English
Back
Download
Need Help?
Log in to access Online Inquiry
Back to the Top

P/L Calendar

This module displays P/L and returns in a calendar view, with options to view by month or year. The return calculation method is consistent with your settings in P/L Trend Analysis (simple, money-weighted, or time-weighted).

Refresh manually for the latest data.

Formulas:

1) Daily P/L = NAV (T) - NAV (T-1) - Net Inflow (T)

2) Monthly P/L = Sum of daily P/L for the month

Market Insights
Fed Rate Cut Beneficiaries
View More
Dow Jones hits 50k: A new bull market milestone?
The Dow Jones Industrial Average closed above 50,000 for the first time on February 6, 2026, and has since held near record highs. Boosted b Show More
Hot AI Trend Stocks
Magnificent Seven