Investrade's Trader Platform Upgrade

To make your trading experience better and easier

New Profit & Loss Performance Feature

We have good news to share about a new feature added to our web trader platform.  The new P&L tab includes a more dynamic application to analyse and understand your trading profitability.  We have built multiple views to deliver greater insights to your trading.

    • Detailed View- displays all cost basis tax lots and can be viewed by security symbol and calendar month
    • Summary View - displays profit & loss summarized by symbol and calendar month
    • Analytics View - provides insights into win/loss percentage, largest gains, holding timeframes, long vs short
    • Dashboard View - Visualization of P&L over timeline and securitiesFilter results for any timeframe or specific symbol
    • Export to Excel or CSV to do your own reporting and analysis offline
Multiple view to understand your trade success

Summary view by symbol or month for any timeframe (with ability to export to Excel or CSV)


Summary view by calendar month


Analytics View


Dashboard View to Visualize P&L


Contact Us With Any Questions!


Outside N. America: 1-847-375-6152