P/L Analysis

• Tap Assets Analysis, P/L Analysis, or IPO P/L to switch between tabs.

Assets Analysis

• By default, the Assets Overview section shows an assets breakdown by asset class. Tap the currency option next Total Assets inside the graph to switch the currency used on this page.
• Tap Currency below the heading to view an assets breakdown by currency.
  
• The Trend Analysis section features a line chart that presents an intuitive view of your asset performance across various time ranges.
  • Tap Today, 5D, 1M, YTD to switch between time ranges. Tap the filter icon to create a custom time range.
• On a chart of a time range longer than 5D, you can compare your asset return with benchmark indices.
  • The bottom legend is interactive: Tap an index to hide or show it on the chart.
• At the bottom of the page is P/L Calendar, where you can easily view P/L by date.

P/L Analysis

• Tap a market at the top bar to switch between markets.
• The P/L Rankings section shows the top 5 winning and losing symbols.
  • Tap Top 5 Winners or Top 5 Losers to switch between lists.
  • Tap the > icon to view the full list.
  • Tap a symbol to view its detailed P/L history.
  

IPO P/L

• On this tab, you can view P/L data related to IPOs, including the allocation rate and total return.

View P/L for a specific account

• You can check the P/L data for a specific account near the top of the account page. Next to Market Value, you'll find the total P/L and today's P/L data.
• Path: Accounts > Tap an account card.