• Can I track multiple portfolios?

    Yes, currently, there is no limit to the number of portfolios you can track, both in Automatic mode and manual mode.

  • Do you support Splits?

    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.

  • How Equity is calculated?

    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…

  • Why my portfolio stopped updating?

    In most cases, a portfolio stops updating when you change your trading account’s password. In such case, you should reconnect the account in Marketlog through the settings area and the portfolio will resume to update normally.

  • Do you support Dividends?

    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…

  • 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 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…

  • What happens when you have partial account data

    When we receive your account data through our data aggregator Yodelee, if the data is partial (for example the account 4 years old but we have only 2 years worth of data), the system will calculate the initial balance based on the data and will add it as a virtual…

  • 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 limited to 2 years. Since we do not delete the data unless you request so, we strongly recommend to connect your brokerage account to Marketlog as soon as its opened…