Breakdown: A detailed P&L report categorized by different asset classes you’ve traded in.
Haven’t Added Your Accounts Yet?
If you haven’t linked your broker accounts, follow these steps to start tracking your P&L seamlessly.
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