Portfolio
Track trades, open positions, and realised gains.
Elite Feature
Portfolio tracking, trade history, and FIFO tax reports require an Elite plan.
Upgrade to EliteOpen Positions
Portfolio Value
Cost Basis
Unrealised P&L
No open positions. Log your first trade below.
| Symbol | Qty | Avg Cost | Price | Value | P&L |
|---|---|---|---|---|---|
Trade History
Log Trade
No trades yet. Use "+ Log Trade" to add your first entry.
| Date | Symbol | Action | Qty | Price | Total | Fee | |
|---|---|---|---|---|---|---|---|
FIFO Tax Report
Realised gains and losses — First-In First-Out method.
Click "Generate Report" to calculate your realised gains and losses.
No realised gains or losses yet. Log buy and sell trades to see results.
Total Realised P&L
| Buy Date | Buy Price | Sell Date | Sell Price | Qty | Gain / Loss | % |
|---|---|---|---|---|---|---|