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Investments

Track your investments, log trades, analyse P&L and rebalance your portfolio.

Tracking your investments

How to track, analyse and rebalance your live portfolio.

Tracking your positions

How to log the holdings you currently own in the Trade Log.

Tracking your transactions

How to log your transactions over time so pfolio can reconstruct your investments.

Analysing your investments

Learn how to read your investment performance in the Investments Overview.

Rebalancing your portfolio

How to turn a portfolio's target weights into the exact trades for your own account.

Investments calculations explained

Learn how your net asset value, cash flow, performance and position metrics are worked out.