The 'Import Portfolio' feature via broker has certain limitations because brokerages only provide current holdings for import. They do not let us...

We use the following methodology to calculate Day P&L and Unrealized P&L in your Portfolio: Day P&L Calculation: If the stock was bought to...

The Potential Gain and Loss Report analyzes your portfolio’s performance, highlighting potential profits and losses. It helps you assess missed profit op...

You can download your portfolio as an Excel file by using the Portfolio Data Export option in the Portfolio section, as shown in the image below.  ...