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Portfolio

The Portfolio section is where you track your capital, positions, and brokerage data across all your accounts. It consists of four key areas:

  • Wallets — manage multiple portfolio containers (accounts / sub-accounts)
  • Wallet — drill into a single wallet: view positions, analytics, history, watchlist, and imported data
  • Import Data — bring in trade history from supported brokers (XTB, Robinhood, Interactive Brokers)
  • Positions and Lots — how individual trades are recorded, how P&L is calculated, and how to annotate lots