![]() ![]() P/L Realized: This figure displays realized profit/loss. How do I read my P/L? There are three P/L figures ![]() You can also view your total commissions and fees by swiping left. Your portfolio P/L YTD will list at the top along the TOTAL line. Once the History tab is open, tap Year-to-Date to see your P/L per position. To view your P/L per position, navigate to History. ![]() At this point, you should see your aggregate P/L per underlying, total commissions, and fees per underlying as well. After you reach the History tab, click the year to date button located to the right of transactions. Overall P/L’s (profit and loss figures) per underlying can be found by navigating to the History tab on the desktop platform. Where is my P/L? Head to the History tab > Year-to-date section in the desktop platform Desktop Platform However, if you're looking to determine your realized P/L of your portfolio from a prior year or specific time period instead, then please refer to the Year-to-Date Export file locate in our Tax Center. We all love to turn a profit, but when something is not going your way, that’s good to know too! No matter your analysis needs, reading the P/L figure on your desktop platform is useful, and hopefully, this short guide will make it easy too! ![]()
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