Performance & P&L explains what is recorded, what is missing and what you can review next. A deposit, withdrawal or manual revaluation is not automatically an investment return.
Results and losses explained
Realized results come from recorded completed trades. Unrealized results describe positions still held. Known current loss contributors are shown without inventing company or market-event causes. Missing evidence stays unavailable, not zero.
Risks and growth illustrations
Review concentration, liquidity, derivatives and valuation freshness. Growth scenarios show their starting value, assumed annual rates and formula—not forecasts or guaranteed returns. F&O contract notional and goal budgets are not owned investment capital.
Opt-in portfolio reports
In Account settings, choose monthly, quarterly or annual reports—or leave the frequency at Never. Reports distinguish completed-period realized P&L from generation-time holdings and all-time totals. Private report pages require your account login.
Illustrations exclude new contributions, withdrawals, taxes, fees and inflation. Reports depend on available records; email delivery depends on your account email and the configured delivery service. Research, Monitoring items and reports do not automatically buy, sell or rebalance investments.
Start free with Growth →