When you close a holding or part of it, the default method used is FIFO, meaning first-in-first-out order. So the first shares that were bought will be the first to sell. In some cases, you may wish to choose which shares to sell; Closing specific trades can be due to…
Target allocations is a great way to meet your allocation targets within your portfolio. For example, if you have 2 holdings which you wish to set at exact ratios, let’s say 70% and 30%, this can be a tedious task to keep track of as well as calculate each and…
No. Marketlog can be used alongside your real trading account or just as a demo portfolio tracker (or both at the same time!). You will enjoy the same features in both cases.
Yes, you can track up to 10 portfolio in the pro plan. If you wish to track even more portfolios, please contact us.
Yes! When an account is automatcally tracked (connected to your brokerage) through our data provider, then splits are reported by your brokerage. When an account is manually tracked (transactions are inputted by yourself), splits are automatically managed and applied to your portfolio.
Equity refers to the real value of your trading account if you were to liquidate all of your positions. At the end of each trading day, we calculate the value of each of your holdings to arrive to your account’s equity. The same methodology is used to calculate historic equity…
With automatic tracking, a portfolio can stops updating when you change your portfolio access privileges, either by revoking access or changing your login credential. In such case, you should reconnect the account in Marketlog through the settings area and the portfolio will resume to update normally. Otherwise, both in automatic…
Yes! If your account is connected to your broker then Dividends are reported by your broker. If your account is tracking manually, then dividends are automatically generated by Marketlog. In both cases, all of the dividends are counted towards your profit. You have a separate “Dividends” metric in your portfolio…
We support stocks, ETF and Options.
You have the option of viewing your holdings (ungrouped) or trades (grouped). The holding data comes directly from our data provider, however trades are calculated based on the transaction data we receive. Since it may happen that transaction data is partial (for example a very old trading account), the trades…