Advanced trade and investing performance analytics

Performance analysis

• View trade history by instrument with gain loss and holding period
• View a list of transactions and filter by G/L amount and type (Buy, Sell, Gain, Loss)
• Displays key performance statistics
• Smart filter aggregates & categorizes trades by G/L amount into ranges, by a specifiable increment
• View trading activity summarized by day with realized G/L, cost basis, proceeds
• Browse transactions by day
• See the best performers in the portfolio by year

• Automatic stop / target price calculation and projected gains & losses in 1% or 5% steps
• Percentage and buy calculators for opening new positions
• Built-in note taking with folders
• Keep track of share averages, with individual stop calculation for different share prices
• Simulate buy / sell with different lot selection methods
• Simulate Sell By ID with custom lot selection

• Import transactions csv from Robinhood
• Import gain loss reports txt/tsv from TD Ameritrade and other* brokerages (with Gainskeeper reporting)
• Supports multiple portfolios to import multiple years performance data