There is a problem with my stats Although we make every effort to create accurate statistics, it may happen, due to reasons beyond our control such as...
My Trading data is incomplete Please note that your trading history is limited to what is provided by our data aggregator, Yodlee. This is usually...
Why Trades do not match holdings? You have the option of viewing your holdings (ungrouped) or trades (grouped). The holding data comes directly from our data...
Why my portfolio stopped updating? With automatic tracking, a portfolio can stops updating when you change your portfolio access privileges, either by revoking access or...
Target Allocations Target allocations is a great way to meet your allocation targets within your portfolio. For example, if you have 2...
Close holding order When you close a holding or part of it, the default method used is FIFO, meaning first-in-first-out order. So the...
Forecast Whether you’re a seasoned investor or just dipping your toes into the financial waters, this feature will empower you to...
Goals Goals are exactly what they describe – your trading goals. We’ve made it easy to setup and track your trading...
Add Portfolio To Watchlist If you found a public portfolio of interest, you can easily add it to your watchlist for quick access as...