Track Profit &Loss across all Brokers

Track Profit &Loss across all Brokers

The P&L tab provides a consolidated view of profit and loss across multiple broker accounts. If you trade across multiple brokers, you can integrate your accounts and view your aggregate P&L in a single dashboard.
Web
Mobile
Web

Viewing Your P&L

Once you have connected or manually added your accounts and settlements, you can access detailed insights into your P&L:

  1. Navigate to the P&L Tab

    • Click on P&L from the menu.

  2. 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.


Mobile

Viewing Your P&L

Once you have connected or manually added your accounts and settlements, you can access detailed insights into your P&L:

  1. Navigate to the P&L Tab

    • Click on P&L from the menu.

  2. 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.

 

Mobile

Viewing Your P&L

Once you have connected or manually added your accounts and settlements, you can access detailed insights into your P&L:

  1. Navigate to the P&L Tab

    • Click on P&L from the menu.

  2. 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.