5 minGeneral information, not personal advice
01
Portfolio snapshot
The portfolio page separates available cash, reserved funds, open exposure, unrealized results, and position composition. This avoids treating total equity as immediately withdrawable cash.
02
Performance over time
- Equity history combines recorded portfolio snapshots with ledger events.
- Open profit or loss uses the latest stored market values.
- Realized results use completed position and ledger records.
- Illustrative or simulated history is labeled when present.
03
Statements and exports
Portfolio PDF reports summarize positions and profit or loss for a selected period. The Tax Center provides a separate raw ledger CSV because a position statement is not a tax calculation.
Performance figures do not predict future results and may differ from immediately executable values.
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