Dear All,
We released a new tab for Accounts called “Reports”. It currently has two sections “Closed Positions” and “Risk Measurements” .
Below is the image for “Closed Positions” showing you a report for closed positions for three symbols (algn,bby,akba) , aggregated by symbol and showing you the Total proceeds for each symbol and overall total. It’s a handy report to check your realized total by positions. Do check out the “Days Held” option where you can see all your realized positions for the current calendar year of previous one for example.
Let us know your thoughts & wishes as we try to make Invest a place where you could manage your accounts without ever having to login to your broker.
Thanks
