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